WTNYSESecurity Brokers, Dealers & Flotation CompaniesFiscal year ends December 31
WisdomTree, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$21.33−0.06 (-0.28%)
Close on Oct 19, 2026
- Market cap
- $3.33B
- P/E (TTM)
- 41.0
- Dividend yield
- 0.56%
Margins
Share of revenue, fiscal years 2011 to 2025
Gross margin
–
Operating margin
35.3%
Net margin
22.1%
Growth rates
Compound annual growth to fiscal 2025
| Per year | 1 year | 3 years | 5 years | 10 years | Five-year pace |
|---|---|---|---|---|---|
| Revenue | +15.4% | +17.9% | – | +5.1% | |
| Operating income | +26.9% | +42.6% | +25.9% | – | |
| Net income | +63.6% | +29.1% | – | +3.1% | |
| EPS, diluted | +127.3% | +34.2% | – | +2.6% | |
| Free cash flow | +30.4% | +39.1% | +25.9% | -0.3% | |
| Dividend per share | 0.0% | 0.0% | 0.0% | -14.4% |
Returns and balance sheet
10 fiscal years. Hover a measure to see how it is calculated.
| Measure | FY2016 | FY2020 | FY2025 | Trend |
|---|---|---|---|---|
| Return on equity | 12.0% | -11.8% | 26.8% | |
| Return on assets | 9.6% | -3.9% | 8.6% | |
| Current ratio | 4.07 | 1.92 | 1.75 | |
| Debt to equity | – | – | – | |
| Net debt to EBITDA | – | – | – | |
| Interest coverage | – | 5.7× | 5.7× | |
| Capex to revenue | 0.5% | – | 0.0% | |
| Diluted shares | 136M | 149M | 145M |
Where the cash went
Fiscal 2021 to 2025, five years combined
WisdomTree generated $477.41M from operations and spent $303.35M on capital expenditure, dividends and share buybacks. 0% of that went back into the business.
Generated
$477.41M
Used
$303.35M
Capital expenditure$982.00K0%Dividends$95.28M31%Share buybacks$207.10M68%
DuPont analysis
Return on equity split into margin, efficiency and leverage
Net margin22.1%
×Asset turnover0.39×
×Equity multiplier3.13×
=Return on equity, FY202526.8%
| Fiscal year | Net margin | Asset turnover | Equity multiplier | Return on equity |
|---|---|---|---|---|
| FY2025 | 22.1% | 0.39× | 3.13× | 26.8% |
| FY2024 | 15.6% | 0.43× | 2.44× | 16.5% |
| FY2023 | 29.4% | 0.35× | 2.77× | 28.7% |
| FY2022 | 16.8% | 0.29× | 3.60× | 17.6% |
| FY2021 | 16.4% | 0.31× | 3.61× | 18.6% |
| FY2018 | 13.4% | 0.46× | 2.16× | 13.3% |
| FY2017 | 11.9% | 0.90× | 1.28× | 13.8% |
| FY2016 | 11.9% | 0.81× | 1.24× | 12.0% |
Piotroski F-Score
Nine tests of profitability, balance sheet and efficiency, fiscal 2025 against fiscal 2024
6of 7 tests passed in fiscal 2025. Some tests lack the figures they need.
- ProfitableNet income above zero$109.13M
- Cash generatingOperating cash flow above zero$147.95M
- Return on assets improvedROA up on the prior year7.1% → 10.6%
- Earnings backed by cashOperating cash flow above net income$147.95M vs $109.13M
- Less leverageLong-term debt to assets fell1.2% → –
- Better liquidityCurrent ratio rose2.92 → 1.75
- No dilutionShare count did not rise159M → 145M
- Gross margin improvedGross margin up on the prior year– → –
- More efficientAsset turnover rose0.45 → 0.48