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

WisdomTree, Inc. (WT) Return on invested capital

Alert me on Return on invested capital

WisdomTree, Inc.'s return on invested capital over the twelve months to 30 September 2026 was 13.8%, up 3.4 percentage points from fiscal 2025 (10.3%). Over the past ten years it has ranged from 5.82% (fiscal 2019) to 372.4% (fiscal 2015); the current reading is higher than 64% of that period. That is above the Asset Management industry median of 2.12% and above the Financial sector median of 4.70%.

Return on invested capital, annual

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Annual newest first

Period Return on invested capital Change (points)
FY2025 10.3% (1.43)
FY2024 11.7% 3.78
FY2023 7.96% 1.97
FY2022 5.99% (3.61)
FY2021 9.60% 2.65
FY2020 6.95% 1.13
FY2019 5.82% (0.48)
FY2018 6.30% (15.97)
FY2017 22.3% (15.63)
FY2016 37.9% (334.45)

Against its own ten years

Low 5.82% High 372.4%
Ten-year median 9.60%
Current reading's percentile 64

Return on invested capital against peers

Company Return on invested capital
APAM Artisan Partners Asset Management Inc. compare 88.6%
AAMI Acadian Asset Management Inc. compare 45.5%
SII Sprott Inc. compare 44.7%
WT WisdomTree, Inc. 13.8%
HTGC Hercules Capital, Inc. compare 4.36%
GBDC Golub Capital BDC, Inc. compare 2.81%
AB AllianceBernstein Holding L.P. compare 0.00%
FSK FS KKR Capital Corp. compare 0.00%
ASST Strive, Inc. compare −111.5%
Asset Management industry median 2.12%
Financial sector median 4.70%
Market median 0.00%

What Return on invested capital is

Return on Invested Capital shows how much after-tax operating profit a company earns on the money its lenders and shareholders have put in.

TTM: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) (latest quarter) + Long Term Debt (Total) (latest quarter) + Current Part of Debt (latest quarter) − Cash & Short Term Investments (latest quarter)); Annual: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) + Long Term Debt (Total) + Current Part of Debt − Cash & Short Term Investments)

The full definition of Return on invested capital →

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