WisdomTree, Inc. WT R2KR3KFINANCIAL
Company Overview
WisdomTree, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of WisdomTree ETFs in 401(k) plans. It develops index using its fundamentally weighted index methodology. In addition, the company provides investment advisory services. The company was founded in 1985 and is based in New York, New York.
Why Investors Should Care
Generates a return on equity of 18.7%, reflecting efficient use of shareholder capital.
Revenue has grown at a 24.9% CAGR over the past five years.
Operating margin of 41.2% supports profitability.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $493.75M (+15.4% YoY); net profit $109.13M.
- Trailing 12 Months Year-on-year growth — revenue +57.3%, earnings +64.7%.
- 5-Year Trend Long-term compounding — revenue CAGR 24.9%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 24.85% |
| 1 Year: | 57.30% |
Compounded Profit Growth
| 5 Years: | - |
| 1 Year: | 64.70% |
Stock Price Performance
| 1 Year: | +84.36% |
| 6 Months: | +50.20% |
| 3 Months: | +37.10% |
| 1 Month: | +16.03% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)65.63 · Neutral
P/E of 46.09 is above the sector median of 14.52 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 24.9% over 5 years.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | WT WisdomTree, Inc. R2KR3KFINANCIAL | 24.89 | 46.09 | $3.77B | 0.56% | 14.53% | 18.73% | 24.85% | - |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 358.64 | 15.37 | $953.34B | 1.68% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 506.03 | 15.07 | $707.59B | 0.00% | - | 10.50% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 374.00 | 31.86 | $637.34B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 579.21 | 31.82 | $503.60B | 0.60% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.68 | 14.48 | $438.31B | 2.03% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 759,350.00 | 15.07 | $384.00B | 0.00% | - | 10.50% | 7.60% | 10.02% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 107.11 | 15.30 | $367.34B | 3.62% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 217.72 | 17.59 | $342.26B | 2.15% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Jun 2015 | Sep 2015 | Mar 2016 | Jun 2016 | Sep 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Dec 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Dec 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Dec 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Dec 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | 58.76M | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 108.08M | 112.62M | 125.62M | 147.43M | 159.47M | - |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 54.50M | 54.08M | 56.14M | 62.10M | 72.40M | - |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 53.58M | 58.54M | 69.47M | 85.33M | 87.07M | - |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 19.42M | 21.94M | 21.41M | 25.27M | 25.79M | - |
| Operating Income | - | - | - | - | - | - | 15.04M | 15.22M | 13.22M | 14.53M | 21.71M | 11.82M | 10.68M | 11.91M | 16.13M | 14.81M | 15.63M | 11.80M | 14.74M | 12.91M | 18.61M | 23.68M | 24.20M | 22.56M | 17.69M | 15.80M | 14.87M | 16.57M | 18.18M | 26.70M | 27.95M | 33.51M | 40.79M | - | 34.16M | 36.60M | 48.06M | 60.06M | 61.28M | 71.81M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 36.67M | 38.28M | 38.94M | 64.05M | -1.01M | - |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 5.44M | 5.49M | 8.47M | 11.02M | 11.02M | - |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 30.37M | 31.87M | 29.52M | 50.46M | -14.58M | - |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 5.74M | 7.09M | 9.82M | 10.44M | 8.55M | - |
| Net Income | 24.17M | 23.29M | 12.07M | 3.65M | 7.96M | 6.88M | 12.11M | 7.98M | 9.42M | 16.72M | 22.05M | -11.56M | 8.82M | 2.48M | 4.15M | -25.88M | -8.64M | -13.25M | -270.00K | -13.50M | 15.15M | 17.63M | 5.83M | 11.19M | -10.26M | 8.01M | 81.23M | 16.23M | 54.25M | 12.98M | 22.11M | 21.76M | -4.49M | - | 24.63M | 24.78M | 19.70M | 40.03M | -23.13M | 44.28M |
| Diluted EPS | 0.18 | 0.17 | 0.09 | 0.03 | 0.06 | 0.05 | 0.09 | 0.06 | 0.07 | 0.10 | 0.13 | -0.08 | 0.05 | 0.01 | 0.02 | -0.17 | -0.06 | -0.09 | -0.01 | -0.10 | 0.09 | 0.11 | 0.04 | 0.07 | -0.08 | 0.05 | 0.50 | 0.10 | 0.32 | 0.07 | 0.13 | 0.13 | -0.13 | - | 0.17 | 0.17 | 0.13 | 0.28 | -0.17 | 0.28 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 22.09M | 41.61M | 65.16M | 84.80M | 149.47M | 183.76M | 298.94M | 218.92M | 228.29M | 274.12M | - | - | 304.32M | 301.35M | 349.04M | 427.74M | 493.75M |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | 162.66M | 180.88M | 205.24M | 226.83M |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | 138.69M | 168.16M | 222.49M | 266.93M |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | 61.49M | 74.59M | 85.20M | 88.04M |
| Operating Income | - | - | - | - | - | - | - | 63.45M | 49.09M | 61.28M | 53.53M | 55.08M | 89.06M | 77.19M | 93.56M | 137.29M | 178.89M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | 56.11M | 136.41M | 117.37M | 177.94M |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | 14.94M | 15.24M | 18.91M | 30.42M |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | 39.95M | 119.01M | 95.40M | 142.22M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | -10.73M | 16.46M | 28.71M | 33.09M |
| Net Income | -21.23M | -7.55M | 3.09M | 11.03M | 51.54M | 61.05M | 80.05M | 26.16M | 27.20M | 36.63M | -10.43M | -35.66M | 49.80M | 50.68M | 102.55M | 66.69M | 109.13M |
| Diluted EPS | -0.21 | -0.07 | 0.02 | 0.08 | 0.37 | 0.44 | 0.58 | 0.19 | 0.20 | 0.23 | -0.08 | -0.25 | 0.31 | 0.31 | 0.64 | 0.33 | 0.75 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 29.14M | 42.57M | 63.42M | 141.79M | 220.75M | 292.69M | 249.77M | 254.99M | 937.52M | 935.21M | 896.69M | - | 1.03B | 944.14M | 1.03B | 1.51B |
| Current Assets | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 293.96M | 229.79M | 318.38M | 492.36M |
| Cash & Equivalents | 13.28M | 11.48M | 14.23M | 25.63M | 41.25M | 104.32M | 165.28M | 210.07M | 92.72M | 54.19M | 77.78M | 74.97M | 73.42M | - | 132.10M | 129.31M | 181.19M | 311.73M |
| Inventory | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Receivables | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 30.55M | 35.47M | 44.87M | 64.45M |
| Total Liabilities | - | - | 11.91M | 16.71M | 12.37M | 32.76M | 36.47M | 58.19M | 48.42M | 62.03M | 446.61M | 465.23M | 497.86M | - | 728.21M | 535.00M | 633.56M | 1.10B |
| Current Liabilities | - | - | 11.62M | 16.56M | 12.35M | 29.06M | 29.43M | 49.09M | 43.53M | 57.35M | 62.80M | 79.04M | 74.00M | - | 148.43M | 103.22M | 109.20M | 282.06M |
| Long Term Debt | - | - | - | - | - | - | - | - | - | - | 194.59M | 175.96M | 166.65M | - | 262.02M | 274.89M | 512.03M | 804.20M |
| Total Debt | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 322.68M | 275.47M | 512.91M | 956.59M |
| Total Equity | 22.06M | 16.03M | 17.23M | 25.85M | 51.06M | 109.03M | 184.28M | 234.50M | 201.34M | 192.95M | 358.33M | 337.41M | 266.26M | - | 305.61M | 409.14M | 399.98M | 413.67M |
| Shares Outstanding | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 146.52M | 150.33M | 146.10M | 140.71M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | -15.03M | 2.13M | 13.69M | 11.23M | 70.12M | - | - | 54.91M | 48.51M | 37.47M | 57.49M | 47.14M | - | 55.09M | 85.60M | 113.46M | 147.95M |
| Investing Cash Flow | 8.24M | 628.00K | -680.00K | -2.36M | -7.03M | - | - | -89.27M | -37.02M | -181.78M | -17.66M | 10.64M | - | -37.66M | 82.05M | -23.88M | -313.03M |
| Financing Cash Flow | 4.99M | 1.00K | -1.61M | 6.74M | -27.00K | - | - | -82.84M | -51.14M | 169.20M | -43.57M | -60.18M | - | -22.78M | -171.64M | -36.00M | 289.79M |
| Capital Expenditure | -295.00K | -93.00K | -108.00K | -190.00K | -6.21M | -4.89M | -2.62M | -1.07M | -295.00K | -71.00K | -47.00K | -472.00K | - | -220.00K | -2.26M | -2.48M | -3.18M |
| Free Cash Flow | -15.32M | 2.04M | 13.58M | 11.04M | 63.91M | - | - | 53.84M | 48.21M | 37.40M | 57.44M | 46.66M | - | 54.87M | 83.34M | 110.98M | 144.76M |
| Net Change in Cash | - | - | - | - | - | - | - | - | - | - | - | - | - | -5.35M | -3.99M | 53.59M | 124.70M |
| Share Buybacks | - | - | 2.15M | 2.26M | 1.61M | 6.53M | 24.12M | 39.38M | 7.89M | 2.88M | 2.34M | 31.20M | 34.51M | 3.42M | 3.57M | 62.87M | 102.73M |
| Dividends Paid | - | - | - | - | - | 10.79M | 78.54M | 43.66M | 43.78M | 19.24M | 20.39M | 20.11M | 19.46M | 19.36M | 20.14M | 19.00M | 17.31M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - | - | - | - | - | - | 46.0% | 48.2% | 52.0% | 54.1% |
| Operating Margin % | - | - | - | - | - | - | - | 29.0% | 21.5% | 22.4% | - | - | 29.3% | 25.6% | 26.8% | 32.1% | 36.2% |
| Net Margin % | -96.1% | -18.1% | 4.7% | 13.0% | 34.5% | 33.2% | 26.8% | 11.9% | 11.9% | 13.4% | - | - | 16.4% | 16.8% | 29.4% | 15.6% | 22.1% |
| ROE % | -132.4% | -43.8% | 12.0% | 21.6% | 47.3% | 33.1% | 34.1% | 13.0% | 14.1% | 10.2% | -3.1% | -13.4% | - | 16.6% | 25.1% | 16.7% | 26.4% |
| ROCE % | - | - | - | - | - | - | - | 30.8% | 24.8% | 7.0% | 6.3% | 6.7% | - | 8.7% | 11.1% | 14.9% | 14.5% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 12.72% | 19.27M | $470.88M |
| 2 | FMR, LLC | 8.95% | 13.57M | $331.39M |
| 3 | Invesco Ltd. | 6.58% | 9.98M | $243.70M |
| 4 | Wellington Management Group, LLP | 5.55% | 8.41M | $205.39M |
| 5 | Vanguard Portfolio Management LLC | 5.36% | 8.12M | $198.45M |
| 6 | Capital World Investors | 4.98% | 7.55M | $184.38M |
| 7 | Azora Capital Lp | 4.08% | 6.18M | $150.99M |
| 8 | Vanguard Capital Management LLC | 4.00% | 6.07M | $148.20M |
| 9 | State Street Corporation | 3.70% | 5.61M | $137.05M |
| 10 | Driehaus Capital Management, LLC | 3.10% | 4.70M | $114.89M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for WT
WisdomTree (WT) Stock Looks Fully Priced On New Tokenized Funds
WisdomTree stock has delivered a very strong 5 year return, yet the current valuation checks suggest the shares now lean expensive rather than offering clear value. After such a run, buyers are weighing the recent momentum against a low val…
WisdomTree (WT) Could Be 6% Overvalued As Tokenized Funds Gain Traction
Stable Sea Inc.'s decision to add two new WisdomTree (WT) tokenized funds to its Stable Sea Terminal gives corporate treasury teams another way to handle operating cash within a digital workflow. WisdomTree shares have gained momentum over …
Should WisdomTree U.S. High Dividend ETF (DHS) Be on Your Investing Radar?
Style Box ETF report for DHS
WisdomTree Multi Asset Issuer plc – Meeting of ETP Securityholders in respect of WisdomTree FTSE 100 3x Daily Short Securities to be held on 27 August 2026
Certificate of two Directors of WisdomTree Multi Asset Issuer plc relating to the principal amount of ETP Securities outstanding for the purposes of the Meeting. The Law Debenture Trust Corporation p.l.c Eighth Floor, 100 Bishopsgate London…
Stable Sea Expands WisdomTree Relationship With Two New Tokenized Funds for Business Cash
Stable Sea today announced it is expanding its strategic relationship with WisdomTree (NYSE: WT), a global asset manager with more than $150 billion in assets under management, by adding two new tokenized funds to Stable Sea Terminal: the W…
WisdomTree (WT): Buy, Sell, or Hold Post Q2 Earnings?
WisdomTree currently trades at $22.75 and has been a dream stock for shareholders. It’s returned 272% since August 2021, blowing past the S&P 500’s 73.1% gain. The company has also beaten the index over the past six months as its stock pric…
WT — Frequently Asked Questions
What is the current share price of WisdomTree, Inc. (WT)?
As of 2026-09-07 16:24 PDT, WisdomTree, Inc. (WT) trades at $24.89 on NYSE. Its 52-week range is $10.68 to $25.04.
What is the market capitalisation of WT?
WisdomTree, Inc. (WT) has a market capitalisation of $3.77B on NYSE.
What is the P/E ratio of WT?
WT trades at a trailing price-to-earnings (P/E) ratio of 46.09. The industry average P/E is 14.52. Its price-to-book (P/B) ratio is 6.68.
Does WT pay a dividend?
WisdomTree, Inc. (WT) currently offers a dividend yield of 0.56%.
What is the return on equity (ROE) of WT?
WT has a return on equity (ROE) of 18.73%. Its return on capital employed (ROCE) is 14.53%.
Is WT a good stock to buy?
This page provides a data-driven analysis of WisdomTree, Inc. (WT), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.