NYSE · Asset Management

WT (WT) Stock

$19.54 -0.89% NYSE: WT Financial Services

Valuation

MetricValue
Price$19.54
Market Cap$2.99B
P/E Ratio25.84
P/B Ratio7.16
P/S Ratio5.43
EPS (TTM)$0.75
52-Week High$20.80
52-Week Low$10.16
Dividend Yield0.62%

Financials & Margins

MetricValue
ROE26.33%
ROA7.20%
ROCE42.03%
Gross Margin35.22%
Operating Margin35.22%
Net Margin11.26%
Debt/Equity2.53
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 Ratio—
EV / EBITDA20.28
FCF Yield5.45%
Quick Ratio9.07
Interest Coverage5.80
Return 1Y51.31%
Return 3Y190.16%
Return 5Y269.94%

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
AAMI $82.98 +0.16% 34.56 $2.96B 0.27%
CET $52.80 +0.95% 5.83 $1.56B 5.18%
GAM $66.33 +0.93% 3.14 $1.59B 10.50%
GRABGrab Holdings Limited $3.35 +1.21% 58.83 $13.28B 0.00%
NIC $172.54 -0.78% 14.40 $2.98B 0.91%

About WT

WT stock trades at $19.54 with a market capitalization of $2.99B. The stock is valued at a price-to-earnings (P/E) ratio of 25.84, price-to-book of 7.16, price-to-sales of 5.43. Over the past 52 weeks the stock has ranged between $10.16 and $20.80, and currently trades 6.1% below its 52-week high. It pays a dividend yielding 0.62%.

On profitability, WT generates a return on equity (ROE) of 26.33% — well above the market average, a sign of a high-quality business, return on capital employed of 42.03%, an operating margin of 35.22%, a net profit margin of 11.26%.

Related Financial Services Stocks

BRK.A Insurance - Diversified $733370.00 +0.00% BRK.B FIRE, MARINE & CASUALTY INSURANCE $482.70 +0.00% JPM Banks - Diversified $357.52 +0.34% V Financial - Credit Services $362.50 -2.15% MA Financial - Credit Services $562.95 -2.26% BAC Banks - Diversified $63.17 +0.27% HSBC Banks - Diversified $102.60 -1.06% MS Financial - Capital Markets $203.19 -3.97% GS Financial - Capital Markets $980.75 -5.09% RY Banks - Diversified $206.45 -2.79% WFC Banks - Diversified $83.87 -3.45% MUFG Banks - Diversified $21.94 -2.18%

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