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WisdomTree, Inc. (WT) Upgraded to Strong Buy: What Does It Mean for the Stock?
ZACKS· 2024-10-21 17:00
WisdomTree, Inc. (WT) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate. The power of a c ...
Is WisdomTree U.S. High Yield Corporate Bond ETF (QHY) a Strong ETF Right Now?
ZACKS· 2024-10-18 11:21
Core Viewpoint - The WisdomTree U.S. High Yield Corporate Bond ETF (QHY) offers investors exposure to the high-yield corporate bond market, aiming to match the performance of the WisdomTree U.S. High Yield Corporate Bond Index, which focuses on issuers with attractive fundamental and income characteristics [1][3]. Fund Overview - QHY was launched on April 27, 2016, and has accumulated over $220.56 million in assets, categorizing it as an average-sized ETF in the high-yield bond space [1][3]. - The fund is managed by WisdomTree and seeks to replicate the performance of a rule-based alternatively weighted index [3]. Cost Structure - The annual operating expenses for QHY are 0.38%, which is competitive within its peer group [4]. - The fund's 12-month trailing dividend yield is reported at 6.26% [4]. Holdings and Sector Exposure - The fund's top holdings include ViacomCBS Inc (4.95% due 1/15/2031) and Organon Finance 1 LLC (5.125% due 4/30/2031), with the top 10 holdings accounting for approximately 8.14% of total assets [5]. - The fund has a diversified portfolio with about 479 holdings, which helps mitigate company-specific risk [6][7]. Performance Metrics - As of October 18, 2024, QHY has increased by approximately 3.97% year-to-date and has remained flat over the past year [6]. - The ETF has traded within a range of $44.85 to $46.48 over the past 52 weeks [6]. Alternatives in the Market - Other ETFs in the high-yield bond space include iShares iBoxx $ High Yield Corporate Bond ETF (HYG) and iShares Broad USD High Yield Corporate Bond ETF (USHY), with assets of $14.46 billion and $19.95 billion respectively [7]. - HYG has an expense ratio of 0.49%, while USHY charges 0.08%, indicating potential alternatives for cost-conscious investors [7].
WisdomTree: An Attractive Growth Play In The Financial Sector
Seeking Alpha· 2024-10-14 20:29
WisdomTree (NYSE: WT ) has reported a positive operating momentum in recent quarters supported by revenue growth and margin expansion, plus its growth prospects ahead are good. Despite this positive backdrop, its shares are trading at a discount compared to its historical valuation, making it Labutes IR is a Fund Manager/Analyst specialized in the financial sector, with more than 18 years of experience in the financial markets. I have worked at several type of institutions in the industry, always at the buy ...
Bragar Eagel & Squire, P.C. Is Investigating WisdomTree and Franklin and Encourages Investors to Contact the Firm
GlobeNewswire News Room· 2024-09-10 01:00
NEW YORK, Sept. 09, 2024 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating potential claims against WisdomTree, Inc. (NYSE:WT) and Franklin Resources, Inc. (NYSE: BEN). Our investigations concern whether these companies have violated the federal securities laws and/or engaged in other unlawful business practices. Additional information about each case can be found at the link provided. WisdomTree, Inc. (NYSE:WT) On August 6, 2024, WisdomTr ...
Down -6.38% in 4 Weeks, Here's Why You Should You Buy the Dip in WisdomTree, Inc. (WT)
ZACKS· 2024-09-09 14:35
WisdomTree, Inc. (WT) has been on a downward spiral lately with significant selling pressure. After declining 6.4% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier. Here is How to Spot Oversold Stocks We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a sto ...
Here is Why Growth Investors Should Buy WisdomTree, Inc. (WT) Now
ZACKS· 2024-09-02 17:45
Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task. By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss. However, the task of finding cutting-edge growth stocks is made easy ...
Should WisdomTree U.S. LargeCap ETF (EPS) Be on Your Investing Radar?
ZACKS· 2024-09-02 11:22
If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the WisdomTree U.S. LargeCap ETF (EPS) , a passively managed exchange traded fund launched on 02/23/2007. The fund is sponsored by Wisdomtree. It has amassed assets over $964.81 million, making it one of the average sized ETFs attempting to match the Large Cap Value segment of the US equity market. Why Large Cap Value Companies that find themselves in the large cap category typically have a ma ...
Wolf Haldenstein Adler Freeman & Herz LLP announces that it is investigating WisdomTree. Inc. (NYSE: WT) for potential violations of federal securities laws
Prnewswire· 2024-08-30 18:59
NEW YORK, Aug. 30, 2024 /PRNewswire/ -- Wolf Haldenstein Adler Freeman & Herz LLP ("Wolf Haldenstein"), a preeminent national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors in WisdomTree. Inc. (NYSE: WT) ("WisdomTree" or the "Company") The investigation focuses on whether the Company issued false and/or misleading statements and/or did not disclose information pertinent to investors. PLEASE CLICK HERE TO PROVIDE YOUR CONTACT INFORMATION On August 6, 2024 ...
WISDOMTREE ALERT: Bragar Eagel & Squire, P.C. is Investigating WisdomTree, Inc. on Behalf of WisdomTree Stockholders and Encourages Investors to Contact the Firm
GlobeNewswire News Room· 2024-08-21 01:00
NEW YORK, Aug. 20, 2024 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, is investigating potential claims against WisdomTree, Inc. ("WisdomTree" or the "Company") (NYSE:WT) on behalf of WisdomTree stockholders. Our investigation concerns whether WisdomTree has violated the federal securities laws and/or engaged in other unlawful business practices. Click here to participate in the action. On August 6, 2024, WisdomTree disclosed that it had received a Wel ...
3 Reasons Why Growth Investors Shouldn't Overlook WisdomTree, Inc. (WT)
ZACKS· 2024-08-15 17:46
Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock. That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss. However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which look ...