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.

Financial snapshot

Revenue (ttm): 609.7M
Net income (ttm): 80.2M
EPS (ttm): $0.54
P/E (trailing): 39.4x
P/E (forward): 17.1x
Market cap: 3.1B

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%	ซื้อมาก
AIG	American International Group Inc.	41.7B	14.7x	1.6x	7.7%	-9.6%	+2.8%	ซื้อมาก
AIZ	Assurant, Inc.	14.1B	13.6x	1.0x	14.4%	+6.6%	+36.2%	ถือ

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E17.1

P25 n/aP50 n/aP75 n/a

Trailing P/E39.4

P25 n/aP50 n/aP75 n/a

ROE18.7

P25 n/aP50 n/aP75 n/a

ROIC14.7

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All WT indicators

Market & fundamental data

Available fields

285

Groups with data

Currency

USD

Showing 285 of 285 available metrics for this ticker.

Profile and market data

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

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

Valuation

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

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

Profitability

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

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%

Growth

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

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

Financial statements

Income-statement and cash-flow amounts, totals and per share.

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

Financial strength

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

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%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

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

Dividends and buybacks

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

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%

Performance and technicals

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

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%

Ownership and float

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

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

Deeper analysis on WT

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

→

Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

→

Sensitivity

Cost-of-equity and terminal-growth stress table.

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Risks

Kill scenarios, soft-pass flags, and downside catalysts.

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Earnings

Next earnings setup and beat / inline / miss thresholds.

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Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

→

Financials

Revenue, margins, cash flow, and balance-sheet context.

→

Peers

Relative valuation and profitability against the cohort.

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Moat

Economic-profit evidence and competitive advantage risk.

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Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Scorecard

Frequently asked questions

About this WT report

Is a complete WT research report available?

No complete published report is available for WisdomTree, Inc. (WT) on this page. Market-directory data, when present, is not a substitute for a validated stock analysis.

WisdomTree, Inc. (WT)

Price

Financial snapshot

Fair-value bridge

Latest news · WT

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

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