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WisdomTree, Inc. logo

WisdomTree, Inc.

WT

NYSEFinancial ServicesAsset Management

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Previous close

$23.51

+$0.86 · +3.80%

Aug 21, 4:00 PM ET

WT company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

23

Expensive

Momentum

63

Gaining

Sentiment

56

Mixed

Risk resilience

66

Moderate Risk

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Company profile

Company website

WisdomTree, Inc., an investment firm operating through its subsidiaries, primarily functions as a sponsor and manager of exchange-traded funds (ETFs). These ETFs span a diverse range of asset classes, including equities, currencies, fixed income, and alternative investments. Beyond fund management, the company extends its reach by licensing its unique, fundamentally weighted indexes to external entities for use in their own bespoke financial products. It also facilitates the integration of WisdomTree ETFs into 401(k) retirement plans through a dedicated platform. Additionally, WisdomTree provides specialized investment advisory services. Established in 1985, the company maintains its headquarters in New York, New York.

Industry
Asset Management
Sector
Financial Services
Headquarters
US
CEO
Jonathan Laurence Steinberg
Listed since
Mar 4, 1993
Employees
414

Market position

Day range

Current $23.51

52-week range

Current $23.51

Open
$22.99
Previous close
$22.65
Volume
1.81M
0.62× average
Average volume
2.94M
Average daily volume
Market cap
3.6B USD
Beta
1.18
Market reference 1
50-day average
$19.8348
+18.53% above average
200-day average
$16.3276
+43.99% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
2.36B USD
EV / EBITDA
12.9×
Earnings yield
6.38%
Free cash flow yield
8.72%

Profitability & efficiency

Return on equity
26.38%
Return on assets
7.21%
Return on invested capital
9.67%

Financial health

Current ratio
1.75×
Altman Z-score
2.87
Piotroski F-score
6 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends78%55%33%10%Gross margin, FY2021: 51.67%Gross margin, FY2022: 46.02%Gross margin, FY2023: 48.18%Gross margin, FY2024: 71.65%Gross margin, FY2025: 72.12%Operating margin, FY2021: 29.26%Operating margin, FY2022: 19.94%Operating margin, FY2023: 25.07%Operating margin, FY2024: 32.10%Operating margin, FY2025: 35.28%Net margin, FY2021: 16.36%Net margin, FY2022: 16.82%Net margin, FY2023: 29.38%Net margin, FY2024: 15.59%Net margin, FY2025: 22.10%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 51.67%. Gross margin FY2022 46.02%. Gross margin FY2023 48.18%. Gross margin FY2024 71.65%. Gross margin FY2025 72.12%. Operating margin FY2021 29.26%. Operating margin FY2022 19.94%. Operating margin FY2023 25.07%. Operating margin FY2024 32.10%. Operating margin FY2025 35.28%. Net margin FY2021 16.36%. Net margin FY2022 16.82%. Net margin FY2023 29.38%. Net margin FY2024 15.59%. Net margin FY2025 22.10%.

Income trends

Revenue

493.75M USD+15.43%

Operating income

174.2M USD+26.88%

Net income

109.13M USD+63.63%
Income trends across reported periods538.15M USD360.57M USD182.98M USD5.4M USDRevenue, FY2021: 304.32M USDRevenue, FY2022: 301.35M USDRevenue, FY2023: 349.04M USDRevenue, FY2024: 427.74M USDRevenue, FY2025: 493.75M USDOperating income, FY2021: 89.06M USDOperating income, FY2022: 60.09M USDOperating income, FY2023: 87.49M USDOperating income, FY2024: 137.29M USDOperating income, FY2025: 174.2M USDNet income, FY2021: 49.8M USDNet income, FY2022: 50.68M USDNet income, FY2023: 102.55M USDNet income, FY2024: 66.69M USDNet income, FY2025: 109.13M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 304.32M USD. Revenue FY2022 301.35M USD. Revenue FY2023 349.04M USD. Revenue FY2024 427.74M USD. Revenue FY2025 493.75M USD. Operating income FY2021 89.06M USD. Operating income FY2022 60.09M USD. Operating income FY2023 87.49M USD. Operating income FY2024 137.29M USD. Operating income FY2025 174.2M USD. Net income FY2021 49.8M USD. Net income FY2022 50.68M USD. Net income FY2023 102.55M USD. Net income FY2024 66.69M USD. Net income FY2025 109.13M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue493.75M USD427.74M USD349.04M USD301.35M USD304.32M USD
Cost of goods sold137.68M USD121.28M USD180.88M USD162.66M USD147.08M USD
Gross profit356.07M USD306.46M USD168.16M USD138.69M USD157.24M USD
Research and development—1.52M USD———
Selling, general, and administrative33.6M USD61.79M USD54.49M USD44.87M USD36.24M USD
Operating expenses181.88M USD169.16M USD80.66M USD78.6M USD68.19M USD
Interest income10.97M USD6.78M USD4.1M USD3.32M USD2.01M USD
Interest expense30.42M USD18.91M USD15.24M USD14.94M USD12.33M USD
Depreciation and amortization3.78M USD3.06M USD2.16M USD1.23M USD2.69M USD
Operating income174.2M USD137.29M USD87.49M USD60.09M USD89.06M USD
Net income109.13M USD66.69M USD102.55M USD50.68M USD49.8M USD

Company facts updated Aug 24, 2026.

WT news

defenseworld.net

WisdomTree, Inc. $WT Shares Acquired by Bank of America Corp DE

Bank of America Corp DE boosted its position in WisdomTree, Inc. (NYSE: WT) by 556.4% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional…

Read source
businesswire.com

WisdomTree Reports Monthly Metrics for July 2026

NEW YORK--(BUSINESS WIRE)--WisdomTree today released monthly metrics for July 2026, including assets under management (AUM) and flow data by asset class.

Read source
zacks.com

Is WisdomTree U.S. LargeCap ETF (EPS) a Strong ETF Right Now?

Making its debut on 02/23/2007, smart beta exchange traded fund WisdomTree U.S. LargeCap ETF (EPS) provides investors broad exposure to the Style Box - Large Cap Value category of the market.

Read source
etftrends.com

Higher Rates Create New Opportunities in Muni Bonds

As investors rethink fixed income allocations, muni bonds may be entering one of their most compelling periods in years. That was the central message during a recent WisdomTree webinar featuring Kevin Flanagan, head of…

Read source
marketbeat.com

WisdomTree Q2 Earnings Call Highlights

WisdomTree NYSE: WT reported record assets under management and higher revenue in the second quarter of 2026, aided by net inflows, favorable markets and the acquisition of Atlantic House.

Read source
seekingalpha.com

WisdomTree, Inc. (WT) Q2 2026 Earnings Call Transcript

WisdomTree, Inc. (WT) Q2 2026 Earnings Call Transcript

Read source

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ETFs holding WT

Funds reporting this stock among their holdings, ordered by reported position size.

iShares Core S&P Small-Cap ETF logoiShares Core S&P Small-Cap ETFIJR
Market value
176.73M
Weight
0.16%
AUM
111.19B USD
Expense ratio
0.06%
Price / 1D
$147.31+0.64%
Vanguard Morningstar Total Stock Market ETF logoVanguard Morningstar Total Stock Market ETFVTI
Market value
85.2M
Weight
0.00%
AUM
2.3T USD
Expense ratio
0.03%
Price / 1D
$378.24+0.44%
iShares Russell 2000 ETF logoiShares Russell 2000 ETFIWM
Market value
78.78M
Weight
0.10%
AUM
81.62B USD
Expense ratio
0.19%
Price / 1D
$299.96+0.77%
Vanguard Morningstar Small-Cap ETF logoVanguard Morningstar Small-Cap ETFVB
Market value
61.28M
Weight
0.03%
AUM
183.4B USD
Expense ratio
0.03%
Price / 1D
$304.76+0.64%
Vanguard Morningstar Small-Cap Value ETF logoVanguard Morningstar Small-Cap Value ETFVBR
Market value
38.93M
Weight
0.06%
AUM
68.3B USD
Expense ratio
0.05%
Price / 1D
$249.18+0.68%
Amplify Blockchain Technology ETF logoAmplify Blockchain Technology ETFBLOK
Market value
29.32M
Weight
2.66%
AUM
1.1B USD
Expense ratio
0.70%
Price / 1D
$62.95+1.73%
Fidelity Enhanced Small Cap ETF logoFidelity Enhanced Small Cap ETFFESM
Market value
29.32M
Weight
0.45%
AUM
6.03B USD
Expense ratio
0.28%
Price / 1D
$47.94+0.80%
Invesco S&P SmallCap Momentum ETF logoInvesco S&P SmallCap Momentum ETFXSMO
Market value
28.67M
Weight
0.95%
AUM
3.04B USD
Expense ratio
0.36%
Price / 1D
$86.05+0.54%

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