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WisdomTree, Inc. (WT)

NYSE: WT · USD

$21.3

+0.10 (+0.5%)· Recorded snapshot

Market cap	3.1B
Revenue (ttm)	609.7M
Net income (ttm)	80.2M
EPS (ttm)	$0.54
Shares out	147.7M
P/E (trailing)	39.4x
P/E (forward)	17.1x
Dividend	$0.12 (0.57%)
Volume	1,234,385
Beta	1.17

Market data

Price

Recent price action with selectable time range.

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
ACGL	Arch Capital Group Ltd.	34.8B	8.3x	1.8x	15.9%	+15.1%	+18.7%	Zdecydowanie kupuj
AIG	American International Group Inc.	41.7B	14.7x	1.6x	7.7%	-9.6%	+2.8%	Zdecydowanie kupuj
AIZ	Assurant, Inc.	14.1B	13.6x	1.0x	14.4%	+6.6%	+36.2%	Trzymaj

Metric	Value
Amount currency	USD
CIK code	0000880631
Company name	WisdomTree, Inc.
Country	United States
Country code	US
CUSIP number	97717P104
Earnings date	2026-10-30
Earnings time	bmo
Employees	414
Employees change	93
Employees growth	28.97%
Enterprise value	$3.9B
Exchange	NYSE
Financial currency	USD
Financial report date	2026-06-30
First seen	2026-05-09
Fiscal year end	December
Founded	1985
In index	RUSSELL2000
Industry	Asset Management
Is primary listing	Yes
Is SPAC	No
ISIN number	US97717P1049
Last 10-K release date	2026-02-25
Last earnings date	2026-07-31
Last refreshed	2026-10-28
Last stock split type	Never
Market cap	$3.1B
Market cap category	Mid-Cap
Next earnings date	2026-10-30
Options	Yes
Price	$21.33
Price currency	USD
Sector	Financials
SIC code	6211
Stock price date	2026-10-28
Symbol	WT
U.S. state	New York
Website	https://www.wisdomtree.com

Metric

Value

Amount currency

USD

CIK code

0000880631

Company name

WisdomTree, Inc.

Country

United States

Country code

CUSIP number

97717P104

Earnings date

2026-10-30

Earnings time

bmo

Employees

414

Employees change

Employees growth

28.97%

Enterprise value

$3.9B

Exchange

NYSE

Financial currency

USD

Financial report date

2026-06-30

First seen

2026-05-09

Fiscal year end

December

Founded

1985

In index

RUSSELL2000

Industry

Asset Management

Is primary listing

Yes

Is SPAC

ISIN number

US97717P1049

Last 10-K release date

2026-02-25

Last earnings date

2026-07-31

Last refreshed

2026-10-28

Last stock split type

Never

Market cap

$3.1B

Market cap category

Mid-Cap

Next earnings date

2026-10-30

Options

Yes

Price

$21.33

Price currency

USD

Sector

Financials

SIC code

6211

Stock price date

2026-10-28

Symbol

U.S. state

New York

Website

https://www.wisdomtree.com

Metric	Value
Adjusted P/E ratio	19.39x
Average P/E ratio (10Y)	39.68x
Average P/E ratio (3Y)	23.19x
Average P/E ratio (5Y)	24.11x
Earnings yield	2.54%
EV/Earnings	48.5x
EV/EBIT	16.04x
EV/EBITDA	15.66x
EV/FCF	19.85x
EV/Sales	6.38x
FCF / EV yield	5.04%
FCF yield	6.24%
Forward EV/Sales	5.25x
Forward P/E	17.13x
Forward P/S	4.24x
Graham number	5.8731
Graham upside	-72.4%
Industry forward P/E	12.86x
Industry P/E	27.47x
Lynch fair value	$13.54
Lynch upside	-36.38%
P/(FCF - SBC) ratio	18.5x
P/(OCF - SBC) ratio	18.46x
P/B ratio	7.5x
P/E ratio	39.38x
P/FCF ratio	16.04x
P/OCF ratio	16.01x
P/S ratio	5.15x
Price/EBITDA ratio	12.65x
Sector forward P/E	13.63x
Sector P/E	15.67x

Metric

Value

Adjusted P/E ratio

19.39x

Average P/E ratio (10Y)

39.68x

Average P/E ratio (3Y)

23.19x

Average P/E ratio (5Y)

24.11x

Earnings yield

2.54%

EV/Earnings

48.5x

EV/EBIT

16.04x

EV/EBITDA

15.66x

EV/FCF

19.85x

EV/Sales

6.38x

FCF / EV yield

5.04%

FCF yield

6.24%

Forward EV/Sales

5.25x

Forward P/E

17.13x

Forward P/S

4.24x

Graham number

5.8731

Graham upside

-72.4%

Industry forward P/E

12.86x

Industry P/E

27.47x

Lynch fair value

$13.54

Lynch upside

-36.38%

P/(FCF - SBC) ratio

18.5x

P/(OCF - SBC) ratio

18.46x

P/B ratio

7.5x

P/E ratio

39.38x

P/FCF ratio

16.04x

P/OCF ratio

16.01x

P/S ratio

5.15x

Price/EBITDA ratio

12.65x

Sector forward P/E

13.63x

Sector P/E

15.67x

Metric	Value
EBIT margin	39.75%
EBITDA margin	40.73%
Effective tax rate	34.75%
FCF margin	32.13%
Gross margin	53.33%
Operating margin	39.75%
Pretax margin	20.33%
Profit margin	13.27%
Profit per employee	$193,623
Profitable quarters	1
Profitable years	5
Revenue per employee	$1.5M
ROA	11.17%
ROA (5Y)	6.47%
ROCE	16.11%
ROE	18.73%
ROE (5Y)	17.28%
ROIC	14.7%
ROIC (5Y)	14.32%
SBC / revenue	4.27%
Tax / revenue	7.06%

Metric

Value

EBIT margin

39.75%

EBITDA margin

40.73%

Effective tax rate

34.75%

FCF margin

32.13%

Gross margin

53.33%

Operating margin

39.75%

Pretax margin

20.33%

Profit margin

13.27%

Profit per employee

$193,623

Profitable quarters

Profitable years

Revenue per employee

$1.5M

ROA

11.17%

ROA (5Y)

6.47%

ROCE

16.11%

ROE

18.73%

ROE (5Y)

17.28%

ROIC

14.7%

ROIC (5Y)

14.32%

SBC / revenue

4.27%

Tax / revenue

7.06%

Metric	Value
EPS growth	39.24%
EPS growth (Q)	64.71%
EPS growth 10Y	2.47%
EPS growth 3Y	-10.4%
EPS growth 5Y	40.77%
EPS growth quarters	1
EPS growth years	1
FCF growth	53.89%
FCF growth (Q)	94.52%
FCF growth (QoQ)	320.08%
FCF growth 3Y	43.36%
FCF growth 5Y	31.55%
Gross profit growth	48.23%
Gross profit growth (Q)	79.61%
Gross profit growth 3Y	33.91%
Gross profit growth 5Y	20.13%
Net income growth	11.98%
Net income growth (Q)	78.73%
Net income growth 3Y	-9.71%
Net income growth 5Y	41.25%
Net income growth quarters	1
Net income growth years	1
OCF growth	53.95%
OCF growth (Q)	94.57%
OCF growth (QoQ)	320.48%
OCF growth 10Y	5.17%
OCF growth 3Y	43.38%
OCF growth 5Y	31.37%
Operating income growth	65.31%
Operating income growth (Q)	99.27%
Operating income growth 3Y	58.08%
Operating income growth 5Y	28.21%
Revenue growth	37.14%
Revenue growth (Q)	57.31%
Revenue growth (QoQ)	11.09%
Revenue growth 10Y	8.32%
Revenue growth 3Y	24.82%
Revenue growth 5Y	17.14%
Revenue growth quarters	14
Revenue growth years	3

Metric

Value

EPS growth

39.24%

EPS growth (Q)

64.71%

EPS growth 10Y

2.47%

EPS growth 3Y

-10.4%

EPS growth 5Y

40.77%

EPS growth quarters

EPS growth years

FCF growth

53.89%

FCF growth (Q)

94.52%

FCF growth (QoQ)

320.08%

FCF growth 3Y

43.36%

FCF growth 5Y

31.55%

Gross profit growth

48.23%

Gross profit growth (Q)

79.61%

Gross profit growth 3Y

33.91%

Gross profit growth 5Y

20.13%

Net income growth

11.98%

Net income growth (Q)

78.73%

Net income growth 3Y

-9.71%

Net income growth 5Y

41.25%

Net income growth quarters

Net income growth years

OCF growth

53.95%

OCF growth (Q)

94.57%

OCF growth (QoQ)

320.48%

OCF growth 10Y

5.17%

OCF growth 3Y

43.38%

OCF growth 5Y

31.37%

Operating income growth

65.31%

Operating income growth (Q)

99.27%

Operating income growth 3Y

58.08%

Operating income growth 5Y

28.21%

Revenue growth

37.14%

Revenue growth (Q)

57.31%

Revenue growth (QoQ)

11.09%

Revenue growth 10Y

8.32%

Revenue growth 3Y

24.82%

Revenue growth 5Y

17.14%

Revenue growth quarters

Revenue growth years

Metric	Value
Capital expenditures	$-314,000
Depreciation and amortization	$6M
EBIT	$242.3M
EBITDA	$248.3M
EPS	$0.54
FCF per share	$1.33
Financing cash flow	$334.3M
Free cash flow	$195.9M
Free cash flow minus SBC	$169.9M
Gross profit	$325.1M
Income taxes	$43.1M
Investing cash flow	$-425.8M
Net borrowing	$529.3M
Net cash flow	$101.1M
Net income	$80.2M
Operating cash flow minus SBC	$170.2M
Operating income	$242.3M
Revenue	$609.7M
Stock-based compensation	$26.1M

Metric

Value

Capital expenditures

$-314,000

Depreciation and amortization

$6M

EBIT

$242.3M

EBITDA

$248.3M

EPS

$0.54

FCF per share

$1.33

Financing cash flow

$334.3M

Free cash flow

$195.9M

Free cash flow minus SBC

$169.9M

Gross profit

$325.1M

Income taxes

$43.1M

Investing cash flow

$-425.8M

Net borrowing

$529.3M

Net cash flow

$101.1M

Net income

$80.2M

Operating cash flow minus SBC

$170.2M

Operating income

$242.3M

Revenue

$609.7M

Stock-based compensation

$26.1M

Metric	Value
Altman Z-Score	2.26
Book value per share	$2.83
Debt / EBITDA	4.21
Debt / equity	2.58
Debt / FCF	5.5
Goodwill	$355.4M
Interest coverage	5.34
Long-term assets	$1.2B
Long-term liabilities	$1.1B
Net cash (debt)	$-745.9M
Net cash / market cap	-23.74%
Net debt / EBITDA	3
Net debt / equity	1.78
Net debt / FCF	3.81
Piotroski F-Score	7
Property, plant and equipment	$3.5M
Shareholders' equity	$418.5M
Tangible book value	$-769.9M
Tangible book value per share	$-5.21
Total assets	$1.6B
Total cash	$332.5M
Total debt	$1.1B
Total liabilities	$1.2B
WACC	8.67%

Metric

Value

Altman Z-Score

2.26

Book value per share

$2.83

Debt / EBITDA

4.21

Debt / equity

2.58

Debt / FCF

5.5

Goodwill

$355.4M

Interest coverage

5.34

Long-term assets

$1.2B

Long-term liabilities

$1.1B

Net cash (debt)

$-745.9M

Net cash / market cap

-23.74%

Net debt / EBITDA

Net debt / equity

1.78

Net debt / FCF

3.81

Piotroski F-Score

Property, plant and equipment

$3.5M

Shareholders' equity

$418.5M

Tangible book value

$-769.9M

Tangible book value per share

$-5.21

Total assets

$1.6B

Total cash

$332.5M

Total debt

$1.1B

Total liabilities

$1.2B

WACC

8.67%

Metric	Value
Asset turnover	0.45
Current assets	$423.4M
Current liabilities	$141.4M
Current ratio	3
Net working capital	$-30.9M
Quick ratio	2.88
Working capital	$282M
Working capital turnover	3.14

Metric

Value

Asset turnover

0.45

Current assets

$423.4M

Current liabilities

$141.4M

Current ratio

Net working capital

$-30.9M

Quick ratio

2.88

Working capital

$282M

Working capital turnover

3.14

Metric	Value
Buyback yield / dilution	-2.04%
Dividend growth	0%
Dividend growth (10Y)	-14.43%
Dividend growth (3Y)	0%
Dividend growth (5Y)	0%
Dividend growth years	0
Dividend payment date	2026-08-26
Dividend payment years	13
Dividend payout frequency	Quarterly
Dividend per share	$0.12
Dividend yield	0.57%
Ex-dividend date	2026-08-12
FCF payout ratio	9.04%
Last dividend	$0.03
Payout ratio	22.16%
Shareholder yield	-1.48%

Metric

Value

Buyback yield / dilution

-2.04%

Dividend growth

Dividend growth (10Y)

-14.43%

Dividend growth (3Y)

Dividend growth (5Y)

Dividend growth years

Dividend payment date

2026-08-26

Dividend payment years

Dividend payout frequency

Quarterly

Dividend per share

$0.12

Dividend yield

0.57%

Ex-dividend date

2026-08-12

FCF payout ratio

9.04%

Last dividend

$0.03

Payout ratio

22.16%

Shareholder yield

-1.48%

Metric	Value
10Y price change	115.97%
10Y return CAGR	10.15%
10Y total return	162.99%
150-day SMA	$20.03
15Y price change	192.65%
15Y return CAGR	9.25%
15Y total return	277.07%
1D price change	0.45%
1M price change	-13.28%
1M total return	-13.28%
1W price change	-2.36%
1W total return	-2.36%
1Y price change	72.53%
1Y return CAGR	73.87%
1Y total return	73.8%
20-day SMA	$22.20
200-day SMA	$18.99
20Y price change	358.7%
20Y return CAGR	9.29%
20Y total return	491.02%
3M price change	7.05%
3M total return	7.2%
3Y price change	239.78%
3Y return CAGR	52.03%
3Y total return	251.46%
50-day SMA	$23.16
50-day SMA vs 200-day SMA	50over200
52-week high	$25.91
52-week high date	2026-09-03
52-week low	$10.69
52-week low date	2025-11-20
5Y price change	252.25%
5Y return CAGR	30.58%
5Y total return	279.52%
6M price change	26.73%
6M total return	27.1%
All-time high	$26.23
All-time high date	2015-08-05
All-time low	$0.01
All-time low date	2004-10-25
Average true range (ATR)	$0.79
Average volume	2.2M
Beta (1Y)	1.69
Beta (2Y)	1.38
Beta (5Y)	1.17
Change from 52-week high	-17.7%
Change from 52-week low	99.49%
Change from all-time high	-19.56%
Change from all-time low	191,718.18%
Change from open	0.02%
Day's gap	0.42%
Dollar volume	$26.3M
High price	$21.40
Low price	$21.05
Monthly RSI	63.6
Open price	$21.32
Position in 52-week range	78.57%
Premarket change	0.42%
Premarket close	$21.23
Premarket price	$21.32
Previous close	$21.23
Price vs 150-day SMA	5.36%
Price vs 20-day SMA	-4.97%
Price vs 200-day SMA	11.13%
Price vs 50-day SMA	-8.91%
Relative volume	0.56
RSI	36.47
Sharpe ratio	1.48
Sharpe ratio (3Y)	1.21
Sharpe ratio (5Y)	0.86
Sortino ratio	2.55
Sortino ratio (3Y)	2.05
Sortino ratio (5Y)	1.5
Volume	1.2M
Weekly RSI	52.25
YTD price change	73.09%
YTD total return	73.93%

Metric

Value

10Y price change

115.97%

10Y return CAGR

10.15%

10Y total return

162.99%

150-day SMA

$20.03

15Y price change

192.65%

15Y return CAGR

9.25%

15Y total return

277.07%

1D price change

0.45%

1M price change

-13.28%

1M total return

-13.28%

1W price change

-2.36%

1W total return

-2.36%

1Y price change

72.53%

1Y return CAGR

73.87%

1Y total return

73.8%

20-day SMA

$22.20

200-day SMA

$18.99

20Y price change

358.7%

20Y return CAGR

9.29%

20Y total return

491.02%

3M price change

7.05%

3M total return

7.2%

3Y price change

239.78%

3Y return CAGR

52.03%

3Y total return

251.46%

50-day SMA

$23.16

50-day SMA vs 200-day SMA

50over200

52-week high

$25.91

52-week high date

2026-09-03

52-week low

$10.69

52-week low date

2025-11-20

5Y price change

252.25%

5Y return CAGR

30.58%

5Y total return

279.52%

6M price change

26.73%

6M total return

27.1%

All-time high

$26.23

All-time high date

2015-08-05

All-time low

$0.01

All-time low date

2004-10-25

Average true range (ATR)

$0.79

Average volume

2.2M

Beta (1Y)

1.69

Beta (2Y)

1.38

Beta (5Y)

1.17

Change from 52-week high

-17.7%

Change from 52-week low

99.49%

Change from all-time high

-19.56%

Change from all-time low

191,718.18%

Change from open

0.02%

Day's gap

0.42%

Dollar volume

$26.3M

High price

$21.40

Low price

$21.05

Monthly RSI

63.6

Open price

$21.32

Position in 52-week range

78.57%

Premarket change

0.42%

Premarket close

$21.23

Premarket price

$21.32

Previous close

$21.23

Price vs 150-day SMA

5.36%

Price vs 20-day SMA

-4.97%

Price vs 200-day SMA

11.13%

Price vs 50-day SMA

-8.91%

Relative volume

0.56

RSI

36.47

Sharpe ratio

1.48

Sharpe ratio (3Y)

1.21

Sharpe ratio (5Y)

0.86

Sortino ratio

2.55

Sortino ratio (3Y)

2.05

Sortino ratio (5Y)

1.5

Volume

1.2M

Weekly RSI

52.25

YTD price change

73.09%

YTD total return

73.93%

Metric	Value
Float	133M
Float percentage	90.08%
Shares change (QoQ)	13.24%
Shares change (YoY)	2.04%
Shares held by insiders	9.64%
Shares held by institutions	109.36%
Shares outstanding	147.7M
Short % of float	11.4%
Short % of shares	10.27%
Short ratio	5.2 days

Metric

Value

Float

133M

Float percentage

90.08%

Shares change (QoQ)

13.24%

Shares change (YoY)

2.04%

Shares held by insiders

9.64%

Shares held by institutions

109.36%

Shares outstanding

147.7M

Short % of float

11.4%

Short % of shares

10.27%

Short ratio

5.2 days

WisdomTree, Inc. (WT)

Price

Financial snapshot

Fair-value bridge

Latest news · WT

Valuation

Profitability

Balance sheet

Trading

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All WT indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on WT

Frequently asked questions