Symbols / WT Stock $16.37 -3.19% WisdomTree, Inc.

Financial Services • Asset Management • United States • NYQ
WT (Stock) Chart
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Stock Fundamentals
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Index EQUITY
Sector Financial Services
Industry Asset Management
CEO Mr. Jonathan Laurence Steinberg
Exch · Country NYQ · United States
Market Cap 2.32B
Enterprise Value 2.78B
Income 108.39M
Sales 493.75M
FCF (ttm) 120.42M
Book/sh 3.03
Cash/sh 3.05
Employees 360
Insider 10d —
IPO Mar 04, 1993
Div forward ($/yr)
Div TTM ($/yr)
Dividend Yield
Ex-Div Date
5Y Avg Yield
Yield vs 5Y Avg
Payout 16.00%
P/E 21.83
Forward P/E 13.57
PEG 1.54
P/S 4.70
P/B 5.40
P/C —
EV/EBITDA 15.41
EV/Sales 5.64
Quick Ratio 1.71
Current Ratio 1.75
Debt/Eq 231.24
LT Debt/Eq —
EPS (ttm) 0.75
EPS next Y 1.21
EPS Growth 58.10%
Revenue Growth 33.20%
EPS Gr Q/Q 46.60%
Rev Gr Q/Q —
Earnings (next) 2026-05-01
Earnings (prior) 2026-01-30
ROA 8.78%
ROE 26.83%
ROIC —
Gross Margin 50.83%
Oper. Margin 40.74%
Profit Margin 22.10%
Shs Outstand 141.62M
Shs Float 123.06M
Insider Own 9.81%
Instit Own 119.18%
Short Float 20.86%
Short Ratio 5.44
Short Interest 19.66M
52W High 18.78
vs 52W High -12.83%
52W Low 8.45
vs 52W Low 93.73%
Beta 1.11
Impl. Vol. 59.77%
Rel Volume 0.83
Avg Volume 3.69M
Volume 3.05M
Target (mean) $18.82
Tgt Median $20.00
Tgt Low $15.25
Tgt High $20.00
# Analysts 7
Recom Buy
Prev Close $16.91
Price $16.37
Change -3.19%
About

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.

Valuation Models

Price estimates from analyst targets and simple models.

1. Analyst consensus
$18.82
Mean price target
2. Current target
$16.37
Latest analyst target
3. DCF / Fair value
$15.31
Simplified: (Free Cash Flow ÷ Shares) × 18 (P/FCF multiple). Not a …
Ratings
Current target
$16.37
Low
$15.25
High
$20.00
Mean
$18.82

Latest analyst rating changes

Date Action Analyst Rating Change Price Target
2026-04-01 main Morgan Stanley Equal-Weight → Equal-Weight $17
2026-03-26 main Oppenheimer Outperform → Outperform $20
2026-02-03 main Oppenheimer Outperform → Outperform $21
2026-02-02 main Goldman Sachs Neutral → Neutral $16
2026-01-26 main Oppenheimer Outperform → Outperform $17
2025-12-17 main Morgan Stanley Equal-Weight → Equal-Weight $15
2025-11-25 main Goldman Sachs Neutral → Neutral $13
2025-10-06 main Goldman Sachs Neutral → Neutral $15
2025-10-06 main Morgan Stanley Equal-Weight → Equal-Weight $14
2025-08-18 main Morgan Stanley Equal-Weight → Equal-Weight $13
2025-07-22 main Oppenheimer Outperform → Outperform $15
2025-07-02 main Morgan Stanley Equal-Weight → Equal-Weight $11
2025-06-27 up Goldman Sachs Sell → Neutral $12
2025-06-12 main Goldman Sachs Sell → Sell $10
2025-04-14 main Goldman Sachs Sell → Sell $9
2025-01-14 main Keefe, Bruyette & Woods Market Perform → Market Perform $11
2024-10-22 main UBS Buy → Buy $14
2024-07-29 main Craig-Hallum Buy → Buy $15
2024-07-29 main Northland Capital Markets Outperform → Outperform $14
2024-07-29 reit Keefe, Bruyette & Woods Market Perform → Market Perform $12
Insider Transactions
Filed Date Insider Relationship Transaction Shares Price Value SEC
2026-02-25 LILIEN ROBERT JARRETT President — 30,000 $16.84 $505,200
2026-02-25 PANKOPF TONIA L Director — 277 $9.26 $3,268
2026-01-27 STEINBERG JONATHAN LAWRENCE Chief Executive Officer — 573,813 — —
2026-01-27 ZIEMBA PETER M Officer — 61,005 — —
2026-01-27 LILIEN ROBERT JARRETT President — 350,395 — —
2026-01-27 EDMISTON BRYAN J Chief Financial Officer — 43,998 — —
2026-01-27 FRANKENTHALER MARCI Officer — 43,998 — —
2026-01-27 MARINOF ALEXIS Officer — 45,713 — —
2026-01-27 PECK WILLIAM BRADLEY Officer — 39,996 — —
2026-01-27 YATES DAVID M Chief Technology Officer — 37,997 — —
Financials
Statement View
Amounts in millions (2 decimals, no suffix) • EPS per share (2 decimals) • Trend = period evolution • YoY Growth = previous period %
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Total Revenue
493.75
+15.43%
427.74
+22.55%
349.04
+15.83%
301.35
Operating Revenue
452.00
+14.33%
395.36
+18.65%
333.23
+13.48%
293.63
Cost Of Revenue
226.83
+10.52%
205.24
+13.47%
180.88
+11.20%
162.66
Reconciled Cost Of Revenue
225.30
+10.47%
203.94
+13.56%
179.59
+11.07%
161.69
Gross Profit
266.93
+19.97%
222.49
+32.31%
168.16
+21.25%
138.69
Operating Expense
88.04
+3.33%
85.20
+14.22%
74.59
+21.30%
61.49
Selling General And Administration
56.49
-8.57%
61.79
+13.39%
54.49
+21.44%
44.87
Selling And Marketing Expense
36.90
+4.39%
35.35
+14.62%
30.84
+13.50%
27.17
General And Administrative Expense
19.59
-25.90%
26.44
+11.79%
23.65
+33.65%
17.70
Other Gand A
13.06
-38.10%
21.10
+11.22%
18.97
+37.46%
13.80
Other Operating Expenses
27.76
+28.20%
21.66
+12.63%
19.23
+17.53%
16.36
Total Expenses
314.87
+8.41%
290.44
+13.69%
255.47
+13.97%
224.15
Operating Income
178.89
+30.30%
137.29
+46.74%
93.56
+21.20%
77.19
Total Operating Income As Reported
174.19
+26.88%
137.29
+56.92%
87.49
+45.61%
60.09
EBITDA
177.94
+51.61%
117.37
-13.96%
136.41
+143.11%
56.11
Normalized EBITDA
197.19
+33.24%
148.00
+50.74%
98.19
+116.02%
45.45
Reconciled Depreciation
5.30
+73.59%
3.06
+41.68%
2.16
+76.08%
1.23
EBIT
172.64
+51.02%
114.31
-14.85%
134.25
+144.60%
54.88
Total Unusual Items
-19.25
+37.17%
-30.63
-180.14%
38.22
+258.65%
10.66
Total Unusual Items Excluding Goodwill
-19.25
+37.17%
-30.63
-180.14%
38.22
+258.65%
10.66
Special Income Charges
-19.25
+37.17%
-30.63
-180.14%
38.22
+258.65%
10.66
Other Special Charges
13.84
-54.81%
30.63
+215.11%
9.72
—
Restructuring And Mergern Acquisition
5.40
0.00
+100.00%
-55.88
-424.39%
-10.66
Write Off
0.00
0.00
-100.00%
7.94
0.00
Net Income
109.13
+63.63%
66.69
-34.96%
102.55
+102.32%
50.68
Pretax Income
142.22
+49.07%
95.40
-19.84%
119.01
+197.89%
39.95
Net Non Operating Interest Income Expense
-19.45
-60.33%
-12.13
-8.88%
-11.14
+4.06%
-11.62
Interest Expense Non Operating
30.42
+60.86%
18.91
+24.07%
15.24
+2.06%
14.94
Net Interest Income
-19.45
-60.33%
-12.13
-8.88%
-11.14
+4.06%
-11.62
Interest Expense
30.42
+60.86%
18.91
+24.07%
15.24
+2.06%
14.94
Interest Income Non Operating
10.97
+61.80%
6.78
+65.36%
4.10
+23.46%
3.32
Interest Income
10.97
+61.80%
6.78
+65.36%
4.10
+23.46%
3.32
Other Income Expense
-17.22
+42.14%
-29.76
-181.33%
36.59
+242.77%
-25.63
Other Non Operating Income Expenses
2.03
+132.27%
0.87
+153.59%
-1.63
+95.51%
-36.28
Tax Provision
33.09
+15.24%
28.71
+74.40%
16.46
+253.36%
-10.73
Tax Rate For Calcs
0.00
-22.59%
0.00
+117.60%
0.00
-34.13%
0.00
Tax Effect Of Unusual Items
-4.48
+51.36%
-9.22
-274.39%
5.29
+136.24%
2.24
Net Income Including Noncontrolling Interests
109.13
+63.63%
66.69
-34.96%
102.55
+102.32%
50.68
Net Income From Continuing Operation Net Minority Interest
109.13
+63.63%
66.69
-34.96%
102.55
+102.32%
50.68
Net Income From Continuing And Discontinued Operation
109.13
+63.63%
66.69
-34.96%
102.55
+102.32%
50.68
Net Income Continuous Operations
109.13
+63.63%
66.69
-34.96%
102.55
+102.32%
50.68
Normalized Income
123.90
+40.62%
88.10
+26.57%
69.61
+64.70%
42.26
Net Income Common Stockholders
108.39
+117.38%
49.86
-47.55%
95.06
+111.39%
44.97
Otherunder Preferred Stock Dividend
0.74
-95.58%
16.83
+124.91%
7.48
+30.98%
5.71
Diluted EPS
0.75
+127.27%
0.33
-48.44%
0.64
+106.45%
0.31
Basic EPS
0.77
+126.47%
0.34
-48.48%
0.66
+112.90%
0.31
Basic Average Shares
140.38
-2.94%
144.63
-0.05%
144.71
+1.18%
143.02
Diluted Average Shares
144.94
-8.75%
158.84
-6.79%
170.41
+7.24%
158.91
Diluted NI Availto Com Stockholders
108.39
+117.11%
49.92
-47.61%
95.29
+111.88%
44.98
Average Dilution Earnings
0.00
-98.41%
0.06
-72.73%
0.23
+3750.00%
0.01
Depreciation Amortization Depletion Income Statement
3.78
+115.64%
1.75
+100.92%
0.87
+232.82%
0.26
Depreciation And Amortization In Income Statement
3.78
+115.64%
1.75
+100.92%
0.87
+232.82%
0.26
Rent And Landing Fees
6.53
+22.27%
5.34
+14.09%
4.68
+20.16%
3.90
Rent Expense Supplemental
6.53
+22.27%
5.34
+14.09%
4.68
+20.16%
3.90
Line Item Trend 2023-12-31
Total Assets
944.14
Current Assets
229.79
Cash Cash Equivalents And Short Term Investments
188.03
Cash And Cash Equivalents
129.31
Other Short Term Investments
58.72
Receivables
35.47
Accounts Receivable
35.47
Prepaid Assets
5.26
Other Current Assets
1.04
Total Non Current Assets
714.34
Net PPE
0.99
Gross PPE
1.66
Accumulated Depreciation
-0.67
Properties
0.00
Buildings And Improvements
0.56
Machinery Furniture Equipment
—
Other Properties
1.10
Leases
—
Goodwill And Other Intangible Assets
691.92
Goodwill
86.84
Other Intangible Assets
605.08
Investments And Advances
9.91
Other Investments
0.00
Non Current Accounts Receivable
—
Non Current Deferred Assets
11.06
Non Current Deferred Taxes Assets
11.06
Other Non Current Assets
0.46
Total Liabilities Net Minority Interest
535.00
Current Liabilities
103.22
Payables And Accrued Expenses
102.64
Payables
102.64
Accounts Payable
15.77
Other Payable
83.00
Total Tax Payable
3.87
Income Tax Payable
3.87
Current Debt And Capital Lease Obligation
0.58
Current Debt
—
Other Current Borrowings
—
Current Capital Lease Obligation
0.58
Current Deferred Liabilities
0.00
Total Non Current Liabilities Net Minority Interest
431.79
Long Term Debt And Capital Lease Obligation
274.89
Long Term Debt
274.89
Long Term Capital Lease Obligation
0.00
Tradeand Other Payables Non Current
24.33
Non Current Deferred Liabilities
0.00
Preferred Securities Outside Stock Equity
132.57
Stockholders Equity
409.14
Common Stock Equity
409.14
Capital Stock
1.50
Common Stock
1.50
Preferred Stock
0.00
Share Issued
150.33
Ordinary Shares Number
150.33
Treasury Shares Number
0.00
Additional Paid In Capital
312.44
Retained Earnings
95.74
Gains Losses Not Affecting Retained Earnings
-0.55
Other Equity Adjustments
-0.55
Total Equity Gross Minority Interest
409.14
Total Capitalization
684.02
Working Capital
126.58
Invested Capital
684.02
Total Debt
275.47
Net Debt
145.58
Capital Lease Obligations
0.58
Net Tangible Assets
-282.79
Tangible Book Value
-282.79
Available For Sale Securities
9.68
Held To Maturity Securities
0.23
Investmentin Financial Assets
9.91
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Operating Cash Flow
147.95
+30.39%
113.46
+32.55%
85.60
+55.39%
55.09
Cash Flow From Continuing Operating Activities
147.95
+30.39%
113.46
+32.55%
85.60
+55.39%
55.09
Net Income From Continuing Operations
109.13
+63.63%
66.69
-34.96%
102.55
+102.32%
50.68
Depreciation Amortization Depletion
5.30
+73.59%
3.06
+41.68%
2.16
+76.08%
1.23
Depreciation
5.30
+73.59%
3.06
+41.68%
2.16
+76.08%
1.23
Depreciation And Amortization
5.30
+73.59%
3.06
+41.68%
2.16
+76.08%
1.23
Other Non Cash Items
-67.75
-38.48%
-48.92
+52.58%
-103.17
-53.21%
-67.34
Stock Based Compensation
21.62
+4.49%
20.69
+27.80%
16.19
+55.90%
10.38
Asset Impairment Charge
0.00
0.00
-100.00%
7.94
0.00
Deferred Tax
0.98
+346.48%
-0.40
+17.26%
-0.48
+62.89%
-1.30
Deferred Income Tax
0.98
+346.48%
-0.40
+17.26%
-0.48
+62.89%
-1.30
Operating Gains Losses
11.89
-55.83%
26.92
+156.83%
10.48
-36.55%
16.52
Gain Loss On Investment Securities
-1.95
+47.42%
-3.72
-589.59%
0.76
-95.40%
16.52
Change In Working Capital
66.77
+46.98%
45.43
-9.03%
49.94
+11.19%
44.91
Change In Receivables
-2.28
+74.75%
-9.04
-45.46%
-6.21
-762.78%
-0.72
Changes In Account Receivables
-2.28
+74.75%
-9.04
-45.46%
-6.21
-762.78%
-0.72
Change In Prepaid Assets
-1.87
-1649.53%
-0.11
+79.34%
-0.52
+35.89%
-0.81
Change In Payables And Accrued Expense
2.35
-32.91%
3.50
-77.47%
15.52
+164.51%
5.87
Change In Payable
2.35
-32.91%
3.50
-77.47%
15.52
+164.51%
5.87
Change In Account Payable
-4.86
-242.96%
3.40
-45.34%
6.21
+18927.27%
-0.03
Change In Other Working Capital
—
—
—
—
Change In Other Current Assets
70.09
+33.77%
52.39
+23.48%
42.43
+2.15%
41.54
Change In Other Current Liabilities
-1.51
-14.32%
-1.32
-2.80%
-1.28
-33.06%
-0.96
Investing Cash Flow
-313.03
-1211.13%
-23.88
-129.10%
82.05
+317.89%
-37.66
Cash Flow From Continuing Investing Activities
-313.03
-1211.13%
-23.88
-129.10%
82.05
+317.89%
-37.66
Net PPE Purchase And Sale
-0.21
-52.48%
-0.14
-24.78%
-0.11
+48.64%
-0.22
Purchase Of PPE
-0.21
-52.48%
-0.14
-24.78%
-0.11
+48.64%
-0.22
Capital Expenditure
-3.18
-28.50%
-2.48
-9.50%
-2.26
-928.18%
-0.22
Net Investment Purchase And Sale
-39.50
-84.62%
-21.40
-125.53%
83.82
+323.89%
-37.44
Purchase Of Investment
-52.08
+25.72%
-70.11
-2.22%
-68.59
+23.44%
-89.60
Sale Of Investment
12.58
-74.18%
48.72
-68.04%
152.41
+192.20%
52.16
Net Business Purchase And Sale
-270.35
0.00
-100.00%
0.49
0.00
Purchase Of Business
-270.35
0.00
+100.00%
-0.98
0.00
Gain Loss On Sale Of Business
—
—
0.00
0.00
Net Intangibles Purchase And Sale
-2.97
-27.05%
-2.34
-8.70%
-2.15
0.00
Purchase Of Intangibles
-2.97
-27.05%
-2.34
-8.70%
-2.15
0.00
Financing Cash Flow
289.79
+904.97%
-36.00
+79.03%
-171.64
-653.45%
-22.78
Cash Flow From Continuing Financing Activities
289.79
+904.97%
-36.00
+79.03%
-171.64
-653.45%
-22.78
Net Issuance Payments Of Debt
435.70
+105.24%
212.29
+491.15%
-54.27
0.00
Issuance Of Debt
475.00
+37.68%
345.00
+165.38%
130.00
0.00
Repayment Of Debt
-39.30
+70.38%
-132.71
+27.98%
-184.27
0.00
Long Term Debt Issuance
475.00
+37.68%
345.00
+165.38%
130.00
0.00
Long Term Debt Payments
-39.30
+70.38%
-132.71
+27.98%
-184.27
0.00
Net Long Term Debt Issuance
435.70
+105.24%
212.29
+491.15%
-54.27
0.00
Net Common Stock Issuance
-102.73
-63.40%
-62.87
-1661.06%
-3.57
-4.45%
-3.42
Common Stock Payments
-102.73
-63.40%
-62.87
-1661.06%
-3.57
-4.45%
-3.42
Common Stock Dividend Paid
-17.31
+8.91%
-19.00
+5.67%
-20.14
-4.04%
-19.36
Cash Dividends Paid
-17.31
+8.91%
-19.00
+5.67%
-20.14
-4.04%
-19.36
Repurchase Of Capital Stock
-102.73
+50.29%
-206.68
-374.37%
-43.57
-1174.72%
-3.42
Proceeds From Stock Option Exercised
—
—
0.00
0.00
Net Other Financing Charges
-25.87
-14.44%
-22.60
+57.87%
-53.65
—
Changes In Cash
124.70
+132.71%
53.59
+1444.02%
-3.99
+25.48%
-5.35
Effect Of Exchange Rate Changes
5.84
+443.53%
-1.70
-242.74%
1.19
+136.56%
-3.26
Beginning Cash Position
181.19
+40.13%
129.31
-2.12%
132.10
-6.12%
140.71
End Cash Position
311.73
+72.05%
181.19
+40.13%
129.31
-2.12%
132.10
Free Cash Flow
144.76
+30.44%
110.98
+33.17%
83.34
+51.89%
54.87
Interest Paid Supplemental Data
17.64
+42.80%
12.35
+15.32%
10.71
-13.03%
12.31
Income Tax Paid Supplemental Data
30.34
-5.83%
32.22
+99.42%
16.16
+29.25%
12.50
Change In Income Tax Payable
1.65
+152.69%
-3.13
-238.32%
2.26
+197.92%
-2.31
Change In Tax Payable
1.65
+152.69%
-3.13
-238.32%
2.26
+197.92%
-2.31
Net Preferred Stock Issuance
0.00
+100.00%
-143.81
-259.53%
-40.00
0.00
Preferred Stock Payments
0.00
+100.00%
-143.81
-259.53%
-40.00
0.00
Sale Of Business
0.00
0.00
-100.00%
1.48
0.00
SEC Filings

Recent 10-K, 10-Q, 8-K, and Form 4 (insider) filings.

Trades
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