WT
WisdomTree Investments, Inc.
·
$20.05
Extended — don't chase; wait for a pullback过度拉升 — 勿追高；等待回撤
Terminal终端 ↗
WisdomTree Investments, Inc. · Financials
WT
$20.05
WisdomTree, Inc. is a global exchange-traded fund (ETF) and exchange-traded product (ETP) sponsor and asset manager with headquarters in New York.WisdomTree,Inc.是一家全球性交易所交易基金（ETF）和交易所交易产品（ETP）发起商及资产管理公司，总部位于纽约。
Financial金融股
Mid cap中盘
$3B
Engine stance引擎立场2026-07-20
Extended — don't chase; wait for a pullback过度拉升 — 勿追高；等待回撤
You missed the bottoming entry — the low already formed and price is now extended (momentum is fading — the daily moment已错过筑底入场——低点已经形成，目前价格已拉伸（动量正在衰竭——日线动量已开始掉头向下）。不要追高；等待回调至 10 日均线或下一个周期低点。若已持有则继续持有。
Key Statistics关键统计
Price价格
$20.05
0.5% below 52-week high低于52周高点 0.5%
Market Cap市值
$3B
Normal volume正常成交量
P/E Ratio市盈率
25.0x
15.0x sector median
Beta贝塔
1.49
Moves about 1.5x the market波动幅度约为市场的 1.5 倍
RSI (14)RSI（14）
63
Elevated偏高
Next Earnings下次财报
2026-07-30 (11d)
Volatility Rank波动率分位
65th pctile
hist. vol. percentile历史波动率分位数
Short Interest空头兴趣
11.3% of float
Performance价格表现
| Period周期 | WT | S&P 500 | vs Index对比指数 |
|---|---|---|---|
| 1 Week近1周 | +4.3% | -1.5% | Beat the index by 5.8 points跑赢指数 5.8 个百分点 |
| 1 Month近1月 | +10.5% | +0.6% | Beat the index by 9.9 points跑赢指数 9.9 个百分点 |
| 3 Months近3月 | +15.0% | +4.7% | Beat the index by 10.3 points跑赢指数 10.3 个百分点 |
| 6 Months近6月 | +32.7% | +7.8% | Beat the index by 24.9 points跑赢指数 24.9 个百分点 |
| Year to date年初至今 | +60.8% | +9.1% | Beat the index by 51.7 points跑赢指数 51.7 个百分点 |
| 1 Year近1年 | +56.3% | +19.4% | Beat the index by 36.9 points跑赢指数 36.9 个百分点 |
| 3 Years近3年 | +185.0% | +69.4% | Beat the index by 115.6 points跑赢指数 115.6 个百分点 |
Technicals技术面
RSI (14)RSI（14）
63
Elevated偏高
vs 50-day相对50日均线
+7.7% vs 50-day avg
vs 200-day相对200日均线
+31.5% vs 200-day avg
Volatility rank波动率分位
65th percentile 分位
Engine reference levels — not advice引擎参考水平 — 非投资建议
Buy zone买入区间
$18.94
Don't chase above不追高于
$20.05
Stop止损
$16.94
Extended — wait for a pullback过度拉伸 — 等待回撤
Earnings财务业绩
11
days until next report天后公布财报
2026-07-30
Estimates being raised — 4 analysts预期上调 — 4 位分析师
Earnings call transcripts — coming soon财报电话会议记录 — 即将上线
Valuation估值
| Multiple指标 | WT | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| P/E (trailing)市盈率（历史） | 24.97x | 14.99 | 15% |
| P/B市净率 | 6.82x | 1.52 | 4% |
| P/S市销率 | 5.71x | 2.87 | 20% |
| Earnings yield盈利收益率 | 4.00% | 6.58 | 19% |
| Shareholder yield股东收益率 | 3.64% | 3.91 | 45% |
Analyst price targets — coming soon分析师目标价 — 即将上线
Financials财务数据
Revenue营业收入
Earnings Per Share每股收益
Free Cash Flow自由现金流
Margins利润率
27.3%Return on Equity股本回报率
7.5%Return on Assets资产回报率
Leverage杠杆
| Net debt / EBITDA净债务/EBITDA | -1.75 |
Capital Allocation资本配置
| Buybacks (TTM)回购（TTM） | $102.7M |
| Stock-based comp股权薪酬 | $21.6M |
| Share count change (1y)股数变化（1年） | -3.7% |
Piotroski皮奥特罗斯基 5/7
Altman Z阿尔特曼Z: grey (2.6)
Watch关注
Snapshot Gauges综合指标
Valuation vs Sector估值相对行业
Expensive vs sector相对行业偏贵
Cheaper than 13% of its sector on blended multiples综合估值倍数低于行业内 13% 的公司
Beta市场敏感度
1.49×
0.21×3×
Moves about 1.5× the market波动幅度约为市场的 1.5 倍
Financial Health财务健康
5/7
Altman阿尔特曼: grey
Adequate financial health财务健康状况一般
Dividend分红
—
Does not pay a dividend不派发股息
Why Is It Moving为何波动
Macro宏观
Short-duration name into a restrictive, rising-real-rate regime → rate tailwind.短久期标的进入偏紧、实际利率上行的环境→利率顺风。
Positioning持仓
Insider cluster activity内部人集中交易
Technical技术面
WT weekly MACD crossed upWT 周线MACD上穿
Ownership & Smart Money持仓与聪明钱
Insider activity内部人员活动: -$1.0M net (0 buyers, 2 sellers)-$1.0M 净值（0 买家，2 卖家）
Concentrated ownership集中持仓
| Fund基金 | Grade评级 | Activity动作 | % of portfolio组合占比 | As of截至 |
|---|---|---|---|---|
| Polen Capital Management | B | New position新建仓 | 0.0% | 2026-03-31 |
Signal History信号历史
TOP WATCH
NEARING A HIGH
Jul 17, 2026
WT weekly MACD crossed upWT 周线MACD上穿
The weekly MACD histogram turned positive — the slower, less-whippy momentum read.周线MACD柱状图转正 — 更慢、更少来回的动量信号。
Jul 15, 2026
WT made a new 52-week highWT 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $20.01.价格创出52周新高 — 全市场关注的动量/趋势极值。$20.01。
Jul 14, 2026
UNCONFIRMED TURN → BOTTOMING未确认转向 → 筑底中
BUY SETUP买入预备
Jul 14, 2026
WT took relative-strength leadershipWT 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $19.53.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$19.53。
Jul 10, 2026
BOTTOMING → UNCONFIRMED TURN筑底中 → 未确认转向
HIGH-RISK · NIMBLE ONLY高风险 · 仅限灵活操作
Jul 9, 2026
UNCONFIRMED TURN → BOTTOMING未确认转向 → 筑底中
BUY SETUP买入预备
Jul 9, 2026
WT took relative-strength leadershipWT 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $19.86.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$19.86。
Jul 9, 2026
WT made a new 52-week highWT 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $19.86.价格创出52周新高 — 全市场关注的动量/趋势极值。$19.86。
Jul 6, 2026
WT daily MACD crossed upWT 日线MACD上穿
The daily MACD histogram turned positive — fast and noisy, context rather than a standalone trigger. $18.45.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$18.45。
Jul 2, 2026
NEARING A LOW → UNCONFIRMED TURN接近低点 → 未确认转向
HIGH-RISK · NIMBLE ONLY高风险 · 仅限灵活操作
Showing last 15 of显示最近15条，共 235 signals条信号
Factor Profile因子特征
Composite factor score综合因子得分: -0.63
Value价值
-0.7
Quality质量
-0.2
Investment资本投入
-2.2
Shareholder payout股东回报
-0.1
Low volatility低波动
+0.1
Low market beta低市场敏感度
-0.9
Earnings quality盈利质量
-0.3
Short interest空头兴趣
-0.6
Company Profile公司档案
WisdomTree, Inc. is a global exchange-traded fund (ETF) and exchange-traded product (ETP) sponsor and asset manager with headquarters in New York.WisdomTree,Inc.是一家全球性交易所交易基金（ETF）和交易所交易产品（ETP）发起商及资产管理公司，总部位于纽约。
Watch items — what could change the thesis关注项 — 可能改变论点的因素
- Receivables stretch
- Capital intensity rising
Get the full picture获取完整视图
Nightly signals, options flow, and factor analysis across all S&P 500 names.每日更新的信号、期权资金流向和因子分析，覆盖所有标普500成分股。