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

19.32 0.31 +1.63%
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 equity

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WisdomTree, Inc.'s return on equity over the twelve months to 30 September 2026 was 26.8%, up 0.1 percentage points from fiscal 2025 (26.6%). Over the past ten years it has ranged from −12.6% (fiscal 2020) to 38.2% (fiscal 2015); the current reading is higher than 91% of that period. That is above the Asset Management industry median of 4.57% and above the Financial sector median of 9.01%.

Return on equity, annual

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Annual newest first

Period Return on equity Change (points)
FY2025 26.6% 14.32
FY2024 12.3% (14.28)
FY2023 26.6% 10.96
FY2022 15.6% (0.88)
FY2021 16.5% 29.07
FY2020 −12.6% (8.93)
FY2019 −3.62% (15.82)
FY2018 12.2% (1.24)
FY2017 13.4% 1.79
FY2016 11.7% (26.58)

Against its own ten years

Low −12.6% High 38.2%
Ten-year median 13.4%
Current reading's percentile 91

Return on equity against peers

Company Return on equity
AAMI Acadian Asset Management Inc. compare 110.3%
APAM Artisan Partners Asset Management Inc. compare 61.3%
SII Sprott Inc. compare 28.6%
WT WisdomTree, Inc. 26.8%
AB AllianceBernstein Holding L.P. compare 25.5%
HTGC Hercules Capital, Inc. compare 15.8%
GBDC Golub Capital BDC, Inc. compare 4.46%
FSK FS KKR Capital Corp. compare −9.25%
ASST Strive, Inc. compare −300.7%
Asset Management industry median 4.57%
Financial sector median 9.01%
Market median 0.51%

What Return on equity is

ROE shows how much profit a company earns for its shareholders on the equity they have in the business.

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

The full definition of Return on equity →

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