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WT logoWisdomTree, Inc.(WT)Earnings, Financials & Key Ratios

WT•NYSE•Banking & Credit
$19.06
$2.7B mkt cap·25.4× P/E·Price updated May 6, 2026
SectorFinancial ServicesIndustryAsset ManagementSub-IndustryIndex, ETF and passive managers
AboutWisdomTree, 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.Show more
  • Net Interest Income-$19M-60.3%
  • Total Revenue$494M+15.4%
  • Net Income$109M+63.6%
  • Return on Equity26.83%+89.4%
  • Net Interest Margin-1.29%-9.5%
  • Efficiency Ratio36.84%-6.9%
  • ROA8.57%+27.1%
  • Equity / Assets27.34%-29.3%
  • Book Value per Share2.85+6.5%
  • Tangible BV/Share-3.89-98.4%
  • Debt/Equity2.31+80.3%
Technical→

WT Key Insights

WisdomTree, Inc. (WT) fundamental analysis — strengths, weaknesses & financial health based on data analysis

✓Strengths

  • ✓Excellent 3Y average ROE of 21.7%
  • ✓Efficient operations: 36.8% efficiency ratio
  • ✓Well capitalized: 27.3% equity/assets
  • ✓Share count reduced 2.9% through buybacks
  • ✓Diversified revenue: 97.8% from non-interest income
  • ✓Trading near 52-week high

✗Weaknesses

  • ✗High debt to equity ratio of 2.3x
  • ✗Weak NIM of -1.3%

* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.

WT Price & Volume

WisdomTree, Inc. (WT) stock price & volume — 10-year historical chart

Loading chart...

WT Growth Metrics

WisdomTree, Inc. (WT) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years5.15%
5 Years14.59%
3 Years17.89%
TTM-

Profit CAGR

10 Years3.15%
5 Years-
3 Years29.13%
TTM63.63%

EPS CAGR

10 Years2.6%
5 Years-
3 Years34.25%
TTM158.62%

Return on Capital

10 Years13.58%
5 Years11.68%
3 Years13.95%
Last Year16.16%

WT Recent Earnings

WisdomTree, Inc. (WT) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 6/12 qtrs (50%)●Beat Revenue 9/12 qtrs (75%)
Q2 2026Latest
May 1, 2026
EPS
$0.27
Est $0.25
+8.0%
Revenue
$160M
Est $157M
+1.6%
Q1 2026
Jan 30, 2026
EPS
$0.29
Est $0.23
+26.1%
Revenue
$147M
Est $143M
+3.4%
Q4 2025
Oct 31, 2025
EPS
$0.23
Est $0.21
+9.5%
Revenue
$126M
Est $143M
-12.0%
Q3 2025
Jul 31, 2025
EPS
$0.18
Est $0.18
+0.0%
Revenue
$113M
Est $120M
-6.2%
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 1, 2026
$0.27vs $0.25+8.0%
$160Mvs $157M+1.6%
Q1 2026Jan 30, 2026
$0.29vs $0.23+26.1%
$147Mvs $143M+3.4%
Q4 2025Oct 31, 2025
$0.23vs $0.21+9.5%
$126Mvs $143M-12.0%
Q3 2025Jul 31, 2025
$0.18vs $0.18+0.0%
$113Mvs $120M-6.2%
Based on last 12 quarters of dataView full earnings history →

WT Peer Comparison

WisdomTree, Inc. (WT) competitors in Index, ETF and passive managers — business model, growth, and fundamentals comparison

Select Columns
Stock Universe
Valuation
Growth
Profitability
Financial Health
Dividends & Buybacks
Price Performance
Technical
Fundamentals ($)
Sector-Specific
CompanyMarket CapStock PriceP/E Ratio (TTM)Revenue Growth 1YNet MarginReturn on Equity (ROE)FCF YieldDebt / Equity
GROW logoGROWU.S. Global Investors, Inc.Direct Competitor34.96M2.62-104.80-23.05%0.22%0.00
DHIL logoDHILDiamond Hill Investment Group, Inc.Direct Competitor473.29M174.999.774.48%27.03%36.26
MORN logoMORNMorningstar, Inc.Direct Competitor6.38B167.6618.907.49%30.01%1.15
ARES logoARESAres Management CorporationDirect Competitor40.68B123.8663.1966.55%6.25%1.71
BEN logoBENFranklin Resources, Inc.Product Competitor16.19B31.1634.243.45%5.64%0.94
IVZ logoIVZInvesco Ltd.Product Competitor12.15B27.35-17.095.11%-1.74%0.78
AMG logoAMGAffiliated Managers Group, Inc.Product Competitor8.17B306.0213.4619.83%16.01%0.61
VRTS logoVRTSVirtus Investment Partners, Inc.Product Competitor960.2M143.417.18-8%13.51%2.74

Compare WT vs Peers

WisdomTree, Inc. (WT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs GROW

Most directly comparable listed peer for WT.

Scale Benchmark

vs BLK

Larger-name benchmark to compare WT against a more recognizable public peer.

Peer Set

Compare Top 5

vs GROW, DHIL, MORN, ARES

WT Income Statement

WisdomTree, Inc. (WT) annual income statement — 10-year revenue, gross profit & net income history

10Y historyFree accessUpdated daily
Line itemDec'17Dec'18Dec'19Dec'20Dec'21Dec'22Dec'23Dec'24Dec'25
Net Interest Income2.86M-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 Income2.86M3.09M3.33M744K2.01M3.32M4.1M6.78M10.97M
Interest Expense07.96M11.24M9.67M12.33M14.94M15.24M18.91M30.42M
Loan Loss Provision123.64M123.24M129.15M121.73M134.74M147.72M165.64M102.37M107.26M
Non-Interest Income225.43M271.02M263.2M249.17M302.31M298.02M344.94M420.96M482.79M
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 Expense55.57M81.64M72.61M63.43M68.19M78.6M80.66M169.16M181.88M
Efficiency Ratio24.34%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 Tax30.99M14.41M10.55M433K6.87M-10.73M16.46M28.71M33.09M
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)27.2M36.63M-10.43M-35.66M49.8M50.68M102.55M66.69M109.13M
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)0.200.23-0.08-0.250.310.310.660.340.78
Diluted Shares Outstanding136M158.41M151.82M148.68M145.06M143.29M147.83M149.25M144.94M

WT Balance Sheet

WisdomTree, Inc. (WT) balance sheet — assets, liabilities & shareholders' equity

Line itemDec'17Dec'18Dec'19Dec'20Dec'21Dec'22Dec'23Dec'24Dec'25
Cash & Short Term Investments121.49M86.66M92.29M108.32M267.88M258.34M188.03M266.63M418.85M
Cash & Due from Banks54.19M77.78M74.97M73.42M140.71M132.1M129.31M181.19M311.73M
Short Term Investments67.29M8.87M17.32M34.9M127.17M126.24M58.72M85.44M107.12M
Total Investments122.78M57.13M70.37M43.46M141.71M162.22M68.64M94.57M136.19M
Investments Growth %21.08%-53.47%23.18%-38.25%226.09%14.47%-57.69%37.78%44.02%
Long-Term Investments56.12M48.26M53.05M8.56M14.55M35.98M9.91M9.13M29.07M
Accounts Receivables21.31M25.83M26.84M29.45M31.86M30.55M35.47M44.87M64.45M
Goodwill & Intangibles13.88M689.07M689.15M687.1M687.1M689.42M691.92M692.74M977.58M
Goodwill1.8M85.86M85.86M85.86M85.86M85.86M86.84M86.84M228.62M
Intangible Assets12.09M603.21M603.29M601.25M601.25M603.57M605.08M605.9M748.96M
PP&E (Net)10.69M9.12M26.29M23.91M1.08M1.99M990K1.22M3.19M
Other Assets18.91M30.88M34.29M27.2M22.29M1.92M459K425K10.73M
Total Current Assets154.33M118.28M123.06M141.86M303.97M293.96M229.79M318.38M492.36M
Total Non-Current Assets100.65M784.37M810.18M754.83M733.89M739.86M714.34M715.16M1.02B
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 Payable28.34M30.89M30.95M29.77M9.3M9.07M12.73M22.12M32.72M
Total Debt1.8M194.59M198.69M187.22M319.16M322.68M275.47M512.91M956.59M
Net Debt-52.39M116.81M123.72M113.79M178.45M190.58M146.16M331.72M644.86M
Long-Term Debt0194.59M175.96M166.65M318.62M262.02M274.89M512.03M804.2M
Short-Term Debt0000059.2M578K0149.6M
Other Liabilities4.69M286.91M291.64M372.35M365.82M317.42M24.33M12.16M11.84M
Total Current Liabilities57.35M62.8M79.04M74M83.67M148.43M103.22M109.2M282.06M
Total Non-Current Liabilities4.69M481.51M486.65M556.43M684.77M579.77M299.22M524.36M817.21M
Total Liabilities62.03M544.31M565.69M630.43M768.44M728.21M402.43M633.56M1.1B
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 Share0.543.002.421.791.862.133.662.682.85
Tangible BV per Share0.44-1.35-2.12-2.83-2.88-2.68-1.02-1.96-3.89
Common Stock1.37M1.53M1.55M1.49M1.45M1.47M1.5M1.46M1.41M
Additional Paid-in Capital216.01M363.65M352.66M317.07M289.74M291.85M312.44M270.3M189.24M
Retained Earnings-24.72M-7.32M-7.99M-53.4M-22.45M13.72M95.74M129.82M220.79M
Accumulated OCI291K467K945K1.1M682K-1.42M-548K-1.61M2.23M
Treasury Stock000000000
Preferred Stock0132.57M20.39M000132.57M00

WT Cash Flow Statement

WisdomTree, Inc. (WT) cash flow — operating, investing & free cash flow history

Line itemDec'17Dec'18Dec'19Dec'20Dec'21Dec'22Dec'23Dec'24Dec'25
Cash from Operations48.51M37.47M46.83M47.14M75.32M55.09M85.6M113.46M149.46M
Operating CF Growth %-11.66%-22.76%24.99%0.65%59.79%-26.86%55.39%32.55%31.72%
Net Income27.2M36.63M19.71M-35.66M49.8M50.68M102.55M66.69M109.13M
Depreciation & Amortization1.4M1.3M4.22M4.2M2.69M1.23M2.16M3.06M5.3M
Deferred Taxes8.84M-6.08M-349K-2.19M316K-1.3M-481K-398K981K
Other Non-Cash Items-5.99M-17.65M-24.58M35.51M-38.83M-48.45M-84.75M-22.01M-55.86M
Working Capital Changes2.35M10.01M36.24M33.56M51.35M42.54M49.94M45.43M68.28M
Cash from Investing-37.02M-181.78M-7M10.64M-99.63M-37.66M82.05M-23.88M-313.03M
Purchase of Investments-111.77M0-8.11M-36.44M-121.28M-89.6M-68.59M-70.11M-20.05M
Sale/Maturity of Investments95.29M65.61M3.24M35.19M21.94M52.16M123.59M48.15M12.58M
Net Investment Activity-16.48M65.61M-4.87M-1.25M-99.34M-37.44M55M-21.96M-7.48M
Acquisitions-2.13M-239.31M012.37M015.57M-985K565K-270.35M
Other Investing-15.99M-8M-2.09M00-15.57M28.15M-2.34M-35M
Cash from Financing-51.14M169.2M-43.57M-60.18M92.55M-22.78M-171.64M-36M288.28M
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 Issued000000000
Net Stock Activity-7.89M-2.88M-2.34M-31.2M-34.51M-3.42M-3.57M-62.87M-102.73M
Debt Issuance (Net)01000K-1000K-1000K1000K0-1000K1000K1000K
Other Financing532K-8.68M160K-5.12M-3.48M0-53.65M-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 Effect1.12M-1.3M927K855K-955K-3.26M1.19M-1.7M5.84M
Cash at Beginning92.72M54.19M77.78M74.97M73.42M140.71M132.1M129.31M181.19M
Cash at End54.19M77.78M74.97M73.42M140.71M132.1M129.31M181.19M311.73M
Interest Paid05.58M8.04M7.09M9.9M12.31M10.71M12.35M0
Income Taxes Paid33.11M14.4M10.06M10.13M8.46M12.5M16.16M32.22M0
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%

WT Banking Ratios

WisdomTree, Inc. (WT) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios

Metric2016201720182019202020212022202320242025
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 Margin0.44%1.12%-0.54%-0.85%-1%-0.99%-1.12%-1.18%-1.17%-1.29%
Efficiency Ratio23.35%24.34%29.78%27.24%25.38%22.41%26.08%23.11%39.55%36.84%
Equity / Assets20.1%28.69%52.64%39.38%29.69%25.96%29.56%57.38%38.7%27.34%
Book Value / Share0.370.5432.421.791.862.133.662.682.85
NII Growth-157.52%-270.19%-62.42%-12.85%-15.68%-12.52%4.06%-8.88%-60.33%
Dividend Payout166.93%160.95%52.51%--39.08%38.2%19.64%28.49%15.86%

WT SEC Filings & Documents

WisdomTree, Inc. (WT) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Mar 30, 2026·SEC

Material company update

Mar 24, 2026·SEC

Material company update

Mar 23, 2026·SEC

10-K Annual Reports

3
FY 2026

Feb 25, 2026·SEC

FY 2025

Feb 26, 2025·SEC

FY 2024

Feb 23, 2024·SEC

10-Q Quarterly Reports

6
FY 2025

Nov 6, 2025·SEC

FY 2025

Aug 6, 2025·SEC

FY 2025

May 9, 2025·SEC

WT Frequently Asked Questions

WisdomTree, Inc. (WT) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials

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).

Dividend & Returns

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.

Industry Metrics

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.

Explore More WT

WisdomTree, Inc. (WT) financial analysis — history, returns, DCA and operating performance tools

Total Return Calculator

Historical returns with dividends reinvested

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DCA Calculator

Dollar cost averaging vs lump sum

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Dividend History

Yield, growth, payout safety & DRIP

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Earnings History

EPS trends, net income & profitability

→

Price History

Long-term charts & historical price data

→

Revenue History

Sales growth patterns & revenue breakdown

→

Financial Ratios

30 years of market, efficiency and balance-sheet ratios

→

Valuation

DCF intrinsic value, peer multiples & estimates

→
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