Profitability
Weight: 25%
A+
100
Scored using ROA (NIM proxy) — financial-archetype substitution.
- 5yr Avg ROA 5.0%
- Operating Margin Trend +2.42 pp/yr
WT
WisdomTree, Inc.
AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.
Capital Efficiency
Weight: 20%
A-
87
Scored using ROTCE — financial-archetype substitution.
- 5yr Avg ROTCE 18.3%
- 5yr Share-Count CAGR -0.0%
Growth Quality
Weight: 10%
A+
100
Scored using BVPS — financial-archetype substitution.
- 5yr BVPS CAGR 65.0%
- 5yr EPS CAGR 24.7%
- Positive-EPS Years (5) 5/5
Cash Generation
Weight: 5%
A+
100
Scored using OCF/NI — banks have no FCF concept.
- 5yr OCF/NI 1.30x
Balance Sheet
Weight: 30%
A
90
Scored using Equity/Assets — financial-archetype substitution.
- Equity / Assets 27.3%
- Interest Coverage (EBIT/Int) 5.73x
Stability
Weight: 10%
C
56
- EPS Volatility (σ/μ) 0.53
- Piotroski F-Score 7
- Negative-Revenue Years (5) 1/5
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.2 of 2 gurus held; 2 trimmed.
- Holders
- 2
- Avg Δ position
- -86.7%
- New buys
- 0
- Full exits
- 0