WisdomTree Inc.
WT | NYSE
$23.58
-$0.14 (-0.57%)
Sep 22, 2026, 11:54 AM ET · Market open
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
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