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Alternative stocks to WisdomTree (NasdaqGS:WETF)


These are the alternatives to WisdomTree that fall within the same industry, Asset Management & Custody, or region, USA.

How to read the ranks

For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. The higher the rank, the better the stock performs than its peers. And, we do this for six investment strategies:

Value - shows how good of a value the stock is. Green is "inexpensive"; red is "expensive".

Growth - shows a company's growth potential. Green is "high growth" expected; red is "tough times ahead".

Safety - relates to the amount of debt a company has. Green is low debt level; red is high debt level.

Combined Financial - this isn't an average of the first three ranks but rather a consolidated view across several financial indicators. Green = good; red = tread carefully.

(NEW) Sentiment - quantifies professional analyst ratings and holdings as well as market pulse. Green = positive sentiment; red = skepticism (Only available to Premium Subscribers).

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WisdomTree stock research in summary

wisdomtree.com


WisdomTree shares have a market-typical stock price level. While they show above average growth, they are poor value, and are riskily financed. We recommend evaluating whether the future of the company WisdomTree is typical for this industry which the market average price level of the shares suggests. If you believe that the future of the company is above average, that could be an argument for buying the shares and vice versa.


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Country USA
Industry Asset Management & Custody
Index
Size class Medium

Large companies - similar industry as WisdomTree

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Invesco (XL, US)  Asset Management & Custody
1. Invesco (XL, US)   Asset Management & Custody 100 13 79 90
2. Pershing Squares (XL, US)  Asset Management & Custody
2. Pershing Squares (XL, US)   Asset Management & Custody 72 39 79 83
3. BlackRock (XXL, US)  Asset Management & Custody
3. BlackRock (XXL, US)   Asset Management & Custody 25 65 91 74
4. The Carlyle Group (XL, US)  Asset Management & Custody
4. The Carlyle Group (XL, US)   Asset Management & Custody 50 95 16 64
5. Franklin Resources (XL, US)  Asset Management & Custody
5. Franklin Resources (XL, US)   Asset Management & Custody 92 7 65 64
6. BNY Mellon (XXL, US)  Asset Management & Custody
6. BNY Mellon (XXL, US)   Asset Management & Custody 56 13 71 50
7. Ameriprise Financial (XXL, US)  Asset Management & Custody
7. Ameriprise Financial (XXL, US)   Asset Management & Custody 29 49 72 45
8. State Street (XXL, US)  Asset Management & Custody
8. State Street (XXL, US)   Asset Management & Custody 85 3 19 19
9. T. Rowe Price (XL, US)  Asset Management & Custody
9. T. Rowe Price (XL, US)   Asset Management & Custody 57 11 74 14
10. Northern Trust (XL, US)  Asset Management & Custody
10. Northern Trust (XL, US)   Asset Management & Custody 36 17 43 8

March 21, 2024

Why popular stocks have low ratings

It’s easier said than done. When your stock drops, it’s easy to want to sell it and find a better performer. Think twice, or even three times, before trading. Those fees (especially the hidden ones) can eat up your gains.

Large companies - similar region as WisdomTree

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Telephone and Data Systems (XL, US)  Wireless Telecommunication
1. Telephone and Data Systems (XL, US)   Wireless Telecommunication 90 89 90 100
2. Kelly Services (XL, US)  HR- & Employment Services
2. Kelly Services (XL, US)   HR- & Employment Services 98 63 100 100
3. Cognizant Technology (XXL, US)  IT Consulting & oth. Services
3. Cognizant Technology (XXL, US)   IT Consulting & oth. Services 96 41 93 100
4. Jones Lang LaSalle (XXL, US)  Real Estate Services
4. Jones Lang LaSalle (XXL, US)   Real Estate Services 62 95 97 100
5. Synchrony Financial (XXL, US)  Consumer Finance
5. Synchrony Financial (XXL, US)   Consumer Finance 91 75 84 100
6. Umpqua (XXL, US)  Regional Banks
6. Umpqua (XXL, US)   Regional Banks 97 42 90 100
7. Orrstown (XXL, US)  Regional Banks
7. Orrstown (XXL, US)   Regional Banks 67 100 85 100
8. OP Bancorp (XXL, US)  Thrifts & Mortgage Finance
8. OP Bancorp (XXL, US)   Thrifts & Mortgage Finance 96 59 75 100
9. The First (XXL, US)  Regional Banks
9. The First (XXL, US)   Regional Banks 70 87 82 100
10. Bankwell Financial (XXL, US)  Regional Banks
10. Bankwell Financial (XXL, US)   Regional Banks 82 59 93 100

March 21, 2024


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Mid sized companies - similar industry as WisdomTree

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Riverstone Energy (M, US)  Asset Management & Custody
1. Riverstone Energy (M, US)   Asset Management & Custody 14 13 100 84
2. Federated Investors (L, US)  Asset Management & Custody
2. Federated Investors (L, US)   Asset Management & Custody 72 25 81 78
3. Victory Capitals (L, US)  Asset Management & Custody
3. Victory Capitals (L, US)   Asset Management & Custody 77 65 32 76
4. StepStone Group (L, US)  Asset Management & Custody
4. StepStone Group (L, US)   Asset Management & Custody 18 85 79 75
5. AssetMark Financial Holdings (M, US)  Asset Management & Custody
5. AssetMark Financial Holdings (M, US)   Asset Management & Custody 66 25 69 52
6. Focus Financial Partners (L, US)  Asset Management & Custody
6. Focus Financial Partners (L, US)   Asset Management & Custody 31 81 25 45
7. SEI Investments (L, US)  Asset Management & Custody
7. SEI Investments (L, US)   Asset Management & Custody 22 31 91 44
8. GCM Grosvenor (M, US)  Asset Management & Custody
8. GCM Grosvenor (M, US)   Asset Management & Custody 69 71 1 38
9. Blucora (L, US)  Asset Management & Custody
9. Blucora (L, US)   Asset Management & Custody 22 15 52 37
10. Hamilton Lane Incorporated (M, US)  Asset Management & Custody
10. Hamilton Lane Incorporated (M, US)   Asset Management & Custody 6 61 72 34

March 21, 2024


Mid sized companies - similar region as WisdomTree

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. DocGo (M, US)  Health Care Services
1. DocGo (M, US)   Health Care Services 63 69 100 100
2. GrafTech International (L, US)  Electr. Components & Equipment
2. GrafTech International (L, US)   Electr. Components & Equipment 100 65 64 100
3. Cue Health (M, US)  Health Care Equipment
3. Cue Health (M, US)   Health Care Equipment 87 85 89 100
4. JAKKS (M, US)  Leisure Products
4. JAKKS (M, US)   Leisure Products 89 77 55 100
5. Udemy (M, US)  Education Services
5. Udemy (M, US)   Education Services 24 93 89 100
6. Aviat Networks (M, US)  Communications Equipment
6. Aviat Networks (M, US)   Communications Equipment 69 91 100 100
7. Portland General Electric (L, US)  Electric Utilities
7. Portland General Electric (L, US)   Electric Utilities 90 85 65 100
8. Hibbett Sports (L, US)  Specialty Stores
8. Hibbett Sports (L, US)   Specialty Stores 92 61 89 100
9. Badger Meter (M, US)  Electronic Equipment
9. Badger Meter (M, US)   Electronic Equipment 24 59 99 100
10. AerSale (M, US)  Aerospace & Defense
10. AerSale (M, US)   Aerospace & Defense 75 93 100 100

March 21, 2024



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