WisdomTree, Inc. (WT)
NYSE: WT · Real-Time Price · USD
12.00
+0.04 (0.33%)
Nov 3, 2025, 4:00 PM EST - Market closed

WisdomTree Statistics

Total Valuation

WisdomTree has a market cap or net worth of $1.64 billion. The enterprise value is $1.93 billion.

Market Cap1.64B
Enterprise Value 1.93B

Important Dates

The last earnings date was Friday, October 31, 2025, before market open.

Earnings Date Oct 31, 2025
Ex-Dividend Date Nov 12, 2025

Share Statistics

WisdomTree has 136.33 million shares outstanding. The number of shares has decreased by -4.61% in one year.

Current Share Class 136.33M
Shares Outstanding 136.33M
Shares Change (YoY) -4.61%
Shares Change (QoQ) +2.75%
Owned by Insiders (%) 9.99%
Owned by Institutions (%) 103.78%
Float 115.61M

Valuation Ratios

The trailing PE ratio is 21.35 and the forward PE ratio is 13.23.

PE Ratio 21.35
Forward PE 13.23
PS Ratio 3.72
Forward PS 3.13
PB Ratio 4.38
P/TBV Ratio n/a
P/FCF Ratio 12.81
P/OCF Ratio 12.80
PEG Ratio n/a
Financial Ratio History

Enterprise Valuation

The stock's EV/EBITDA ratio is 12.50, with an EV/FCF ratio of 15.13.

EV / Earnings 24.28
EV / Sales 4.23
EV / EBITDA 12.50
EV / EBIT 12.56
EV / FCF 15.13

Financial Position

The company has a current ratio of 2.82, with a Debt / Equity ratio of 2.56.

Current Ratio 2.82
Quick Ratio 2.78
Debt / Equity 2.56
Debt / EBITDA 5.95
Debt / FCF 7.49
Interest Coverage 6.15

Financial Efficiency

Return on equity (ROE) is 25.77% and return on invested capital (ROIC) is 8.67%.

Return on Equity (ROE) 25.77%
Return on Assets (ROA) 7.80%
Return on Invested Capital (ROIC) 8.67%
Return on Capital Employed (ROCE) 12.90%
Revenue Per Employee $1.46M
Profits Per Employee $254,259
Employee Count313
Asset Turnover 0.37
Inventory Turnover n/a

Taxes

In the past 12 months, WisdomTree has paid $29.54 million in taxes.

Income Tax 29.54M
Effective Tax Rate 23.45%

Stock Price Statistics

The stock price has increased by +16.96% in the last 52 weeks. The beta is 1.13, so WisdomTree's price volatility has been higher than the market average.

Beta (5Y) 1.13
52-Week Price Change +16.96%
50-Day Moving Average 13.39
200-Day Moving Average 11.03
Relative Strength Index (RSI) 34.89
Average Volume (20 Days) 3,160,682

Short Selling Information

The latest short interest is 27.01 million, so 19.81% of the outstanding shares have been sold short.

Short Interest 27.01M
Short Previous Month 27.06M
Short % of Shares Out 19.81%
Short % of Float 23.36%
Short Ratio (days to cover) 10.34

Income Statement

In the last 12 months, WisdomTree had revenue of $457.02 million and earned $79.58 million in profits. Earnings per share was $0.56.

Revenue457.02M
Gross Profit 225.07M
Operating Income 153.86M
Pretax Income 125.95M
Net Income 79.58M
EBITDA 154.58M
EBIT 153.86M
Earnings Per Share (EPS) $0.56
Full Income Statement

Balance Sheet

The company has $660.13 million in cash and $956.23 million in debt, giving a net cash position of -$296.10 million or -$2.17 per share.

Cash & Cash Equivalents 660.13M
Total Debt 956.23M
Net Cash -296.10M
Net Cash Per Share -$2.17
Equity (Book Value) 373.42M
Book Value Per Share 2.74
Working Capital 461.97M
Full Balance Sheet

Cash Flow

In the last 12 months, operating cash flow was $127.83 million and capital expenditures -$167,000, giving a free cash flow of $127.67 million.

Operating Cash Flow 127.83M
Capital Expenditures -167,000
Free Cash Flow 127.67M
FCF Per Share $0.94
Full Cash Flow Statement

Margins

Gross margin is 49.25%, with operating and profit margins of 33.67% and 21.10%.

Gross Margin 49.25%
Operating Margin 33.67%
Pretax Margin 27.56%
Profit Margin 21.10%
EBITDA Margin 33.82%
EBIT Margin 33.67%
FCF Margin 27.93%

Dividends & Yields

This stock pays an annual dividend of $0.12, which amounts to a dividend yield of 1.00%.

Dividend Per Share $0.12
Dividend Yield 1.00%
Dividend Growth (YoY) n/a
Years of Dividend Growth n/a
Payout Ratio 21.35%
Buyback Yield 4.61%
Shareholder Yield 5.61%
Earnings Yield 4.86%
FCF Yield 7.80%
Dividend Details

Analyst Forecast

The average price target for WisdomTree is $13.38, which is 11.50% higher than the current price. The consensus rating is "Hold".

Price Target $13.38
Price Target Difference 11.50%
Analyst Consensus Hold
Analyst Count 4
Revenue Growth Forecast (5Y) n/a
EPS Growth Forecast (5Y) n/a
Stock Forecasts

Fair Value

There are several formulas that can be used to estimate the intrinsic value of a stock.

Lynch Fair Value
Lynch Upside
Graham Number
Graham Upside

Stock Splits

This stock does not have any record of stock splits.

Last Split Date n/a
Split Type n/a
Split Ratio n/a

Scores

WisdomTree has an Altman Z-Score of 2.09 and a Piotroski F-Score of 5. A Z-score under 3 suggests an increased risk of bankruptcy.

Altman Z-Score 2.09
Piotroski F-Score 5