WisdomTree, Inc. (NYSE: WT) is a Financial Services company in the Asset Management industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
Latest market price
22.24
-0.02-0.09%
TA
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Snapshot
| Index | - | P/E | 42.77 | EPS (ttm) | 0.52 | Insider Own | 19.22% | Shs Outstand | 152.94M | Perf Week | -8.33% |
| Market Cap | 3.40B | Forward P/E | 16.76 | EPS next Y | 1.33 | Insider Trans | -0.60% | Shs Float | 133.32M | Perf Month | -2.71% |
| Enterprise Value | 4.19B | PEG | 3.63 | EPS next Q | 0.30 | Inst Own | - | Short Float | 10.42% | Perf Quarter | 22.53% |
| Income | 81.00M | P/S | 5.59 | EPS this Y | 129.67% | Inst Trans | - | Short Ratio | 4.93 | Perf Half Y | 55.96% |
| Sales | 609.00M | P/B | 8.12 | EPS next Y | 11.12% | ROA | 4.92% | Short Interest | 13.89M | Perf YTD | 82.44% |
| Book/sh | 2.74 | P/C | 11.53 | EPS next 5Y | 11.79% | ROE | 19.25% | 52W High | 25.91 -14.16% | Perf Year | 60.46% |
| Cash/sh | 1.93 | P/FCF | 18.65 | EPS past 3/5Y | 34.25% - | ROIC | 10.26% | 52W Low | 10.69 108.04% | Perf 3Y | 211.92% |
| Dividend Est. | 0.12 (0.54%) | EV/EBITDA | 23.39 | Sales past 3/5Y | 17.96% 14.59% | Gross Margin | 71.84% | Volatility | 4.40% 4.14% | Perf 5Y | 267.00% |
| Dividend TTM | 0.12 (0.54%) | EV/Sales | 6.87 | EPS Y/Y TTM | 57.58% | Oper. Margin | 39.30% | ATR (14) | 1.00 | Perf 10Y | 118.90% |
| Dividend Ex-Date | Aug 12, 2026 | Quick Ratio | 3.00 | Sales Y/Y TTM | 42.29% | Profit Margin | 13.27% | RSI (14) | 43.27 | Recom | 2.65 |
| Dividend Gr. 3/5Y | 0.00% 0.00% | Current Ratio | 3.00 | EPS Q/Q | 72.22% | SMA20 | -6.61% | Beta | 1.19 | Target Price | 23.66 |
| Payout | 21.52% | Debt/Eq | 2.31 | Sales Q/Q | 56.64% | SMA50 | 1.20% | Rel Volume | 1.42 | Prev Close | 22.26 |
| Employees | 414 | LT Debt/Eq | 1.94 | Earnings | Oct 30 | SMA200 | 27.37% | Avg Volume | 2.84M | Price | 22.24 |
| IPO Date | Mar 04, 1993 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 17.30% 3.83% | Net Debt/EBITDA | 4.39 | Volume | 4,020,607 | Change | -0.09% |
Analyst Ratings
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Aug-27-26 | Reiterated | Raymond James | $20 → $26 | |
| Aug-26-26 | Reiterated | Oppenheimer | Outperform | $22 → $27 |
| Aug-19-26 | Reiterated | Northland Capital Markets | Outperform | $22 → $26 |
| Aug-04-26 | Reiterated | Goldman Sachs | Neutral | $17 → $18 |
| Aug-03-26 | Reiterated | Oppenheimer | Outperform | $20 → $22 |
| Jul-29-26 | Reiterated | Morgan Stanley | Equal Weight | $21 |
| Jun-26-26 | Reiterated | Morgan Stanley | Equal Weight | $18 → $21 |
| Jun-02-26 | Reiterated | Northland Securities | Outperform | $20 → $22 |
| May-05-26 | Reiterated | Goldman Sachs | Neutral | $15 → $17 |
| Apr-30-26 | Reiterated | Morgan Stanley | Equal Weight | $17 → $18 |
Latest News· Times ET
Sep-17-26
Sep-17-2603:00AM
Sep-16-26
Sep-14-26
Sep-14-2608:00AM
Sep-06-26
Sep-06-2607:06AM
Sep-03-26
Sep-03-2603:48PM
Aug-28-26
Aug-25-26
Aug-25-2602:00AM
Aug-24-26
Aug-19-26
Aug-19-2610:00AM
Aug-14-26
Aug-12-26
Aug-12-2604:31AM
02:00AM
WisdomTree Reports Monthly Metrics for July 2026businesswire.com
Aug-11-26
Company
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.
Ownership
Per-holder 13F data hasn't been ingested for this ticker yet.
Financial Statements
DataTimeframe
| Line Item (USD, M) | TTM — | FY 2025 12/31/2025 | FY 2024 12/31/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | FY 2021 12/31/2021 | FY 2020 12/31/2020 | FY 2019 12/31/2019 | FY 2018 12/31/2018 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 609 | 494 | 428 | — | — | — | — | — | — | |
| Cost of Goods Sold Incl. D&A | 171 | 138 | 121 | — | — | — | — | — | — | |
| Gross Profit | 438 | 356 | 306 | — | — | — | — | — | — | |
| Selling, General and Administrative Excl. Other | 33 | 34 | 62 | — | — | — | — | — | — | |
| Research and Development | 0 | 0 | 2 | — | — | — | — | — | — | |
| Other Operating Expense | 165 | 148 | 105 | — | — | — | — | — | — | |
| Operating Income | 240 | 174 | 137 | — | — | — | — | — | — | |
| Interest Expense | 45 | 30 | 19 | — | — | — | — | — | — | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | -71 | -2 | -23 | — | — | — | — | — | — | |
| Net Income Before Taxes | 124 | 142 | 95 | — | — | — | — | — | — | |
| Income Taxes | 43 | 33 | 29 | — | — | — | — | — | — | |
| Consolidated Net Income | 81 | 109 | 67 | — | — | — | — | — | — | |
| Net Income From Continuing Operations | 81 | 109 | 67 | — | — | — | — | — | — | |
| Net Income | 81 | 109 | 67 | — | — | — | — | — | — | |
| EPS (Recurring) | 0.56 | 0.78 | 0.34 | — | — | — | — | — | — | |
| EPS (Basic, Before Extraordinaries) | 0.56 | 0.78 | 0.34 | — | — | — | — | — | — | |
| EPS (Diluted) | 0.52 | 0.75 | 0.33 | — | — | — | — | — | — | |
| EBITDA | 179 | 183 | 117 | — | — | — | — | — | — | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 42.77 | 16.25 | 31.82 | — | — | — | — | — | — | |
| Price To Sales Ratio | 5.26 | 3.45 | 3.56 | — | — | — | — | — | — | |
| Gross Margin | 71.92 | 72.06 | 71.50 | — | — | — | — | — | — | |
| Operating Margin | 39.41 | 35.22 | 32.01 | — | — | — | — | — | — | |
| Net Margin | 13.30 | 22.06 | 15.65 | — | — | — | — | — | — | |
| Shares Outstanding | 144 | 140 | 145 | — | — | — | — | — | — | |
| Market Capitalization | 3,203 | 1,707 | 1,523 | — | — | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
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Insider Trading Volume
Insider Trading
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| Lilien R Jarrett | President and COO | Sep 09 '26 | Sale | 24.56 | 30,000 | 736,800 | 1,080,245 | Sep 10 |
| Lilien R Jarrett | President and COO | May 20 '26 | Sale | 18.99 | 30,000 | 569,700 | 1,110,245 | May 21 |
| Ziemba Peter M | Chief Administrative Officer | May 19 '26 | Sale | 19.31 | 100,000 | 1,931,000 | 885,686 | May 20 |
| Yates David M | Chief Information Officer | May 05 '26 | Sale | 18.06 | 15,000 | 270,900 | 157,499 | May 06 |
| PANKOPF TONIA L | Director | Feb 25 '26 | Buy | 16.94 | 44 | 751 | 34,962 | Mar 09 |
| PANKOPF TONIA L | Director | Nov 26 '25 | Buy | 11.05 | 68 | 749 | 34,918 | Mar 09 |
| PANKOPF TONIA L | Director | Aug 27 '25 | Buy | 13.43 | 33 | 444 | 34,850 | Mar 09 |
| PANKOPF TONIA L | Director | May 28 '25 | Buy | 9.62 | 46 | 442 | 34,817 | Mar 09 |
| PANKOPF TONIA L | Director | Feb 26 '25 | Buy | 9.26 | 48 | 441 | 34,771 | Mar 09 |
| PANKOPF TONIA L | Director | Nov 20 '24 | Buy | 11.52 | 38 | 440 | 34,723 | Mar 09 |
| Lilien R Jarrett | President and COO | Feb 25 '26 | Sale | 16.84 | 30,000 | 505,200 | 1,140,245 | Feb 26 |
| Marinof Alexis | CEO, Europe | Jan 27 '26 | Option Exercise | 0.00 | 45,713 | 0 | 277,758 | Jan 29 |
| Yates David M | Chief Information Officer | Jan 27 '26 | Option Exercise | 0.00 | 37,997 | 0 | 192,315 | Jan 29 |
| Frankenthaler Marci | Chief Legal Officer | Jan 27 '26 | Option Exercise | 0.00 | 43,998 | 0 | 338,161 | Jan 29 |
| Ziemba Peter M | Chief Administrative Officer | Jan 27 '26 | Option Exercise | 0.00 | 61,005 | 0 | 1,017,249 | Jan 29 |
QuoTrend signals describe historical patterns and statistics — educational information, not investment advice or a recommendation to buy or sell. Past performance doesn’t guarantee future results. Every figure traces to QuoTrend data. Historical patterns — not a prediction or advice.