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WDR Stock

Bottom line: HOLD — our Council read (48/100) and AI Score (48/100) broadly agree.
Data from FMP · Methodology

For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.

WDR — AI-powered stock analysis, MoonshotScore 48/100.

Last analyzed: Jul 6, 2026
Council Score · Weighted Average of 3 Disciplines
HOLD 48/100 · C

WDR: the 1 perspectives are evenly split.

How is this calculated? →
Council Score · 8 perspectives · See tabs for details →

WDR Company Overview

Data Provenance | Financial Data Quantitative Analysis NASDAQ

Who Are WDR's Competitors?

WDR is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

Company Price Change Market Cap AI Score
FEDDX Fidelity Emerging Markets Discovery Fd $23.32 +1.83% $1.53B 47
DAUG FT Vest U.S. Equity Deep Buffer ETF - August $47.01 +0.09% $363.75M 47
KSTR KraneShares SSE STAR Market 50 Index ETF $28.60 +0.25% $66.71M 47
PEQSX Putnam Large Cap Value Fund $44.15 +0.46% $51.63B 47
CWB State Street SPDR Bloomberg Convertible Securities ETF $104.07 -1.20% $4.57B 47
TDV ProShares - S&P Technology Dividend Aristocrats ETF $97.90 -2.62% $276.99M 47
EVPF Eaton Vance Preferred Securities and Income ETF $50.26 -0.22% $17.78M 46
GSSQX Goldman Sachs U.S. Equity Insights Fund $69.02 +0.91% $1.17B 46

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

ROE 9%Key Financial Metrics

Return on equity for WDR stands at 9.5%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 6.5%, showing how much profit it generates from its asset base. A current ratio of 2.38 indicates the company holds enough short-term assets to cover its near-term obligations.

How WDR Is Valued

Relative to its peer group, WDR's quantitative score of 48/100 is roughly in line with the peer average of 47/100.

WDR Financials

Fundamental Snapshot

Return on Equity (TTM)
+9.5%
Current Ratio
2.4

Based on FMP financials and quantitative analysis

WDR Latest News

WDR Analyst Consensus

Consensus Rating

Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for WDR.

Price Targets

Wall Street price target analysis for WDR.

WDR MoonshotScore

48/100

What does this score mean?

The MoonshotScore rates WDR's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.

WDR Stock: Key Questions Answered

What are the key factors to evaluate for WDR?

Evaluate WDR on fundamentals, analyst consensus, and risk factors. Not financial advice.

How frequently does WDR data refresh on this page?

WDR prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.

What has driven WDR's recent stock price performance?

WDR moves on earnings results, analyst revisions, sector rotation, and market sentiment. See the News tab for the latest drivers. Past performance does not predict future results.

Should investors consider WDR overvalued or undervalued right now?

Valuing WDR requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.

What research should beginners do before buying WDR?

Before investing in WDR, research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).

Why might investors consider adding WDR to a portfolio?

The case for WDR depends on individual goals and risk tolerance. Weigh rewards against risks and diversify. Not financial advice.

Can I buy fractional shares of WDR?

Yes, most major brokerages offer fractional shares of WDR with no minimum purchase requirement. This means you can invest any dollar amount regardless of the share price. Check your brokerage platform for specific terms, fees, and fractional share availability.

How can I track WDR's earnings and financial reports?

WDR reports quarterly earnings approximately 4-6 weeks after each fiscal quarter ends. You can track earnings dates, revenue and EPS estimates, and actual results on this page's Financials tab. Earnings surprises (beats or misses) often cause significant short-term price moves. Setting up alerts through your brokerage for WDR earnings announcements is recommended.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Official Resources

Data Sources & Methodology
Market data powered by Financial Modeling Prep & Yahoo Finance. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
Last fetched:
Cache TTL: Quote 5min · Profile 7d · Financials 7d · Insider 48h
How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.

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