WisdomTree, Inc. (WT) stock

WTNYSESecurity Brokers, Dealers & Flotation CompaniesFiscal year ends December 31

Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 5, 2026Score 14/3024% above fair value

$21.44+0.67 (+3.23%)

Close on Nov 11, 2026Market cap $3.25BP/E 30.2Yield 0.56%

WisdomTree statistics

103 measures from SEC filings and the closing price. Hover a name for the formula; the last column is the median of companies in the same industry group.

Important dates

Next earnings: Jan 29, 2027 (estimated, before the open)
Last ex-dividend date: Aug 12, 2026
Fundamentals through: Sep 30, 2026
Share price as of: Nov 11, 2026

Valuation ratiosIndustry

Market Cap: $3.25B; $787.24M
Enterprise Value: $3.20B; $592.40M
PE Ratio: 30.20; 18.43
PS Ratio: 4.90; 3.31
PB Ratio: 7.29; 1.30
P/FCF Ratio: 15.65; 13.72
P/OCF Ratio: 15.63; 12.52

Enterprise valuationIndustry

EV / Sales: 4.82; 2.37
EV / EBITDA: 11.57; 14.95
EV / EBIT: 12.07; 17.99
EV / FCF: 15.42; 12.62

Share statisticsIndustry

Shares Outstanding: 152M; 40M
Shares Change (YoY): -0.00%; 1.07%
Shares Change (QoQ): -0.36%; 1.19%
Float: 137M; 27M
Shares Held by Insiders: 9.52%; 0.00%
Shares Held by Institutions: 105.8%; 36.4%

Short sellingIndustry

Short Interest: 16M; –
Short Interest Change: 6.58%; -1.74%
Short % of Float: 11.9%; 2.13%
Short % of Shares Outstanding: 10.8%; 1.55%
Days to Cover: 8.00; 2.11

Stock price statisticsIndustry

52-Week High: $25.91; –
52-Week Low: $10.69; –
20-Day Moving Average: $20.88; –
50-Day Moving Average: $22.45; –
200-Day Moving Average: $19.24; –
Average True Range (14): $0.96; –
Price Change (1 Week): 7.04%; -1.97%
Price Change (1 Month): -0.79%; -7.40%
Price Change (3 Months): -5.55%; -0.48%
Price Change (6 Months): 10.0%; -6.39%
Price Change (YTD): 75.9%; -14.9%
Price Change (1 Year): 82.9%; -4.49%
Price Change (3 Years): 224.8%; 54.6%
Price Change (5 Years): 212.5%; 14.9%
Price Change (10 Years): 135.3%; 140.3%
Average Volume (10 Days): 3M; –
Average Volume (20 Days): 3M; –
Average Volume (90 Days): 3M; –
Relative Volume: 0.84; 0.72
Relative Strength Index (14): 51.5; 42.8
Volatility (1 Year): 41.4%; 44.2%
Beta (5 Years): 0.99; 0.79

MarginsIndustry

Operating Margin: 39.9%; 17.9%
Pretax Margin: 24.0%; 21.3%
Profit Margin: 16.6%; 15.6%
EBITDA Margin: 41.7%; 20.7%
FCF Margin: 31.3%; 20.7%

Returns on capitalIndustry

Return on Equity (ROE): 27.0%; 12.7%
Return on Assets (ROA): 7.14%; 2.30%
Return on Invested Capital (ROIC): 161.3%; 3.82%
Return on Capital Employed (ROCE): 17.4%; 4.91%

Financial positionIndustry

Current Ratio: 3.54; 1.71
Quick Ratio: 1.01; 0.86
Interest Coverage: 5.26; 6.05

GrowthIndustry

Revenue Growth (YoY): 45.2%; 13.5%
Net Income Growth (YoY): 14.5%; 11.1%
EPS Growth (YoY): 9.23%; 12.8%
FCF Growth (YoY): 62.6%; 17.6%
Revenue Growth (3Y CAGR): 17.9%; 11.9%
EPS Growth (3Y CAGR): 34.2%; 11.0%

EfficiencyIndustry

Asset Turnover: 0.43; 0.25
Revenue Per Employee: $1.84M; $1.01M
Profits Per Employee: $306.65K; $139.30K
Employee Count: 360; 700
WACC: 9.84%; 8.74%

Income statement (TTM)Industry

Revenue: $663.44M; $902.57M
Operating Income: $265.03M; $7.83M
Pretax Income: $158.91M; $253.40M
Net Income: $110.40M; $45.32M
EBITDA: $276.61M; $79.43M
EPS (Diluted): $0.71; $2.14

Balance sheetIndustry

Cash & Short-Term Investments: $48.55M; $79.33M
Net Cash (Debt): $48.55M; $40.09M
Net Cash Per Share: $0.32; $1.63
Equity (Book Value): $445.74M; $543.32M
Book Value Per Share: $2.94; $17.46
Tangible Book Value: -$738.20M; $241.17M
Working Capital: $306.51M; $56.74M

Cash flow (TTM)Industry

Operating Cash Flow: $207.83M; $18.33M
Capital Expenditures: -$313.00K; -$14.21M
Free Cash Flow: $207.52M; $376.19M
FCF Per Share: $1.37; $2.16

Dividends and yieldsIndustry

Earnings Yield: 3.40%; 3.98%
FCF Yield: 6.39%; 6.06%
Dividend Yield: 0.56%; 1.65%
Buyback Yield: 1.89%; 1.82%
Shareholder Yield: 2.45%; 2.88%
Dividend Per Share: $0.12; $1.40
Dividend Growth (YoY): 0.00%; 5.80%
Years of Dividend Growth: 0; 2
Payout Ratio: 15.9%; 36.3%
FCF Payout Ratio: 8.45%; 25.6%

Taxes and interestIndustry

Interest Expense: $50.42M; $38.36M
Income Tax: $48.51M; $37.71M
Effective Tax Rate: 30.5%; 21.3%

Scores and fair valueIndustry

Graham Number: $6.86; $43.92
Graham Upside: -68.0%; -37.9%
Altman Z-Score: 3.02; 12.19
Piotroski F-Score: 7; 5
Lynch Fair Value: $17.75; –
Lynch Upside: -17.2%; -23.5%

Total return vs. the S&P 500

Price change plus reinvested dividends, to the close on Nov 11, 2026. The S&P 500 is measured by the SPY fund.

Period	WT	S&P 500	Difference	WT per year	S&P 500 per year
1 month	-5.2%	-2.4%	−2.8 pts
3 months	-2.4%	-1.2%	−1.3 pts
Year to date	+76.7%	+12.3%	+64.4 pts
1 year	+82.3%	+12.4%	+69.8 pts
3 years	+234.5%	+78.8%	+155.6 pts	+49.5%	+21.4%
5 years	+241.7%	+75.2%	+166.6 pts	+27.9%	+11.9%
10 years	+183.9%	+311.1%	−127.2 pts	+11.0%	+15.2%

Short interest

Shares sold short and not yet covered, reported by brokers to FINRA twice a month. Latest settlement date Oct 30, 2026.

16M WT shares were sold short on Oct 30, 2026, up 6.6% from the previous report, or 11.88% of the shares available to trade. At recent volumes it would take 8.0 days to buy them back. Over the last 20 sessions, 53.8% of the volume reported to FINRA was short selling.

Settlement date	Shares short	Change	Avg. daily volume	Days to cover
Oct 30, 2026	16,292,497	+6.6%	2,036,571	8.0
Oct 15, 2026	15,286,586	+0.8%	2,546,151	6.0
Sep 30, 2026	15,167,948	+1.2%	3,092,743	4.9
Sep 15, 2026	14,984,944	+7.9%	2,802,082	5.3
Aug 31, 2026	13,894,031	+1.8%	2,311,632	6.0
Aug 14, 2026	13,649,316	-6.8%	2,867,206	4.8
Jul 31, 2026	14,639,606	-4.3%	2,213,951	6.6
Jul 15, 2026	15,295,886	-3.9%	2,719,339	5.6
Jun 30, 2026	15,912,330	-1.0%	3,782,338	4.2
Jun 15, 2026	16,077,961	-4.4%	3,150,402	5.1
May 29, 2026	16,810,644	+0.0%	2,648,997	6.3
May 15, 2026	16,805,086	-8.3%	3,346,223	5.0