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%
WisdomTree statistics
Financials through Jun 30, 2026, price as of Oct 19, 2026, median of Security Brokers, Dealers & Flotation Companies companies for comparison
Valuation
| Measure | WisdomTree | Industry median |
|---|---|---|
| Market Cap | $3.23B | $689.15M |
| Enterprise Value | $3.18B | $509.37M |
| PE Ratio | 41.02 | 18.26 |
| PS Ratio | 5.30 | 3.16 |
| PB Ratio | 7.72 | 1.48 |
| P/FCF Ratio | 16.50 | 12.40 |
| P/OCF Ratio | 16.47 | 12.04 |
Enterprise value
| Measure | WisdomTree | Industry median |
|---|---|---|
| EV / Sales | 5.22 | 2.19 |
| EV / EBITDA | 13.01 | 14.83 |
| EV / EBIT | 13.46 | 18.34 |
| EV / FCF | 16.25 | 11.82 |
Income (trailing twelve months)
| Measure | WisdomTree | Industry median |
|---|---|---|
| Revenue | $609.68M | $858.37M |
| Operating Income | $236.56M | $7.74M |
| Pretax Income | $123.95M | $269.30M |
| Net Income | $80.88M | $33.63M |
| EBITDA | $244.73M | $72.05M |
| EPS (Diluted) | $0.52 | $2.19 |
Margins
| Measure | WisdomTree | Industry median |
|---|---|---|
| Operating Margin | 38.8% | 18.8% |
| Pretax Margin | 20.3% | 22.3% |
| Profit Margin | 13.3% | 14.5% |
| EBITDA Margin | 40.1% | 21.9% |
| FCF Margin | 32.1% | 20.4% |
Returns
| Measure | WisdomTree | Industry median |
|---|---|---|
| Return on Equity (ROE) | 18.7% | 14.4% |
| Return on Assets (ROA) | 5.96% | 2.25% |
| Return on Invested Capital (ROIC) | 48.6% | 4.03% |
| Return on Capital Employed (ROCE) | 15.7% | 4.91% |
Growth
| Measure | WisdomTree | Industry median |
|---|---|---|
| Revenue Growth (YoY) | 37.1% | 15.2% |
| Net Income Growth (YoY) | 12.0% | 8.54% |
| EPS Growth (YoY) | 33.3% | 15.0% |
| FCF Growth (YoY) | 53.9% | 8.53% |
| Revenue Growth (3Y CAGR) | 17.9% | 11.9% |
| EPS Growth (3Y CAGR) | 34.2% | 11.0% |
Balance sheet
| Measure | WisdomTree | Industry median |
|---|---|---|
| Cash & Short-Term Investments | $48.11M | $64.64M |
| Net Cash (Debt) | $48.11M | $39.27M |
| Net Cash Per Share | $0.32 | $1.34 |
| Equity (Book Value) | $418.52M | $543.32M |
| Book Value Per Share | $2.76 | $17.04 |
| Tangible Book Value | -$769.90M | $241.03M |
| Working Capital | $282.01M | $59.01M |
Financial position
| Measure | WisdomTree | Industry median |
|---|---|---|
| Current Ratio | 3.00 | 1.64 |
| Quick Ratio | 0.87 | 0.74 |
| Interest Coverage | 5.21 | 6.12 |
Cash flow (trailing twelve months)
| Measure | WisdomTree | Industry median |
|---|---|---|
| Operating Cash Flow | $196.23M | $11.08M |
| Capital Expenditures | -$314.00K | -$11.81M |
| Free Cash Flow | $195.92M | $313.40M |
| FCF Per Share | $1.29 | $1.71 |
Efficiency
| Measure | WisdomTree | Industry median |
|---|---|---|
| Asset Turnover | 0.45 | 0.25 |
| Revenue Per Employee | $1.69M | $1.00M |
| Profits Per Employee | $224.67K | $145.56K |
| Employee Count | 360 | 700 |
Dividends and yields
| Measure | WisdomTree | Industry median |
|---|---|---|
| Earnings Yield | 2.50% | 3.34% |
| FCF Yield | 6.06% | 6.26% |
| Dividend Yield | 0.56% | 1.85% |
| Buyback Yield | 4.36% | 1.19% |
| Shareholder Yield | 4.92% | 1.82% |
| Dividend Per Share | $0.12 | $1.40 |
| Dividend Growth (YoY) | 0.00% | 5.80% |
| Years of Dividend Growth | 0 | 2 |
| Payout Ratio | 21.5% | 36.7% |
| FCF Payout Ratio | 8.89% | 28.5% |
Shares
| Measure | WisdomTree | Industry median |
|---|---|---|
| Shares Outstanding | 151,512,000 | 41,100,900 |
| Shares Change (YoY) | 0.21% | 0.87% |
| Shares Change (QoQ) | -0.49% | 0.00% |
| Float | 137,091,000 | 27,062,500 |
| Shares Held by Insiders | 9.52% | 0.00% |
| Shares Held by Institutions | 105.8% | 36.9% |
Taxes
| Measure | WisdomTree | Industry median |
|---|---|---|
| Income Tax | $43.07M | $39.89M |
| Effective Tax Rate | 34.7% | 21.6% |
Scores
| Measure | WisdomTree | Industry median |
|---|---|---|
| Graham Number | $5.68 | $40.68 |
| Graham Upside | -73.3% | -34.6% |
| Altman Z-Score | 2.83 | 9.82 |
| Piotroski F-Score | 7 | 5 |
Calculated by StockData from WisdomTree's SEC filings and the latest closing price. Hover a measure to see its formula. The grey column is the median of companies in the same industry group (two-digit SIC code); green or red marks a better or worse value than that median.