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

19.44 0.43 +2.26%
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

WisdomTree, Inc. (WT) Return on assets

Alert me on Return on assets

WisdomTree, Inc.'s return on assets over the twelve months to 30 September 2026 was 7.09%, down 1.4 percentage points from fiscal 2025 (8.51%). Over the past ten years it has ranged from −4.13% (fiscal 2020) to 31.2% (fiscal 2015); the current reading is higher than 64% of that period. That is above the Asset Management industry median of 1.40% and above the Financial sector median of 1.15%.

Return on assets, annual

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Annual newest first

Period Return on assets Change (points)
FY2025 8.51% 3.47
FY2024 5.04% (4.57)
FY2023 9.61% 5.27
FY2022 4.34% (0.23)
FY2021 4.57% 8.70
FY2020 −4.13% (2.79)
FY2019 −1.34% (6.98)
FY2018 5.64% (4.86)
FY2017 10.5% 1.14
FY2016 9.36% (21.82)

Against its own ten years

Low −4.13% High 31.2%
Ten-year median 5.64%
Current reading's percentile 64

Return on assets against peers

Company Return on assets
AB AllianceBernstein Holding L.P. compare 25.5%
SII Sprott Inc. compare 22.1%
APAM Artisan Partners Asset Management Inc. compare 18.3%
AAMI Acadian Asset Management Inc. compare 14.8%
HTGC Hercules Capital, Inc. compare 7.63%
WT WisdomTree, Inc. 7.09%
GBDC Golub Capital BDC, Inc. compare 1.95%
FSK FS KKR Capital Corp. compare −4.03%
ASST Strive, Inc. compare −141.3%
Asset Management industry median 1.40%
Financial sector median 1.15%
Market median 0.00%

What Return on assets is

ROA tells an investor how much profit a company earns for shareholders from the assets it uses to run its business.

Annual: Net Income Allotted to Shareholders ÷ Average Assets; TTM: Net Income Allotted to Shareholders ÷ Average Assets (latest quarter)

The full definition of Return on assets →

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