8-K Announcements
6Mar 30, 2026·SEC
Mar 24, 2026·SEC
Mar 23, 2026·SEC
WisdomTree, Inc. (WT) fundamental analysis — strengths, weaknesses & financial health based on data analysis
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
WisdomTree, Inc. (WT) stock price & volume — 10-year historical chart
WisdomTree, Inc. (WT) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
WisdomTree, Inc. (WT) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 1, 2026 | $0.27vs $0.25+8.0% | $160Mvs $157M+1.6% |
| Q1 2026 | Jan 30, 2026 | $0.29vs $0.23+26.1% | $147Mvs $143M+3.4% |
| Q4 2025 | Oct 31, 2025 | $0.23vs $0.21+9.5% | $126Mvs $143M-12.0% |
| Q3 2025 | Jul 31, 2025 | $0.18vs $0.18+0.0% | $113Mvs $120M-6.2% |
WisdomTree, Inc. (WT) competitors in Index, ETF and passive managers — business model, growth, and fundamentals comparison
WisdomTree, Inc. (WT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
WisdomTree, Inc. (WT) annual income statement — 10-year revenue, gross profit & net income history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Net Interest Income | 2.86M | -4.87M | -7.91M | -8.92M | -10.32M | -11.62M | -11.14M | -12.13M | -19.45M |
| NII Growth % | 157.52% | -270.19% | -62.42% | -12.85% | -15.68% | -12.52% | 4.06% | -8.88% | -60.33% |
| Net Interest Margin % | 1.12% | -0.54% | -0.85% | -1% | -0.99% | -1.12% | -1.18% | -1.17% | -1.29% |
| Interest Income | 2.86M | 3.09M | 3.33M | 744K | 2.01M | 3.32M | 4.1M | 6.78M | 10.97M |
| Interest Expense | 0 | 7.96M | 11.24M | 9.67M | 12.33M | 14.94M | 15.24M | 18.91M | 30.42M |
| Loan Loss Provision | 123.64M | 123.24M | 129.15M | 121.73M | 134.74M | 147.72M | 165.64M | 102.37M | 107.26M |
| Non-Interest Income | 225.43M | 271.02M | 263.2M | 249.17M | 302.31M | 298.02M | 344.94M | 420.96M | 482.79M |
| Non-Interest Income % | 98.75% | 98.87% | 98.75% | 99.7% | 99.34% | 98.9% | 98.83% | 98.42% | 97.78% |
| Total Revenue | 228.29M▲ 0% | 274.12M▲ 20.1% | 266.53M▼ 2.8% | 249.91M▼ 6.2% | 304.32M▲ 21.8% | 301.35M▼ 1.0% | 349.04M▲ 15.8% | 427.74M▲ 22.5% | 493.75M▲ 15.4% |
| Revenue Growth % | 4.28% | 20.07% | -2.77% | -6.23% | 21.77% | -0.98% | 15.83% | 22.55% | 15.43% |
| Non-Interest Expense | 55.57M | 81.64M | 72.61M | 63.43M | 68.19M | 78.6M | 80.66M | 169.16M | 181.88M |
| Efficiency Ratio | 24.34% | 29.78% | 27.24% | 25.38% | 22.41% | 26.08% | 23.11% | 39.55% | 36.84% |
| Operating Income | 49.09M▲ 0% | 61.28M▲ 24.8% | 53.53M▼ 12.6% | 55.08M▲ 2.9% | 89.06M▲ 61.7% | 60.09M▼ 32.5% | 87.49M▲ 45.6% | 137.29M▲ 56.9% | 174.19M▲ 26.9% |
| Operating Margin % | 21.5% | 22.36% | 20.09% | 22.04% | 29.26% | 19.94% | 25.07% | 32.1% | 35.28% |
| Operating Income Growth % | -22.64% | 24.83% | -12.64% | 2.89% | 61.68% | -32.53% | 45.61% | 56.92% | 26.88% |
| Pretax Income | 58.19M▲ 0% | 51.04M▼ 12.3% | 121K▼ 99.8% | -35.22M▼ 29209.1% | 56.67M▲ 260.9% | 39.95M▼ 29.5% | 119.01M▲ 197.9% | 95.4M▼ 19.8% | 142.22M▲ 49.1% |
| Pretax Margin % | 25.49% | 18.62% | 0.05% | -14.09% | 18.62% | 13.26% | 34.1% | 22.3% | 28.8% |
| Income Tax | 30.99M | 14.41M | 10.55M | 433K | 6.87M | -10.73M | 16.46M | 28.71M | 33.09M |
| Effective Tax Rate % | 53.26% | 28.23% | 8715.7% | -1.23% | 12.13% | -26.87% | 13.83% | 30.09% | 23.26% |
| Net Income | 27.2M▲ 0% | 36.63M▲ 34.7% | -10.43M▼ 128.5% | -35.66M▼ 242.0% | 49.8M▲ 239.7% | 50.68M▲ 1.8% | 102.55M▲ 102.3% | 66.69M▼ 35.0% | 109.13M▲ 63.6% |
| Net Margin % | 11.91% | 13.36% | -3.91% | -14.27% | 16.36% | 16.82% | 29.38% | 15.59% | 22.1% |
| Net Income Growth % | 3.99% | 34.69% | -128.46% | -242.01% | 239.66% | 1.78% | 102.32% | -34.96% | 63.63% |
| Net Income (Continuing) | 27.2M | 36.63M | -10.43M | -35.66M | 49.8M | 50.68M | 102.55M | 66.69M | 109.13M |
| EPS (Diluted) | 0.20▲ 0% | 0.23▲ 15.0% | -0.08▼ 136.0% | -0.25▼ 201.6% | 0.31▲ 224.0% | 0.31▲ 0.0% | 0.64▲ 106.5% | 0.33▼ 48.4% | 0.75▲ 127.3% |
| EPS Growth % | 5.26% | 15% | -136.04% | -201.57% | 224% | 0% | 106.45% | -48.44% | 127.27% |
| EPS (Basic) | 0.20 | 0.23 | -0.08 | -0.25 | 0.31 | 0.31 | 0.66 | 0.34 | 0.78 |
| Diluted Shares Outstanding | 136M | 158.41M | 151.82M | 148.68M | 145.06M | 143.29M | 147.83M | 149.25M | 144.94M |
WisdomTree, Inc. (WT) balance sheet — assets, liabilities & shareholders' equity
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 121.49M | 86.66M | 92.29M | 108.32M | 267.88M | 258.34M | 188.03M | 266.63M | 418.85M |
| Cash & Due from Banks | 54.19M | 77.78M | 74.97M | 73.42M | 140.71M | 132.1M | 129.31M | 181.19M | 311.73M |
| Short Term Investments | 67.29M | 8.87M | 17.32M | 34.9M | 127.17M | 126.24M | 58.72M | 85.44M | 107.12M |
| Total Investments | 122.78M | 57.13M | 70.37M | 43.46M | 141.71M | 162.22M | 68.64M | 94.57M | 136.19M |
| Investments Growth % | 21.08% | -53.47% | 23.18% | -38.25% | 226.09% | 14.47% | -57.69% | 37.78% | 44.02% |
| Long-Term Investments | 56.12M | 48.26M | 53.05M | 8.56M | 14.55M | 35.98M | 9.91M | 9.13M | 29.07M |
| Accounts Receivables | 21.31M | 25.83M | 26.84M | 29.45M | 31.86M | 30.55M | 35.47M | 44.87M | 64.45M |
| Goodwill & Intangibles | 13.88M | 689.07M | 689.15M | 687.1M | 687.1M | 689.42M | 691.92M | 692.74M | 977.58M |
| Goodwill | 1.8M | 85.86M | 85.86M | 85.86M | 85.86M | 85.86M | 86.84M | 86.84M | 228.62M |
| Intangible Assets | 12.09M | 603.21M | 603.29M | 601.25M | 601.25M | 603.57M | 605.08M | 605.9M | 748.96M |
| PP&E (Net) | 10.69M | 9.12M | 26.29M | 23.91M | 1.08M | 1.99M | 990K | 1.22M | 3.19M |
| Other Assets | 18.91M | 30.88M | 34.29M | 27.2M | 22.29M | 1.92M | 459K | 425K | 10.73M |
| Total Current Assets | 154.33M | 118.28M | 123.06M | 141.86M | 303.97M | 293.96M | 229.79M | 318.38M | 492.36M |
| Total Non-Current Assets | 100.65M | 784.37M | 810.18M | 754.83M | 733.89M | 739.86M | 714.34M | 715.16M | 1.02B |
| Total Assets | 254.99M▲ 0% | 902.64M▲ 254.0% | 933.24M▲ 3.4% | 896.69M▼ 3.9% | 1.04B▲ 15.7% | 1.03B▼ 0.4% | 944.14M▼ 8.7% | 1.03B▲ 9.5% | 1.51B▲ 46.4% |
| Asset Growth % | 2.09% | 254% | 3.39% | -3.92% | 15.74% | -0.39% | -8.67% | 9.47% | 46.38% |
| Return on Assets (ROA) | 10.78% | 6.33% | -1.14% | -3.9% | 5.15% | 4.89% | 10.37% | 6.74% | 8.57% |
| Accounts Payable | 28.34M | 30.89M | 30.95M | 29.77M | 9.3M | 9.07M | 12.73M | 22.12M | 32.72M |
| Total Debt | 1.8M | 194.59M | 198.69M | 187.22M | 319.16M | 322.68M | 275.47M | 512.91M | 956.59M |
| Net Debt | -52.39M | 116.81M | 123.72M | 113.79M | 178.45M | 190.58M | 146.16M | 331.72M | 644.86M |
| Long-Term Debt | 0 | 194.59M | 175.96M | 166.65M | 318.62M | 262.02M | 274.89M | 512.03M | 804.2M |
| Short-Term Debt | 0 | 0 | 0 | 0 | 0 | 59.2M | 578K | 0 | 149.6M |
| Other Liabilities | 4.69M | 286.91M | 291.64M | 372.35M | 365.82M | 317.42M | 24.33M | 12.16M | 11.84M |
| Total Current Liabilities | 57.35M | 62.8M | 79.04M | 74M | 83.67M | 148.43M | 103.22M | 109.2M | 282.06M |
| Total Non-Current Liabilities | 4.69M | 481.51M | 486.65M | 556.43M | 684.77M | 579.77M | 299.22M | 524.36M | 817.21M |
| Total Liabilities | 62.03M | 544.31M | 565.69M | 630.43M | 768.44M | 728.21M | 402.43M | 633.56M | 1.1B |
| Total Equity | 73.16M▲ 0% | 475.14M▲ 549.5% | 367.55M▼ 22.6% | 266.26M▼ 27.6% | 269.42M▲ 1.2% | 305.61M▲ 13.4% | 541.71M▲ 77.3% | 399.98M▼ 26.2% | 413.67M▲ 3.4% |
| Equity Growth % | 45.72% | 549.5% | -22.64% | -27.56% | 1.19% | 13.43% | 77.25% | -26.16% | 3.42% |
| Equity / Assets (Capital Ratio) | 28.69% | 52.64% | 39.38% | 29.69% | 25.96% | 29.56% | 57.38% | 38.7% | 27.34% |
| Return on Equity (ROE) | 44.1% | 13.36% | -2.47% | -11.25% | 18.59% | 17.63% | 24.2% | 14.16% | 26.83% |
| Book Value per Share | 0.54 | 3.00 | 2.42 | 1.79 | 1.86 | 2.13 | 3.66 | 2.68 | 2.85 |
| Tangible BV per Share | 0.44 | -1.35 | -2.12 | -2.83 | -2.88 | -2.68 | -1.02 | -1.96 | -3.89 |
| Common Stock | 1.37M | 1.53M | 1.55M | 1.49M | 1.45M | 1.47M | 1.5M | 1.46M | 1.41M |
| Additional Paid-in Capital | 216.01M | 363.65M | 352.66M | 317.07M | 289.74M | 291.85M | 312.44M | 270.3M | 189.24M |
| Retained Earnings | -24.72M | -7.32M | -7.99M | -53.4M | -22.45M | 13.72M | 95.74M | 129.82M | 220.79M |
| Accumulated OCI | 291K | 467K | 945K | 1.1M | 682K | -1.42M | -548K | -1.61M | 2.23M |
| Treasury Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Preferred Stock | 0 | 132.57M | 20.39M | 0 | 0 | 0 | 132.57M | 0 | 0 |
WisdomTree, Inc. (WT) cash flow — operating, investing & free cash flow history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash from Operations | 48.51M | 37.47M | 46.83M | 47.14M | 75.32M | 55.09M | 85.6M | 113.46M | 149.46M |
| Operating CF Growth % | -11.66% | -22.76% | 24.99% | 0.65% | 59.79% | -26.86% | 55.39% | 32.55% | 31.72% |
| Net Income | 27.2M | 36.63M | 19.71M | -35.66M | 49.8M | 50.68M | 102.55M | 66.69M | 109.13M |
| Depreciation & Amortization | 1.4M | 1.3M | 4.22M | 4.2M | 2.69M | 1.23M | 2.16M | 3.06M | 5.3M |
| Deferred Taxes | 8.84M | -6.08M | -349K | -2.19M | 316K | -1.3M | -481K | -398K | 981K |
| Other Non-Cash Items | -5.99M | -17.65M | -24.58M | 35.51M | -38.83M | -48.45M | -84.75M | -22.01M | -55.86M |
| Working Capital Changes | 2.35M | 10.01M | 36.24M | 33.56M | 51.35M | 42.54M | 49.94M | 45.43M | 68.28M |
| Cash from Investing | -37.02M | -181.78M | -7M | 10.64M | -99.63M | -37.66M | 82.05M | -23.88M | -313.03M |
| Purchase of Investments | -111.77M | 0 | -8.11M | -36.44M | -121.28M | -89.6M | -68.59M | -70.11M | -20.05M |
| Sale/Maturity of Investments | 95.29M | 65.61M | 3.24M | 35.19M | 21.94M | 52.16M | 123.59M | 48.15M | 12.58M |
| Net Investment Activity | -16.48M | 65.61M | -4.87M | -1.25M | -99.34M | -37.44M | 55M | -21.96M | -7.48M |
| Acquisitions | -2.13M | -239.31M | 0 | 12.37M | 0 | 15.57M | -985K | 565K | -270.35M |
| Other Investing | -15.99M | -8M | -2.09M | 0 | 0 | -15.57M | 28.15M | -2.34M | -35M |
| Cash from Financing | -51.14M | 169.2M | -43.57M | -60.18M | 92.55M | -22.78M | -171.64M | -36M | 288.28M |
| Dividends Paid | -43.78M | -19.24M | -20.39M | -20.11M | -19.46M | -19.36M | -20.14M | -19M | -17.31M |
| Share Repurchases | -7.89M | -2.88M | -2.34M | -31.2M | -34.51M | -3.42M | -3.57M | -62.87M | -102.73M |
| Stock Issued | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Stock Activity | -7.89M | -2.88M | -2.34M | -31.2M | -34.51M | -3.42M | -3.57M | -62.87M | -102.73M |
| Debt Issuance (Net) | 0 | 1000K | -1000K | -1000K | 1000K | 0 | -1000K | 1000K | 1000K |
| Other Financing | 532K | -8.68M | 160K | -5.12M | -3.48M | 0 | -53.65M | -22.6M | -14.8M |
| Net Change in Cash | -38.53M▲ 0% | 23.59M▲ 161.2% | -2.81M▼ 111.9% | -1.55M▲ 45.0% | 67.28M▲ 4449.3% | -8.61M▼ 112.8% | -2.8M▲ 67.5% | 51.89M▲ 1955.7% | 130.54M▲ 151.6% |
| Exchange Rate Effect | 1.12M | -1.3M | 927K | 855K | -955K | -3.26M | 1.19M | -1.7M | 5.84M |
| Cash at Beginning | 92.72M | 54.19M | 77.78M | 74.97M | 73.42M | 140.71M | 132.1M | 129.31M | 181.19M |
| Cash at End | 54.19M | 77.78M | 74.97M | 73.42M | 140.71M | 132.1M | 129.31M | 181.19M | 311.73M |
| Interest Paid | 0 | 5.58M | 8.04M | 7.09M | 9.9M | 12.31M | 10.71M | 12.35M | 0 |
| Income Taxes Paid | 33.11M | 14.4M | 10.06M | 10.13M | 8.46M | 12.5M | 16.16M | 32.22M | 0 |
| Free Cash Flow | 46.08M▲ 0% | 37.4M▼ 18.8% | 46.78M▲ 25.1% | 46.66M▼ 0.3% | 75.03M▲ 60.8% | 54.87M▼ 26.9% | 83.34M▲ 51.9% | 113.32M▲ 36.0% | 149.24M▲ 31.7% |
| FCF Growth % | -14.41% | -18.85% | 25.1% | -0.26% | 60.78% | -26.87% | 51.89% | 35.98% | 31.7% |
WisdomTree, Inc. (WT) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Return on Equity (ROE) | 18.37% | 44.1% | 13.36% | -2.47% | -11.25% | 18.59% | 17.63% | 24.2% | 14.16% | 26.83% |
| Return on Assets (ROA) | 9.64% | 10.78% | 6.33% | -1.14% | -3.9% | 5.15% | 4.89% | 10.37% | 6.74% | 8.57% |
| Net Interest Margin | 0.44% | 1.12% | -0.54% | -0.85% | -1% | -0.99% | -1.12% | -1.18% | -1.17% | -1.29% |
| Efficiency Ratio | 23.35% | 24.34% | 29.78% | 27.24% | 25.38% | 22.41% | 26.08% | 23.11% | 39.55% | 36.84% |
| Equity / Assets | 20.1% | 28.69% | 52.64% | 39.38% | 29.69% | 25.96% | 29.56% | 57.38% | 38.7% | 27.34% |
| Book Value / Share | 0.37 | 0.54 | 3 | 2.42 | 1.79 | 1.86 | 2.13 | 3.66 | 2.68 | 2.85 |
| NII Growth | - | 157.52% | -270.19% | -62.42% | -12.85% | -15.68% | -12.52% | 4.06% | -8.88% | -60.33% |
| Dividend Payout | 166.93% | 160.95% | 52.51% | - | - | 39.08% | 38.2% | 19.64% | 28.49% | 15.86% |
WisdomTree, Inc. (WT) SEC filings — annual & quarterly reports (10-K, 10-Q)
Mar 30, 2026·SEC
Mar 24, 2026·SEC
Mar 23, 2026·SEC
WisdomTree, Inc. (WT) stock FAQ — growth, dividends, profitability & financials explained
WisdomTree, Inc. (WT) grew revenue by 15.4% over the past year. This is strong growth.
Yes, WisdomTree, Inc. (WT) is profitable, generating $109.1M in net income for fiscal year 2025 (22.1% net margin).
Yes, WisdomTree, Inc. (WT) pays a dividend with a yield of 0.63%. This makes it attractive for income-focused investors.
WisdomTree, Inc. (WT) has a return on equity (ROE) of 26.8%. This is excellent, indicating efficient use of shareholder capital.
WisdomTree, Inc. (WT) has a net interest margin (NIM) of -1.3%. NIM has been under pressure due to interest rate environment.
WisdomTree, Inc. (WT) has an efficiency ratio of 36.8%. This is excellent, indicating strong cost control.
WisdomTree, Inc. (WT) financial analysis — history, returns, DCA and operating performance tools
Historical returns with dividends reinvested
Dollar cost averaging vs lump sum
Yield, growth, payout safety & DRIP
EPS trends, net income & profitability
Long-term charts & historical price data
Sales growth patterns & revenue breakdown
30 years of market, efficiency and balance-sheet ratios
DCF intrinsic value, peer multiples & estimates