WisdomTree Statistics
Total Valuation
WisdomTree has a market cap or net worth of $3.56 billion. The enterprise value is $4.31 billion.
| Market Cap | 3.56B |
| Enterprise Value | 4.31B |
Important Dates
The last earnings date was Friday, July 31, 2026, before market open.
| Earnings Date | Jul 31, 2026 |
| Ex-Dividend Date | Aug 12, 2026 |
Share Statistics
WisdomTree has 147.66 million shares outstanding. The number of shares has increased by 2.04% in one year.
| Current Share Class | 147.66M |
| Shares Outstanding | 147.66M |
| Shares Change (YoY) | +2.04% |
| Shares Change (QoQ) | +13.24% |
| Owned by Insiders (%) | 9.66% |
| Owned by Institutions (%) | 113.67% |
| Float | 133.36M |
Valuation Ratios
The trailing PE ratio is 44.56 and the forward PE ratio is 19.81.
| PE Ratio | 44.56 |
| Forward PE | 19.81 |
| PS Ratio | 5.84 |
| Forward PS | 4.85 |
| PB Ratio | 8.52 |
| P/TBV Ratio | n/a |
| P/FCF Ratio | 18.19 |
| P/OCF Ratio | 18.16 |
| PEG Ratio | n/a |
Enterprise Valuation
The stock's EV/EBITDA ratio is 17.35, with an EV/FCF ratio of 21.99.
| EV / Earnings | 53.75 |
| EV / Sales | 7.07 |
| EV / EBITDA | 17.35 |
| EV / EBIT | 17.78 |
| EV / FCF | 21.99 |
Financial Position
The company has a current ratio of 3.00, with a Debt / Equity ratio of 2.58.
| Current Ratio | 3.00 |
| Quick Ratio | 2.88 |
| Debt / Equity | 2.58 |
| Debt / EBITDA | 4.21 |
| Debt / FCF | 5.50 |
| Interest Coverage | 5.34 |
Financial Efficiency
Return on equity (ROE) is 18.73% and return on invested capital (ROIC) is 14.70%.
| Return on Equity (ROE) | 18.73% |
| Return on Assets (ROA) | 11.17% |
| Return on Invested Capital (ROIC) | 14.70% |
| Return on Capital Employed (ROCE) | 16.11% |
| Weighted Average Cost of Capital (WACC) | 8.86% |
| Revenue Per Employee | $1.47M |
| Profits Per Employee | $193,623 |
| Employee Count | 414 |
| Asset Turnover | 0.45 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, WisdomTree has paid $43.07 million in taxes.
| Income Tax | 43.07M |
| Effective Tax Rate | 34.75% |
Stock Price Statistics
The stock price has increased by +82.39% in the last 52 weeks. The beta is 1.18, so WisdomTree's price volatility has been higher than the market average.
| Beta (5Y) | 1.18 |
| 52-Week Price Change | +82.39% |
| 50-Day Moving Average | 20.09 |
| 200-Day Moving Average | 16.45 |
| Relative Strength Index (RSI) | 71.50 |
| Average Volume (20 Days) | 2,489,756 |
Short Selling Information
The latest short interest is 14.64 million, so 9.91% of the outstanding shares have been sold short.
| Short Interest | 14.64M |
| Short Previous Month | 15.91M |
| Short % of Shares Out | 9.91% |
| Short % of Float | 10.98% |
| Short Ratio (days to cover) | 5.97 |
Income Statement
In the last 12 months, WisdomTree had revenue of $609.68 million and earned $80.16 million in profits. Earnings per share was $0.54.
| Revenue | 609.68M |
| Gross Profit | 325.14M |
| Operating Income | 242.34M |
| Pretax Income | 123.95M |
| Net Income | 80.16M |
| EBITDA | 248.34M |
| EBIT | 242.34M |
| Earnings Per Share (EPS) | $0.54 |
Balance Sheet
The company has $332.47 million in cash and $1.08 billion in debt, with a net cash position of -$745.93 million or -$5.05 per share.
| Cash & Cash Equivalents | 332.47M |
| Total Debt | 1.08B |
| Net Cash | -745.93M |
| Net Cash Per Share | -$5.05 |
| Equity (Book Value) | 418.52M |
| Book Value Per Share | 2.83 |
| Working Capital | 282.01M |
Cash Flow
In the last 12 months, operating cash flow was $196.23 million and capital expenditures -$314,000, giving a free cash flow of $195.92 million.
| Operating Cash Flow | 196.23M |
| Capital Expenditures | -314,000 |
| Depreciation & Amortization | 6.00M |
| Net Borrowing | 529.26M |
| Free Cash Flow | 195.92M |
| FCF Per Share | $1.33 |
Margins
Gross margin is 53.33%, with operating and profit margins of 39.75% and 13.27%.
| Gross Margin | 53.33% |
| Operating Margin | 39.75% |
| Pretax Margin | 20.33% |
| Profit Margin | 13.27% |
| EBITDA Margin | 40.73% |
| EBIT Margin | 39.75% |
| FCF Margin | 32.13% |
Dividends & Yields
This stock pays an annual dividend of $0.12, which amounts to a dividend yield of 0.50%.
| Dividend Per Share | $0.12 |
| Dividend Yield | 0.50% |
| Dividend Growth (YoY) | n/a |
| Years of Dividend Growth | n/a |
| Payout Ratio | 22.16% |
| Buyback Yield | -2.04% |
| Shareholder Yield | -1.54% |
| Earnings Yield | 2.25% |
| FCF Yield | 5.50% |
Analyst Forecast
The average price target for WisdomTree is $21.90, which is -9.24% lower than the current price. The consensus rating is "Buy".
| Price Target | $21.90 |
| Price Target Difference | -9.24% |
| Analyst Consensus | Buy |
| Analyst Count | 7 |
| Revenue Growth Forecast (3Y) | 18.69% |
| EPS Growth Forecast (3Y) | 18.38% |
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 2.26 and a Piotroski F-Score of 7. A Z-score under 3 suggests an increased risk of bankruptcy.
| Altman Z-Score | 2.26 |
| Piotroski F-Score | 7 |