Business Description
WisdomTree Inc
NAICS : 523940
SIC : 6282
ISIN : US97717P1049
Share Class Description:
WT: Ordinary SharesTotal Employee Number:
360Description
WisdomTree Inc is a financial innovator, offering a diverse suite of Exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. It also offers digital products and services related to tokenized real world assets and stablecoins, including tokenized mutual funds (Digital Funds), as well as its institutional platform, WisdomTree Connect, and blockchain-native digital wallet, WisdomTree Prime. The company's products are distributed across various asset management industry channels, including banks, brokerage firms, registered investment advisers, institutional investors, private wealth managers and online brokers. The majority of the company's revenue is generated from advisory fees earned from ETPs.
Financial Strength
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 0.31 | |||||
Equity-to-Asset | 0.25 | |||||
Debt-to-Equity | 2.58 | |||||
Debt-to-EBITDA | 6.01 | |||||
Interest Coverage | 5.34 | |||||
Piotroski F-Score | 7/9 | |||||
Altman Z-Score | 2.97 | |||||
Beneish M-Score | -2.15 | |||||
WACC vs ROIC | ||||||
Growth Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 21.6 | |||||
3-Year EBITDA Growth Rate | 51.5 | |||||
3-Year EPS without NRI Growth Rate | 49 | |||||
3-Year FCF Growth Rate | 42.5 | |||||
3-Year Book Growth Rate | 12.1 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 16.74 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 17.93 |
Momentum Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 90.63 | |||||
9-Day RSI | 81.65 | |||||
14-Day RSI | 75.62 | |||||
3-1 Month Momentum % | 4.45 | |||||
6-1 Month Momentum % | 15.2 | |||||
12-1 Month Momentum % | 45.89 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Current Ratio | 3 | |||||
Quick Ratio | 3 | |||||
Cash Ratio | 2.35 | |||||
Days Sales Outstanding | 35.33 | |||||
Days Payable | 40.06 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 0.48 | |||||
Dividend Payout Ratio | 0.11 | |||||
Forward Dividend Yield % | 0.48 | |||||
5-Year Yield-on-Cost % | 0.48 | |||||
3-Year Average Share Buyback Ratio | 1.3 | |||||
Shareholder Yield % | -9.91 |
Profitability Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Gross Margin % | 56.6 | |||||
Operating Margin % | 39.75 | |||||
Net Margin % | 13.27 | |||||
EBITDA Margin % | 29.41 | |||||
FCF Margin % | 31.55 | |||||
OCF Margin % | 32.19 | |||||
ROE % | 19.02 | |||||
ROA % | 5.42 | |||||
ROIC % | 15.05 | |||||
3-Year ROIIC % | 16.93 | |||||
ROC (Joel Greenblatt) % | 6099.47 | |||||
ROCE % | 13.3 | |||||
Years of Profitability over Past 10-Year | 8 | |||||
Moat Score | 5 | |||||
Tariff Resilience Score | 8 |
GF Value Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 48.15 | |||||
Forward PE Ratio | 21.26 | |||||
PE Ratio without NRI | 22.76 | |||||
Shiller PE Ratio | 81.3 | |||||
Price-to-Owner-Earnings | 23.64 | |||||
PS Ratio | 6 | |||||
PB Ratio | 9.08 | |||||
Price-to-Free-Cash-Flow | 19.34 | |||||
Price-to-Operating-Cash-Flow | 18.96 | |||||
EV-to-EBIT | 26.81 | |||||
EV-to-EBITDA | 25.32 | |||||
EV-to-Forward-EBITDA | 16.46 | |||||
EV-to-Revenue | 7.45 | |||||
EV-to-Forward-Revenue | 6.43 | |||||
EV-to-FCF | 23.6 | |||||
Price-to-GF-Value | 1.37 | |||||
Price-to-Projected-FCF | 2.25 | |||||
Price-to-Median-PS-Value | 1.61 | |||||
Price-to-Peter-Lynch-Fair-Value | 0.91 | |||||
Earnings Yield (Greenblatt) % | 3.73 | |||||
FCF Yield % | 5.07 | |||||
Forward Rate of Return (Yacktman) % | 22.74 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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WisdomTree Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 609.68 | ||
| EPS (TTM) ($) | 0.52 | ||
| Beta | 1.5427 | ||
| 3-Year Sharpe Ratio | 0.93 | ||
| 3-Year Sortino Ratio | 1.81 | ||
| Volatility % | 49.65 | ||
| 14-Day RSI | 75.62 | ||
| 14-Day ATR ($) | 0.797534 | ||
| 20-Day SMA ($) | 22.626 | ||
| 12-1 Month Momentum % | 45.89 | ||
| 52-Week Range ($) | 10.69 - 25.53 | ||
| Shares Outstanding (Mil) | 151.51 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 7 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
WisdomTree Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
WisdomTree Inc Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| Annual report for 2026 | 2027-02-25 | In 181 days | ||
| Fourth quarter earnings conference call for 2026 | 2027-01-29 11:00 | In 155 days | ||
| Fourth quarter earnings results for 2026 | 2027-01-29 | In 154 days | ||
| Third quarter earnings conference call for 2026 | 2026-10-30 11:00 | In 64 days | ||
| Third quarter earnings results for 2026 | 2026-10-30 | In 63 days | ||
| USD 0.030000 Cash Dividend | 2026-08-12 | 22.00 (-1.52%) | ||
| Second quarter earnings conference call for 2026 | 2026-07-31 11:00 | 18.80 (+2.45%) | ||
| Second quarter earnings results for 2026 | 2026-07-31 | 18.80 (+2.45%) | ||
| General meeting for 2026 | 2026-06-17 10:00 | 18.47 (-0.48%) | ||
| USD 0.030000 Cash Dividend | 2026-05-13 | 18.72 (-2.55%) |
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WisdomTree Inc Frequently Asked Questions
What is WisdomTree Inc(WT)'s stock price today?
The current price of WT is $25.04. The 52 week high of WT is $25.53 and 52 week low is $10.69.
When is next earnings date of WisdomTree Inc(WT)?
The next earnings date of WisdomTree Inc(WT) is 2026-10-30 Est..
Does WisdomTree Inc(WT) pay dividends? If so, how much?
The Dividend Yield %  of WisdomTree Inc(WT) is 0.48% (As of Today), Highest Dividend Payout Ratio of WisdomTree Inc(WT) was 1.52. The lowest was 0.11. And the median was 0.42. The  Forward Dividend Yield % of WisdomTree Inc(WT) is 0.48%. For more information regarding to dividend, please check our Dividend Page.
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