WisdomTree, Inc.

WisdomTree, Inc.

WT
WisdomTree, Inc.US flagNew York Stock Exchange
20.24
USD
+0.19
- -
3.10BMarket Cap
2013 Y
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
1.18
1.39
2.2
1.63
1.7
1.87
1.76
1.68
2.12
2.11
2.41
2.96
3.52
3.91
Basic EPS, GAAP
0.41
0.46
0.59
0.19
0.2
0.25
-0.07
-0.24
0.35
0.35
0.71
0.46
0.78
0.44
Free Cash Flow per Basic Share
0.5
0.59
1.12
0.4
0.34
0.26
0.38
0.31
0.52
0.38
0.58
0.77
1.03
1.12
Dividend per Share
- -
0.08
0.58
0.32
0.33
0.13
0.13
0.14
0.14
0.14
0.14
0.13
0.12
0.13
Book Value per Share
-0.59
-0.19
-0.17
-0.17
-0.17
-0.04
-0.11
-0.35
-0.15
0.11
0.67
0.91
1.58
1.4
Tangible Book Value per Share
0.86
1.39
1.71
1.41
1.33
-2.26
-2.32
-2.83
-2.9
-2.68
-1.95
-2.02
-4.02
-3.6
Basic Weighted Avg Shares
127
132
136
134
135
147
152
149
144
143
145
145
140
139
Sales/Revenue/Turnover
149
184
299
219
228
274
267
250
304
301
349
428
494
545
Operating Margin (%)
34.48
40.02
46.62
28.98
23.62
29.64
25.39
28.93
34.88
25.62
26.81
32.1
36.23
37.79
Depreciation Expense
- -
1
1
1
1
1
4
4
3
1
2
3
5
7
Net Income, GAAP
52
61
80
26
27
37
-10
-36
50
51
103
67
109
61
Effective Tax Rate (%)
- -
16.99
41.65
52.93
53.26
28.23
8,715.7
- -
12.13
- -
13.83
30.09
23.26
36.9
Profit Margin (%)
34.48
33.22
26.78
11.95
11.91
13.36
-3.91
-14.27
16.36
16.82
29.38
15.59
22.1
11.26
Working Capital
94
156
191
134
97
55
44
68
220
146
127
209
210
600
LT Debt
- -
- -
- -
- -
- -
195
195
184
319
262
275
512
805
1,126
Total Equity
109
184
235
201
193
358
337
266
269
306
409
400
414
475
Return on Invested Capital (%)
64.39
41.63
38.56
13.47
12.63
15.64
-1,067.29
- -
17.82
- -
12.23
11.98
12.01
9.97
Return on Capital (%)
-51.04
-122.04
-332.1
-112.05
-116.49
51.19
-527.23
- -
27.98
- -
32.56
15.72
14.53
8.15
Return on Common Equity (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
182.42
58.37
61.75
35.43

Capital Structure

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
ST Debt
151
151
76
LT Borrowings
805
804
1,125
LT Finance Leases
1
1
1
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
140
141
152
Market Capitalization
1,969
1,711
2,027

Working Capital

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
716
492
768
Cash, Cash Equivalents & STI
660
419
691
Accounts Receivable, Net
47
64
10
Inventories
- -
- -
- -
Total Current Liabilities
254
282
168
Payables & Accruals
104
131
92
ST Debt
151
151
76
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
9.01%
9.93%
3.42%
Free Cash Flow
8.63%
29.88%
30.44%
Net Income, GAAP
-2.2%
-21.38%
63.63%
Sales/Revenue/Turnover
6.32%
14.92%
15.43%
Total Cash Common Dividend
-10.98%
-2.86%
-8.91%

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
97
107
113
111
428
2025
108
113
126
147
494
2026
159
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.15
0.15
-0.03
0.19
0.46
2025
0.17
0.17
0.14
0.29
0.78
2026
-0.17
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.03
0.03
0.03
0.03
0.13
2025
0.03
0.03
0.03
0.03
0.12
2026
0.03
- -
- -
- -
- -

Company Description

APIChatGPT
CEO
Jonathan Laurence Steinberg
Full Time Employees
360
Sector
Financial Services
Industry
Asset Management
Address
250 West 34th Street New York City NY United States of America 10167
IPO Date
Mar 4, 1993
Business
WisdomTree, Inc. (WT) is an exchange-traded product (ETP) sponsor and asset manager that offers a broad range of exchange-traded funds (ETFs), exchange-traded commodities (ETCs), exchange-traded notes (ETNs), and other ETPs focused on innovative strategies including smart beta, equity income, currency, fixed income, commodity, alternatives, and multi-asset allocations; its flagship offerings include physically backed commodity ETPs, actively managed ETFs, and thematic funds targeting areas such as cybersecurity, clean energy, and emerging markets. The company provides investment advisory services, portfolio management, and data analytics tools for institutional and retail investors through platforms like WisdomTree Prime, a digital wealth management solution, and WisdomTree Marketplace for tokenized assets. Headquartered in New York, WisdomTree was founded in 2006 and operates globally across North America, Europe, Asia-Pacific, and Latin America, serving financial advisors, institutions, and individual investors. In recent developments, WisdomTree completed the acquisition of ETF Securities in 2021, significantly expanding its European operations and product lineup, and launched WisdomTree Prime in 2024, a B2B embedded ETF platform aimed at broker-dealers and RIAs to enhance digital investing capabilities; the company also introduced new blockchain-based funds and tokenized asset offerings in 2025, alongside strategic partnerships with firms like State Street for custody services and expansions into private credit and options-based strategies to capitalize on evolving market demands.

Company News

APIChatGPT
  • Financial Stocks Rally To New Highs. JPMorgan Is One Of Them.

  • WisdomTree Schedules Earnings Conference Call for Q2 on July 31, 2026 at 11:00 a.m. ET

  • Is WisdomTree Inc (WT) Overvalued After 6.2% Rally? GF Value Says Overvalued

  • WisdomTree Launches Space Economy Fund (WSPC)

  • WisdomTree Launches Space Economy Fund (WSPC)

  • Is WisdomTree, Inc. (WT) a Solid Growth Stock? 3 Reasons to Think "Yes"

  • Gold is near fair value, setting the stage for the next leg higher - WisdomTree's Shah

  • WisdomTree, Inc. (WT) Upgraded to Strong Buy: Here's What You Should Know

  • WisdomTree Honored at 2026 InvestmentNews Awards

  • WisdomTree Honored at 2026 InvestmentNews Awards

  • WisdomTree Recognized at The Future of Finance Awards 2026 for Leadership in Tokenized Assets and Onchain Infrastructure

  • Is WisdomTree Japan Opportunities Fund (OPPJ) a Strong ETF Right Now?

  • WisdomTree, Inc. (WT) is an Incredible Growth Stock: 3 Reasons Why

  • WisdomTree Celebrates 20 Years of Modern Alpha

  • WisdomTree Celebrates 20 Years of Innovation and Global Growth

  • Is WisdomTree Inc (WT) Overvalued After 4.0% Rally? GF Value Says Overvalued

  • EXCLUSIVE: 'Persistent Disagreement' Could Be SpaceX's Biggest Catalyst, Says WisdomTree

  • Is WisdomTree U.S. LargeCap ETF (EPS) a Strong ETF Right Now?

  • WisdomTree Reports Monthly Metrics for May 2026

  • Rising inflation may push real rates lower, setting the stage for gold's next rally - WisdomTree's Shah