VTN vs WDI

Invesco Trust for Investment Gr vs WDI — Valuation Comparison 2026

By CirclFi Research Team · Updated 2026-06-03 · Data from SEC EDGAR, FRED & GDELT

Quick Summary — VTN scores higher on quality with 1.8/10 vs WDI's 1.7/10. VTN trades at $10.99 while WDI trades at $13.51. Both analyzed daily using SEC EDGAR data across 13 institutional models.

VTN

Asset Management
Invesco Trust for Investment Gr
Quality
1.8
out of 10
Value Trap
Price
$10.99
Last close
Models
10/13
Active
VS

WDI

Asset Management
WDI
Quality
1.7
out of 10
Value Trap
Price
$13.51
Last close
Models
5/13
Active
VTN
2 models active
Quality 1.8/10 — below average
WDI
First Chicago sees +22.3% upside
Quality 1.7/10 — below average

VTN vs WDI — Fair Value Comparison

VTN
$0$4$9$13 Price$10.99 Bayesian …$2.86 (-74.0%) Markov DDM$7.04 (-36.0%)
WDI
$0$7$13$20 Price$13.51 Bayesian …$3.51 (-74.0%) First Chi…$16.96 (+22.3%)
Market Price Model 1 Model 2

Model-by-Model Comparison

ModelType VTN Fair ValueVTN Upside WDI Fair ValueWDI Upside
Bayesian DCF Intrinsic $2.86 -74.0% $3.51 -74.0%
First Chicago Scenario $13.71 +21.9% $16.96 +22.3%
Markov DDM Intrinsic $7.04 -36.0%
ML-RIV Intrinsic $•••.•• ••.•% $•••.•• ••.•%
Dynamic NAV Asset-Based $•••.•• ••.•% $•••.•• ••.•%
Regime Cross-Sectional Relative $•••.•• ••.•% $•••.•• ••.•%
Sentiment SOTP Hybrid $•••.•• ••.•% $•••.•• ••.•%
CUCE Ensemble Ensemble $•••.•• ••.•% $•••.•• ••.•%
FTNN Topology Relative $•••.•• ••.•% $•••.•• ••.•%
RCMH-DCF Intrinsic $•••.•• ••.•% $•••.•• ••.•%

VTN vs WDI — Which Stock Is More Undervalued in 2026?

VTN scores higher with a 1.8/10 quality rating vs WDI's 1.7/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

How Do VTN and WDI Valuations Compare?

At $10.99, VTN trades +74.0% above its Bayesian DCF fair value of $2.86, while WDI at $13.51 trades +74.0% above its estimate of $3.51. VTN shows a wider gap between price and intrinsic value.

Quality of Company: VTN vs WDI

VTN earns a Quality of Company score of 1.8/10 compared to WDI's 1.7/10. The scores are closely matched, indicating similar fundamental quality profiles. The QOC score synthesizes 32 signals spanning profitability margins, revenue growth, free cash flow, capital allocation, and leverage.

Value Trap Risk: VTN vs WDI

Review the value trap analysis for both VTN and WDI to assess whether apparent undervaluation reflects genuine opportunity or hidden fundamental risk.

Both in Asset Management

Both VTN and WDI operate in Asset Management, which has 448 stocks tracked by CirclFi. Same-industry comparisons provide the most direct insight into relative valuation since both companies face similar regulatory environments, market dynamics, and competitive pressures. Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN), and ensemble methods (CUCE).

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