WisdomTree, Inc. WT

24.33 0.34 1.42% as of 25 Sep
Market cap
$3.6B
P/E
43.4×
Growth Flags show if company had growth for consecutive years

Insider Decisions

Total sells 4.52
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — 2 1 — 1 — — 3 — — — 1
Insider Ownership 11.46%

Capital & Financial Ratios

Market Cap 3,630.00
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 43.45
P/S ratio 5.95
P/B ratio 8.66
Past 5Y EPS Growth 43.20%
This Y EPS Growth 40.86%
Next Y EPS Growth 11.56%
Next 5Y EPS Growth 21.43%
in millions of $

Dividends

Payout Ratio 0.21
Annual Dividend Rate 0.12
Annual Dividend Yield 1.73%
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 in italic, special payouts not included in total or ratios

Assets vs Liabilities

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
in millions of $

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

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
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

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
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

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
in millions of $ · 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
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
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
Low Price
15.63 12.68 13.41 8.04 5.60 7.38 6.60 7.55 12.45 14.96
High Price
209 204 228 208 217 241 273 303 313 360
Employees
1 1 1 1 1 1 1 1 1 1
Revenue/Emp
219 228 274 267 250 304 301 349 428 494
Revenue
100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00%
Gross Margin
56 58 51 0 (35) 57 40 119 95 142
EBT
25.38% 25.49% 18.62% 0.05% (14.09%) 18.62% 13.26% 34.10% 22.30% 28.80%
EBT Margin
26 27 37 (10) (36) 50 51 103 67 109
Net Income
3 1 21 38 30 21 4 4 5 9
Depreciation
1.63 1.70 1.87 1.76 1.68 2.12 2.11 2.41 2.96 3.52
Revenue/Sh
0.19 0.20 0.23 0.12 (0.25) 0.31 0.31 0.66 0.34 0.77
Earnings/Sh
0.41 0.36 0.26 0.38 0.32 0.52 0.39 0.59 0.78 1.05
Cash Flow/Sh
(0.01) (0.02) 0.00 0.00 0.00 0.00 0.00 (0.02) (0.02) (0.02)
Capex/Sh
0.40 0.34 0.26 0.38 0.31 0.52 0.38 0.58 0.77 1.03
Free CF/Sh
1.50 1.43 3.35 3.10 2.68 2.79 3.06 3.74 2.77 2.95
Book Value/Sh
134 135 147 152 149 144 143 145 145 140
Shares
59.45 61.10 30.23 0.00 0.00 19.74 20.41 10.42 24.49 15.83
PE Ratio
7.30 7.21 3.56 2.76 3.18 2.89 2.62 2.81 3.55 3.47
PS Ratio
7.94 8.53 2.72 2.18 2.99 3.27 2.58 2.39 3.80 4.14
PB Ratio
6.86 6.96 3.98 3.15 3.57 3.48 3.24 3.23 4.33 4.77
EV/Sales
27.88 32.97 29.20 14.61 19.11 14.11 17.81 13.51 16.67 16.26
EV/FCF
55 49 37 57 47 75 55 86 113 148
Op' Cash Flow
(1) (2) 0 0 0 0 0 (2) (2) (3)
Capex
54 46 37 57 47 75 55 83 111 145
FCF
134 97 55 44 68 220 146 127 209 210
Working Cap'
— — 195 180 170 319 321 275 512 954
Total Debt
(97) (55) 117 105 96 178 189 146 331 642
Net Debt
201 193 491 470 399 402 438 542 400 414
Sh' Equity
9.36% 10.50% 5.64% (1.34%) (4.13%) 4.57% 4.34% 9.61% 5.04% 8.51%
ROA
37.90% 22.27% 6.30% 5.82% 6.95% 9.60% 5.99% 7.96% 11.74% 10.31%
ROIC
11.65% 13.44% 12.20% (3.62%) (12.55%) 16.52% 15.64% 26.60% 12.32% 26.64%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

WisdomTree, Inc. (WT) key facts

  • WisdomTree, Inc. (WT) is an Asset Management company in the Financial sector, listed on the New York Stock Exchange.
  • WisdomTree, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $493.8 million, up 15.4% from fiscal 2024.
  • As of September 25, 2026, WT traded at $24.33, a market capitalization of $3.6 billion.
  • WisdomTree, Inc. pays an annual dividend of $0.12 per share, a yield of 1.73%, with a payout ratio of 21.4%.
  • Return on equity was 26.6% and debt-to-equity 2.57.

Source: company filings (standardised) and stockrow calculations.

WisdomTree, Inc. (WT) Latest News

News by impact score

Fine-tune

25 Sep

4

WisdomTree reports strong core momentum with 5-year revenue growth around 14.5%, operating cash flow north of $90 million, and free cash flow margins above 25%, while ROE nears 19.3%. The ETF sponsor is pivoting toward blockchain-native infrastructure, boosted by a Sept. 17 partnership with MoonPay that embeds WisdomTree's tokenized money market fund, WTGXX, into MoonPay's app and stablecoin framework. The deal grants access to a 35-million-account network and 1,700 partners, creating a major distribution lever for retail and institutions and laying groundwork for future international tokenized funds. Q2 2026 saw record AUM of $162.9B and operating margins at 40.5% as inflows flow through with modest marginal costs. Balance-sheet noise from debt repurchases produced a six-month GAAP loss and higher interest expense, but cash flows remain intact. Risks include regulatory uncertainty around blockchain tech and no principal protection for WTGXX. Stock trades at about 17.3x forward earnings. MoonPay distribution expansion and tokenized fund initiative create a meaningful growth pivot beyond traditional AUM, with upside tempered by execution and regulatory risks.

23 Sep

3

MoonPay agreed to buy North Capital, a Utah broker with two SEC-registered broker-dealers and the PPEX ATS, to secure US securities licenses and the essential infrastructure for selling tokenized securities in the United States. Terms were undisclosed and the deal awaits regulatory sign-off. North Capital's network provides escrow, transfer agent, investment adviser, and listed platform rails that MoonPay can leverage to tokenize and trade regulated securities, not merely synthetic trackers. MoonPay says the deal is plumbing, including investor verification, clearing, and shareholder records, needed to offer real securities to Americans. The transaction also underpins MoonPay's tokenized-Treasury fund line with WisdomTree, expanding the pathway from tokenization to actual trading in private markets (Reg CF/Reg A+, with Reg D gated). Demand remains uncertain as private-market activity remains thin. Enables tokenization-expansion for WisdomTree with MoonPay's rails, though demand for private-market tokenized securities remains uncertain.

17 Sep

4

Ex-CFTC chief endorses WisdomTree's $1 Treasury fund integration into crypto wallets, calling it an obvious choice for users seeking yield on digital assets. WisdomTree's $1 Treasury fund entering crypto wallets marks a major expansion into digital asset distribution channels.

6 Sep

3

Stable Sea launched new tokenized funds that may shift WisdomTree's investment narrative. Stable Sea tokenized funds create competitive pressure that could moderately affect WisdomTree positioning.

5 Sep

3

WisdomTree launches tokenized funds resulting in assessment that its stock appears fully priced. New tokenized funds introduce product innovation with moderate effects on competitive positioning.

3

WisdomTree (WT) stock may be 6% overvalued as tokenized funds gain market traction. Tokenized fund adoption creates competitive pressure that can affect WisdomTree valuation and investor views.

25 Aug

3

Stable Sea expands collaboration with WisdomTree by adding two new tokenized funds for business cash management. New tokenized funds expand WisdomTree product offerings in digital assets and business cash solutions.

20 Aug

3

WisdomTree (WT) released Q2 earnings, prompting analysis on buy, sell or hold recommendations based on financial results and outlook. Q2 earnings results and buy/sell/hold analysis may moderately influence WT investor sentiment and short-term performance.

17 Aug

3

WisdomTree offers three dividend ETFs that pay out monthly but remain unknown to most investors. Increased visibility for WisdomTree monthly dividend ETFs may draw additional assets under management and support revenue growth.

13 Aug

3

WisdomTree reported strong Q2 earnings alongside solid July inflows, leading to questions on whether the stock is fully priced. Positive earnings and inflows may moderately lift near-term sentiment and performance but are unlikely to reshape long-term trajectory.

9 Aug

3

WisdomTree’s Q2 earnings call included five analyst questions on company performance, strategy and outlook. Q2 earnings call analyst questions offer moderate insights into operations and expectations.

4 Aug

4

WisdomTree reported Q2 results driven by diversified asset growth and strategic expansion. Strategic expansion and diversified asset growth signal major moves likely to alter WisdomTree's trajectory and investor sentiment.

1 Aug

3 transcript

WisdomTree Q2 earnings call highlighted revenue figures, assets under management growth, ETF product performance, and management commentary on market conditions and future strategy. Q2 earnings call provides financial results and guidance that moderately shapes near-term investor views on operations and outlook.

31 Jul

4

WisdomTree reported strong Q2 CY2026 earnings results. Strong quarterly results signal positive momentum for WisdomTree's financial performance and market position.

3 transcript

WisdomTree, Inc. released its Q2 2026 earnings call summary covering financial results and outlook. Earnings call disclosures typically affect near-term stock sentiment without altering long-term strategy.

3

WisdomTree executive Will Peck states SEC permitted a money market fund to trade like a stablecoin. Regulatory shift enabling stablecoin-like trading for money market funds may boost WisdomTree product positioning.

3

WisdomTree, Inc. released Q2 earnings with analysis of key financial metrics. Quarterly earnings data directly shapes views on financial health and near-term stock movement.

3

WisdomTree, Inc. (WT) beat Q2 earnings and revenue estimates. Earnings beat provides moderate positive signal for near-term financial performance and stock sentiment.

3

WisdomTree, Inc. (WT) announced its second quarter 2026 financial results. Quarterly earnings releases deliver key financial metrics that can shift investor sentiment and near-term stock valuation.

30 Jul

3

WisdomTree sustains earnings beat streak with potential to shift perceptions around its ETF lineup and digital finance efforts. Earnings consistency may lift sentiment toward core ETF operations and digital initiatives without major structural change.

22 Jul

3

WisdomTree highlights strong fundamentals in a specific segment of the bond market with potential benefits for its fixed-income ETF offerings. Favorable fundamentals commentary supports WisdomTree's ETF positioning in bonds without indicating major strategic shifts.

15 Jul

3

WisdomTree launches a space fund on a valuation that already appears full. New space fund launch introduces moderate potential growth in assets under management while valuation concerns may limit upside.

14 Jul

3

WisdomTree launches new AI Space ETF to advance innovation in its product lineup and asset management strategy. New AI ETF launch may moderately enhance product innovation and competitive positioning.

3

WisdomTree positioned for potential breakout ahead of Q2 results. Pre-earnings positioning may drive short-term stock moves without altering long-term fundamentals.

10 Jul

3

WisdomTree posted $8.9B in first-half inflows while assets under management fell to $160.9B at end of June. Mixed H1 inflows and June AUM drop point to moderate effects on near-term performance without major trajectory shift.

9 Jul

3

WisdomTree launches Space Economy Fund (WSPC). New thematic fund launch expands product lineup and may attract inflows in emerging sector.

30 Jun

3

WisdomTree launches Asia Defense Fund expanding its international ETF focus. New fund launch expands ETF lineup and international presence with moderate effect on operations.

7 Jun

4

WisdomTree launches Physical AI and Robotics ETF (WDRN) which may shift the firm's investment narrative and product focus. New AI and robotics ETF launch marks significant product innovation that could alter WisdomTree's asset inflows and market positioning.

3 Jun

4

WisdomTree CEO states ETFs with private assets mark next phase of industry evolution. CEO comments signal strategic product direction into private-asset ETFs that can materially shift competitive positioning.

3

WisdomTree CEO identifies ETFs with private assets as next evolution in industry. CEO statement signals potential product innovation in ETFs that could influence competitive positioning.

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