WisdomTree, Inc. (WT) stock price, financials & research

Regular session · ET · Market data may be delayed.

GoAI snapshot

Jul 10, 2026

43/ 100

GoAI Score

Hold

Valuation

23

Expensive

Sentiment

56

Mixed

Risk

34

Moderate Risk

Momentum

63

Gaining

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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 $22.68

$22.57$23.24

52-week range

Current $22.68

$10.69$25.91

Open: $22.98
Previous close: $23.37
Volume: 2.48M; 0.88× average
Average volume: 2.82M; Average daily volume
Market cap: 3.47B USD
Beta: 1.17; Market reference 1
50-day average: $23.2388; -2.40% below average
200-day average: $18.3815; +23.38% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value: 2.36B USD
P/E (TTM): 40.5×
P/B (TTM): 7.78×
P/S (TTM): 5.69×
EV / EBITDA: 12.79×
Earnings yield: 6.38%
Free cash flow yield: 8.72%
Dividend yield: 0.53%

Profitability & efficiency

Gross margin: 71.84%
Operating margin: 39.30%
Net margin: 13.27%
Return on equity: 26.38%
Return on assets: 7.21%
Return on invested capital: 9.67%

Financial health

Debt / equity: 2.58×
Current ratio: 1.75×
Altman Z-score: 2.84
Piotroski F-score: 6 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin

Income trends

Revenue

493.75M USD+15.43%

Operating income

174.2M USD+26.88%

Net income

109.13M USD+63.63%

Financial statements: Income statement
Metric (USD)	FY2025	FY2024	FY2023	FY2022	FY2021
Revenue	493.75M USD	427.74M USD	349.04M USD	301.35M USD	304.32M USD
Cost of goods sold	137.68M USD	121.28M USD	180.88M USD	162.66M USD	147.08M USD
Gross profit	356.07M USD	306.46M USD	168.16M USD	138.69M USD	157.24M USD
Research and development	—	1.52M USD	—	—	—
Selling, general, and administrative	33.6M USD	61.79M USD	54.49M USD	44.87M USD	36.24M USD
Operating expenses	181.88M USD	169.16M USD	80.66M USD	78.6M USD	68.19M USD
Interest income	10.97M USD	6.78M USD	4.1M USD	3.32M USD	2.01M USD
Interest expense	30.42M USD	18.91M USD	15.24M USD	14.94M USD	12.33M USD
Depreciation and amortization	5.31M USD	3.06M USD	2.16M USD	1.23M USD	2.69M USD
Operating income	174.2M USD	137.29M USD	87.49M USD	60.09M USD	89.06M USD
Net income	109.13M USD	66.69M USD	102.55M USD	50.68M USD	49.8M USD

Company facts updated Oct 9, 2026.

Earnings

EPS beat rate: 64%; 7 beats, 1 miss, 3 met estimates
Average EPS surprise: +7.24%; 11 comparable reports
Latest EPS result: 0.31; Estimate 0.26 · Beat by 17.29%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate

Latest fiscal-year EPS: 0.75; FY2025 · +127.27% year over year
Latest fiscal-year revenue: 493.75M USD; FY2025 · +15.43% year over year
Next fiscal-year EPS consensus: 1.2; FY2026 · 5 analysts
Next fiscal-year revenue consensus: 703.05M USD; FY2026 · 6 analysts

Annual EPS trend

Reported history and fiscal-year consensus

ReportedConsensus forecast

Annual revenue trend

Reported history and fiscal-year consensus

ReportedConsensus forecast

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$26.05

14.86% upside

Past 12 months12-month forecastHigh $29.00Average $26.05Low $21.30

Rating distribution

17 ratings

Strong buy00%

Buy847%

Hold741%

Sell212%

Strong sell00%

Recent analyst actions

8 institutions

Northcoast ResearchupgradeNeutralBuyDec 28, 2023

WT news

gurufocus.comOct 8, 2026

WisdomTree Launches Efficient Long/Short U.S. SmallCap Equity Fund (WSLS) and Global Alpha Fund (WTAL) on Texas Stock Exchange

WisdomTree, Inc. (âWisdomTreeâ) (NYSE: WT), a global financial innovator, today announced the launch of the WisdomTree Efficient Long/Short U.S. SmallCap Eq

Read source

zacks.comOct 6, 2026

Is WisdomTree U.S. High Yield Corporate Bond ETF (QHY) a Strong ETF Right Now?

Launched on 04/27/2016, the WisdomTree U.S. High Yield Corporate Bond ETF (QHY) is a smart beta exchange traded fund offering broad exposure to the High-Yield/Junk Bond ETFs category of the market.

Read source

fool.comOct 1, 2026

Why I'm Choosing the WisdomTree U.S. Quality Dividend Growth Fund Over Every High-Yield Dividend ETF Right Now

The WisdomTree U.S. Quality Dividend Growth Fund isn't much in the yield department, but it offers plenty of other advantages. This ETF has a surprisingly large weight to technology stocks.

Read source

kitco.comSep 30, 2026

Gold is setting up for one of its best decades as fiat currencies face mounting pressure - WisdomTree's Shah

The gold market continues to struggle against rising bond yields and tighter global monetary policy, but one commodity strategist says investors may be focusing too much on the short-term headwinds and missing what could…

Read source

zacks.comSep 30, 2026

Should WisdomTree U.S. LargeCap ETF (EPS) Be on Your Investing Radar?

Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the WisdomTree U.S. LargeCap ETF (EPS) is a passively managed exchange traded fund launched on February 23, 2007.

Read source

zacks.comSep 29, 2026

3 Reasons Why Growth Investors Shouldn't Overlook WisdomTree, Inc. (WT)

WisdomTree, Inc. (WT) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Read source

Corporate actions

Annual dividends per share

Cash distributions grouped by calendar year; partial years are marked.

$0.12

2025 complete year0.0% since 2021

2026 partial: $0.09

$0.12

2,021

$0.12

2,022

$0.12

2,023

$0.12

2,024

$0.12

2,025

$0.09

2,026*

* Partial calendar year in the available dividend history.

Corporate action history

Action	Ex-dividend date	Details	Record date	Payment date
Dividend	Aug 12, 2026	$0.03Quarterly	Aug 12, 2026	Aug 26, 2026
Dividend	May 13, 2026	$0.03Quarterly	May 13, 2026	May 27, 2026
Dividend	Feb 11, 2026	$0.03Quarterly	Feb 11, 2026	Feb 25, 2026
Dividend	Nov 12, 2025	$0.03Quarterly	Nov 12, 2025	Nov 26, 2025
Dividend	Aug 13, 2025	$0.03Quarterly	Aug 13, 2025	Aug 27, 2025
Dividend	May 14, 2025	$0.03Quarterly	May 14, 2025	May 28, 2025