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WisdomTree, Inc.

WT Financial Asset Management

WisdomTree, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $493.8 million, up 15.4% from fiscal 2024.

Revenue
+42.8%
EPS
+138.2%
Free cash flow
+24.4%
Total debt
+10.9%

Quarter to September 2026, against a year earlier

19.03 1.00 −4.99%
Market cap
$2.9B
P/E
25.3×
Fwd P/E
27.5×
Dividend yield
0.63%
F-score
5/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a
Overview
Financials
Income Statement Balance Sheet Cash Flow Metrics & Ratios

Insider Decisions last twelve months

Sold, $m 4.09
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell 1 — 1 — — 3 — — — 1 — —
Insider Ownership 10.82%

Capital & Financial Ratios $m

Size
Market Cap 2,870.00
Revenue ttm 663.44
Net income ttm 110.40
Free cash flow ttm 203.91
Net debt Q 758.98
Valuation
P/E 25.26
Forward P/E 27.50
Price / sales 4.23
Forward P/S Powerpack
Price / FCF 13.77
Price / book 6.30
Financial health
Current ratio Q 3.54
Debt / equity Q 2.38
Interest coverage Q 5.48
Growth
Revenue growth Q +42.80% (above 0%: growing)
Operating income growth Q +62.36% (above 0%: growing)
EPS, this year +38.54% (at or above 15%: strong)
EPS, next year A +10.07%
Revenue, next year A +42.16% (at or above 10%: strong)
EPS, past 5 yrs —
EPS, next 5 yrs A +20.44% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/E against its own 10 years 41.08%
10-year low 10-year high
P/S against its own 10 years 65.38%
10-year low 10-year high
P/B against its own 10 years 79.28%
10-year low 10-year high

Dividends

Yield
0.63%
Annual rate
0.12
Payout ratio
17.0%
Growth, 2017–25
−11.5%/yr
  1. 0.32 ’17
  2. 0.12 ’18 −63
  3. 0.12 ’19 +0
  4. 0.12 ’20 +0
  5. 0.12 ’21 +0
  6. 0.12 ’22 +0
  7. 0.12 ’23 +0
  8. 0.12 ’24 +0
  9. 0.12 ’25 +0
  10. 0.12 ’26e +0
paid forecast change on the year, % Powerpack

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 129 181 312 300
Receivables 35 45 64 73
Inventory 59 85 107 41
Other 1 2 2 2
230 318 492 427
2023 2024 2025 Q'26
Payables 99 108 129 115
ST’ Debt — — 150 —
Other — — — —
103 109 282 121

Compound Annual Growth %

10y 5y 3y
Sales 5.15% 14.59% 17.89%
Cash Flow (0.47%) 25.70% 39.00%
Earnings 3.08% 0.00% 34.08%
Book Value 5.84% 0.73% (1.90%)

Earnings Trends EPS, adjusted, against the consensus

Q3 FY26 Estimate 0.30 Actual 0.32

Earnings per share against the consensus, by quarter
Quarter Estimate Reported Result
Q4 FY25 0.23 0.29 Beat by 0.06
Q1 FY26 0.25 0.27 Beat by 0.02
Q2 FY26 0.26 0.31 Beat by 0.05
Q3 FY26 0.30 0.32 Beat by 0.02
Q4 FY26 0.32 — Reports 29 January 2027

EPS $

Mar Jun Sep Dec Year
’26 (0.17) 0.28 0.32 — —
’25 0.17 0.17 0.13 0.28 0.75
’24 0.13 0.13 (0.13) 0.08 0.33
’23 0.10 0.32 0.07 0.11 0.64
’22 (0.08) 0.05 0.50 (0.20) 0.31
’21 0.09 0.11 0.04 0.07 0.31
’20 (0.06) (0.09) (0.01) (0.10) (0.25)
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 159 177 179 — —
’25 108 113 126 147 494
’24 97 107 113 111 428
’23 82 86 90 91 349
’22 78 77 72 73 301
’21 71 76 78 79 304
’20 64 58 64 64 250
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 18 76 60 — —
’25 6 39 48 55 148
’24 (1) 32 48 35 113
’23 (5) 25 28 37 86
’22 (3) 11 35 12 55
’21 2 20 28 25 75
’20 (3) 22 13 15 47
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 17 74 59 — —
’25 6 38 47 54 145
’24 (2) 32 47 34 111
’23 (5) 25 28 35 83
’22 (3) 11 35 12 55
’21 2 20 28 25 75
’20 (3) 22 13 15 47
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.7
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Sep ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 219 228 274 267 250 304 301 349 428 494 663 +9.5% 702 776 846 +19.7%
Gross margin, % 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 0.0 pt
EBT 56 58 51 0 (35) 57 40 119 95 142 159 +11.0%
EBT margin, % 25.38 25.49 18.62 0.05 (14.09) 18.62 13.26 34.10 22.30 28.80 23.95 +3.4 pt
Net income 26 27 37 (10) (36) 50 51 103 67 109 110 +17.2%
Per share, $
Per share, $ Revenue 1.63 1.70 1.87 1.76 1.68 2.12 2.11 2.41 2.96 3.52 4.50 +8.9%
Earnings 0.19 0.20 0.23 (0.08) (0.25) 0.31 0.31 0.66 0.34 0.77 0.75 +16.8%
Cash flow 0.41 0.36 0.26 0.38 0.32 0.52 0.39 0.59 0.78 1.05 1.41 +11.1%
Capex (0.01) (0.02) 0.00 0.00 0.00 0.00 0.00 (0.02) (0.02) (0.02) (0.03) +12.3%
Free cash flow 0.40 0.34 0.26 0.38 0.31 0.52 0.38 0.58 0.77 1.03 1.38 +11.1%
Book value 1.50 1.43 3.35 3.10 2.68 2.79 3.06 3.74 2.77 2.95 3.02 +7.8%
Shares, m 134 135 147 152 149 144 143 145 145 140 144 +0.5%
Valuation, ×
Valuation, × P/E 59.45 61.10 30.23 0.00 0.00 19.74 20.41 10.42 32.05 15.83 25.26 24.9
P/S 7.30 7.21 3.56 2.76 3.18 2.89 2.62 2.81 3.55 3.47 4.23 3.9
P/B 7.94 8.53 2.72 2.18 2.99 3.27 2.58 2.39 3.80 4.14 6.30 4.1
EV/Sales 6.86 6.96 3.98 3.15 3.57 3.48 3.24 3.23 4.33 4.77 — 4.4
EV/FCF 27.88 32.97 29.20 14.61 19.11 14.11 17.81 13.51 16.67 16.26 — 20.2
Cash, $m
Cash, $m Operating cash flow 55 49 37 57 47 75 55 86 113 148 208 +11.6%
Capex (1) (2) 0 0 0 0 0 (2) (2) (3) (4) +12.9%
Free cash flow 54 46 37 57 47 75 55 83 111 145 204 +11.6%
Balance, $m
Balance, $m Working capital 134 97 55 44 68 220 146 127 209 210 307 +5.2%
Net debt (97) (55) 117 105 96 178 189 146 331 642 759 n/m
Shareholders’ equity 201 193 491 470 399 402 438 542 400 414 446 +8.3%
Returns, %
Returns, % ROA 9.36 10.50 5.64 (1.34) (4.13) 4.57 4.34 9.61 5.04 8.51 7.09 (0.9) pt
ROIC 37.90 22.27 6.30 5.82 6.95 9.60 5.99 7.96 11.74 10.31 13.75 (27.6) pt
ROE 11.65 13.44 12.20 (3.62) (12.55) 16.52 15.64 26.60 12.32 26.64 26.78 +15.0 pt
People
People Employees 209 204 228 208 217 241 273 303 313 360 — +6.2%
Revenue/emp, $m 1.05 1.12 1.20 1.28 1.15 1.26 1.10 1.15 1.37 1.37 — +3.0%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Sep 2026 · fundamentals updated 2 Nov 2026

WisdomTree, Inc. vs peers in Asset Management (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
GBDC Golub Capital BDC, Inc. $3.4B 19.9× 20.6× −14.02% (below 0%: shrinking) −35.29% (below 0%: shrinking) +196.17% (above 0%: growing) 100.00% 77.88% Compare
AAMI Acadian Asset Management Inc. $3.3B 26.2× — (loss-making) +32.59% (above 0%: growing) +155.52% (above 0%: growing) −65.25% (below 0%: shrinking) 100.00% 26.41% Compare
APAM Artisan Partners Asset Management Inc. $3.2B 9.4× 9.7× +3.73% (above 0%: growing) +11.83% (above 0%: growing) +168.53% (above 0%: growing) 48.10% 35.13% Compare
FSK FS KKR Capital Corp. $3.2B — (loss-making) — (loss-making) −21.18% (below 0%: shrinking) −65.79% (below 0%: shrinking) −42.86% (below 0%: shrinking) 100.00% 0.00% Compare
AB AllianceBernstein Holding L.P. $3.2B 10.3× — — −0.09% (below 0%: shrinking) +7.24% (above 0%: growing) — — Compare
HTGC Hercules Capital, Inc. $3.1B 8.5× 8.7× +1.46% (above 0%: growing) −24.24% (below 0%: shrinking) −5,073.08% (below 0%: shrinking) 100.00% 80.30% Compare
SII Sprott Inc. $2.9B 27.5× 13.0× +23.09% (above 0%: growing) +155.77% (above 0%: growing) +64.22% (above 0%: growing) 100.00% 56.77% Compare
WT WisdomTree, Inc. $2.9B 25.3× 27.5× +42.80% (above 0%: growing) +138.21% (above 0%: growing) +24.39% (above 0%: growing) 100.00% 41.32%
ASST Strive, Inc. $2.6B — (loss-making) — (loss-making) +94.64% (above 0%: growing) n/m −10,264.43% (below 0%: shrinking) 100.00% (8,780.99%) Compare
Median of peers $3.2B 15.1× 11.4× +3.73% −0.09% −17.81% 100.00% 35.13%

All 121 Asset Management stocks →

Pay and ownership Proxy statement filed 29 April 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2025 6.70m 9.93m 247.88
2024 6.75m 15.33m 211.17
2023 6.71m 9.95m 137.54
2022 5.45m 5.50m 106.15
2021 4.32m 4.31m 116.57

Ownership

Directors and executive officers, together 10.10%
BlackRock, Inc. 13.00%
FMR LLC 12.10%
The Vanguard Group, Inc. 10.20%
Wellington Management Group LLP 8.20%
Jonathan Steinberg 6.40%
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

WisdomTree, Inc. (WT) Latest News

2 Nov

Impact 3 · · StockStory

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Impact 3 · · MarketBeat transcript

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Impact 3 · · The Motley Fool transcript
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Impact 3 · · StockStory

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Impact 4 · · Simply Wall St.
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Impact 3 · · Simply Wall St.

26 Oct

Impact 3 · · 24/7 Wall St.

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Impact 3 · · Zacks

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Impact 4 · · Business Wire

18 Oct

Impact 4 · · 24/7 Wall St.

16 Oct

Impact 3 · · Business Wire

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Impact 3 · · StockStory

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Impact 4 · · Business Wire

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Impact 4 · · Business Wire

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Impact 4 · · Simply Wall St.

2 Oct

Impact 3 · · StockStory

29 Sep

Impact 4 · · Zacks

25 Sep

Impact 4 ·

23 Sep

Impact 3 · · beincrypto.com

17 Sep

Impact 4 · · TheStreet

6 Sep

Impact 3 ·

5 Sep

Impact 3 ·
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WT metrics, ten years each

stockrow.com/WT · Data as of Nov 2, 2026 · For information only; not investment advice. · © 2026 stockrow.com