EQH
Price
$51.98
Change
+$1.65 (+3.28%)
Updated
Aug 8 closing price
Capitalization
15.68B
81 days until earnings call
WT
Price
$13.07
Change
+$0.04 (+0.31%)
Updated
Aug 8 closing price
Capitalization
1.92B
76 days until earnings call
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EQH vs WT

Header iconEQH vs WT Comparison
Open Charts EQH vs WTBanner chart's image
Equitable Holdings
Price$51.98
Change+$1.65 (+3.28%)
Volume$3.83M
Capitalization15.68B
WisdomTree
Price$13.07
Change+$0.04 (+0.31%)
Volume$1.02M
Capitalization1.92B
EQH vs WT Comparison Chart in %
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EQH
Daily Signalchanged days ago
Gain/Loss if bought
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WT
Daily Signalchanged days ago
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EQH vs. WT commentary
Aug 09, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EQH is a Buy and WT is a StrongBuy.

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COMPARISON
Comparison
Aug 09, 2025
Stock price -- (EQH: $51.98 vs. WT: $13.07)
Brand notoriety: EQH: Not notable vs. WT: Notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: EQH: 148% vs. WT: 39%
Market capitalization -- EQH: $15.68B vs. WT: $1.92B
EQH [@Investment Managers] is valued at $15.68B. WT’s [@Investment Managers] market capitalization is $1.92B. The market cap for tickers in the [@Investment Managers] industry ranges from $174.21B to $0. The average market capitalization across the [@Investment Managers] industry is $7.61B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

EQH’s FA Score shows that 4 FA rating(s) are green whileWT’s FA Score has 3 green FA rating(s).

  • EQH’s FA Score: 4 green, 1 red.
  • WT’s FA Score: 3 green, 2 red.
According to our system of comparison, both EQH and WT are a good buy in the long-term.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

EQH’s TA Score shows that 3 TA indicator(s) are bullish while WT’s TA Score has 3 bullish TA indicator(s).

  • EQH’s TA Score: 3 bullish, 6 bearish.
  • WT’s TA Score: 3 bullish, 6 bearish.
According to our system of comparison, WT is a better buy in the short-term than EQH.

Price Growth

EQH (@Investment Managers) experienced а +3.77% price change this week, while WT (@Investment Managers) price change was +5.83% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.83%. For the same industry, the average monthly price growth was +2.09%, and the average quarterly price growth was +11.81%.

Reported Earning Dates

EQH is expected to report earnings on Oct 29, 2025.

WT is expected to report earnings on Oct 24, 2025.

Industries' Descriptions

@Investment Managers (+0.83% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
EQH($15.7B) has a higher market cap than WT($1.92B). EQH has higher P/E ratio than WT: EQH (42.61) vs WT (31.88). WT YTD gains are higher at: 25.255 vs. EQH (11.875). WT has less debt than EQH: WT (513M) vs EQH (6.44B). EQH has higher revenues than WT: EQH (14.8B) vs WT (439M).
EQHWTEQH / WT
Capitalization15.7B1.92B816%
EBITDAN/A121M-
Gain YTD11.87525.25547%
P/E Ratio42.6131.88134%
Revenue14.8B439M3,371%
Total CashN/A256M-
Total Debt6.44B513M1,255%
FUNDAMENTALS RATINGS
EQH vs WT: Fundamental Ratings
EQH
WT
OUTLOOK RATING
1..100
8282
VALUATION
overvalued / fair valued / undervalued
1..100
25
Undervalued
32
Undervalued
PROFIT vs RISK RATING
1..100
917
SMR RATING
1..100
1260
PRICE GROWTH RATING
1..100
5740
P/E GROWTH RATING
1..100
514
SEASONALITY SCORE
1..100
7585

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

EQH's Valuation (25) in the Financial Conglomerates industry is in the same range as WT (32) in the Investment Managers industry. This means that EQH’s stock grew similarly to WT’s over the last 12 months.

EQH's Profit vs Risk Rating (9) in the Financial Conglomerates industry is in the same range as WT (17) in the Investment Managers industry. This means that EQH’s stock grew similarly to WT’s over the last 12 months.

EQH's SMR Rating (12) in the Financial Conglomerates industry is somewhat better than the same rating for WT (60) in the Investment Managers industry. This means that EQH’s stock grew somewhat faster than WT’s over the last 12 months.

WT's Price Growth Rating (40) in the Investment Managers industry is in the same range as EQH (57) in the Financial Conglomerates industry. This means that WT’s stock grew similarly to EQH’s over the last 12 months.

EQH's P/E Growth Rating (5) in the Financial Conglomerates industry is in the same range as WT (14) in the Investment Managers industry. This means that EQH’s stock grew similarly to WT’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
EQHWT
RSI
ODDS (%)
N/A
Bearish Trend 2 days ago
64%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
56%
Bearish Trend 2 days ago
64%
Momentum
ODDS (%)
Bearish Trend 2 days ago
62%
Bearish Trend 2 days ago
57%
MACD
ODDS (%)
Bullish Trend 2 days ago
68%
Bearish Trend 2 days ago
50%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
67%
Bullish Trend 2 days ago
76%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
61%
Bullish Trend 2 days ago
77%
Advances
ODDS (%)
Bullish Trend 4 days ago
68%
Bullish Trend 2 days ago
77%
Declines
ODDS (%)
Bearish Trend 11 days ago
66%
Bearish Trend 9 days ago
62%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
75%
Bearish Trend 2 days ago
52%
Aroon
ODDS (%)
Bearish Trend 2 days ago
57%
Bullish Trend 2 days ago
76%
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EQH
Daily Signalchanged days ago
Gain/Loss if bought
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WT
Daily Signalchanged days ago
Gain/Loss if bought
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EQH and

Correlation & Price change

A.I.dvisor indicates that over the last year, EQH has been closely correlated with CRBG. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if EQH jumps, then CRBG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EQH
1D Price
Change %
EQH100%
+3.28%
CRBG - EQH
87%
Closely correlated
+0.30%
AMP - EQH
83%
Closely correlated
+1.31%
PFG - EQH
81%
Closely correlated
+1.31%
JHG - EQH
81%
Closely correlated
+0.57%
KKR - EQH
79%
Closely correlated
+0.34%
More

WT and

Correlation & Price change

A.I.dvisor indicates that over the last year, WT has been closely correlated with JHG. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if WT jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WT
1D Price
Change %
WT100%
+0.31%
JHG - WT
70%
Closely correlated
+0.57%
CG - WT
68%
Closely correlated
+1.07%
KKR - WT
67%
Closely correlated
+0.34%
EQH - WT
66%
Closely correlated
+3.28%
AMG - WT
66%
Closely correlated
+0.73%
More