Stock Fundamentals

AI Research Report

Generate a comprehensive financial analysis report powered by AI

WT.US Logo

WT.US - Current Price

$13.60

Company Information

Company Name
WisdomTree Inc.
Sector
Financial Services
Industry
Asset Management
Exchange
NYSE
ISIN: US97717P1049
CIK: 0000880631
CUSIP: 97717P104
Currency: USD
Full Time Employees: 338
Phone: 212-801-2080
Fiscal Year End: December
IPO Date: Mar 04, 1993
Description:

WisdomTree, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of WisdomTree ETFs in 401(k) plans. It develops index using its fundamentally weighted index methodology. In addition, the company provides investment advisory services. The company was founded in 1985 and is based in New York, New York.

Address:

250 West 34th Street, New York, NY, United States, 10119

Directors & Officers

Name Title Year Born
Mr. Jonathan Laurence Steinberg Founder, CEO & Director 1964
Mr. Robert Jarrett Lilien President & COO 1962
Mr. Bryan Joseph Edmiston CPA Chief Financial Officer 1976
Ms. Marci Jill Frankenthaler J.D. Chief Legal Officer & Secretary 1969
Mr. Alexis Marinof Chief Executive Officer of Europe 1975
Mr. Jeremy D. Schwartz C.F.A. Global Chief Investment Officer 1981
Mr. David Yates Chief Information Officer 1980
Mr. Peter Michael Ziemba J.D. Senior Advisor to the CEO & Chief Administrative Officer 1957
Mr. Jeremy Edward Campbell C.F.A. Director of Investor Relations NA
Ms. Jessica Zaloom Head of Corporate Communications & Public Relations NA

Shares Statistics

Shares Outstanding: 140.72M
Shares Float: 123.19M
% Insiders: 966.30%
% Institutions: 11,642.90%
Short % Float: 24.38%

Valuation Metrics

Enterprise Value: $2.21B
Trailing P/E: 21.25
Forward P/E: 14.79

Financial Highlights

Market Cap: $2.00B
EBITDA: $154.19M
P/E Ratio: $21.25
Book Value: $2.74
Dividend/Share: $0.12
Dividend Yield: 0.89%
Earnings/Share: $0.64
Profit Margin: 21.10%
Operating Margin: 38.26%
ROA (TTM): 7.80%
ROE (TTM): 25.77%
Revenue (TTM): $457.02M
Revenue/Share (TTM): $3.23
Earnings Growth (YOY): 30.20%
Revenue Growth (YOY): 11.00%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income

Operating Expenses

Balance Sheet Overview

Earnings Per Share (EPS)

Earnings History

Date EPS Actual EPS Estimate Difference Surprise %
Dec 31, 2025 N/A 0.24 N/A N/A
Sep 30, 2025 0.23 0.21 N/A 952.38%
Jun 30, 2025 0.18 0.18 N/A 0.00%
Mar 31, 2025 0.16 0.15 N/A 666.67%
Dec 31, 2024 0.17 0.18 N/A -555.56%
Sep 30, 2024 0.18 0.17 N/A 588.24%
Jun 30, 2024 0.16 0.14 N/A 1,428.57%
Mar 31, 2024 0.12 0.11 N/A 909.09%
Dec 31, 2023 0.11 0.10 N/A 1,000.00%
Sep 30, 2023 0.10 0.10 N/A 0.00%
Jun 30, 2023 0.09 0.08 N/A 1,250.00%
Mar 31, 2023 0.07 0.05 N/A 4,000.00%
Dec 31, 2022 0.04 0.04 N/A 0.00%
Sep 30, 2022 0.06 0.06 N/A 0.00%
Jun 30, 2022 0.07 0.07 N/A 0.00%
Mar 31, 2022 0.09 0.08 N/A 1,250.00%
Dec 31, 2021 0.10 0.09 N/A 1,111.11%
Sep 30, 2021 0.10 0.09 N/A 1,111.11%
Jun 30, 2021 0.10 0.09 N/A 1,111.11%
Mar 31, 2021 0.08 0.07 N/A 1,428.57%
Dec 31, 2020 0.06 0.05 N/A 2,000.00%
Sep 30, 2020 0.07 0.05 N/A 4,000.00%
Jun 30, 2020 0.05 0.04 N/A 2,500.00%
Mar 31, 2020 0.07 0.05 N/A 4,000.00%
Dec 31, 2019 0.06 0.06 N/A 0.00%
Sep 30, 2019 0.06 0.05 N/A 2,000.00%
Jun 30, 2019 0.05 0.05 N/A 0.00%
Mar 31, 2019 0.05 0.05 N/A 0.00%
Dec 31, 2018 0.06 0.08 N/A -2,500.00%
Sep 30, 2018 0.09 0.09 N/A 0.00%
Jun 30, 2018 0.09 0.09 N/A 0.00%
Mar 31, 2018 0.08 0.07 N/A 1,428.57%
Dec 31, 2017 0.04 0.06 N/A -3,333.33%
Sep 30, 2017 0.06 0.06 N/A 0.00%
Jun 30, 2017 0.06 0.07 N/A -1,428.57%
Mar 31, 2017 0.05 0.05 N/A 0.00%
Dec 31, 2016 0.03 0.05 N/A -4,000.00%
Sep 30, 2016 0.06 0.06 N/A 0.00%
Jun 30, 2016 0.07 0.06 N/A 1,666.67%
Mar 31, 2016 0.09 0.09 N/A 0.00%
Dec 31, 2015 0.15 0.15 N/A 0.00%
Sep 30, 2015 0.17 0.17 N/A 0.00%
Jun 30, 2015 0.18 0.17 N/A 588.24%
Mar 31, 2015 0.09 0.12 N/A -2,500.00%
Dec 31, 2014 0.07 0.10 N/A -3,000.00%
Sep 30, 2014 0.08 0.08 N/A 0.00%
Jun 30, 2014 0.08 0.08 N/A 0.00%
Mar 31, 2014 0.13 0.11 N/A 1,818.18%
Dec 31, 2013 0.12 0.12 N/A 0.00%
Sep 30, 2013 0.11 0.09 N/A 2,222.22%
Jun 30, 2013 0.09 0.09 N/A 0.00%
Mar 31, 2013 0.06 0.06 N/A 0.00%
Dec 31, 2012 0.04 0.03 N/A 3,333.33%
Sep 30, 2012 0.03 0.02 N/A 5,000.00%
Jun 30, 2012 0.02 0.02 N/A 0.00%
Mar 31, 2012 0.01 0.01 N/A 0.00%
Dec 31, 2011 0.01 0.01 N/A 0.00%
Sep 30, 2011 0.01 0.01 N/A 0.00%
Jun 30, 2011 0.01 0.01 N/A 0.00%
Mar 31, 2011 0.00 0.01 N/A -8,800.00%
Dec 31, 2010 -0.01 N/A N/A N/A
Sep 30, 2010 -0.01 N/A N/A N/A
Jun 30, 2010 -0.02 N/A N/A N/A
Mar 31, 2010 -0.03 N/A N/A N/A
Dec 31, 2009 -0.05 N/A N/A N/A
Sep 30, 2009 -0.05 N/A N/A N/A
Jun 30, 2009 -0.05 N/A N/A N/A
Mar 31, 2009 -0.06 N/A N/A N/A
Dec 31, 2008 -0.04 N/A N/A N/A
Sep 30, 2008 -0.06 N/A N/A N/A
Jun 30, 2008 -0.08 N/A N/A N/A
Mar 31, 2008 -0.10 N/A N/A N/A
Dec 31, 2007 -0.06 N/A N/A N/A
Sep 30, 2007 -0.06 N/A N/A N/A
Jun 30, 2007 -0.07 N/A N/A N/A
Mar 31, 2007 -0.07 N/A N/A N/A
Dec 31, 2006 -0.10 N/A N/A N/A
Jun 30, 2006 -0.05 N/A N/A N/A
Mar 31, 2006 -0.03 N/A N/A N/A
Jun 30, 2003 -0.04 N/A N/A N/A
Mar 31, 2003 -0.01 N/A N/A N/A
Dec 31, 2002 0.03 N/A N/A N/A
Sep 30, 2002 0.03 N/A N/A N/A
Jun 30, 2002 0.04 N/A N/A N/A
Mar 31, 2002 0.03 N/A N/A N/A
Sep 30, 2001 -0.09 N/A N/A N/A
Jun 30, 2001 -0.26 N/A N/A N/A
Mar 31, 2001 -0.19 N/A N/A N/A
Sep 30, 2000 0.44 N/A N/A N/A
Jun 30, 2000 -0.19 N/A N/A N/A
Mar 31, 2000 -0.15 N/A N/A N/A
Sep 30, 1999 -0.23 -0.16 N/A -4,375.00%
Jun 30, 1999 -0.25 -0.25 N/A 0.00%
Mar 31, 1999 -0.15 -0.24 N/A 3,750.00%
Dec 31, 1998 -0.23 -0.27 N/A 1,481.48%
Sep 30, 1998 -0.16 -0.28 N/A 4,285.71%
Jun 30, 1998 -0.22 -0.20 N/A -1,000.00%
Mar 31, 1998 -0.30 -0.15 N/A -10,000.00%

Balance Sheet (Yearly)

Date Cash Total Debt Total Assets Total Liabilities Total Equity
2024-12-31 $181.19M $N/A $1.03B $633.56M $399.98M
2023-12-31 $129.31M $N/A $944.14M $402.43M $541.71M
2022-12-31 $132.10M $N/A $1.03B $728.21M $305.61M
2021-12-31 $140.71M $N/A $1.04B $768.44M $269.42M
2020-12-31 $73.43M $N/A $896.69M $630.43M $266.27M
2019-12-31 $74.97M $N/A $933.24M $565.69M $367.55M
2018-12-31 $77.78M $N/A $902.64M $544.31M $358.34M
2017-12-31 $54.19M $N/A $254.99M $62.03M $192.95M
2016-12-31 $92.72M $N/A $249.77M $49.49M $200.27M
2015-12-31 $210.07M $N/A $292.69M $58.19M $234.50M
2014-12-31 $165.28M $N/A $220.75M $36.47M $184.29M
2013-12-31 $104.32M $N/A $141.79M $32.76M $109.03M
2012-12-31 $41.25M $N/A $63.43M $12.37M $51.06M
2011-12-31 $25.63M $N/A $42.57M $16.71M $25.85M
2010-12-31 $N/A $N/A $N/A $N/A $N/A
2002-12-31 $460.80K $N/A $1.20M $1.45M $-250.96K
2001-12-31 $1.29M $N/A $3.07M $4.22M $-1.15M
2000-12-31 $4.69M $N/A $12.71M $8.12M $4.58M
1999-12-31 $6.44M $N/A $16.26M $8.60M $7.66M
1998-12-31 $4.75M $N/A $10.79M $5.10M $5.69M
1997-12-31 $3.53M $N/A $12.16M $5.90M $6.26M
1996-12-31 $1.54M $N/A $11.30M $6.07M $5.24M

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Aug 26, 2025 N/A N/A N/A N/A N/A N/A
Aug 12, 2025 N/A N/A N/A N/A N/A N/A
Feb 04, 2025 N/A N/A N/A N/A N/A N/A
Dec 02, 2024 N/A N/A N/A N/A N/A N/A
Nov 15, 2024 N/A N/A N/A N/A N/A N/A
Nov 08, 2024 N/A N/A N/A N/A N/A N/A

Watchlist

0

No stocks in watchlist