Trade

with

WisdomTree Investments Inc
(NASDAQ: WETF)
AdChoices
11.20
-0.19
-1.67%
After Hours :
-
-
-

Open

11.35

Previous Close

11.39

Volume (Avg)

536.70k (2.26M)

Day's Range

11.12-11.72

52Wk Range

9.11-18.50

Market Cap.

1.52B

Dividend Rate ( Yield )

-

Beta

1.88

Shares Outstanding

133.30M

P/E Ratio (EPS)

21.93 (0.52)

AdChoices
Fundamentals
  • Key statistics
  • Growth
  • Profitability
  • Financial health
  • Price ratios
  • Trading statistics
Industry Asset Management
Highlights
Analyst Recommendation: Buy
    • Revenue

    • 149.47M

    • Net Income

    • 51.54M

    • Market Cap.

    • 1.52B

    • Enterprise Value

    • -

    • Net Profit Margin %

    • 42.54

    • PEG (Price/Earnings Growth) Ratio

    • 1.23

    • Beta

    • 1.88

    • Forward P/E

    • 28.49

    • Price/Sales

    • 9.34

    • Price/Book Value

    • 9.87

    • Price/Cash flow

    • 20.53

      • EBITDA

      • 51.98M

      • Return on Capital %

      • 52.10

      • Return on Equity %

      • 63.03

      • Return on Assets %

      • 52.10

      • Book Value/Share

      • 1.15

      • Shares Outstanding

      • 133.30M

      • Last Split Factor (Date)

      • -

      • Last Dividend (Ex-Date)

      • -

      • Dividend Declaration Date

      • -

      Analyst Recommendation
      10/21/2014
      Buy
        • 1 Year Price Target

        • -

        • Credit Rating

        • -

        • Analysts

        • 1

        • EPS Estimate

        • -

        • Cashflow Estimate

        • -

        Morningstar Consensus estimate data
        • Growth Rate (%)

        • Company

        • Industry

          • Sales (Revenue)

            Q/Q (last year)

          • 18.20

          • 10.32

          • Net Income

            YTD/YTD (last year)

          • 367.20

          • 15.27

          • Net Income

            Q/Q (last year)

          • -13.40

          • 51.01

          • Sales (Revenue)

            5-Year Annual Average

          • 30.83

          • 12.38

          • Net Income

            5-Year Annual Average

          • -

          • 9.22

          • Dividends

            5-Year Annual Average

          • -

          • 36.48

          • Profit Margins (%)

          • Company

          • Industry

            • Gross Margin

            • 100.00

            • 87.52

            • Pre-Tax Margin

            • 40.07

            • 40.10

            • Net Profit Margin

            • 42.54

            • 21.62

            • Average Gross Margin

              5-Year Annual Average

            • -

            • 76.36

            • Average Pre-Tax Margin

              5-Year Annual Average

            • -

            • 24.41

            • Average Net Profit Margin

              5-Year Annual Average

            • -

            • 101.70B

            • Financial Ratios

            • Company

            • Industry

              • Debt/Equity Ratio

              • -

              • 0.55

              • Current Ratio

              • 7.48

              • 4.28

              • Quick Ratio

              • 7.35

              • 4.21

              • Interest Coverage

              • -

              • 29.03

              • Leverage Ratio

              • 1.17

              • 9.25

              • Book Value/Share

              • 1.15

              • 16.93

              • Price Ratios

              • Company

              • Industry

                • Current P/E Ratio

                • 20.92

                • 15.65

                • P/E Ratio 5-Year High

                • 35.64

                • 961.17

                • P/E Ratio 5-Year Low

                • 3.28

                • 133.85

                • Price/Sales Ratio

                • 8.89

                • 3.45

                • Price/Book Value

                • 9.40

                • 1.90

                • Price/Cash Flow Ratio

                • 20.53

                • 15.50

                • Key Metrics

                • Company

                • Industry

                  • Return on Equity %

                    (5-Year Average)

                  • 63.03

                    (-)

                  • 11.81

                    (7.89)

                  • Return on Assets %

                    (5-Year Average)

                  • 52.10

                    (-)

                  • 1.31

                    (1.02)

                  • Return on Capital %

                    (5-Year Average)

                  • 63.03

                    (-)

                  • 7.31

                    (5.20)

                  • Income/Employee

                  • 830.43k

                  • 128.38k

                  • Inventory Turnover

                  • -

                  • 11.35

                  • Asset Turnover

                  • 1.22

                  • 0.06

                  Current Historical
                  Financials
                  • Income Statement
                  • Balance Sheet
                  • Cash Flow
                  Operating Income
                  51.54M
                  Operating Margin
                  34.48
                  Total Equity
                  -
                  Retained Earnings
                  -
                  Free Cashflow
                  -
                  Price/Cashflow
                  20.53
                  Ownership

                  Institutional Ownership

                  85.05%

                  Top 10 Institutions

                  43.95%

                  Mutual Fund Ownership

                  46.91%

                  Float

                  70.22%

                  5% / Insider Ownership

                  18.13%

                  Corporate insiders or major stockholders reporting trading activity in the stock.

                  Top Mutual Fund Owners

                  Top Institutional Owners

                  Mutual Fund Name

                  Institution Name

                  • Mutual Fund Name

                  • Shares Held

                  • % Change

                  • % Outstanding

                  • Morgan Stanley Inst Small Co Gr Port

                  •  

                    4,904,323

                  • 16.37

                  • 3.73

                  • Buffalo Small Cap Fund

                  •  

                    3,060,975

                  • 30.40

                  • 2.33

                  • Calamos Growth Fund

                  •  

                    2,995,885

                  • 0.00

                  • 2.25

                  • ClearBridge Small Cap Growth Fund

                  •  

                    2,850,884

                  • 13.61

                  • 2.14

                  • Vanguard Explorer Fund

                  •  

                    2,460,884

                  • 10.45

                  • 1.87

                  • Hodges Small Cap Fund

                  •  

                    2,000,000

                  • 66.67

                  • 1.50

                  • Lord Abbett Developing Growth Fund

                  •  

                    1,902,452

                  • 164.53

                  • 1.45

                  • Vanguard Small Cap Index

                  •  

                    1,852,300

                  • -0.33

                  • 1.39

                  • BlackRock U.S. Opportunities Portfolio

                  •  

                    1,824,827

                  • 1.94

                  • 1.37

                  • Vanguard Total Stock Mkt Idx

                  •  

                    1,727,651

                  • 0.12

                  • 1.30

                  • Institution Name

                  • Shares Held

                  • % Change

                  • % Outstanding

                  • Wellington Management Company, LLP

                  •  

                    18,647,394

                  • +0.58%

                  • 14.18

                  • Morgan Stanley Investment Management Inc

                  •  

                    6,919,793

                  • +15.25%

                  • 5.26

                  • Vanguard Group, Inc.

                  •  

                    6,374,194

                  • +0.96%

                  • 4.85

                  • Calamos Advisors LLC

                  •  

                    5,116,805

                  • +63.89%

                  • 3.89

                  • TimesSquare Capital Management, LLC

                  •  

                    4,929,540

                  • +32.96%

                  • 3.75

                  • Kornitzer Capital Management Inc

                  •  

                    3,605,865

                  • +38.91%

                  • 2.74

                  • BlackRock Advisors LLC

                  •  

                    3,152,933

                  • +13.44%

                  • 2.40

                  • BlackRock Fund Advisors

                  •  

                    3,150,033

                  • +7.73%

                  • 2.39

                  • Legg Mason Partners Fund Advisor, LLC

                  •  

                    3,045,272

                  • +12.90%

                  • 2.28

                  • ClearBridge Advisors, LLC

                  •  

                    2,902,883

                  • -0.65%

                  • 2.21

                  Company Profile

                  Sector

                  Financial Services

                  Industry

                  Asset Management

                  Type

                  Cyclical

                  Style

                  Small Growth

                  WisdomTree Investments Inc, is incorporated in Delaware. The Company, through its subsidiaries, operates as an asset management company that focuses exclusively on ETFs. The Companys ETFs includes fundamentally weighted funds that tr...moreack its own indexes, funds that track third party indexes and actively managed funds. The Company distributes its ETFs through all major channels within the asset management industry, including brokerage firms, registered investment advisers, institutional investors, private wealth managers and discount brokers. The Company offers Equity ETFs, International Hedged Equity ETFs, Currency ETFs, Fixed Income ETFs and Alternative Strategy ETFs. The Company is subject to extensive regulation and virtually all aspects of its business are subject to various federal and state law...mores and regulations. As of December 31, 2013, it offered a comprehensive family of 61 ETFs, of which 44 are listed on NYSE Arca, a listing venue of NYSE Euronext, and 17 are listed on the NASDAQ Stock Market. 22 of its ETFs have also been cross-listed on the Mexican stock exchange.lessless

                  Key People

                  Mr. Jonathan L. Steinberg

                  CEO/Director/Founder/President

                  Mr. Bruce I. Lavine

                  Director/Vice Chairman of the Board

                  Mr. Michael Steinhardt

                  Chairman of the Board/Director

                  Amit Muni

                  CFO/Chief Accounting Officer/Executive VP, Divisional

                  Gregory E. Barton

                  COO/Executive VP, Divisional

                  • WisdomTree Investments Inc

                  • 245 Park Avenue

                  • New York, NY 10167

                  • USA.Map

                  • Phone: +1 212 801-2080

                  • Fax: -

                  • wisdomtree.com

                  Incorporated

                  0

                  Employees

                  87

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