WT PEER ANALYSIS

WisdomTree Inc. — metric-by-metric comparison with peers and the industry median

WTWisdomTree Inc.

🇺🇸 USA · NYSE · Financial Services · Asset Management

Value it Duel

Overall Profile & Returns

· Asset Management

Position Within Industry

0 = weak quartile, 100 = strong quartile

WTIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	WT	INVES	IFL	PNI	SII	MFF	Ind. Median
P/E	41.05	48.87	28.66●	32.27	36.22	—	18.84
P/B	5.24	4.44	1.50	4.36	8.01	1.17●	2.08
EV/EBITDA	41.38	33.44	10.38●	216.38	—	—	10.36
P/S	—	—	—	—	—	—	29.06

Financial Health
Metric	WT	INVES	IFL	PNI	SII	MFF	Ind. Median
Current Ratio	9.07	9.61	—	54.99	2.98	501.92●	3.81
Debt/Equity	253.2%	0.0%●	59.0%	12.8%	—	0.3%	18.1%
NetDebt/EBITDA	7.79	-1.01●	2.16	3.37	—	—	0.18

Profitability
Metric	WT	INVES	IFL	PNI	SII	MFF	Ind. Median
Net Margin	-0.3%	186.9%●	6.8%	154.7%	22.4%	—	16.7%
ROE	-0.4%	10.9%	5.4%	13.5%	23.9%●	—	9.4%
ROA	-0.1%	9.6%	3.0%	11.8%	19.0%●	—	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	WT	INVES	IFL	PNI	SII	MFF	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	—	—	—	-7.2%	70.2%●	—	14.6%
Div. Yield	0.7%	0.0%	0.0%	3.1%	0.9%	3.7%●	1.4%
Payout	-1,013.5%	0.0%	0.0%	104.1%	42.6%	—	11.6%

Valuation
Metric	WT	APAM	GCMG	DBRG	STEP	PAX	Ind. Median
P/E	41.05	8.78●	52.48	19.21	—	24.40	18.84
P/B	5.24	6.48	103.70	1.35	-7.99●	2.92	2.08
EV/EBITDA	41.38	5.10●	15.02	60.49	—	12.37	10.36
P/S	—	—	—	—	—	—	29.06

Financial Health
Metric	WT	APAM	GCMG	DBRG	STEP	PAX	Ind. Median
Current Ratio	9.07●	0.97	2.28	4.54	1.49	1.70	3.81
Debt/Equity	253.2%	79.5%	1,625.9%	15.6%	-315.6%●	42.3%	18.1%
NetDebt/EBITDA	7.79	0.02	1.30	-1.80●	-0.23	1.08	0.18

Profitability
Metric	WT	APAM	GCMG	DBRG	STEP	PAX	Ind. Median
Net Margin	-0.3%	23.3%	9.2%	30.5%●	-26.9%	18.0%	16.7%
ROE	-0.4%	77.0%●	—	7.3%	—	12.6%	9.4%
ROA	-0.1%	20.4%●	7.9%	4.4%	-9.4%	4.7%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	WT	APAM	GCMG	DBRG	STEP	PAX	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	—	9.9%	195.7%●	30.0%	—	-2.0%	14.6%
Div. Yield	0.7%	10.0%●	3.7%	0.3%	2.7%	5.5%	1.4%
Payout	-1,013.5%	95.7%	55.2%	44.5%	-22.0%	132.3%	11.6%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 2, 26. This content is for informational purposes only and is not investment advice.