WisdomTree Statistics
Total Valuation
WisdomTree has a market cap or net worth of $3.18 billion. The enterprise value is $3.90 billion.
| Market Cap | 3.18B |
| Enterprise Value | 3.90B |
Important Dates
The last earnings date was Friday, October 30, 2026, before market open.
| Earnings Date | Oct 30, 2026 |
| Ex-Dividend Date | Nov 10, 2026 |
Share Statistics
WisdomTree has 147.08 million shares outstanding. The number of shares has increased by 2.78% in one year.
| Current Share Class | 147.08M |
| Shares Outstanding | 147.08M |
| Shares Change (YoY) | +2.78% |
| Shares Change (QoQ) | -0.06% |
| Owned by Insiders (%) | 9.68% |
| Owned by Institutions (%) | 115.47% |
| Float | 132.81M |
Valuation Ratios
The trailing PE ratio is 29.40 and the forward PE ratio is 17.08.
| PE Ratio | 29.40 |
| Forward PE | 17.08 |
| PS Ratio | 4.80 |
| Forward PS | 4.25 |
| PB Ratio | 7.15 |
| P/TBV Ratio | n/a |
| P/FCF Ratio | 15.34 |
| P/OCF Ratio | 15.31 |
| PEG Ratio | n/a |
Enterprise Valuation
The stock's EV/EBITDA ratio is 14.05, with an EV/FCF ratio of 18.81.
| EV / Earnings | 35.36 |
| EV / Sales | 5.88 |
| EV / EBITDA | 14.05 |
| EV / EBIT | 14.54 |
| EV / FCF | 18.81 |
Financial Position
The company has a current ratio of 3.54, with a Debt / Equity ratio of 2.38.
| Current Ratio | 3.54 |
| Quick Ratio | 3.43 |
| Debt / Equity | 2.38 |
| Debt / EBITDA | 3.70 |
| Debt / FCF | 5.11 |
| Interest Coverage | 5.32 |
Financial Efficiency
Return on equity (ROE) is 26.95% and return on invested capital (ROIC) is 16.00%.
| Return on Equity (ROE) | 26.95% |
| Return on Assets (ROA) | 10.84% |
| Return on Invested Capital (ROIC) | 16.00% |
| Return on Capital Employed (ROCE) | 17.58% |
| Weighted Average Cost of Capital (WACC) | 8.86% |
| Revenue Per Employee | $1.51M |
| Profits Per Employee | $252,034 |
| Employee Count | 438 |
| Asset Turnover | 0.43 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, WisdomTree has paid $48.51 million in taxes.
| Income Tax | 48.51M |
| Effective Tax Rate | 30.53% |
Stock Price Statistics
The stock price has increased by +86.55% 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 | +86.55% |
| 50-Day Moving Average | 22.35 |
| 200-Day Moving Average | 19.29 |
| Relative Strength Index (RSI) | 53.00 |
| Average Volume (20 Days) | 2,563,020 |
Short Selling Information
The latest short interest is 16.29 million, so 11.08% of the outstanding shares have been sold short.
| Short Interest | 16.29M |
| Short Previous Month | 15.17M |
| Short % of Shares Out | 11.08% |
| Short % of Float | 12.27% |
| Short Ratio (days to cover) | 7.09 |
Income Statement
In the last 12 months, WisdomTree had revenue of $663.44 million and earned $110.39 million in profits. Earnings per share was $0.74.
| Revenue | 663.44M |
| Gross Profit | 358.39M |
| Operating Income | 268.40M |
| Pretax Income | 158.91M |
| Net Income | 110.39M |
| EBITDA | 277.78M |
| EBIT | 268.40M |
| Earnings Per Share (EPS) | $0.74 |
Balance Sheet
The company has $340.75 million in cash and $1.06 billion in debt, with a net cash position of -$720.30 million or -$4.90 per share.
| Cash & Cash Equivalents | 340.75M |
| Total Debt | 1.06B |
| Net Cash | -720.30M |
| Net Cash Per Share | -$4.90 |
| Equity (Book Value) | 445.74M |
| Book Value Per Share | 3.03 |
| Working Capital | 306.51M |
Cash Flow
In the last 12 months, operating cash flow was $207.83 million and capital expenditures -$313,000, giving a free cash flow of $207.52 million.
| Operating Cash Flow | 207.83M |
| Capital Expenditures | -313,000 |
| Depreciation & Amortization | 9.38M |
| Net Borrowing | 58.58M |
| Free Cash Flow | 207.52M |
| FCF Per Share | $1.41 |
Margins
Gross margin is 54.02%, with operating and profit margins of 40.46% and 16.64%.
| Gross Margin | 54.02% |
| Operating Margin | 40.46% |
| Pretax Margin | 23.95% |
| Profit Margin | 16.64% |
| EBITDA Margin | 41.87% |
| EBIT Margin | 40.46% |
| FCF Margin | 31.28% |
Dividends & Yields
This stock pays an annual dividend of $0.12, which amounts to a dividend yield of 0.55%.
| Dividend Per Share | $0.12 |
| Dividend Yield | 0.55% |
| Dividend Growth (YoY) | n/a |
| Years of Dividend Growth | n/a |
| Payout Ratio | 16.31% |
| FCF Payout Ratio | 8.50% |
| Buyback Yield | -2.78% |
| Shareholder Yield | -2.23% |
| Earnings Yield | 3.40% |
| FCF Yield | 6.52% |
Analyst Forecast
The average price target for WisdomTree is $25.71, which is 18.81% higher than the current price. The consensus rating is "Buy".
| Price Target | $25.71 |
| Price Target Difference | 18.81% |
| Analyst Consensus | Buy |
| Analyst Count | 7 |
| Revenue Growth Forecast (3Y) | 19.53% |
| EPS Growth Forecast (3Y) | 20.64% |
Fair Value
There are several formulas that can be used to estimate the intrinsic value of a stock.
| Lynch Fair Value | |
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| Graham Number | |
| Graham Upside | |
| Graham Formula Value | |
| Graham Formula 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 2.6 and a Piotroski F-Score of 7. A Z-score under 3 suggests an increased risk of bankruptcy.
| Altman Z-Score | 2.6 |
| Piotroski F-Score | 7 |