WisdomTree Inc.

WT | NYSE

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$23.88

+$0.16 (+0.70%)

Sep 22, 2026, 1:14 PM ET · Market open

Overview Rating Statistics Financials Earnings Analysts Ownership Dividends Profile

Market Data

Market Cap $3.63B

Enterprise Value $4.41B

Beta 1.20

Average Volume 2.85M

Shares Outstanding (Diluted) 154.39M

Shares Change YoY 5.37%

Institutional Ownership N/A

Exchange NYSE

ISIN US97717P1049

Price Performance

Price Change 1M 0.8%

Price Change 3M 29.4%

Price Change 6M 58.1%

Price Change YTD 89.6%

Price Change 1Y 61.7%

Price Change 3Y 234.6%

Price Change 5Y 295.3%

1M CAGR (ann.) 11.8%

1Y CAGR (ann.) 65.2%

5Y CAGR (ann.) 33.4%

All-Time CAGR 10.1%

Valuation

PE Ratio 42.36

Forward PE 19.15

PEG Ratio 1.06

Forward PEG 3.81

PS Ratio 5.95

Forward PS 4.70

PB Ratio 8.67

P/FCF Ratio 18.40

P/Adj. FCF Ratio 20.20

P/OCF Ratio 17.19

EV/Sales 7.24

EV/EBIT 46.69

EV/EBITDA 29.68

EV/FCF 22.37

Earnings Yield 2.4%

FCF Yield 5.4%

Adj. FCF Yield 5.0%

Financial Health

Net Debt $783.59M

Total Debt $1.08B

Cash & Short-Term Investments $294.81M

Total Assets $1.65B

Current Ratio 3.00

Quick Ratio 3.00

Debt / Equity Ratio 2.58

Debt / EBITDA 7.26

Debt / FCF 5.47

OCF / Debt 0.18

Interest Coverage 5.28

Altman Z-Score 2.74

Piotroski F-Score 5

Margins & Profitability

Gross Profit Margin 71.8%

Operating Profit Margin 39.1%

EBITDA Margin 29.3%

Net Profit Margin 13.3%

FCF Margin 32.3%

Adj. FCF Margin 29.4%

SBC / Revenue 2.9%

SBC Impact (per share) -8.9%

Returns

Return on Assets 4.9%

Return on Equity 19.3%

Return on Invested Capital 10.3%

Return on Capital Employed 15.9%

Return on Tangible Assets 17.7%

Historical Growth (CAGR)

Revenue CAGR 3Y 24.8%

Revenue CAGR 5Y 17.0%

Revenue CAGR 10Y 8.3%

EPS CAGR 3Y -5.8%

EPS CAGR 5Y 38.5%

EPS CAGR 10Y 2.4%

FCF CAGR 3Y 43.7%

FCF CAGR 5Y 32.4%

FCF CAGR 10Y 5.5%

Analyst Forecasts

Analyst Rating Buy

Analyst Count 17

EPS Growth Next 3Y N/A

Revenue Growth Next 3Y N/A

Earnings Date Oct 29, 2026

EPS Estimate (next Q) $0.30

EPS Growth Est (next Q) 30.4%

Revenue Est (next Q) $179.71M

Revenue Growth Est (next Q) 43.1%

Fair Value Estimates

Graham Number $6.07

Graham Upside -74.4%

Lynch Fair Value $14

Lynch Upside -41.0%

Price Target $23.66

Price Target Upside -0.3%

Cash Flow

Operating Cash Flow $198.2M

Free Cash Flow $197.19M

Adj. Free Cash Flow $179.57M

FCF Per Share $1.37

OCF Per Share $1.38

OCF/S Ratio 32.5%

Income Statement

Revenue $609.68M

Gross Profit $436.77M

Operating Income $238.5M

EBITDA $148.61M

Net Income $80.88M

EPS (Diluted) $0.56

Revenue / Employee $1.47M

Profit / Employee $195.36K

Employees 414

Dividends

Annual Dividend $0.12

Dividend Yield 0.51%

Payout Ratio 21.4%

FCF Payout Ratio 8.8%

Adj. FCF Payout Ratio 9.7%

Dividend Growth (YoY) 0.0%

Pay Frequency Quarterly

Ex-Dividend Date Aug 11, 2026