HNNA
Price
$10.58
Change
+$0.03 (+0.28%)
Updated
May 23 closing price
Capitalization
52.96M
75 days until earnings call
WT
Price
$9.37
Change
-$0.11 (-1.16%)
Updated
May 23 closing price
Capitalization
1.38B
62 days until earnings call
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HNNA vs WT

Header iconHNNA vs WT Comparison
Open Charts HNNA vs WTBanner chart's image
Hennessy Advisors
Price$10.58
Change+$0.03 (+0.28%)
Volume$4.79K
Capitalization52.96M
WisdomTree
Price$9.37
Change-$0.11 (-1.16%)
Volume$585.41K
Capitalization1.38B
HNNA vs WT Comparison Chart
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HNNA
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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HNNA vs. WT commentary
May 24, 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 HNNA is a Buy and WT is a Buy.

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COMPARISON
Comparison
May 24, 2025
Stock price -- (HNNA: $10.58 vs. WT: $9.37)
Brand notoriety: HNNA: Not notable vs. WT: Notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: HNNA: 31% vs. WT: 39%
Market capitalization -- HNNA: $52.96M vs. WT: $1.38B
HNNA [@Investment Managers] is valued at $52.96M. WT’s [@Investment Managers] market capitalization is $1.38B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $6.1B.

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).

HNNA’s FA Score shows that 1 FA rating(s) are green whileWT’s FA Score has 2 green FA rating(s).

  • HNNA’s FA Score: 1 green, 4 red.
  • WT’s FA Score: 2 green, 3 red.
According to our system of comparison, HNNA is a better buy in the long-term than WT.

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.

HNNA’s TA Score shows that 6 TA indicator(s) are bullish while WT’s TA Score has 4 bullish TA indicator(s).

  • HNNA’s TA Score: 6 bullish, 4 bearish.
  • WT’s TA Score: 4 bullish, 6 bearish.
According to our system of comparison, HNNA is a better buy in the short-term than WT.

Price Growth

HNNA (@Investment Managers) experienced а -0.38% price change this week, while WT (@Investment Managers) price change was -2.90% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.81%. For the same industry, the average monthly price growth was +6.20%, and the average quarterly price growth was +1.71%.

Reported Earning Dates

HNNA is expected to report earnings on Aug 07, 2025.

WT is expected to report earnings on Jul 25, 2025.

Industries' Descriptions

@Investment Managers (-0.81% 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
WT($1.38B) has a higher market cap than HNNA($53M). WT has higher P/E ratio than HNNA: WT (14.19) vs HNNA (10.81). WT YTD gains are higher at: -10.204 vs. HNNA (-14.963). WT has higher annual earnings (EBITDA): 136M vs. HNNA (9.25M). WT has more cash in the bank: 188M vs. HNNA (59.6M). HNNA has less debt than WT: HNNA (39.4M) vs WT (275M). WT has higher revenues than HNNA: WT (349M) vs HNNA (24M).
HNNAWTHNNA / WT
Capitalization53M1.38B4%
EBITDA9.25M136M7%
Gain YTD-14.963-10.204147%
P/E Ratio10.8114.1976%
Revenue24M349M7%
Total Cash59.6M188M32%
Total Debt39.4M275M14%
FUNDAMENTALS RATINGS
HNNA vs WT: Fundamental Ratings
HNNA
WT
OUTLOOK RATING
1..100
7326
VALUATION
overvalued / fair valued / undervalued
1..100
17
Undervalued
75
Overvalued
PROFIT vs RISK RATING
1..100
3727
SMR RATING
1..100
6589
PRICE GROWTH RATING
1..100
4852
P/E GROWTH RATING
1..100
7411
SEASONALITY SCORE
1..100
6585

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.

HNNA's Valuation (17) in the Investment Managers industry is somewhat better than the same rating for WT (75). This means that HNNA’s stock grew somewhat faster than WT’s over the last 12 months.

WT's Profit vs Risk Rating (27) in the Investment Managers industry is in the same range as HNNA (37). This means that WT’s stock grew similarly to HNNA’s over the last 12 months.

HNNA's SMR Rating (65) in the Investment Managers industry is in the same range as WT (89). This means that HNNA’s stock grew similarly to WT’s over the last 12 months.

HNNA's Price Growth Rating (48) in the Investment Managers industry is in the same range as WT (52). This means that HNNA’s stock grew similarly to WT’s over the last 12 months.

WT's P/E Growth Rating (11) in the Investment Managers industry is somewhat better than the same rating for HNNA (74). This means that WT’s stock grew somewhat faster than HNNA’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
HNNAWT
RSI
ODDS (%)
N/A
Bearish Trend 2 days ago
68%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
64%
Bearish Trend 2 days ago
64%
Momentum
ODDS (%)
Bearish Trend 2 days ago
42%
Bearish Trend 2 days ago
63%
MACD
ODDS (%)
Bearish Trend 2 days ago
53%
Bearish Trend 2 days ago
65%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
50%
Bearish Trend 2 days ago
64%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
64%
Bullish Trend 2 days ago
74%
Advances
ODDS (%)
Bullish Trend 2 days ago
59%
Bullish Trend 6 days ago
76%
Declines
ODDS (%)
Bearish Trend 11 days ago
57%
Bearish Trend 2 days ago
64%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
59%
Bearish Trend 2 days ago
60%
Aroon
ODDS (%)
Bullish Trend 2 days ago
63%
Bullish Trend 2 days ago
71%
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HNNA
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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HNNA and

Correlation & Price change

A.I.dvisor tells us that HNNA and ENFD have been poorly correlated (+25% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that HNNA and ENFD's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HNNA
1D Price
Change %
HNNA100%
+0.33%
ENFD - HNNA
25%
Poorly correlated
N/A
BBDC - HNNA
25%
Poorly correlated
+0.33%
BAM - HNNA
23%
Poorly correlated
-1.19%
VINP - HNNA
23%
Poorly correlated
+0.20%
WT - HNNA
23%
Poorly correlated
-1.16%
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 68% 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%
-1.16%
JHG - WT
68%
Closely correlated
-0.63%
AMG - WT
66%
Closely correlated
-1.19%
BN - WT
65%
Loosely correlated
-0.14%
IVZ - WT
65%
Loosely correlated
-1.37%
HLNE - WT
65%
Loosely correlated
+0.95%
More