WisdomTree Statistics
Total Valuation
WisdomTree has a market cap or net worth of $1.84 billion. The enterprise value is $2.16 billion.
| Market Cap | 1.84B |
| Enterprise Value | 2.16B |
Important Dates
The next estimated earnings date is Friday, January 30, 2026, before market open.
| Earnings Date | Jan 30, 2026 |
| Ex-Dividend Date | Nov 12, 2025 |
Share Statistics
WisdomTree has 136.78 million shares outstanding. The number of shares has decreased by -2.20% in one year.
| Current Share Class | 136.78M |
| Shares Outstanding | 136.78M |
| Shares Change (YoY) | -2.20% |
| Shares Change (QoQ) | +2.75% |
| Owned by Insiders (%) | 9.91% |
| Owned by Institutions (%) | 118.07% |
| Float | 123.19M |
Valuation Ratios
The trailing PE ratio is 20.89 and the forward PE ratio is 14.34.
| PE Ratio | 20.89 |
| Forward PE | 14.34 |
| PS Ratio | 4.21 |
| Forward PS | 3.14 |
| PB Ratio | 4.97 |
| P/TBV Ratio | n/a |
| P/FCF Ratio | 14.57 |
| P/OCF Ratio | 14.55 |
| PEG Ratio | n/a |
Enterprise Valuation
The stock's EV/EBITDA ratio is 13.98, with an EV/FCF ratio of 16.89.
| EV / Earnings | 22.80 |
| EV / Sales | 4.72 |
| EV / EBITDA | 13.98 |
| EV / EBIT | 14.01 |
| EV / FCF | 16.89 |
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 | 5.97 |
| 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 | $302,137 |
| Employee Count | 313 |
| 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 +45.46% in the last 52 weeks. The beta is 1.08, so WisdomTree's price volatility has been similar to the market average.
| Beta (5Y) | 1.08 |
| 52-Week Price Change | +45.46% |
| 50-Day Moving Average | 11.86 |
| 200-Day Moving Average | 11.64 |
| Relative Strength Index (RSI) | 69.20 |
| Average Volume (20 Days) | 3,207,905 |
Short Selling Information
The latest short interest is 21.48 million, so 15.70% of the outstanding shares have been sold short.
| Short Interest | 21.48M |
| Short Previous Month | 23.63M |
| Short % of Shares Out | 15.70% |
| Short % of Float | 17.43% |
| Short Ratio (days to cover) | 7.26 |
Income Statement
In the last 12 months, WisdomTree had revenue of $457.02 million and earned $94.57 million in profits. Earnings per share was $0.64.
| Revenue | 457.02M |
| Gross Profit | 225.07M |
| Operating Income | 153.86M |
| Pretax Income | 125.95M |
| Net Income | 94.57M |
| EBITDA | 154.19M |
| EBIT | 153.86M |
| Earnings Per Share (EPS) | $0.64 |
Balance Sheet
The company has $660.13 million in cash and $956.23 million in debt, with a net cash position of -$296.10 million or -$2.16 per share.
| Cash & Cash Equivalents | 660.13M |
| Total Debt | 956.23M |
| Net Cash | -296.10M |
| Net Cash Per Share | -$2.16 |
| Equity (Book Value) | 373.42M |
| Book Value Per Share | 2.74 |
| Working Capital | 461.97M |
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 | $0.93 |
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 | 33.74% |
| 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 0.89%.
| Dividend Per Share | $0.12 |
| Dividend Yield | 0.89% |
| Dividend Growth (YoY) | n/a |
| Years of Dividend Growth | n/a |
| Payout Ratio | 18.61% |
| Buyback Yield | 2.20% |
| Shareholder Yield | 3.08% |
| Earnings Yield | 5.08% |
| FCF Yield | 6.86% |
Analyst Forecast
The average price target for WisdomTree is $13.38, which is -0.52% lower than the current price. The consensus rating is "Hold".
| Price Target | $13.38 |
| Price Target Difference | -0.52% |
| Analyst Consensus | Hold |
| Analyst Count | 4 |
| Revenue Growth Forecast (5Y) | n/a |
| EPS Growth Forecast (5Y) | n/a |
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 2.08 and a Piotroski F-Score of 5. A Z-score under 3 suggests an increased risk of bankruptcy.
| Altman Z-Score | 2.08 |
| Piotroski F-Score | 5 |