IVZ
Price
$14.45
Change
+$0.07 (+0.49%)
Updated
Jun 3 closing price
Capitalization
7.41B
55 days until earnings call
WT
Price
$9.55
Change
+$0.01 (+0.10%)
Updated
Jun 4, 10:46 AM (EDT)
Capitalization
1.38B
51 days until earnings call
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IVZ vs WT

Header iconIVZ vs WT Comparison
Open Charts IVZ vs WTBanner chart's image
Inves
Price$14.45
Change+$0.07 (+0.49%)
Volume$5.52M
Capitalization7.41B
WisdomTree
Price$9.55
Change+$0.01 (+0.10%)
Volume$110
Capitalization1.38B
IVZ vs WT Comparison Chart
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IVZ
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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IVZ vs. WT commentary
Jun 04, 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 IVZ is a Hold and WT is a Buy.

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COMPARISON
Comparison
Jun 04, 2025
Stock price -- (IVZ: $14.45 vs. WT: $9.54)
Brand notoriety: IVZ: Not notable vs. WT: Notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: IVZ: 93% vs. WT: 79%
Market capitalization -- IVZ: $7.41B vs. WT: $1.38B
IVZ [@Investment Managers] is valued at $7.41B. 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).

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

  • IVZ’s FA Score: 1 green, 4 red.
  • WT’s FA Score: 1 green, 4 red.
According to our system of comparison, IVZ 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.

IVZ’s TA Score shows that 5 TA indicator(s) are bullish while WT’s TA Score has 4 bullish TA indicator(s).

  • IVZ’s TA Score: 5 bullish, 5 bearish.
  • WT’s TA Score: 4 bullish, 6 bearish.
According to our system of comparison, IVZ is a better buy in the short-term than WT.

Price Growth

IVZ (@Investment Managers) experienced а -2.10% price change this week, while WT (@Investment Managers) price change was -1.55% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.29%. For the same industry, the average monthly price growth was +4.33%, and the average quarterly price growth was +1.68%.

Reported Earning Dates

IVZ is expected to report earnings on Jul 29, 2025.

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

Industries' Descriptions

@Investment Managers (+0.29% 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
IVZ($7.41B) has a higher market cap than WT($1.38B). WT has higher P/E ratio than IVZ: WT (14.19) vs IVZ (12.27). WT YTD gains are higher at: -8.575 vs. IVZ (-15.267). IVZ has higher annual earnings (EBITDA): 1.13B vs. WT (136M). IVZ has more cash in the bank: 1.93B vs. WT (188M). WT has less debt than IVZ: WT (275M) vs IVZ (9.05B). IVZ has higher revenues than WT: IVZ (5.72B) vs WT (349M).
IVZWTIVZ / WT
Capitalization7.41B1.38B537%
EBITDA1.13B136M832%
Gain YTD-15.267-8.575178%
P/E Ratio12.2714.1986%
Revenue5.72B349M1,638%
Total Cash1.93B188M1,028%
Total Debt9.05B275M3,289%
FUNDAMENTALS RATINGS
IVZ vs WT: Fundamental Ratings
IVZ
WT
OUTLOOK RATING
1..100
6584
VALUATION
overvalued / fair valued / undervalued
1..100
18
Undervalued
75
Overvalued
PROFIT vs RISK RATING
1..100
5526
SMR RATING
1..100
8289
PRICE GROWTH RATING
1..100
6155
P/E GROWTH RATING
1..100
8412
SEASONALITY SCORE
1..100
n/an/a

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.

IVZ's Valuation (18) in the Investment Managers industry is somewhat better than the same rating for WT (75). This means that IVZ’s stock grew somewhat faster than WT’s over the last 12 months.

WT's Profit vs Risk Rating (26) in the Investment Managers industry is in the same range as IVZ (55). This means that WT’s stock grew similarly to IVZ’s over the last 12 months.

IVZ's SMR Rating (82) in the Investment Managers industry is in the same range as WT (89). This means that IVZ’s stock grew similarly to WT’s over the last 12 months.

WT's Price Growth Rating (55) in the Investment Managers industry is in the same range as IVZ (61). This means that WT’s stock grew similarly to IVZ’s over the last 12 months.

WT's P/E Growth Rating (12) in the Investment Managers industry is significantly better than the same rating for IVZ (84). This means that WT’s stock grew significantly faster than IVZ’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
IVZWT
RSI
ODDS (%)
Bearish Trend 1 day ago
56%
Bearish Trend 1 day ago
69%
Stochastic
ODDS (%)
Bullish Trend 1 day ago
71%
Bearish Trend 1 day ago
60%
Momentum
ODDS (%)
Bearish Trend 1 day ago
68%
Bearish Trend 1 day ago
62%
MACD
ODDS (%)
Bearish Trend 1 day ago
64%
Bearish Trend 1 day ago
50%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
68%
Bearish Trend 1 day ago
64%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
70%
Bullish Trend 1 day ago
74%
Advances
ODDS (%)
Bullish Trend 22 days ago
70%
Bullish Trend 1 day ago
76%
Declines
ODDS (%)
Bearish Trend 3 days ago
68%
Bearish Trend 6 days ago
64%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
79%
Bearish Trend 1 day ago
60%
Aroon
ODDS (%)
Bullish Trend 1 day ago
76%
Bullish Trend 1 day ago
75%
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IVZ
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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IVZ and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVZ has been closely correlated with JHG. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVZ
1D Price
Change %
IVZ100%
+0.49%
JHG - IVZ
84%
Closely correlated
+0.30%
AMG - IVZ
82%
Closely correlated
+0.22%
BN - IVZ
80%
Closely correlated
+0.64%
CG - IVZ
79%
Closely correlated
+0.42%
KKR - IVZ
78%
Closely correlated
-1.14%
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%
+0.63%
JHG - WT
68%
Closely correlated
+0.30%
AMG - WT
66%
Closely correlated
+0.22%
BN - WT
66%
Closely correlated
+0.64%
IVZ - WT
65%
Loosely correlated
+0.49%
KKR - WT
65%
Loosely correlated
-1.14%
More