S&P 500 7,387.05 â–ŧ 197.26 (-2.60%) DOW 50,877.30 â–ŧ 684.63 (-1.33%) NASDAQ 25,726.49 â–ŧ 1,104.47 (-4.12%) US Markets Closed â€ĸ 08:48 AM ET

WT

WisdomTree, Inc.

Price Chart
Latest Quote

$18.18

-0.79 (-4.16%)
Current Price
Previous Close $18.97
Open $18.61
Day High $18.92
Day Low $17.95
Volume 2,323,552
Fetched: 2026-06-06T01:43:49
Stock Information
Quarterly Dividend / Yield $0.12 / 0.66%
Shares Outstanding 152.94M
Quarterly Dividend Yield 0.66%
Quarterly Dividend $0.12
Total Debt $1.20B
Cash Equivalents $690.74M
Revenue $545.14M
Net Income $60.60M
Sector Financial Services
Industry Asset Management
Market Cap $2.78B
P/E Ratio 44.34
EPS (TTM) $0.41
Exchange NYQ
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📊 Comprehensive Analysis
Company Data
Enterprise Value$3.24B
Sales$545.14M
Income$60.60M
Book/sh$3.03
Cash/sh$4.52
Employees357
Financial Ratios
Quick Ratio4.51
Current Ratio4.57
Debt/Eq253.19
Returns & Margins
ROA9.18%
ROE13.78%
Gross Margin51.69%
Operating Margin38.43%
Profit Margin11.26%
Ownership
Insider Ownership9.37%
Institutional Ownership111.72%
Insider & Institutional transactions data not available
Valuation Ratios
Forward P/E13.91
PEG1.54
P/S5.10
P/B5.99
Analyst Data
Recommendationbuy
Target Price$19.97
Technical Indicators
SMA20$19.05
SMA50$17.41
SMA200$14.61
RSI36.72
ATR0.7243
Shares Float135.48M
Short Float19.13%
Short Ratio5.03
Volatility1.16
Rel Volume0.85
Performance History
Week-4.57%
Month-4.46%
Quarter+9.56%
6 Months+63.32%
YTD+45.83%
Year+88.00%
3 Years+177.44%
5 Years+193.32%
10 Years+94.41%
Stock Score: ⭐ Premium
Based on debt, profitability, growth, and cash flow metrics
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Recent Price History
Date Close Volume
2026-06-05 $18.18 2,323,600
2026-06-04 $18.97 2,899,500
2026-06-03 $18.62 2,357,800
2026-06-02 $18.95 2,806,400
2026-06-01 $19.15 2,839,000
2026-05-29 $19.05 5,187,600
2026-05-28 $18.39 2,839,000
2026-05-27 $18.87 1,821,100
2026-05-26 $19.24 1,707,800
2026-05-22 $19.08 1,968,900
2026-05-21 $19.18 1,795,300
2026-05-20 $19.22 2,025,100
2026-05-19 $18.79 3,620,800
2026-05-18 $19.38 2,874,600
2026-05-15 $19.41 2,065,400
2026-05-14 $19.81 2,602,500
2026-05-13 $19.49 4,526,900
2026-05-12 $18.69 2,693,500
2026-05-11 $19.37 3,371,800
2026-05-08 $19.07 2,182,500
2026-05-07 $18.69 2,919,700
2026-05-06 $19.03 4,902,500
About WisdomTree, Inc.

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.

Period:
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Income Statement (Annual)
Metric 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Revenue
Reconciled Cost Of Revenue $225,301,000 $203,940,000 $179,595,000 $161,695,000
Cost Of Revenue $226,828,000 $205,244,000 $180,880,000 $162,658,000
Total Revenue $493,753,000 $427,737,000 $349,035,000 $301,345,000
Operating Revenue $452,000,000 $395,362,000 $333,227,000 $293,632,000
Expenses
Interest Expense $30,420,000 $18,911,000 $15,242,000 $14,935,000
Total Expenses $314,865,000 $290,444,000 $255,474,000 $224,152,000
Rent Expense Supplemental $6,534,000 $5,344,000 $4,684,000 $3,898,000
Other Income Expense $-17,217,000 $-29,758,000 $36,590,000 $-25,628,000
Other Non Operating Income Expenses $2,030,000 $874,000 $-1,631,000 $-36,285,000
Net Non Operating Interest Income Expense $-19,453,000 $-12,133,000 $-11,143,000 $-11,615,000
Interest Expense Non Operating $30,420,000 $18,911,000 $15,242,000 $14,935,000
Operating Expense $88,037,000 $85,200,000 $74,594,000 $61,494,000
Other Operating Expenses $27,764,000 $21,657,000 $19,229,000 $16,361,000
Selling And Marketing Expense $36,901,000 $35,349,000 $30,840,000 $27,173,000
General And Administrative Expense $19,594,000 $26,442,000 $23,653,000 $17,698,000
Income & Earnings
Net Income From Continuing Operation Net Minority Interest $109,133,000 $66,693,000 $102,546,000 $50,684,000
Net Interest Income $-19,453,000 $-12,133,000 $-11,143,000 $-11,615,000
Interest Income $10,967,000 $6,778,000 $4,099,000 $3,320,000
Normalized Income $123,895,449 $88,104,768 $69,611,990 $42,264,970
Net Income From Continuing And Discontinued Operation $109,133,000 $66,693,000 $102,546,000 $50,684,000
Total Operating Income As Reported $174,195,000 $137,293,000 $87,492,000 $60,085,000
Average Dilution Earnings $1,000 $63,000 $231,000 $6,000
Net Income Common Stockholders $108,389,000 $49,861,000 $95,062,000 $44,970,000
Net Income $109,133,000 $66,693,000 $102,546,000 $50,684,000
Net Income Including Noncontrolling Interests $109,133,000 $66,693,000 $102,546,000 $50,684,000
Net Income Continuous Operations $109,133,000 $66,693,000 $102,546,000 $50,684,000
Pretax Income $142,218,000 $95,402,000 $119,008,000 $39,950,000
Special Income Charges $-19,247,000 $-30,632,000 $38,221,000 $10,657,000
Interest Income Non Operating $10,967,000 $6,778,000 $4,099,000 $3,320,000
Operating Income $178,888,000 $137,293,000 $93,561,000 $77,193,000
Depreciation Amortization Depletion Income Statement $3,778,000 $1,752,000 $872,000 $262,000
Depreciation And Amortization In Income Statement $3,778,000 $1,752,000 $872,000 $262,000
Gross Profit $266,925,000 $222,493,000 $168,155,000 $138,687,000
Per Share
Diluted EPS $0.75 $0.33 $0.64 $0.31
Basic EPS $0.77 $0.34 $0.66 $0.31
Other
Tax Effect Of Unusual Items $-4,484,551 $-9,220,232 $5,286,990 $2,237,970
Tax Rate For Calcs $0 $0 $0 $0
Normalized EBITDA (Bullshit earnings) $197,190,000 $148,001,000 $98,186,000 $45,453,000
Total Unusual Items $-19,247,000 $-30,632,000 $38,221,000 $10,657,000
Total Unusual Items Excluding Goodwill $-19,247,000 $-30,632,000 $38,221,000 $10,657,000
Reconciled Depreciation $5,305,000 $3,056,000 $2,157,000 $1,225,000
EBITDA (Bullshit earnings) $177,943,000 $117,369,000 $136,407,000 $56,110,000
EBIT $172,638,000 $114,313,000 $134,250,000 $54,885,000
Diluted Average Shares $144,939,000 $158,844,000 $170,413,000 $158,914,000
Basic Average Shares $140,376,000 $144,630,000 $144,707,000 $143,020,000
Diluted NI Availto Com Stockholders $108,390,000 $49,924,000 $95,293,000 $44,976,000
Otherunder Preferred Stock Dividend $744,000 $16,832,000 $7,484,000 $5,714,000
Tax Provision $33,085,000 $28,709,000 $16,462,000 $-10,734,000
Other Special Charges $13,844,000 $30,632,000 $9,721,000 -
Write Off $0 $0 $7,942,000 $0
Restructuring And Mergern Acquisition $5,403,000 $0 $-55,884,000 $-10,657,000
Selling General And Administration $56,495,000 $61,791,000 $54,493,000 $44,871,000
Other Gand A $13,060,000 $21,098,000 $18,969,000 $13,800,000
Rent And Landing Fees $6,534,000 $5,344,000 $4,684,000 $3,898,000
Fetched: 2026-05-30
Balance Sheet (Annual)
Metric 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Assets
Net Tangible Assets $-563,909,000 $-292,757,000 $-282,787,000 $-383,812,000
Total Assets $1,512,941,000 $1,033,540,000 $944,137,000 $1,033,819,000
Total Non Current Assets $1,020,579,000 $715,162,000 $714,343,000 $739,856,000
Other Non Current Assets $925,000 $631,000 $459,000 $571,000
Non Current Deferred Assets $9,803,000 $11,656,000 $11,057,000 $10,536,000
Non Current Deferred Taxes Assets $9,803,000 $11,656,000 $11,057,000 $10,536,000
Investmentin Financial Assets $26,575,000 $8,235,000 $9,914,000 $35,668,000
Goodwill And Other Intangible Assets $977,581,000 $692,737,000 $691,923,000 $689,423,000
Other Intangible Assets $748,957,000 $605,896,000 $605,082,000 $603,567,000
Current Assets $492,362,000 $318,378,000 $229,794,000 $293,963,000
Other Current Assets $1,723,000 $1,542,000 $1,036,000 $390,000
Prepaid Assets $7,338,000 $5,340,000 $5,258,000 $4,684,000
Receivables $64,452,000 $44,866,000 $35,473,000 $30,549,000
Accounts Receivable $64,452,000 $44,866,000 $35,473,000 $30,549,000
Cash Cash Equivalents And Short Term Investments $418,849,000 $266,630,000 $188,027,000 $258,340,000
Cash And Cash Equivalents $311,732,000 $181,191,000 $129,305,000 $132,101,000
Non Current Accounts Receivable - - - $1,353,000
Debt
Net Debt $642,075,000 $330,842,000 $145,583,000 $189,115,000
Total Debt $956,587,000 $512,913,000 $275,466,000 $322,680,000
Long Term Debt And Capital Lease Obligation $805,369,000 $512,204,000 $274,888,000 $262,358,000
Long Term Debt $804,203,000 $512,033,000 $274,888,000 $262,019,000
Current Debt And Capital Lease Obligation $151,218,000 $709,000 $578,000 $60,322,000
Current Debt $149,604,000 - - $59,197,000
Other Current Borrowings $149,604,000 - - $59,197,000
Liabilities
Total Liabilities Net Minority Interest $1,099,269,000 $633,560,000 $535,001,000 $728,208,000
Total Non Current Liabilities Net Minority Interest $817,213,000 $524,363,000 $431,785,000 $579,774,000
Tradeand Other Payables Non Current $0 $12,159,000 $24,328,000 $1,353,000
Current Liabilities $282,056,000 $109,197,000 $103,216,000 $148,434,000
Payables And Accrued Expenses $130,838,000 $108,488,000 $102,638,000 $71,316,000
Payables $130,838,000 $108,488,000 $102,638,000 $71,316,000
Other Payable $95,823,000 $85,640,000 $83,000,000 $60,642,000
Total Tax Payable $2,295,000 $724,000 $3,866,000 $1,599,000
Income Tax Payable $2,295,000 $724,000 $3,866,000 $1,599,000
Accounts Payable $32,720,000 $22,124,000 $15,772,000 $9,075,000
Non Current Deferred Liabilities - - $0 $183,494,000
Current Deferred Liabilities - - $0 $16,796,000
Equity
Common Stock Equity $413,672,000 $399,980,000 $409,136,000 $305,611,000
Total Equity Gross Minority Interest $413,672,000 $399,980,000 $409,136,000 $305,611,000
Stockholders Equity $413,672,000 $399,980,000 $409,136,000 $305,611,000
Gains Losses Not Affecting Retained Earnings $2,227,000 $-1,607,000 $-548,000 $-1,420,000
Other Equity Adjustments $2,227,000 $-1,607,000 $-548,000 $-1,420,000
Retained Earnings $220,794,000 $129,823,000 $95,741,000 $13,719,000
Preferred Securities Outside Stock Equity - $0 $132,569,000 $132,569,000
Other
Ordinary Shares Number $140,713,000 $146,102,000 $150,330,000 $146,517,000
Share Issued $140,713,000 $146,102,000 $150,330,000 $146,517,000
Tangible Book Value $-563,909,000 $-292,757,000 $-282,787,000 $-383,812,000
Invested Capital $1,367,479,000 $912,013,000 $684,024,000 $626,827,000
Working Capital $210,306,000 $209,181,000 $126,578,000 $145,529,000
Capital Lease Obligations $2,780,000 $880,000 $578,000 $1,464,000
Total Capitalization $1,217,875,000 $912,013,000 $684,024,000 $567,630,000
Additional Paid In Capital $189,244,000 $270,303,000 $312,440,000 $291,847,000
Capital Stock $1,407,000 $1,461,000 $1,503,000 $1,465,000
Common Stock $1,407,000 $1,461,000 $1,503,000 $1,465,000
Long Term Capital Lease Obligation $1,166,000 $171,000 $0 $339,000
Current Capital Lease Obligation $1,614,000 $709,000 $578,000 $1,125,000
Investments And Advances $29,075,000 $8,922,000 $9,914,000 $35,980,000
Other Investments $2,500,000 $687,000 $0 $312,000
Available For Sale Securities $26,575,000 $8,235,000 $9,684,000 $35,409,000
Goodwill $228,624,000 $86,841,000 $86,841,000 $85,856,000
Net PPE $3,195,000 $1,216,000 $990,000 $1,993,000
Accumulated Depreciation $-1,283,000 $-733,000 $-670,000 $-418,000
Gross PPE $4,478,000 $1,949,000 $1,660,000 $2,411,000
Other Properties $1,714,000 $1,069,000 $1,097,000 $962,000
Buildings And Improvements $2,764,000 $880,000 $563,000 $1,449,000
Properties $0 $0 $0 $0
Other Short Term Investments $107,117,000 $85,439,000 $58,722,000 $126,239,000
Preferred Stock - $0 $0 $0
Held To Maturity Securities - $206,000 $230,000 $259,000
Treasury Shares Number - - $0 -
Leases - - - -
Machinery Furniture Equipment - - - -
Fetched: 2026-05-30
Cash Flow Statement (Annual)
Metric 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Free Cash Flow
Free Cash Flow $144,763,000 $110,984,000 $83,338,000 $54,867,000
Operating Activities
Operating Cash Flow $147,946,000 $113,461,000 $85,600,000 $55,087,000
Cash Flow From Continuing Operating Activities $147,946,000 $113,461,000 $85,600,000 $55,087,000
Operating Gains Losses $11,890,000 $26,916,000 $10,480,000 $16,516,000
Investing Activities
Capital Expenditure $-3,183,000 $-2,477,000 $-2,262,000 $-220,000
Investing Cash Flow $-313,033,000 $-23,875,000 $82,049,000 $-37,657,000
Cash Flow From Continuing Investing Activities $-313,033,000 $-23,875,000 $82,049,000 $-37,657,000
Financing Activities
Repurchase Of Capital Stock $-102,732,000 $-206,682,000 $-43,570,000 $-3,418,000
Financing Cash Flow $289,788,000 $-36,000,000 $-171,636,000 $-22,780,000
Cash Flow From Continuing Financing Activities $289,788,000 $-36,000,000 $-171,636,000 $-22,780,000
Net Other Financing Charges $-25,868,000 $-22,603,000 $-53,650,000 -
Cash Dividends Paid $-17,308,000 $-19,002,000 $-20,144,000 $-19,362,000
Common Stock Dividend Paid $-17,308,000 $-19,002,000 $-20,144,000 $-19,362,000
Net Preferred Stock Issuance $0 $-143,812,000 $-40,000,000 $0
Net Common Stock Issuance $-102,732,000 $-62,870,000 $-3,570,000 $-3,418,000
Other
Repayment Of Debt $-39,304,000 $-132,713,000 $-184,272,000 $0
Issuance Of Debt $475,000,000 $345,000,000 $130,000,000 $0
Interest Paid Supplemental Data $17,636,000 $12,350,000 $10,709,000 $12,313,000
Income Tax Paid Supplemental Data $30,340,000 $32,218,000 $16,156,000 $12,500,000
End Cash Position $311,732,000 $181,191,000 $129,305,000 $132,101,000
Beginning Cash Position $181,191,000 $129,305,000 $132,101,000 $140,709,000
Effect Of Exchange Rate Changes $5,840,000 $-1,700,000 $1,191,000 $-3,258,000
Changes In Cash $124,701,000 $53,586,000 $-3,987,000 $-5,350,000
Preferred Stock Payments $0 $-143,812,000 $-40,000,000 $0
Common Stock Payments $-102,732,000 $-62,870,000 $-3,570,000 $-3,418,000
Net Issuance Payments Of Debt $435,696,000 $212,287,000 $-54,272,000 $0
Net Long Term Debt Issuance $435,696,000 $212,287,000 $-54,272,000 $0
Long Term Debt Payments $-39,304,000 $-132,713,000 $-184,272,000 $0
Long Term Debt Issuance $475,000,000 $345,000,000 $130,000,000 $0
Net Investment Purchase And Sale $-39,504,000 $-21,398,000 $83,819,000 $-37,437,000
Sale Of Investment $12,577,000 $48,715,000 $152,411,000 $52,160,000
Purchase Of Investment $-52,081,000 $-70,113,000 $-68,592,000 $-89,597,000
Net Business Purchase And Sale $-270,346,000 $0 $492,000 $0
Sale Of Business $0 $0 $1,477,000 $0
Purchase Of Business $-270,346,000 $0 $-985,000 $0
Net Intangibles Purchase And Sale $-2,968,000 $-2,336,000 $-2,149,000 $0
Purchase Of Intangibles $-2,968,000 $-2,336,000 $-2,149,000 $0
Net PPE Purchase And Sale $-215,000 $-141,000 $-113,000 $-220,000
Purchase Of PPE $-215,000 $-141,000 $-113,000 $-220,000
Change In Working Capital $66,770,000 $45,427,000 $49,936,000 $44,912,000
Change In Other Current Liabilities $-1,509,000 $-1,320,000 $-1,284,000 $-965,000
Change In Other Current Assets $70,087,000 $52,393,000 $42,431,000 $41,538,000
Change In Payables And Accrued Expense $2,346,000 $3,497,000 $15,519,000 $5,867,000
Change In Payable $2,346,000 $3,497,000 $15,519,000 $5,867,000
Change In Account Payable $-4,855,000 $3,396,000 $6,213,000 $-33,000
Change In Tax Payable $1,647,000 $-3,126,000 $2,260,000 $-2,308,000
Change In Income Tax Payable $1,647,000 $-3,126,000 $2,260,000 $-2,308,000
Change In Prepaid Assets $-1,872,000 $-107,000 $-518,000 $-808,000
Change In Receivables $-2,282,000 $-9,036,000 $-6,212,000 $-720,000
Changes In Account Receivables $-2,282,000 $-9,036,000 $-6,212,000 $-720,000
Other Non Cash Items $-67,752,000 $-48,924,000 $-103,170,000 $-67,339,000
Stock Based Compensation $21,619,000 $20,691,000 $16,190,000 $10,385,000
Asset Impairment Charge $0 $0 $7,942,000 $0
Deferred Tax $981,000 $-398,000 $-481,000 $-1,296,000
Deferred Income Tax $981,000 $-398,000 $-481,000 $-1,296,000
Depreciation Amortization Depletion $5,305,000 $3,056,000 $2,157,000 $1,225,000
Depreciation And Amortization $5,305,000 $3,056,000 $2,157,000 $1,225,000
Depreciation $5,305,000 $3,056,000 $2,157,000 $1,225,000
Gain Loss On Investment Securities $-1,954,000 $-3,716,000 $759,000 $16,516,000
Net Income From Continuing Operations $109,133,000 $66,693,000 $102,546,000 $50,684,000
Proceeds From Stock Option Exercised - - $0 $0
Gain Loss On Sale Of Business - - $0 $0
Change In Other Working Capital - - - -
Fetched: 2026-05-30