NYSE · Asset Management

WisdomTree, Inc. (WT) Stock

$22.68 -2.95% NYSE: WT Financial Services

Valuation

MetricValue
Price$22.68
Market Cap$3.47B
P/E Ratio43.54
P/B Ratio8.36
P/S Ratio6.12
EPS (TTM)$0.75
52-Week High$25.91
52-Week Low$10.69
Dividend Yield0.49%

Financials & Margins

MetricValue
ROE19.25%
ROA4.92%
ROCE15.93%
Gross Margin35.22%
Operating Margin35.22%
Net Margin13.27%
Debt/Equity2.58
Current Ratio1.74

Annual Financials (USD)

Metric20212022202320242025
Revenue$304.0M$301.0M$349.0M$428.0M$494.0M
Operating Profit$89.0M$60.0M$87.0M$137.0M$174.0M
Net Profit$50.0M$51.0M$103.0M$67.0M$109.0M
EPS$0.31$0.31$0.64$0.33$0.75
Op Margin29.3%19.9%25.1%32.1%35.3%

Balance Sheet (USD)

Metric20212022202320242025
Total Assets$1.0B$1.0B$944.0M$1.0B$1.5B
Total Liabilities$768.0M$728.0M$402.0M$634.0M$1.1B
Cash$141.0M$132.0M$129.0M$181.0M$312.0M
Borrowings$319.0M$323.0M$275.0M$513.0M$957.0M

Latest News

Financial Stocks Rally To New Highs. JPMorgan Is One Of Them. Investor's Business Daily · Jul 17, 2026 2 Small-Cap Stocks Worth Your Attention and 1 We Brush Off StockStory · Jul 16, 2026 WisdomTree Schedules Earnings Conference Call for Q2 on July 31, 2026 at 11:00 a.m. ET Business Wire · Jul 16, 2026 WisdomTree (WT) Launches Space Fund On A Valuation That Already Looks Full Simply Wall St. · Jul 15, 2026 Is WisdomTree (WT) Using Its New AI Space ETF to Redefine Its Innovation Playbook? Simply Wall St. · Jul 15, 2026

Cash Flow (USD)

Metric20212022202320242025
Operating Cash Flow$75.0M$55.0M$86.0M$113.0M$149.0M
Investing Cash Flow$-100.0M$-38.0M$80.0M$-24.0M$-313.0M
Financing Cash Flow$-38.0M$-3.0M$-57.0M$-85.0M$-118.0M
Net Cash Flow$67.0M$-9.0M$-3.0M$52.0M$131.0M
Free Cash Flow$75.0M$55.0M$83.0M$113.0M$149.0M

Valuation & Return Ratios

MetricValue
PEG Ratio1.09
EV / EBITDA25.31
FCF Yield5.26%
Quick Ratio3.00
Interest Coverage5.28
Return 1Y80.16%
Return 3Y254.92%
Return 5Y324.18%

Ownership

Insiders Held9.40%
Institutions Held111.62%
Institutions Float Held123.20%
Institutional HolderSharesReport Date
Blackrock Inc.17,657,4532026-03-31
FMR, LLC12,722,8992026-03-31
Wellington Management Group, LLP10,585,9592026-03-31
Vanguard Portfolio Management LLC8,047,6422026-03-31
Capital World Investors6,811,0592026-03-31

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
AAPLApple Inc. $340.42 +1.11% 38.93 $5.00T 0.32%
MSFTMicrosoft Corporation $522.61 -1.35% 28.68 $3.88T 0.76%
GOOGLAlphabet Inc. $348.29 -0.63% 16.94 $4.22T 0.26%
AMZNAmazon.com, Inc. $254.06 -2.25% 19.82 $2.73T 0.00%
METAMeta Platforms, Inc. $720.89 -0.06% 27.93 $1.84T 0.28%

About WisdomTree, Inc.

WisdomTree, Inc. (WT) stock trades at $22.68 with a market capitalization of $3.47B. The stock is valued at a price-to-earnings (P/E) ratio of 43.54, price-to-book of 8.36, price-to-sales of 6.12. Over the past 52 weeks the stock has ranged between $10.69 and $25.91, and currently trades 12.5% below its 52-week high. It pays a dividend yielding 0.49%.

On profitability, WisdomTree, Inc. generates a return on equity (ROE) of 19.25%, above the typical market average, return on capital employed of 15.93%, an operating margin of 35.22%, a net profit margin of 13.27%.

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