GuruFocus·Jun 26, 2026
WisdomTree Honored at 2026 InvestmentNews AwardsWisdomTree, Inc. (NYSE: WT), a global financial innovator, today announced that it received a top honor at the 2026 InvestmentNews Awards, with WisdomTree name
WisdomTree, Inc.(WT)Earnings, Financials & Key Ratios
WT•NYSE
$18.49
24.7× P/E·Price updated Jul 7, 2026
AboutWisdomTree, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of WisdomTree ETFs in 401(k) plans. It develops index using its fundamentally weighted index methodology. In addition, the company provides investment advisory services. The company was founded in 1985 and is based in New York, New York.Show more
- EBITDA$178M+26.8%
- Net Income$109M+63.6%
- EPS (Diluted)0.75+127.3%
- Gross Margin72.12%+0.7%
- EBITDA Margin36.04%+9.9%
- Operating Margin35.28%+9.9%
- Net Margin22.1%+41.8%
- ROE26.83%+89.4%
WT Price & Volume
WisdomTree, Inc. (WT) stock price & volume — 10-year historical chart
Loading chart...
Aggressive Debt-Funded Expansion Masks Earnings Volatility
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Accelerating
Profitability:Moderate
Financial:Mixed
Cash Flow:Mixed
Primary Risk:Goodwill Impairment and Leverage
Key Thesis Takeaways
- WisdomTree has successfully scaled top-line revenue from $90.8 million in 2023Q4 to $159.5 million in 2026Q1, yet this growth is increasingly tethered to a debt-heavy capital structure that has pushed the debt-to-equity ratio to 2.53.
- While operating leverage is evident as operating income reached $61.3 million in 2026Q1, the firm's reliance on acquisitions—evidenced by $976.6 million in goodwill—creates significant impairment risk.
- Investors should monitor whether the firm can stabilize its inconsistent cash conversion, which saw an operating cash flow to net income ratio of -0.80 in the most recent quarter.
Verdict Logic
while the firm demonstrates clear revenue scaling, the combination of a 2.53 debt-to-equity ratio and a negative 2026Q1 net income of $23.1 million warrants a cautious approach until operational cash flow stabilizes.
WT Growth Metrics
WisdomTree, Inc. (WT) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years5.15%
5 Years14.59%
3 Years17.89%
TTM-
Profit CAGR
10 Years3.15%
5 Years-
3 Years29.13%
TTM-11.32%
EPS CAGR
10 Years2.6%
5 Years-
3 Years34.25%
TTM20.59%
Return on Capital
10 Years13.58%
5 Years11.68%
3 Years13.95%
Last Year16.16%
WT Recent Earnings
WisdomTree, Inc. (WT) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 6/12 qtrs (50%)●Beat Revenue 9/12 qtrs (75%)
Q2 2026Latest
May 1, 2026Metric
Actual
Est
EPS
$0.27+8.0%
$0.25
Rev
$160M+1.6%
$157M
Q1 2026
Jan 30, 2026Metric
Actual
Est
EPS
$0.29+26.1%
$0.23
Rev
$147M+3.4%
$143M
Q4 2025
Oct 31, 2025Metric
Actual
Est
EPS
$0.23+9.5%
$0.21
Rev
$126M-12.0%
$143M
Q3 2025
Jul 31, 2025Metric
Actual
Est
EPS
$0.18+0.0%
$0.18
Rev
$113M-6.2%
$120M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 1, 2026 | $0.27vs $0.25+8.0% | $160Mvs $157M+1.6% |
| Q1 2026 | Jan 30, 2026 | $0.29vs $0.23+26.1% | $147Mvs $143M+3.4% |
| Q4 2025 | Oct 31, 2025 | $0.23vs $0.21+9.5% | $126Mvs $143M-12.0% |
| Q3 2025 | Jul 31, 2025 | $0.18vs $0.18+0.0% | $113Mvs $120M-6.2% |
Based on last 12 quarters of dataView full earnings history →
Latest WT News
Recent stock market news and headlines for WisdomTree, Inc. (WT)
Business Wire·Jun 26, 2026
WisdomTree Honored at 2026 InvestmentNews AwardsNEW YORK--(BUSINESS WIRE)--WisdomTree today announced that it received a top honor at the 2026 InvestmentNews Awards, with WisdomTree named ETF Provider of the Year.
Business Wire·Jun 25, 2026
WisdomTree Recognized at The Future of Finance Awards 2026 for Leadership in Tokenized Assets and Onchain InfrastructureNEW YORK--(BUSINESS WIRE)--WisdomTree, Inc. (NYSE: WT), a global financial innovator, today announced it has been recognized with two honors at The Future of Finance Awards 2026, receiving Best Digital Asset Fund Issuer in North America and Best Tokenized Transfer Agent for WisdomTree Transfers, Inc. Presented annually by Future of Finance, the awards recognize organizations advancing innovation across financial services, digital assets, tokenization and next-generation market infrastructure. T.
Zacks Investment Research·Jun 22, 2026
Is WisdomTree Japan Opportunities Fund (OPPJ) a Strong ETF Right Now?The WisdomTree Japan Opportunities Fund (OPPJ) was launched on 06/28/2013, and is a smart beta exchange traded fund designed to offer broad exposure to the Asia-Pacific (Developed) ETFs category of the market.
Zacks Investment Research·Jun 19, 2026
WisdomTree, Inc. (WT) is an Incredible Growth Stock: 3 Reasons WhyWisdomTree, Inc. (WT) could produce exceptional returns because of its solid growth attributes.
Peers Comparison
Key metrics vs top competitors for WisdomTree, Inc. (WT)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $18.49 | $2.83B | 24.65 | 15.43% | 22.1% | 26.83% | 0.65% | |
| $2.98 | $37.78M | -119.20 | -23.05% | 29.15% | 6.96% | — | |
| $174.99 | $473.29M | 9.77 | 4.48% | 30.89% | 27.03% | — | |
| $170.96 | $6.5B | 19.27 | 7.49% | 16.06% | 30.01% | — | |
| $120.70 | $39.64B | 61.58 | 66.55% | 9.87% | 7.34% | — | |
| $34.36 | $17.85B | 37.76 | 3.45% | 8.99% | 5.64% | — |
Compare WT vs Peers
WisdomTree, Inc. (WT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
WT SEC Filings & Documents
WisdomTree, Inc. (WT) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Jun 18, 2026·SEC
Material company update
May 29, 2026·SEC
Material company update
May 1, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
6Get notified when WT posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
WT Frequently Asked Questions
WisdomTree, Inc. (WT) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is WisdomTree, Inc.'s revenue?
WisdomTree, Inc. (WT) reported $545.1M in revenue for fiscal year 2025.
How fast is WisdomTree, Inc. growing?
WisdomTree, Inc. (WT) grew revenue by 15.4% over the past year. This is strong growth.
Is WT profitable?
Yes, WisdomTree, Inc. (WT) is profitable, generating $61.4M in net income for fiscal year 2025 (22.1% net margin).
Dividend & Returns
Does WT pay dividends?
Yes, WisdomTree, Inc. (WT) pays a dividend with a yield of 0.65%. This makes it attractive for income-focused investors.
What is WT's return on equity?
WisdomTree, Inc. (WT) has a return on equity (ROE) of 26.8%. This is excellent, indicating efficient use of shareholder capital.
What is WisdomTree, Inc.'s free cash flow?
WisdomTree, Inc. (WT) generated $159.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.