Financials / Asset ManagementUpdated 2026-05-10 22:07 UTC

WT stock hub

WisdomTree, Inc. has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

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Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

2.9B

NYSE

Market data

Live price

Current market quote for this ticker.

Current price

In the news

Latest news · WT

Recent company headlines from major financial publishers.

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Fetching the latest headlines.

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Fetching the latest headlines.

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Fetching the latest headlines.

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E15.7

P25 8.8P50 10.4P75 13.1

Trailing P/E45

P25 10.9P50 14.7P75 36.2

ROE13.8

P25 4.9P50 10.4P75 15

ROIC13.4

P25 -1.3P50 6.6P75 12.7

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All WT market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

274

Groups with data

Currency

USD

Showing 274 of 274 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Cik	0000880631
Company name	WisdomTree, Inc.
Country	United States
Country code	US
Cusip	97717P104
Employees	360
Employees Change	47%
Employees Change Percent	15.02
Enterprise value	$3.4B
Exchange	NYSE
Financial currency	USD
First seen	2026-05-09
Industry	Asset Management
Isin	US97717P1049
Last refreshed	2026-05-10
Market cap	$2.9B
Market cap category	Mid-Cap
Price	$19.1
Price currency	USD
Rev Per Employee	1,514,280.56x
Sector	Financials
Sic	6211
Symbol	WT
Website	https://www.wisdomtree.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	2.12%
EV Earnings	55.66x
EV Sales Forward	4.93x
EV/EBIT	16.37x
EV/EBITDA	16.12x
EV/FCF	21.17x
EV/Sales	6.19x
FCF yield	5.57%
Forward P/E	15.66x
P/B ratio	6x
P/E ratio	44.97x
P/S ratio	5.25x
PE Ratio10 Y	39.38x
PE Ratio3 Y	21.22x
PE Ratio5 Y	25.64x
PS Forward	4.18x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT Margin	37.79%
EBITDA Margin	38.39%
FCF margin	29.23%
Gross margin	51.69%
Gross Profit	$281.8M
Gross Profit Growth	29.08%
Gross Profit Growth Q	61.05%
Gross Profit Growth3 Y	29.29%
Gross Profit Growth5 Y	19.45%
Net Income	$60.6M
Net Income Growth	-11.33%
Net Income Growth Years	1%
Net Income Growth3 Y	-4.82%
Pretax Margin	17.84%
Profit Margin	11.26%
Profit Per Employee	$168,347
Profitable Years	5
ROA	9.17
Roa5y	6.47
ROCE	12.75
ROE	13.78
Roe5y	17.28
ROIC	13.41
Roic5y	14.32

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr10y	8.42%
Cagr15y	8.96%
Cagr1y	107.94%
Cagr20y	9.85%
Cagr3y	44.77%
Cagr5y	24.02%
Div CAGR10	-14.43%
Div CAGR3	0%
Div CAGR5	0%
EPS Growth	14.43
EPS Growth Years	1
EPS Growth3 Y	-5.02
FCF Growth	31.93%
FCF Growth Q	182.84%
FCF Growth3 Y	45.06%
FCF Growth5 Y	25.32%
OCF Growth	31.99%
OCF Growth Q	181.9%
OCF Growth10 Y	0.96%
OCF Growth3 Y	44.95%
OCF Growth5 Y	25.1%
Revenue Growth	24.18x
Revenue Growth Q	47.55x
Revenue Growth Quarters	13x
Revenue Growth Years	3x
Revenue Growth3 Y	21.36x
Revenue Growth5 Y	16.2x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	$0.39
Assets	$1.8B
Cash	$690.7M
Current Assets	$768.1M
Current Liabilities	$168.1M
Debt	$1.2B
Debt EBITDA	$5.56
Debt Equity	$2.53
Debt FCF	$7.55
Equity	$475M
Interest Coverage	5.72
Liabilities	$1.3B
Long Term Assets	$1B
Long Term Liabilities	$1.1B
Net Cash	$-511.9M
Net Cash By Market Cap	$-17.89
Net Debt EBITDA	$2.45
Net Debt Equity	$1.08
Net Debt FCF	$3.21
Tangible Book Value	$-501.6M
Tangible Book Value Per Share	$-3.36
WACC	7.94

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	4.57
Net Working Capital	$-14.4M
Quick ratio	4.51
Working Capital	$600M
Working Capital Turnover	$1.31

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	3.77%
Dividend Growth	0%
Dividend Growth Years	0%
Dividend per share	$0.12
Dividend Years	13
Dividend Yield	0.63%
Ex Div Date	2026-05-13
Last Dividend	$0.03
Payout Frequency	Quarterly
Payout Ratio	28.25%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y total return	124.49%
1Y total return	107.84%
200-day SMA	14.11
3Y total return	203.51%
50-day SMA	16.1
50-day SMA vs 200-day SMA	50over200
5Y total return	193.3%
All Time High	26.23
All Time High Change	-27.18%
All Time High Date	2015-08-05
All Time Low	0.01
All Time Low Change	173,536.36%
All Time Low Date	2004-10-25
ATR	0.8
Beta	1.13
Beta1y	1.48
Beta2y	1.22
Ch YTD	56.69
High	19.16
High52	19.29
High52 Date	2026-05-07
High52ch	-0.98%
Low	18.66
Low52	9.24
Low52 Date	2025-05-23
Low52ch	106.71%
Ma50ch	18.61%
Premarket Change Percent	1.5
Premarket Price	$19
Premarket Volume	229
Price vs 200-day SMA	35.4%
RSI	65.99
RSI Monthly	69.65
RSI Weekly	67.24
Sharpe ratio	2.11x
Sortino ratio	3.62
Total Return	4.4%
Tr YTD	56.98
Tr15y	262.44%
Tr1m	26.49%
Tr1w	14.92%
Tr3m	21.57%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	3
Analyst Count Top	2
Analyst Price Target Top	$18.25
Analyst Ratings	Hold
Analyst Ratings Top	Buy
Earnings EPS Estimate	$0.25
Earnings EPS Estimate Growth	56.25
Earnings Revenue Estimate	156,817,064x
Earnings Revenue Estimate Growth	45.09x
Operating Income	$206M
Operating Income Growth	43.56
Operating Income Growth Q	79.39
Operating Income Growth3 Y	51.74
Operating Income Growth5 Y	28.81
Operating margin	37.79
Price target	$17.67
Price Target Change	$-7.49
Price Target Change Top	$-4.45

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	135,631,614%
Float Percent	90.54%
Net Borrowing	736,771,000
Shares Insiders	9.44%
Shares Institutions	108.26%
Shares Out	149,797,220
Shares Qo Q	-3.7%
Shares Yo Y	-3.77%
Short Float	14.49%
Short Ratio	5.44
Short Shares	13.12

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	$135.5M
Average Volume	3,321,587.6x
Bv Per Share	3.18
CAPEX	$-212,000
Ch10y	82.08
Ch15y	182.1
Ch1m	26.49
Ch1w	14.92
Ch1y	105.8
Ch20y	409.3
Ch3m	21.35
Ch3y	191.6
Ch5y	170.5
Ch6m	64.94
Change	2.03%
Change From Open	1.11
Close	18.72
Days Gap	0.91
Depreciation Amortization	3,362,000
Dollar Volume	41,683,744.5
Earnings Date	2026-05-01
Earnings Time	bmo
EBIT	$206M
EBITDA	$209.3M
EPS	$0.42
F Score	6
FCF	$159.3M
FCF EV Yield	4.72x
FCF Per Share	$1.06
Financing CF	567,771,000
Fiscal Year End	December
Founded	1,985
Goodwill	228,624,000
Graham Number	5.51429
Graham Upside	-71.13
Income Tax	$35.9M
Investing CF	-274,180,000
Is Primary Listing	1
Is Spac	No
Last Earnings Date	2026-05-01
Last Report Date	2026-03-31
Last Split Type	Never
Last10k Filing Date	2026-02-25
Lynch Fair Value	$2.12
Lynch Upside	-88.88
Ma150	14.28
Ma150ch	33.77%
Ma20	17.32
Ma20ch	10.25%
Net CF	455,132,000
Next Earnings Date	2026-07-30
Open	18.89
Optionable	Yes
P FCF Ratio	17.96
P OCF Ratio	17.93
Payment Date	2026-05-27
Position In Range	88
Post Close	19.1
Postmarket Change Percent	1.22
Postmarket Price	$19.33
Ppne	2,727,000
Pre Close	18.72
Price Date	2026-05-08
Price EBITDA	$13.67
Relative Volume	0.66x
Revenue	545,141,000x
SBC By Revenue	4.37x
Share Based Comp	23,812,000
Tax By Revenue	6.58x
Tax Rate	36.9%
Tr20y	554.32%
Tr6m	65.66%
Us State	New York
Volume	2,182,395
Z Score	2.04

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

WT dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+0.6%

$0.12 annual per share

Payout ratio

+28.3%

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

0.0%

0 consecutive years of growth

Total shareholder yield

+4.4%

Next ex-dividend date: 2026-05-13

Performance

WT stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns WT?

Insider, institutional, and short-interest positioning.

Institutional ownership

+108.3%

Float: +90.5% of shares outstanding

Insider ownership

+9.4%

Stake held by company insiders. Higher generally signals alignment.

Negative means the company is buying back shares.

Technical

WT momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

66.0

Neutral momentum band

Price vs 200-day MA

+35.4%

50/200-day relationship not available

Beta (5Y)

1.13

Moves roughly with the market

Sharpe ratio

2.11

Risk-adjusted return — higher is better; >1.0 is solid.

Peers

WT vs. sector cohort

Currency-neutral comparison: P/E, P/S, ROIC, 5Y revenue CAGR, and 1Y total return. Market-cap column appears only when every peer reports in the same currency.

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AXP	American Express Company	215.6B	19.7x	3.1x	11.5%	+15.5%	+15.6%	घटाएँ
BAC	Bank of America Corporation	364.1B	12.7x	3.3x	—	+6.3%	+28.2%	घटाएँ
BK	The Bank of New York Mellon Corporation	89.6B	16.2x	4.3x	—	+6.0%	+58.4%	घटाएँ

Questions

About WT

Hub-level FAQ points readers to the deeper analysis pages.

What is the current WT stock rating?

WisdomTree, Inc. is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full WT analysis?

The full report lives at /stocks/WT/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for WT?

The latest report frames WT around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the WT page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.