WisdomTree's 2024 earnings report shows strong growth with AuM, reaching $114 billion, a 10% YoY increase, and revenues up 21% to $423.7 million. The company achieved significant operating margin expansion due to higher AuMs, cost control, and the retirement of the gold royalty obligation, boosting adjusted net income to $100 million. For 2025, WisdomTree expects continued growth in ETFs and digital assets, with revenues projected at $450 million and net income around $107 million.
Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the WisdomTree U.S. LargeCap ETF (EPS) is a passively managed exchange traded fund launched on 02/23/2007.
Neils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada.
The WisdomTree U.S. High Yield Corporate Bond ETF (QHY) was launched on 04/27/2016, and is a smart beta exchange traded fund designed to offer broad exposure to the High-Yield/Junk Bond ETFs category of the market.
WisdomTree's U.S. LargeCap ETF has high ratings from Morningstar and Lipper Leaders, but its returns are mediocre compared to the S&P 500. The WisdomTree Large Cap Index, which EPS tracks, includes 500 large U.S. companies but underperforms in profit generation and risk control. Despite its quantitative weighting method, EPS shows no significant advantage over the overall market, with a notable tracking error of 23 basis points annually.
By Christopher Gannatti, CFA, Global Head of Research Key Takeaways After two years of dominance by mega-cap growth stocks, 2025 presents an evolving landscape where dividend-focused strategies like the WisdomTree U.S. High Dividend Fund (DHS) and value-oriented strategies like the WisdomTree U.S. Value Fund (WTV) may offer defensive opportunities. Growth-oriented Funds like the WisdomTree U.S.
WisdomTree, Inc. (NYSE:WT ) Q4 2024 Earnings Conference Call January 31, 2025 11:00 AM ET Company Participants Jessica Zaloom - IR Bryan Edmiston - CFO Jarrett Lilien - President and COO Jono Steinberg - Founder and CEO Jeremy Campbell - Director of IR Will Peck - Head of Digital Assets Jeremy Schwartz - Chief Investment Officer Conference Call Participants Brennan Hawken - UBS Mike Grondahl - Northland Securities Chris Kotowski - Oppenheimer Operator Greetings, and welcome to the WisdomTree Q4 2024 Earnings Call. At this time, all participants are in a listen-only mode.
While the top- and bottom-line numbers for WisdomTree, Inc. (WT) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
WisdomTree, Inc. (WT) came out with quarterly earnings of $0.17 per share, missing the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $0.11 per share a year ago.
Designed to provide broad exposure to the Style Box - Large Cap Value category of the market, the WisdomTree U.S. LargeCap ETF (EPS) is a smart beta exchange traded fund launched on 02/23/2007.
WisdomTree Investment's head of equity strategy Jeff Weniger discusses the impact of Trump 2.0 on tech stocks. He highlights current weakness in "Magnificent 7", and sees support for energy and healthcare stocks.
Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the WisdomTree U.S. LargeCap ETF (EPS), a passively managed exchange traded fund launched on 02/23/2007.