WisdomTree, Inc.

WT · Other · $2.8B mkt cap · FY2025 filings · Wide moat

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Wide moat

The four filters

Pricing power100

Median gross margin 81.2% over 3y, very stable.

Returns on capital97

Median ROIC 20.2%, above the 9% hurdle in 90% of years.

Balance-sheet safety37

Net debt/EBITDA n/ax, interest coverage 6x.

Capital discipline81

Owner earnings +17.5%/yr, share count flat.

Margin of safety

Above valueOn sale

130% above value

Owner earnings (normalized): $68.3M
Est. intrinsic value / share: $8.74
Recent price: $20.09
Discount to value: 130% above value

Conservative model: 9% discount rate, 4% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

Moat Score history

Score history begins 2026-07-17. Check back as the record builds.

Scores are logged append-only and never overwritten — this record can't be backfilled, which is exactly why it's worth keeping.

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Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell WT. See the disclaimer.