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

WT•NYSE•Banking & Credit

23.8× P/E·Price updated Jun 24, 2026

SectorFinancial Services IndustryAsset Management Sub-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%

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
✓Momentum leader: RS Rating 82 (top 18%)
✓Well capitalized: 27.3% equity/assets
✓Share count reduced 2.9% through buybacks
✓Diversified revenue: 97.8% from non-interest income

✗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.

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WT Price & Volume

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

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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%

TTM-11.32%

EPS CAGR

10 Years2.6%

5 Years-

3 Years34.25%

TTM20.59%

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

Metric

Actual

Est

EPS

$0.27+8.0%

$0.25

Rev

$160M+1.6%

$157M

Q1 2026

Jan 30, 2026

Metric

Actual

Est

EPS

$0.29+26.1%

$0.23

Rev

$147M+3.4%

$143M

Q4 2025

Oct 31, 2025

Metric

Actual

Est

EPS

$0.23+9.5%

$0.21

Rev

$126M-12.0%

$143M

Q3 2025

Jul 31, 2025

Metric

Actual

Est

EPS

$0.18+0.0%

$0.18

Rev

$113M-6.2%

$120M

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%

Based on last 12 quarters of dataView full earnings history →

Company	Market Cap	Stock Price	P/E Ratio (TTM)	Revenue Growth 1Y	Net Margin	Return on Equity (ROE)	Debt / Equity
GROWU.S. Global Investors, Inc.Direct Competitor	40.32M	3.18	-127.20	-23.05%	29.15%	6.96%	0.00
DHILDiamond Hill Investment Group, Inc.Direct Competitor	473.29M	174.99	9.77	4.48%	30.89%	27.03%	36.26
MORNMorningstar, Inc.Direct Competitor	5.83B	153.23	17.28	7.49%	16.06%	30.01%	1.15
ARESAres Management CorporationDirect Competitor	37.41B	113.92	58.12	66.55%	9.87%	7.34%	1.71
BENFranklin Resources, Inc.Product Competitor	16.88B	32.49	35.70	3.45%	8.99%	5.64%	0.94
IVZInvesco Ltd.Product Competitor	11.55B	25.99	-16.24	5.11%	-3.69%	-1.74%	0.78
AMGAffiliated Managers Group, Inc.Product Competitor	8.96B	339.10	14.91	19.83%	31.89%	17.07%	0.61
VRTSVirtus Investment Partners, Inc.Product Competitor	925.94M	138.57	6.94	-8%	14.61%	11.15%	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

Metric	Dec'17	Dec'18	Dec'19	Dec'20	Dec'21	Dec'22	Dec'23	Dec'24	Dec'25	TTM
Net Interest Income	2.86M	-4.87M	-7.91M	-8.92M	-10.32M	-11.62M	-11.14M	-12.13M	-19.45M	-24.34M
NII Growth %	157.52%	-270.19%	-62.42%	-12.85%	-15.68%	-12.52%	4.06%	-8.88%	-60.33%	-333.73%
Net Interest Margin %	1.12%	-0.54%	-0.85%	-1%	-0.99%	-1.12%	-1.18%	-1.17%	-1.29%	-1.36%
Interest Income	2.86M	3.09M	3.33M	744K	2.01M	3.32M	4.1M	6.78M	10.97M	11.66M
Interest Expense	0	7.96M	11.24M	9.67M	12.33M	14.94M	15.24M	18.91M	30.42M	36M
Loan Loss Provision	123.64M	123.24M	129.15M	121.73M	134.74M	147.72M	165.64M	102.37M	107.26M	126.02M
Non-Interest Income	225.43M	271.02M	263.2M	249.17M	302.31M	298.02M	344.94M	420.96M	482.79M	533.48M
Non-Interest Income %	98.75%	98.87%	98.75%	99.7%	99.34%	98.9%	98.83%	98.42%	97.78%	97.86%
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%	545.14M▲ 0%
Revenue Growth %	4.28%	20.07%	-2.77%	-6.23%	21.77%	-0.98%	15.83%	22.55%	15.43%	96.95%
Non-Interest Expense	55.57M	81.64M	72.61M	63.43M	68.19M	78.6M	80.66M	169.16M	181.88M	181.8M
Efficiency Ratio	24.34%	29.78%	27.24%	25.38%	22.41%	26.08%	23.11%	39.55%	36.84%	33.35%
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%	201.32M▲ 0%
Operating Margin %	21.5%	22.36%	20.09%	22.04%	29.26%	19.94%	25.07%	32.1%	35.28%	36.93%
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%	97.27M▲ 0%
Pretax Margin %	25.49%	18.62%	0.05%	-14.09%	18.62%	13.26%	34.1%	22.3%	28.8%	17.84%
Income Tax	30.99M	14.41M	10.55M	433K	6.87M	-10.73M	16.46M	28.71M	33.09M	35.9M
Effective Tax Rate %	53.26%	28.23%	8715.7%	-1.23%	12.13%	-26.87%	13.83%	30.09%	23.26%	36.9%
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%	61.37M▲ 0%
Net Margin %	11.91%	13.36%	-3.91%	-14.27%	16.36%	16.82%	29.38%	15.59%	22.1%	11.26%
Net Income Growth %	3.99%	34.69%	-128.46%	-242.01%	239.66%	1.78%	102.32%	-34.96%	63.63%	-11.32%
Net Income (Continuing)	27.2M	36.63M	-10.43M	-35.66M	49.8M	50.68M	102.55M	66.69M	109.13M	61.37M
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%	0.44▲ 0%
EPS Growth %	5.26%	15%	-136.04%	-201.57%	224%	0%	106.45%	-48.44%	127.27%	20.59%
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	138M

WT Balance Sheet

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

Metric	Dec'17	Dec'18	Dec'19	Dec'20	Dec'21	Dec'22	Dec'23	Dec'24	Dec'25	TTM
Cash & Short Term Investments	121.49M	86.66M	92.29M	108.32M	267.88M	258.34M	188.03M	266.63M	418.85M	2B
Cash & Due from Banks	54.19M	77.78M	74.97M	73.42M	140.71M	132.1M	129.31M	181.19M	311.73M	625.5M
Short Term Investments	67.29M	8.87M	17.32M	34.9M	127.17M	126.24M	58.72M	85.44M	107.12M	0
Total Investments	122.78M	57.13M	70.37M	43.46M	141.71M	162.22M	68.64M	94.57M	136.19M	93.86M
Investments Growth %	21.08%	-53.47%	23.18%	-38.25%	226.09%	14.47%	-57.69%	37.78%	44.02%	137.33%
Long-Term Investments	56.12M	48.26M	53.05M	8.56M	14.55M	35.98M	9.91M	9.13M	29.07M	163.25M
Accounts Receivables	21.31M	25.83M	26.84M	29.45M	31.86M	30.55M	35.47M	44.87M	64.45M	67.37M
Goodwill & Intangibles	13.88M	689.07M	689.15M	687.1M	687.1M	689.42M	691.92M	692.74M	977.58M	976.58M
Goodwill	1.8M	85.86M	85.86M	85.86M	85.86M	85.86M	86.84M	86.84M	228.62M	0
Intangible Assets	12.09M	603.21M	603.29M	601.25M	601.25M	603.57M	605.08M	605.9M	748.96M	976.58M
PP&E (Net)	10.69M	9.12M	26.29M	23.91M	1.08M	1.99M	990K	1.22M	3.19M	2.73M
Other Assets	18.91M	30.88M	34.29M	27.2M	22.29M	1.92M	459K	425K	925K	11.1M
Total Current Assets	154.33M	118.28M	123.06M	141.86M	303.97M	293.96M	229.79M	318.38M	492.36M	692.88M
Total Non-Current Assets	100.65M	784.37M	810.18M	754.83M	733.89M	739.86M	714.34M	715.16M	1.02B	1.09B
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%	1.78B▲ 0%
Asset Growth %	2.09%	254%	3.39%	-3.92%	15.74%	-0.39%	-8.67%	9.47%	46.38%	173.38%
Return on Assets (ROA)	10.78%	6.33%	-1.14%	-3.9%	5.15%	4.89%	10.37%	6.74%	8.57%	4.22%
Accounts Payable	28.34M	30.89M	30.95M	29.77M	9.3M	9.07M	12.73M	22.12M	32.72M	0
Total Debt	1.8M	194.59M	198.69M	187.22M	319.16M	322.68M	275.47M	512.91M	956.59M	1.2B
Net Debt	-52.39M	116.81M	123.72M	113.79M	178.45M	190.58M	146.16M	331.72M	644.86M	577.18M
Long-Term Debt	0	194.59M	175.96M	166.65M	318.62M	262.02M	274.89M	512.03M	804.2M	1.13B
Short-Term Debt	0	0	0	0	0	59.2M	578K	0	149.6M	76.41M
Other Liabilities	4.69M	286.91M	291.64M	372.35M	365.82M	317.42M	24.33M	12.16M	11.84M	106.13M
Total Current Liabilities	57.35M	62.8M	79.04M	74M	83.67M	148.43M	103.22M	109.2M	282.06M	76.41M
Total Non-Current Liabilities	4.69M	481.51M	486.65M	556.43M	684.77M	579.77M	299.22M	524.36M	817.21M	1.23B
Total Liabilities	62.03M	544.31M	565.69M	630.43M	768.44M	728.21M	402.43M	633.56M	1.1B	1.31B
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%	475.02M▲ 0%
Equity Growth %	45.72%	549.5%	-22.64%	-27.56%	1.19%	13.43%	77.25%	-26.16%	3.42%	-5.7%
Equity / Assets (Capital Ratio)	28.69%	52.64%	39.38%	29.69%	25.96%	29.56%	57.38%	38.7%	27.34%	26.63%
Return on Equity (ROE)	44.1%	13.36%	-2.47%	-11.25%	18.59%	17.63%	24.2%	14.16%	26.83%	14.38%
Book Value per Share	0.54	3.00	2.42	1.79	1.86	2.13	3.66	2.68	2.85	3.44
Tangible BV per Share	0.44	-1.35	-2.12	-2.83	-2.88	-2.68	-1.02	-1.96	-3.89	-3.63
Common Stock	1.37M	1.53M	1.55M	1.49M	1.45M	1.47M	1.5M	1.46M	1.41M	1.52M
Additional Paid-in Capital	216.01M	363.65M	352.66M	317.07M	289.74M	291.85M	312.44M	270.3M	189.24M	279M
Retained Earnings	-24.72M	-7.32M	-7.99M	-53.4M	-22.45M	13.72M	95.74M	129.82M	220.79M	193.43M
Accumulated OCI	291K	467K	945K	1.1M	682K	-1.42M	-548K	-1.61M	2.23M	1.07M
Treasury Stock	0	0	0	0	0	0	0	0	0	0
Preferred Stock	0	132.57M	20.39M	0	0	0	132.57M	0	0	0

WT Cash Flow Statement

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

Metric	Dec'17	Dec'18	Dec'19	Dec'20	Dec'21	Dec'22	Dec'23	Dec'24	Dec'25	TTM
Cash from Operations	48.51M	37.47M	46.83M	47.14M	75.32M	55.09M	85.6M	113.46M	149.46M	161.5M
Operating CF Growth %	-11.66%	-22.76%	24.99%	0.65%	59.79%	-26.86%	55.39%	32.55%	31.72%	272.89%
Net Income	27.2M	36.63M	19.71M	-35.66M	49.8M	50.68M	102.55M	66.69M	109.13M	61.37M
Depreciation & Amortization	1.4M	1.3M	4.22M	4.2M	2.69M	1.23M	2.16M	3.06M	5.3M	8.47M
Deferred Taxes	8.84M	-6.08M	-349K	-2.19M	316K	-1.3M	-481K	-398K	981K	-3.21M
Other Non-Cash Items	-5.99M	-17.65M	-24.58M	35.51M	-38.83M	-48.45M	-84.75M	-22.01M	-55.86M	7.61M
Working Capital Changes	2.35M	10.01M	36.24M	33.56M	51.35M	42.54M	49.94M	45.43M	68.28M	71.88M
Cash from Investing	-37.02M	-181.78M	-7M	10.64M	-99.63M	-37.66M	82.05M	-23.88M	-313.03M	-274.18M
Purchase of Investments	-111.77M	0	-8.11M	-36.44M	-121.28M	-89.6M	-68.59M	-70.11M	-20.05M	-42.87M
Sale/Maturity of Investments	95.29M	65.61M	3.24M	35.19M	19.58M	52.16M	123.59M	48.15M	12.58M	8.47M
Net Investment Activity	-16.48M	65.61M	-4.87M	-1.25M	-101.7M	-37.44M	55M	-21.96M	-7.48M	-34.4M
Acquisitions	-2.13M	-239.31M	0	12.37M	2.36M	15.57M	-985K	565K	-270.35M	-270.35M
Other Investing	-15.99M	-8M	-2.09M	0	0	-15.57M	28.15M	-2.34M	-35M	31.76M
Cash from Financing	-51.14M	169.2M	-43.57M	-60.18M	92.55M	-22.78M	-171.64M	-36M	288.28M	565.8M
Dividends Paid	-43.78M	-19.24M	-20.39M	-20.11M	-19.46M	-19.36M	-20.14M	-19M	-17.31M	-17.43M
Share Repurchases	-7.89M	-2.88M	-2.34M	-31.2M	-34.51M	-3.42M	-3.57M	-62.87M	-102.73M	-116.85M
Stock Issued	0	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	-116.85M
Debt Issuance (Net)	0	1000K	-1000K	-1000K	1000K	0	-1000K	1000K	1000K	-1.64M
Other Financing	532K	-8.68M	160K	-5.12M	-3.48M	0	-53.65M	-22.6M	-14.8M	417.83M
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%	455.13M▲ 0%
Exchange Rate Effect	1.12M	-1.3M	927K	855K	-955K	-3.26M	1.19M	-1.7M	5.84M	2.01M
Cash at Beginning	92.72M	54.19M	77.78M	74.97M	73.42M	140.71M	132.1M	129.31M	181.19M	311.73M
Cash at End	54.19M	77.78M	74.97M	73.42M	140.71M	132.1M	129.31M	181.19M	311.73M	625.5M
Interest Paid	0	5.58M	8.04M	7.09M	9.9M	12.31M	10.71M	12.35M	0	11.22M
Income Taxes Paid	33.11M	14.4M	10.06M	10.13M	8.46M	12.5M	16.16M	32.22M	0	26.3M
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%	159.85M▲ 0%
FCF Growth %	-14.41%	-18.85%	25.1%	-0.26%	60.78%	-26.87%	51.89%	35.98%	31.7%	34.31%

WT Banking Ratios

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

Metric	2017	2018	2019	2020	2021	2022	2023	2024	2025	TTM
Return on Equity (ROE)	44.1%	13.36%	-2.47%	-11.25%	18.59%	17.63%	24.2%	14.16%	26.83%	14.38%
Return on Assets (ROA)	10.78%	6.33%	-1.14%	-3.9%	5.15%	4.89%	10.37%	6.74%	8.57%	4.22%
Net Interest Margin	1.12%	-0.54%	-0.85%	-1%	-0.99%	-1.12%	-1.18%	-1.17%	-1.29%	-1.36%
Efficiency Ratio	24.34%	29.78%	27.24%	25.38%	22.41%	26.08%	23.11%	39.55%	36.84%	33.35%
Equity / Assets	28.69%	52.64%	39.38%	29.69%	25.96%	29.56%	57.38%	38.7%	27.34%	26.63%
Book Value / Share	0.54	3	2.42	1.79	1.86	2.13	3.66	2.68	2.85	3.44
NII Growth	157.52%	-270.19%	-62.42%	-12.85%	-15.68%	-12.52%	4.06%	-8.88%	-60.33%	-88%
Dividend Payout	160.95%	52.51%	-	-	39.08%	38.2%	19.64%	28.49%	15.86%	28.39%

WT SEC Filings & Documents

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

8-K Announcements

Material company update

Jun 18, 2026·SEC

Material company update

May 29, 2026·SEC

Material company update

May 1, 2026·SEC

10-K Annual Reports

FY 2026

Feb 25, 2026·SEC

FY 2025

Feb 26, 2025·SEC

FY 2024

Feb 23, 2024·SEC

10-Q Quarterly Reports

FY 2026

May 6, 2026·SEC

FY 2025

Nov 6, 2025·SEC

FY 2025

Aug 6, 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 $61.4M in net income for fiscal year 2025 (22.1% net margin).

Dividend & Returns

Yes, WisdomTree, Inc. (WT) pays a dividend with a yield of 0.67%. 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.

What if you invested $1,000 in WT back in 1996?

Total return calculator · dividends reinvested · 30+ years of data

See returns →

How much would $100/month in WT be worth today?

Dollar cost averaging calculator · DCA vs lump sum

Calculate →

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%

Metric

Dec'17

Dec'18

Dec'19

Dec'20

Dec'21

Dec'22

Dec'23

Dec'24

Dec'25

TTM

Net Interest Income

2.86M

-4.87M

-7.91M

-8.92M

-10.32M

-11.62M

-11.14M

-12.13M

-19.45M

-24.34M

NII Growth %

157.52%

-270.19%

-62.42%

-12.85%

-15.68%

-12.52%

4.06%

-8.88%

-60.33%

-333.73%

Net Interest Margin %

1.12%

-0.54%

-0.85%

-1%

-0.99%

-1.12%

-1.18%

-1.17%

-1.29%

-1.36%

Interest Income

2.86M

3.09M

3.33M

744K

2.01M

3.32M

4.1M

6.78M

10.97M

11.66M

Interest Expense

7.96M

11.24M

9.67M

12.33M

14.94M

15.24M

18.91M

30.42M

36M

Loan Loss Provision

123.64M

123.24M

129.15M

121.73M

134.74M

147.72M

165.64M

102.37M

107.26M

126.02M

Non-Interest Income

225.43M

271.02M

263.2M

249.17M

302.31M

298.02M

344.94M

420.96M

482.79M

533.48M

Non-Interest Income %

98.75%

98.87%

98.75%

99.7%

99.34%

98.9%

98.83%

98.42%

97.78%

97.86%

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%

545.14M▲ 0%

Revenue Growth %

4.28%

20.07%

-2.77%

-6.23%

21.77%

-0.98%

15.83%

22.55%

15.43%

96.95%

Non-Interest Expense

55.57M

81.64M

72.61M

63.43M

68.19M

78.6M

80.66M

169.16M

181.88M

181.8M

Efficiency Ratio

24.34%

29.78%

27.24%

25.38%

22.41%

26.08%

23.11%

39.55%

36.84%

33.35%

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%

201.32M▲ 0%

Operating Margin %

21.5%

22.36%

20.09%

22.04%

29.26%

19.94%

25.07%

32.1%

35.28%

36.93%

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%

97.27M▲ 0%

Pretax Margin %

25.49%

18.62%

0.05%

-14.09%

18.62%

13.26%

34.1%

22.3%

28.8%

17.84%

Income Tax

30.99M

14.41M

10.55M

433K

6.87M

-10.73M

16.46M

28.71M

33.09M

35.9M

Effective Tax Rate %

53.26%

28.23%

8715.7%

-1.23%

12.13%

-26.87%

13.83%

30.09%

23.26%

36.9%

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%

61.37M▲ 0%

Net Margin %

11.91%

13.36%

-3.91%

-14.27%

16.36%

16.82%

29.38%

15.59%

22.1%

11.26%

Net Income Growth %

3.99%

34.69%

-128.46%

-242.01%

239.66%

1.78%

102.32%

-34.96%

63.63%

-11.32%

Net Income (Continuing)

27.2M

36.63M

-10.43M

-35.66M

49.8M

50.68M

102.55M

66.69M

109.13M

61.37M

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%

0.44▲ 0%

EPS Growth %

5.26%

15%

-136.04%

-201.57%

224%

106.45%

-48.44%

127.27%

20.59%

EPS (Basic)

0.20

0.23

-0.08

-0.25

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

138M

Metric

Dec'17

Dec'18

Dec'19

Dec'20

Dec'21

Dec'22

Dec'23

Dec'24

Dec'25

TTM

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

625.5M

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

93.86M

Investments Growth %

21.08%

-53.47%

23.18%

-38.25%

226.09%

14.47%

-57.69%

37.78%

44.02%

137.33%

Long-Term Investments

56.12M

48.26M

53.05M

8.56M

14.55M

35.98M

9.91M

9.13M

29.07M

163.25M

Accounts Receivables

21.31M

25.83M

26.84M

29.45M

31.86M

30.55M

35.47M

44.87M

64.45M

67.37M

Goodwill & Intangibles

13.88M

689.07M

689.15M

687.1M

689.42M

691.92M

692.74M

977.58M

976.58M

Goodwill

1.8M

85.86M

86.84M

228.62M

Intangible Assets

12.09M

603.21M

603.29M

601.25M

603.57M

605.08M

605.9M

748.96M

976.58M

PP&E (Net)

10.69M

9.12M

26.29M

23.91M

1.08M

1.99M

990K

1.22M

3.19M

2.73M

Other Assets

18.91M

30.88M

34.29M

27.2M

22.29M

1.92M

459K

425K

925K

11.1M

Total Current Assets

154.33M

118.28M

123.06M

141.86M

303.97M

293.96M

229.79M

318.38M

492.36M

692.88M

Total Non-Current Assets

100.65M

784.37M

810.18M

754.83M

733.89M

739.86M

714.34M

715.16M

1.02B

1.09B

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%

1.78B▲ 0%

Asset Growth %

2.09%

254%

3.39%

-3.92%

15.74%

-0.39%

-8.67%

9.47%

46.38%

173.38%

Return on Assets (ROA)

10.78%

6.33%

-1.14%

-3.9%

5.15%

4.89%

10.37%

6.74%

8.57%

4.22%

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

1.2B

Net Debt

-52.39M

116.81M

123.72M

113.79M

178.45M

190.58M

146.16M

331.72M

644.86M

577.18M

Long-Term Debt

194.59M

175.96M

166.65M

318.62M

262.02M

274.89M

512.03M

804.2M

1.13B

Short-Term Debt

59.2M

578K

149.6M

76.41M

Other Liabilities

4.69M

286.91M

291.64M

372.35M

365.82M

317.42M

24.33M

12.16M

11.84M

106.13M

Total Current Liabilities

57.35M

62.8M

79.04M

74M

83.67M

148.43M

103.22M

109.2M

282.06M

76.41M

Total Non-Current Liabilities

4.69M

481.51M

486.65M

556.43M

684.77M

579.77M

299.22M

524.36M

817.21M

1.23B

Total Liabilities

62.03M

544.31M

565.69M

630.43M

768.44M

728.21M

402.43M

633.56M

1.1B

1.31B

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%

475.02M▲ 0%

Equity Growth %

45.72%

549.5%

-22.64%

-27.56%

1.19%

13.43%

77.25%

-26.16%

3.42%

-5.7%

Equity / Assets (Capital Ratio)

28.69%

52.64%

39.38%

29.69%

25.96%

29.56%

57.38%

38.7%

27.34%

26.63%

Return on Equity (ROE)

44.1%

13.36%

-2.47%

-11.25%

18.59%

17.63%

24.2%

14.16%

26.83%

14.38%

Book Value per Share

0.54

3.00

2.42

1.79

1.86

2.13

3.66

2.68

2.85

3.44

Tangible BV per Share

0.44

-1.35

-2.12

-2.83

-2.88

-2.68

-1.02

-1.96

-3.89

-3.63

Common Stock

1.37M

1.53M

1.55M

1.49M

1.45M

1.47M

1.5M

1.46M

1.41M

1.52M

Additional Paid-in Capital

216.01M

363.65M

352.66M

317.07M

289.74M

291.85M

312.44M

270.3M

189.24M

279M

Retained Earnings

-24.72M

-7.32M

-7.99M

-53.4M

-22.45M

13.72M

95.74M

129.82M

220.79M

193.43M

Accumulated OCI

291K

467K

945K

1.1M

682K

-1.42M

-548K

-1.61M

2.23M

1.07M

Treasury Stock

Preferred Stock

132.57M

20.39M

132.57M

Metric

Dec'17

Dec'18

Dec'19

Dec'20

Dec'21

Dec'22

Dec'23

Dec'24

Dec'25

TTM

Cash from Operations

48.51M

37.47M

46.83M

47.14M

75.32M

55.09M

85.6M

113.46M

149.46M

161.5M

Operating CF Growth %

-11.66%

-22.76%

24.99%

0.65%

59.79%

-26.86%

55.39%

32.55%

31.72%

272.89%

Net Income

27.2M

36.63M

19.71M

-35.66M

49.8M

50.68M

102.55M

66.69M

109.13M

61.37M

Depreciation & Amortization

1.4M

1.3M

4.22M

4.2M

2.69M

1.23M

2.16M

3.06M

5.3M

8.47M

Deferred Taxes

8.84M

-6.08M

-349K

-2.19M

316K

-1.3M

-481K

-398K

981K

-3.21M

Other Non-Cash Items

-5.99M

-17.65M

-24.58M

35.51M

-38.83M

-48.45M

-84.75M

-22.01M

-55.86M

7.61M

Working Capital Changes

2.35M

10.01M

36.24M

33.56M

51.35M

42.54M

49.94M

45.43M

68.28M

71.88M

Cash from Investing

-37.02M

-181.78M

-7M

10.64M

-99.63M

-37.66M

82.05M

-23.88M

-313.03M

-274.18M

Purchase of Investments

-111.77M

-8.11M

-36.44M

-121.28M

-89.6M

-68.59M

-70.11M

-20.05M

-42.87M

Sale/Maturity of Investments

95.29M

65.61M

3.24M

35.19M

19.58M

52.16M

123.59M

48.15M

12.58M

8.47M

Net Investment Activity

-16.48M

65.61M

-4.87M

-1.25M

-101.7M

-37.44M

55M

-21.96M

-7.48M

-34.4M

Acquisitions

-2.13M

-239.31M

12.37M

2.36M

15.57M

-985K

565K

-270.35M

Other Investing

-15.99M

-8M

-2.09M

-15.57M

28.15M

-2.34M

-35M

31.76M

Cash from Financing

-51.14M

169.2M

-43.57M

-60.18M

92.55M

-22.78M

-171.64M

-36M

288.28M

565.8M

Dividends Paid

-43.78M

-19.24M

-20.39M

-20.11M

-19.46M

-19.36M

-20.14M

-19M

-17.31M

-17.43M

Share Repurchases

-7.89M

-2.88M

-2.34M

-31.2M

-34.51M

-3.42M

-3.57M

-62.87M

-102.73M

-116.85M

Stock Issued

Net Stock Activity

-7.89M

-2.88M

-2.34M

-31.2M

-34.51M

-3.42M

-3.57M

-62.87M

-102.73M

-116.85M

Debt Issuance (Net)

1000K

-1000K

1000K

-1000K

1000K

-1.64M

Other Financing

532K

-8.68M

160K

-5.12M

-3.48M

-53.65M

-22.6M

-14.8M

417.83M

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%

455.13M▲ 0%

Exchange Rate Effect

1.12M

-1.3M

927K

855K

-955K

-3.26M

1.19M

-1.7M

5.84M

2.01M

Cash at Beginning

92.72M

54.19M

77.78M

74.97M

73.42M

140.71M

132.1M

129.31M

181.19M

311.73M

Cash at End

54.19M

77.78M

74.97M

73.42M

140.71M

132.1M

129.31M

181.19M

311.73M

625.5M

Interest Paid

5.58M

8.04M

7.09M

9.9M

12.31M

10.71M

12.35M

11.22M

Income Taxes Paid

33.11M

14.4M

10.06M

10.13M

8.46M

12.5M

16.16M

32.22M

26.3M

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%

159.85M▲ 0%

FCF Growth %

-14.41%

-18.85%

25.1%

-0.26%

60.78%

-26.87%

51.89%

35.98%

31.7%

34.31%

Metric

2017

2018

2019

2020

2021

2022

2023

2024

2025

TTM

Return on Equity (ROE)

44.1%

13.36%

-2.47%

-11.25%

18.59%

17.63%

24.2%

14.16%

26.83%

14.38%

Return on Assets (ROA)

10.78%

6.33%

-1.14%

-3.9%

5.15%

4.89%

10.37%

6.74%

8.57%

4.22%

Net Interest Margin

1.12%

-0.54%

-0.85%

-1%

-0.99%

-1.12%

-1.18%

-1.17%

-1.29%

-1.36%

Efficiency Ratio

24.34%

29.78%

27.24%

25.38%

22.41%

26.08%

23.11%

39.55%

36.84%

33.35%

Equity / Assets

28.69%

52.64%

39.38%

29.69%

25.96%

29.56%

57.38%

38.7%

27.34%

26.63%

Book Value / Share

0.54

2.42

1.79

1.86

2.13

3.66

2.68

2.85

3.44

NII Growth

157.52%

-270.19%

-62.42%

-12.85%

-15.68%

-12.52%

4.06%

-8.88%

-60.33%

-88%

Dividend Payout

160.95%

52.51%

39.08%

38.2%

19.64%

28.49%

15.86%

28.39%

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

WT Key Insights

✓Strengths

✗Weaknesses

WT Price & Volume

WT Growth Metrics

Revenue CAGR

Profit CAGR

EPS CAGR

Return on Capital

WT Recent Earnings

WT Peer Comparison

Compare WT vs Peers

vs GROW

vs BLK

Compare Top 5

WT Income Statement

WT Balance Sheet

WT Cash Flow Statement

WT Banking Ratios

WT SEC Filings & Documents

8-K Announcements

10-K Annual Reports

10-Q Quarterly Reports

WT Frequently Asked Questions

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

WT Key Insights

✓Strengths

✗Weaknesses

WT Price & Volume

WT Growth Metrics

Revenue CAGR

Profit CAGR

EPS CAGR

Return on Capital

WT Recent Earnings

WT Peer Comparison

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WT Income Statement

WT Balance Sheet

WT Cash Flow Statement

WT Banking Ratios

WT SEC Filings & Documents

8-K Announcements

10-K Annual Reports

10-Q Quarterly Reports

WT Frequently Asked Questions