WisdomTree Statistics
Total Valuation
WisdomTree has a market cap or net worth of $2.79 billion. The enterprise value is $3.30 billion.
| Market Cap | 2.79B |
| Enterprise Value | 3.30B |
Important Dates
The last earnings date was Friday, May 1, 2026, before market open.
| Earnings Date | May 1, 2026 |
| Ex-Dividend Date | May 13, 2026 |
Share Statistics
WisdomTree has 149.80 million shares outstanding. The number of shares has decreased by -3.74% in one year.
| Current Share Class | 149.80M |
| Shares Outstanding | 149.80M |
| Shares Change (YoY) | -3.74% |
| Shares Change (QoQ) | -3.70% |
| Owned by Insiders (%) | 9.54% |
| Owned by Institutions (%) | 111.72% |
| Float | 135.48M |
Valuation Ratios
The trailing PE ratio is 43.84 and the forward PE ratio is 15.55.
| PE Ratio | 43.84 |
| Forward PE | 15.55 |
| PS Ratio | 5.12 |
| Forward PS | 3.87 |
| PB Ratio | 5.85 |
| P/TBV Ratio | n/a |
| P/FCF Ratio | 17.51 |
| P/OCF Ratio | 17.48 |
| PEG Ratio | n/a |
Enterprise Valuation
The stock's EV/EBITDA ratio is 15.78, with an EV/FCF ratio of 20.72.
| EV / Earnings | 54.47 |
| EV / Sales | 6.06 |
| EV / EBITDA | 15.78 |
| EV / EBIT | 16.02 |
| EV / FCF | 20.72 |
Financial Position
The company has a current ratio of 4.57, with a Debt / Equity ratio of 2.53.
| Current Ratio | 4.57 |
| Quick Ratio | 4.51 |
| Debt / Equity | 2.53 |
| Debt / EBITDA | 5.56 |
| Debt / FCF | 7.55 |
| Interest Coverage | 5.72 |
Financial Efficiency
Return on equity (ROE) is 13.78% and return on invested capital (ROIC) is 13.41%.
| Return on Equity (ROE) | 13.78% |
| Return on Assets (ROA) | 9.17% |
| Return on Invested Capital (ROIC) | 13.41% |
| Return on Capital Employed (ROCE) | 12.75% |
| Weighted Average Cost of Capital (WACC) | 8.00% |
| Revenue Per Employee | $1.53M |
| Profits Per Employee | $169,762 |
| Employee Count | 357 |
| Asset Turnover | 0.39 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, WisdomTree has paid $35.90 million in taxes.
| Income Tax | 35.90M |
| Effective Tax Rate | 36.90% |
Stock Price Statistics
The stock price has increased by +96.41% in the last 52 weeks. The beta is 1.16, so WisdomTree's price volatility has been higher than the market average.
| Beta (5Y) | 1.16 |
| 52-Week Price Change | +96.41% |
| 50-Day Moving Average | 17.27 |
| 200-Day Moving Average | 14.60 |
| Relative Strength Index (RSI) | 51.65 |
| Average Volume (20 Days) | 2,853,281 |
Short Selling Information
The latest short interest is 16.81 million, so 11.22% of the outstanding shares have been sold short.
| Short Interest | 16.81M |
| Short Previous Month | 19.66M |
| Short % of Shares Out | 11.22% |
| Short % of Float | 12.40% |
| Short Ratio (days to cover) | 5.03 |
Income Statement
In the last 12 months, WisdomTree had revenue of $545.14 million and earned $60.61 million in profits. Earnings per share was $0.42.
| Revenue | 545.14M |
| Gross Profit | 281.79M |
| Operating Income | 206.01M |
| Pretax Income | 97.27M |
| Net Income | 60.61M |
| EBITDA | 209.26M |
| EBIT | 206.01M |
| Earnings Per Share (EPS) | $0.42 |
Balance Sheet
The company has $690.74 million in cash and $1.20 billion in debt, with a net cash position of -$511.94 million or -$3.42 per share.
| Cash & Cash Equivalents | 690.74M |
| Total Debt | 1.20B |
| Net Cash | -511.94M |
| Net Cash Per Share | -$3.42 |
| Equity (Book Value) | 475.02M |
| Book Value Per Share | 3.18 |
| Working Capital | 599.96M |
Cash Flow
In the last 12 months, operating cash flow was $159.53 million and capital expenditures -$212,000, giving a free cash flow of $159.32 million.
| Operating Cash Flow | 159.53M |
| Capital Expenditures | -212,000 |
| Depreciation & Amortization | 3.25M |
| Net Borrowing | 736.77M |
| Free Cash Flow | 159.32M |
| FCF Per Share | $1.06 |
Margins
Gross margin is 51.69%, with operating and profit margins of 37.79% and 11.26%.
| Gross Margin | 51.69% |
| Operating Margin | 37.79% |
| Pretax Margin | 17.84% |
| Profit Margin | 11.26% |
| EBITDA Margin | 38.39% |
| EBIT Margin | 37.79% |
| FCF Margin | 29.23% |
Dividends & Yields
This stock pays an annual dividend of $0.12, which amounts to a dividend yield of 0.64%.
| Dividend Per Share | $0.12 |
| Dividend Yield | 0.64% |
| Dividend Growth (YoY) | n/a |
| Years of Dividend Growth | n/a |
| Payout Ratio | 28.25% |
| Buyback Yield | 3.74% |
| Shareholder Yield | 4.39% |
| Earnings Yield | 2.17% |
| FCF Yield | 5.71% |
Analyst Forecast
The average price target for WisdomTree is $19.97, which is 7.25% higher than the current price. The consensus rating is "Buy".
| Price Target | $19.97 |
| Price Target Difference | 7.25% |
| Analyst Consensus | Buy |
| Analyst Count | 7 |
| Revenue Growth Forecast (3Y) | 19.25% |
| EPS Growth Forecast (3Y) | 24.11% |
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 2.04 and a Piotroski F-Score of 6. A Z-score under 3 suggests an increased risk of bankruptcy.
| Altman Z-Score | 2.04 |
| Piotroski F-Score | 6 |