WisdomTree, Inc. (WT)
Financial Services
- Fundamental
- 3
- Sentiment
- 4
- Technical
- 4
Bullish pullback_to_support: buy limit 23.25 at the EMA9/EMA21 confluence after the two-session rebound reclaimed the short-term stack; structure stop 21.83 below the 09-18 swing low (22.03), targets 25.23 / 26.72, R/R 1.39. Breakout-stop alternative rejected: 23.86 trigger with the same structure stop gives R/R 0.98 (< 1.0).
Company overview
WisdomTree, Inc. is an investment firm that sponsors and manages exchange-traded funds (ETFs) across various asset classes, including equities, currencies, and fixed income. The company also licenses its proprietary indexes and integrates its ETFs into 401(k) retirement plans. Established in 1985, WisdomTree is headquartered in New York, New York.
Fundamental
fairStrong operating momentum is offset by leverage and earnings volatility, resulting in a balanced fundamentals score.
WisdomTree is growing fast on AUM/flow momentum (TTM revenue ~ $609.68M; SEC filings show strong 2026 interim operating income), and liquidity looks fine (cash ~$294.81M; current ratio ~2.99). But leverage is meaningful (~$1.08B total debt, mostly convertible notes) and 1H’26 included a large note-repurchase loss that depressed trailing GAAP earnings (TTM net margin ~13.27%), leaving the stock optically expensive on P/E (~41.96). Overall: solid operating engine, but mixed valuation/leverage/earnings quality → fundamentalScore 3/5.
Sentiment
goodSentiment is improving due to the MoonPay partnership and a clean legal screen, with media coverage supporting the tokenization narrative.
Setup led by the announced MoonPay–WisdomTree product catalyst (2026-09-17, U.S. distribution lane for the WTGXX tokenized Treasury fund) with coverage still flowing, on a determinate improving sentiment delta (primary-tier +0.23 baseline → +0.40 scoring); Red-Flag Screen clean, no cap applied.
Technical
goodThe stock has rebounded off support levels, maintaining an uptrend with potential for further gains.
Intermediate uptrend intact: price 23.72 above the rising SMA50 (22.13), SMA200 (17.59), EMA9 (23.21), EMA21 (23.26) and daily VWAP (23.50), with only a 0.5% gap below the SMA20 (23.85). Momentum is repairing after the September correction: RSI14 54.88 (up from 42 at 09-15), Williams %R -50.81 off the -97.5 oversold print, MACD line positive at 0.16 with the histogram narrowing (-0.35 to -0.26), ADX 31.30 still above the trending threshold. Weak signals: the MACD line remains below its signal (0.42) and the last up-day volume (2.30M shares) was lighter than the 09-18 surge (7.08M) - a strong setup with one weak signal, score 4.
You’re looking at 2026-09-21 — more than 2 trading days ago.
Subscribers saw this then, and see today’s score, verdict and trade plan now.
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Not financial advice. For informational and educational purposes only.