WisdomTree Statistics
Total Valuation
WisdomTree has a market cap or net worth of $2.20 billion. The enterprise value is $2.73 billion.
| Market Cap | 2.20B |
| Enterprise Value | 2.73B |
Important Dates
The last earnings date was Friday, January 30, 2026, before market open.
| Earnings Date | Jan 30, 2026 |
| Ex-Dividend Date | Feb 11, 2026 |
Share Statistics
WisdomTree has 136.78 million shares outstanding. The number of shares has decreased by -2.89% in one year.
| Current Share Class | 136.78M |
| Shares Outstanding | 136.78M |
| Shares Change (YoY) | -2.89% |
| Shares Change (QoQ) | -4.89% |
| Owned by Insiders (%) | 10.36% |
| Owned by Institutions (%) | 117.50% |
| Float | 122.57M |
Valuation Ratios
The trailing PE ratio is 21.41 and the forward PE ratio is 14.15.
| PE Ratio | 21.41 |
| Forward PE | 14.15 |
| PS Ratio | 4.57 |
| Forward PS | 3.60 |
| PB Ratio | 5.31 |
| P/TBV Ratio | n/a |
| P/FCF Ratio | 14.87 |
| P/OCF Ratio | 14.85 |
| PEG Ratio | n/a |
Enterprise Valuation
The stock's EV/EBITDA ratio is 14.97, with an EV/FCF ratio of 18.51.
| EV / Earnings | 25.06 |
| EV / Sales | 5.54 |
| EV / EBITDA | 14.97 |
| EV / EBIT | 15.29 |
| EV / FCF | 18.51 |
Financial Position
The company has a current ratio of 1.75, with a Debt / Equity ratio of 2.31.
| Current Ratio | 1.75 |
| Quick Ratio | 1.71 |
| Debt / Equity | 2.31 |
| Debt / EBITDA | 5.06 |
| Debt / FCF | 6.48 |
| Interest Coverage | 5.88 |
Financial Efficiency
Return on equity (ROE) is 26.83% and return on invested capital (ROIC) is 16.94%.
| Return on Equity (ROE) | 26.83% |
| Return on Assets (ROA) | 8.78% |
| Return on Invested Capital (ROIC) | 16.94% |
| Return on Capital Employed (ROCE) | 14.53% |
| Weighted Average Cost of Capital (WACC) | 7.90% |
| Revenue Per Employee | $1.37M |
| Profits Per Employee | $303,147 |
| Employee Count | 360 |
| Asset Turnover | 0.39 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, WisdomTree has paid $33.09 million in taxes.
| Income Tax | 33.09M |
| Effective Tax Rate | 23.26% |
Stock Price Statistics
The stock price has increased by +64.05% in the last 52 weeks. The beta is 1.10, so WisdomTree's price volatility has been similar to the market average.
| Beta (5Y) | 1.10 |
| 52-Week Price Change | +64.05% |
| 50-Day Moving Average | 12.98 |
| 200-Day Moving Average | 12.14 |
| Relative Strength Index (RSI) | 68.26 |
| Average Volume (20 Days) | 5,346,112 |
Short Selling Information
The latest short interest is 22.26 million, so 16.28% of the outstanding shares have been sold short.
| Short Interest | 22.26M |
| Short Previous Month | 21.48M |
| Short % of Shares Out | 16.28% |
| Short % of Float | 18.16% |
| Short Ratio (days to cover) | 6.53 |
Income Statement
In the last 12 months, WisdomTree had revenue of $493.75 million and earned $109.13 million in profits. Earnings per share was $0.75.
| Revenue | 493.75M |
| Gross Profit | 250.98M |
| Operating Income | 178.89M |
| Pretax Income | 142.22M |
| Net Income | 109.13M |
| EBITDA | 182.67M |
| EBIT | 178.89M |
| Earnings Per Share (EPS) | $0.75 |
Balance Sheet
The company has $418.85 million in cash and $956.59 million in debt, with a net cash position of -$537.74 million or -$3.93 per share.
| Cash & Cash Equivalents | 418.85M |
| Total Debt | 956.59M |
| Net Cash | -537.74M |
| Net Cash Per Share | -$3.93 |
| Equity (Book Value) | 413.67M |
| Book Value Per Share | 3.02 |
| Working Capital | 210.31M |
Cash Flow
In the last 12 months, operating cash flow was $147.95 million and capital expenditures -$215,000, giving a free cash flow of $147.73 million.
| Operating Cash Flow | 147.95M |
| Capital Expenditures | -215,000 |
| Free Cash Flow | 147.73M |
| FCF Per Share | $1.08 |
Margins
Gross margin is 50.83%, with operating and profit margins of 36.23% and 22.10%.
| Gross Margin | 50.83% |
| Operating Margin | 36.23% |
| Pretax Margin | 28.80% |
| Profit Margin | 22.10% |
| EBITDA Margin | 37.00% |
| EBIT Margin | 36.23% |
| FCF Margin | 29.92% |
Dividends & Yields
This stock pays an annual dividend of $0.12, which amounts to a dividend yield of 0.75%.
| Dividend Per Share | $0.12 |
| Dividend Yield | 0.75% |
| Dividend Growth (YoY) | n/a |
| Years of Dividend Growth | n/a |
| Payout Ratio | 16.00% |
| Buyback Yield | 2.89% |
| Shareholder Yield | 3.64% |
| Earnings Yield | 4.97% |
| FCF Yield | 6.73% |
Analyst Forecast
The average price target for WisdomTree is $15.75, which is -1.93% lower than the current price. The consensus rating is "Hold".
| Price Target | $15.75 |
| Price Target Difference | -1.93% |
| Analyst Consensus | Hold |
| Analyst Count | 3 |
| 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 1.93 and a Piotroski F-Score of 5. A Z-score under 3 suggests an increased risk of bankruptcy.
| Altman Z-Score | 1.93 |
| Piotroski F-Score | 5 |