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. In the quarter to June 2026, revenue grew 57.3%, EPS grew 76.5%, free cash flow grew 95.9% and total debt rose 109.5%, each against the same quarter a year earlier. Dividend growth for five consecutive years, revenue growth for three, operating cash flow growth for three.

21.34 0.27 −1.25%
Market cap
$3.3B
P/E
38.1×
Fwd P/E
23.9×
Dividend yield
0.56%
F-score
5/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

Insider Decisions trades per month

Total sells 4.52
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — — — — — — —
Sell 2 1 — 1 — — 3 — — — 1 —
Insider Ownership 11.46%

Capital & Financial Ratios $m

Market Cap 3,270.00
Revenue 609.68
Net Income 80.88
Free Cash Flow 192.36
Net Debt 780.64
Current Ratio 3.00
Debt/Equity 2.57
P/E ratio 38.11 (above 35: high)
Fwd P/E 23.90
P/S ratio 5.22
P/B ratio 7.60
Past 5Y EPS Growth —
This Y EPS Growth 39.53% (at or above 15%: strong)
Next Y EPS Growth 10.95%
Next Y revenue growth 42.34% (at or above 10%: strong)
Next 5Y EPS Growth 21.37% (at or above 15%: strong)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/E against its own 10 years 64.08%
10-year low 10-year high
P/S against its own 10 years 79.25%
10-year low 10-year high
P/B against its own 10 years 93.84%
10-year low 10-year high

Dividends

Payout Ratio 0.23
Annual Dividend Rate 0.12
Annual Dividend Yield 0.56%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 0.12
0.03
0.03
0.03
2025 0.12
0.03
0.03
0.03
0.03
2024 0.12
0.03
0.03
0.03
0.03
2023 0.12
0.03
0.03
0.03
0.03
2022 0.12
0.03
0.03
0.03
0.03
2021 0.12
0.03
0.03
0.03
0.03
2020 0.12
0.03
0.03
0.03
0.03
2019 0.12
0.03
0.03
0.03
0.03
2018 0.12
0.03
0.03
0.03
0.03
2017 0.32
0.08
0.08
0.08
0.08
2016 0.32
0.08
0.08
0.08
0.08
predictions special payouts not included in total or ratios

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 129 181 312 295
Receivables 35 45 64 75
Inventory 59 85 107 38
Other 1 2 2 2
230 318 492 423
2023 2024 2025 Q'26
Payables 99 108 129 122
ST’ Debt — — 150 18
Other — — — —
103 109 282 141

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%)

Revenue $m

Mar Jun Sep Dec Year
’26 159 177 — — —
’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 — — —
’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 — — —
’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.

EPS $

Mar Jun Sep Dec Year
’26 (0.17) 0.28 — — —
’25 0.17 0.17 0.13 0.28 0.75
’24 0.13 0.13 (0.03) 0.18 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.

Target Price Range

Analyst price targets

Recommendation Rating

1.7
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low 8.00 7.87 6.15 4.55 1.87 5.08 4.60 5.42 6.57 7.47

Analyst estimates 2026–2028

Powerpack
High 15.63 12.68 13.41 8.04 5.60 7.38 6.60 7.55 12.45 14.96
People
People Employees 209 204 228 208 217 241 273 303 313 360
Revenue/emp, $m 1.05 1.12 1.20 1.28 1.15 1.26 1.10 1.15 1.37 1.37
Income, $m
Income, $m Revenue 219 228 274 267 250 304 301 349 428 494
Gross margin, % 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00
EBT 56 58 51 0 (35) 57 40 119 95 142
EBT margin, % 25.38 25.49 18.62 0.05 (14.09) 18.62 13.26 34.10 22.30 28.80
Net income 26 27 37 (10) (36) 50 51 103 67 109
Depreciation 3 1 21 38 30 21 4 4 5 9
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
Earnings 0.19 0.20 0.23 0.12 (0.25) 0.31 0.31 0.66 0.34 0.77
Cash flow 0.41 0.36 0.26 0.38 0.32 0.52 0.39 0.59 0.78 1.05
Capex (0.01) (0.02) 0.00 0.00 0.00 0.00 0.00 (0.02) (0.02) (0.02)
Free cash flow 0.40 0.34 0.26 0.38 0.31 0.52 0.38 0.58 0.77 1.03
Book value 1.50 1.43 3.35 3.10 2.68 2.79 3.06 3.74 2.77 2.95
Shares, m 134 135 147 152 149 144 143 145 145 140
Valuation, ×
Valuation, × P/E 59.45 61.10 30.23 0.00 0.00 19.74 20.41 10.42 24.49 15.83
P/S 7.30 7.21 3.56 2.76 3.18 2.89 2.62 2.81 3.55 3.47
P/B 7.94 8.53 2.72 2.18 2.99 3.27 2.58 2.39 3.80 4.14
EV/Sales 6.86 6.96 3.98 3.15 3.57 3.48 3.24 3.23 4.33 4.77
EV/FCF 27.88 32.97 29.20 14.61 19.11 14.11 17.81 13.51 16.67 16.26
Cash, $m
Cash, $m Operating cash flow 55 49 37 57 47 75 55 86 113 148
Capex (1) (2) 0 0 0 0 0 (2) (2) (3)
Free cash flow 54 46 37 57 47 75 55 83 111 145
Balance, $m
Balance, $m Working capital 134 97 55 44 68 220 146 127 209 210
Total debt — — 195 180 170 319 321 275 512 954
Net debt (97) (55) 117 105 96 178 189 146 331 642
Shareholders’ equity 201 193 491 470 399 402 438 542 400 414
Returns, %
Returns, % ROA 9.36 10.50 5.64 (1.34) (4.13) 4.57 4.34 9.61 5.04 8.51
ROIC 37.90 22.27 6.30 5.82 6.95 9.60 5.99 7.96 11.74 10.31
ROE 11.65 13.44 12.20 (3.62) (12.55) 16.52 15.64 26.60 12.32 26.64
Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Charts ten years each

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
CNS Cohen & Steers Inc $3.6B 21.3× 22.3× +12.20% (above 0%: growing) +33.33% (above 0%: growing) +194.97% (above 0%: growing) 100.00% 34.55% Compare
AAMI Acadian Asset Management Inc. $3.3B 32.5× — (loss-making) +45.29% (above 0%: growing) +175.00% (above 0%: growing) −65.25% (below 0%: shrinking) 100.00% 17.50% Compare
WT WisdomTree, Inc. $3.3B 38.1× 23.9× +57.31% (above 0%: growing) +76.47% (above 0%: growing) +95.88% (above 0%: growing) 100.00% 40.53%
AB AllianceBernstein Holding L.P. $3.2B 10.3× — — +20.31% (above 0%: growing) −13.25% (below 0%: shrinking) — — Compare
GBDC Golub Capital BDC, Inc. $3.2B 18.6× 15.6× −14.02% (below 0%: shrinking) −35.29% (below 0%: shrinking) +196.17% (above 0%: growing) 100.00% 77.88% Compare
HTGC Hercules Capital, Inc. $3.1B 7.8× 8.8× +8.48% (above 0%: growing) +59.09% (above 0%: growing) +305.69% (above 0%: growing) 100.00% 77.89% Compare
FSK FS KKR Capital Corp. $3.0B — (loss-making) — (loss-making) −27.14% (below 0%: shrinking) n/m +618.52% (above 0%: growing) 100.00% 76.90% Compare
SII Sprott Inc. $2.9B 26.5× 13.0× +23.09% (above 0%: growing) +155.77% (above 0%: growing) +64.22% (above 0%: growing) 100.00% 56.77% Compare
APAM Artisan Partners Asset Management Inc. $2.7B 7.8× 10.2× +8.90% (above 0%: growing) +18.09% (above 0%: growing) +126.73% (above 0%: growing) 40.90% 27.48% Compare
Median of peers $3.2B 18.6× 13.0× +8.90% +33.33% +160.85% 100.00% 56.77%

All 120 Asset Management stocks →

WisdomTree, Inc. (WT) key facts

  • Strength: WisdomTree, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $493.8 million, up 15.4% from fiscal 2024.
  • WisdomTree, Inc. (WT) is an Asset Management company in the Financial sector, listed on the New York Stock Exchange.
  • As of October 16, 2026, WT traded at $21.34, a market capitalization of $3.3 billion.
  • WisdomTree, Inc. pays an annual dividend of $0.12 per share, a yield of 0.56%, with a payout ratio of 23.1%.
  • Return on equity was 26.6% and debt-to-equity 2.57.
  • Its Piotroski F-score is 5 out of 9 for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.

WisdomTree, Inc. (WT) Latest News

1 Aug

Impact 3 · transcript
stockrow.com/WT · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com