WisdomTree, Inc. (WT) Fair Value 2026

WT · Asset Management ·

By CirclFi Research Team · Data from SEC EDGAR, FRED & GDELT

Quality Score

8.8 /10

32 fundamental signals · 6 models active

Value Trap Risk

WARN (41/100)

Quick Summary — As of 2026-08-27, WisdomTree, Inc. (WT) trades at $25.04, versus a $6.65 median fair value across its 6 active models — 73.4% below the current price. QOC: 8.8/10. Value Trap Risk: 41/100 (WARN). 6/13 models active.

Key Facts

Ticker
WT
Price
$25.04
Quality Score
8.8/10
Value Trap Risk
41/100
Models Active
6/13
Last Updated
Strength: Quality Score of 8.8/10 indicates strong fundamentals
Risk: Value Trap score of 41 suggests caution despite apparent undervaluation

Is WisdomTree, Inc. (WT) Undervalued or Overvalued in 2026?

According to CirclFi’s 6-model valuation engine, WisdomTree, Inc. (WT) appears overvalued as of : the median of 6 independent fair value estimates is $6.65, 73.4% below the current price of $25.04. Estimates range from $3.13 to $21.08. WT scores 8.8/10 on fundamental quality and 41/100 on value-trap risk.

For context, the median US equity CirclFi rates trades at an implied -23.7% versus its own 13-model consensus, across 3,801 rated companies as of 2026-08-27. WT’s -73.4% gap is wider than that market norm, and the Asset Management sector median is -4.7%. Full market index →

This verdict compares price to intrinsic value only — it is not a buy or sell rating. For the decision case (bull vs bear arguments, risk factors, peers), read Should You Buy WisdomTree, Inc. Stock in 2026? →

What Fair Value Does Each Model Give WT?

6 Intrinsic Value Models vs. Current Price ($25.04)

Core Models (Unlocked)
Model Fair Value Upside
Intrinsic · High Conviction
 $3.13 -87.5%
Ensemble · Low Conviction
 $6.56 -73.8%
Intrinsic · High Conviction
 $6.74 -73.1%
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What Is WT's Fair Value Range?

Spread across 6 independent models · $3.13 to $21.08

CirclFi's 6 active models place WisdomTree, Inc. (WT) between $3.13 and $21.08 per share, a spread of 270% of the median. The median of that range — $6.65 — is the fair value CirclFi publishes for WT, against a current price of $25.04.

Low · EPVHigh · Regime Cross
$3.13median $6.65$21.08
Where the range comes from
Most bearish modelEarnings Power Value (EPV)$3.13
Most bullish modelRegime Cross-Sectional$21.08
Model agreement0 bullish · 6 bearishwide

A band this wide is itself the finding. When independent methods land far apart, they are reading a business whose value depends heavily on which lens you apply — volatile earnings, heavy reinvestment, or an asset base that cash-flow and asset-based methods score differently. That disagreement is information: it says the choice of method matters more than usual for WT. Treat the median as one reading among several and compare the individual models below before acting.

Every figure above is one model's standalone output on WT, not a CirclFi price target. How each model works →

What Is WisdomTree, Inc. (WT) Worth in 2026?

According to the CirclFi Deep Alpha Valuation Engine, WisdomTree, Inc.'s intrinsic value is estimated at $6.65, suggesting the stock is overvalued at its current price of $25.04. With 6 out of 6 models flagging downside (-73.4% vs price), the market may be pricing in unsustainable growth. The most optimistic model, Regime Cross, places fair value at $21.08 (-15.8%), while EPV — the most conservative — estimates $3.13 (-87.5%). This +71.7% gap reflects genuine analytical uncertainty about WisdomTree, Inc.'s intrinsic worth. Among models with highest confidence, EPV lean bearish — adding weight to the bearish side of the thesis.

What Do the Models Say About WT?

6 of 13 models are currently active for WT. All 6 active models suggest the stock trades above fair value. Taken together, their median fair value for WT is $6.65 — the figure CirclFi publishes as this stock's fair value. See which stocks rank higher →

How Does WT Rank in Asset Management?

Among 186 Asset Management stocks, WT ranks #8 by Quality of Company score. CirclFi's QOC score of 8.8/10 evaluates 32 fundamental signals. A score of 8.8 places WT in the top tier.

See all Most Undervalued Asset Management Stocks →

WisdomTree, Inc. operates in a competitive landscape where fundamental quality metrics are key differentiators for long-term value creation.

Is WT a Value Trap?

CirclFi's Value Trap algorithm assigns WT a score of 41/100 (WARN). This is a warning signal. Additional research into recent 10-Q filings is recommended. The score cross-references apparent undervaluation against fundamental deterioration signals. Browse lowest value-trap stocks →

Multi-Model Methodology

6 of 13 models are active for WisdomTree, Inc.. Moderate coverage provides meaningful perspective. Each model applies a fundamentally different valuation philosophy. See the complete methodology →

According to the CirclFi Quality of Company (QOC) framework, which evaluates 32 signals including margin stability, revenue growth trajectory, leverage, and free cash flow generation, WisdomTree, Inc. is rated at 8.8/10. This strong-tier score demonstrates strong fundamentals across the majority of our quality signals.

The gap between the most bullish and bearish model spans +71.7% — demonstrating why single-model analysis is dangerous. Browse all stocks with 13-model coverage →

Data Sources & Confidence

Every WT valuation is built from SEC EDGAR XBRL filings — 700+ standardized financial tags. Macroeconomic context from FRED calibrates discount rates, while GDELT news sentiment feeds into our Sentiment SOTP model. All pipelines run daily. Read the complete data methodology →

Across WT's 6 active models, average confidence is 44%. Lower confidence may reflect limited history or high volatility.

CirclFi's output is a research starting point, not a buy/sell signal. All data updates daily. Read the full methodology →

This analysis is produced by the CirclFi Valuation Engine using quantitative models applied to SEC EDGAR filings, public market feeds, and FRED macroeconomic indicators. It is not financial advice.

Read the full investment analysis: Should You Buy WisdomTree, Inc. Stock in 2026? →

Bull case, bear case, risk factors & peer comparison — updated daily

Which Similar Asset Management Stocks Should You Also Analyze?

11 related Asset Management stocks with 13-model coverage

SIISprott Inc.QOC 8.8RJFRaymond James Financial, Inc.QOC 8.6APOApollo Global Management, Inc.QOC 8.8CNSCohen & Steers, Inc.QOC 8.6SEICSEI Investments CompanyQOC 8.9FHIFederated Hermes, Inc.QOC 8.5SCMStellus Capital Investment CorporationQOC 6.7GGTThe Gabelli Multimedia Trust Inc.QOC 5.1GABThe Gabelli Equity Trust Inc.QOC 4.5HLNEHamilton Lane IncorporatedQOC 9.3AMPAmeriprise Financial, Inc.QOC 9.3

Read investment analysis: SII · RJF · APO · CNS · SEIC · FHI · SCM · GGT · GAB · HLNE · AMP

Which Other Stocks Have a Similar Quality Score to WT?

7 companies across all industries closest to WT’s Quality of Company score of 8.8/10.

QTWOQ2 Holdings, Inc.QOC 8.8UGPUltrapar Participações S.A.QOC 8.8NRIMNorthrim BanCorp, Inc.QOC 8.8THGThe Hanover Insurance Group, Inc.QOC 8.8LNNLindsay CorporationQOC 8.8LAURLaureate Education, Inc.QOC 8.8NVDANVIDIA CorporationQOC 10.0

Read investment analysis: QTWO · UGP · NRIM · THG · LNN · LAUR · NVDA

Where Does WT Sit in CirclFi's Asset Management Rankings?

WT is ranked against every other Asset Management stock CirclFi covers in each of these screens.

See all Asset Management stocks ranked →

What Else Do Investors Ask About WisdomTree, Inc.’s Valuation?

What is WisdomTree, Inc.'s intrinsic value in 2026?

CirclFi puts WisdomTree, Inc. (WT)'s intrinsic value at $6.65 — the median of 6 independent model estimates as of 2026-08-27, ranging from $3.13 to $21.08. The Quality of Company score is 8.8/10 across 32 fundamental signals. All models use SEC EDGAR filings updated daily. See our methodology page for how each model works.

Is WT overvalued or undervalued right now?

At $25.04, 0 of 6 active models suggest WT may be undervalued, while 6 indicate potential overvaluation. The median of all 6 fair value estimates is $6.65, 73.4% below the current price of $25.04 — a consensus view that WT is overvalued. The assessment depends on which methodology best fits WisdomTree, Inc.'s business model in Asset Management.

What does a Quality of Company score of 8.8 mean for WT?

WisdomTree, Inc.'s QOC of 8.8/10 reflects 32 fundamental signals: profitability margins, revenue growth consistency, balance sheet leverage, free cash flow generation, and capital allocation efficiency. Scores above 7 indicate strong fundamentals and disciplined management.

How many valuation models does CirclFi run on WT?

CirclFi analyzes WT with 13 institutional-grade models daily: Bayesian DCF (Monte Carlo + jump-diffusion), EPV (Greenwald zero-growth), EROIC Spread (McKinsey reinvestment), First Chicago (3-scenario), Markov DDM (regime-switching), ML-RIV (machine learning residual income), Dynamic NAV (asset-based), PWERM (option-theoretic), Regime Cross-Sectional (relative), Sentiment SOTP (hybrid), CUCE Ensemble (meta-model), FTNN Topology (neural network), and RCMH-DCF (conditional regime). Currently 6 of 13 are active for this stock. Read the full methodology →

Which valuation models are most bullish and most bearish on WT?

Of the 6 models currently active on WT, Regime Cross-Sectional is the most bullish at $21.08 per share, and Earnings Power Value (EPV) is the most bearish at $3.13. CirclFi's published fair value for WT is the median of that range, $6.65, not either extreme. The gap between the two ends equals 270% of the median — a wide spread, meaning the methods genuinely disagree and the median should carry less weight. Browse stocks by value-trap risk →

Is WT a value trap in 2026?

WisdomTree, Inc.'s Value Trap score is 41/100 (WARN). This elevated score suggests the stock may look undervalued but faces deteriorating fundamentals — declining margins, rising debt, or shrinking revenue could make the apparent discount deceptive. Browse our ranked stock lists to compare value-trap scores across industries.

Cite this analysis — “According to CirclFi’s 6-model valuation engine, WisdomTree, Inc. (WT) has a median fair value of $6.65 — 73.4% below the current price of $25.04 — as of 2026-08-27.” Source: circlfi.com/stock/WT/ · Methodology
Primary sources for this WT valuation
  • Financial statements: WisdomTree, Inc. 10-K and 10-Q filings on SEC EDGAR (CIK 0000880631) — 700+ standardized XBRL tags, published by the U.S. Securities and Exchange Commission.
  • Discount-rate inputs: FRED, Federal Reserve Bank of St. Louis — risk-free rates, VIX, yield curve, inflation.
  • News sentiment: The GDELT Project — global media tone, input to the Sentiment SOTP model.
  • Model definitions: CirclFi methodology — the published specification for all 13 models, including the academic sources each one implements.

Market data for WT as of ; valuations recomputed .

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