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WisdomTree, Inc.

Data quality: 100%
Oversold
WT
NYSE Financial Services Asset Management
$13.49
▲ $0.25 (1.89%)
Mkt Cap: 1.91B
Day Range
$13.31 $13.73
52-Week Range
$7.47 $17.68
Volume
1,575,003
50D / 200D Avg
$15.82 / $13.29
Prev Close
$13.24

Price History

Financial Trends

Peer Comparison

vs Financial Services sector median (854 peers)

Metric Stock Sector Median
P/E 17.5 10.3
P/B 4.6 1.1
ROE % 26.8 11.7
Net Margin % 22.1 16.8
Rev Growth 5Y % 12.9 11.7
D/E 2.3 0.5

Analyst Price Target

Hold
$18.31 +35.7%
Low: $15.50 High: $21.00
Forward P/E
12.1
Forward EPS
$1.12
EPS Growth (est.)
+0.0%
Est. Revenue
650 M

Earnings Estimates

Period EPS Est. Revenue Est. Analysts
FY2028 $1.30
$1.23 – $1.36
710 M 1
FY2027 $1.21
$1.13 – $1.26
700 M 3
FY2026 $1.12
$1.02 – $1.17
650 M 4

Key Takeaways

Revenue grew 12.86% annually over 5 years — strong growth
Earnings grew 63.63% over the past year
ROE of 26.83% indicates high profitability
Net margin of 22.10% shows strong profitability
Debt/Equity of 2.31 — high leverage
Generating 149.24M in free cash flow

Growth

Revenue Growth (5Y)
12.86%
Revenue (1Y)15.43%
Earnings (1Y)63.63%
FCF Growth (3Y)33.82%

Quality

Return on Equity
26.83%
ROIC9.53%
Net Margin22.10%
Op. Margin35.28%

Safety

Debt / Equity
2.31
Current Ratio1.75
Interest Coverage5.73

Valuation

P/E Ratio
17.51
P/B Ratio4.62
EV/EBITDA14.67
Dividend Yield0.01%

All Fundamental Metrics

Growth
Revenue Growth (1Y) 15.43% Revenue Growth (3Y) 18.94%
Earnings Growth (1Y) 63.63% Earnings Growth (3Y) 3.16%
Revenue Growth (5Y) 12.86% Earnings Growth (5Y) 21.67%
Profitability
Revenue (TTM) 493.75M Net Income (TTM) 109.13M
ROE 26.83% ROA 7.21%
Gross Margin 72.12% Operating Margin 35.28%
Net Margin 22.10% Free Cash Flow (TTM) 149.24M
ROIC 9.53% FCF Growth (3Y) 33.82%
Safety
Debt / Equity 2.31 Current Ratio 1.75
Interest Coverage 5.73 Dividend Yield 0.01%
Valuation
P/E Ratio 17.51 P/B Ratio 4.62
P/S Ratio 3.87 PEG Ratio 0.12
EV/EBITDA 14.67 Dividend Yield 0.01%
Market Cap 1.91B Enterprise Value 2.56B

Income Statement

Annual, most recent first

Income statement data, annual, most recent first
Metric FY2025 FY2024 FY2023 FY2022 FY2021
Revenue 493.75M 427.74M 349.04M 301.35M 304.32M
Net Income 109.13M 66.69M 102.55M 50.68M 49.80M
EPS (Diluted) 0.75 0.33 0.64 0.31 0.31
Gross Profit 356.07M 306.46M 168.16M 138.69M 157.24M
Operating Income 174.20M 137.29M 87.49M 60.09M 89.06M

Balance Sheet

Annual, most recent first

Balance sheet data, annual, most recent first
Metric FY2025 FY2024 FY2023 FY2022 FY2021
Total Assets 1.51B 1.03B 944.14M 1.03B 1.04B
Total Liabilities 1.10B 633.56M 402.43M 728.21M 768.44M
Shareholders' Equity 413.67M 399.98M 541.71M 305.61M 269.42M
Total Debt 956.59M 512.91M 275.47M 322.68M 319.16M
Cash & Equivalents 311.73M 181.19M 129.31M 132.10M 140.71M
Current Assets 492.36M 318.38M 229.79M 293.96M 303.97M
Current Liabilities 282.06M 109.20M 103.22M 148.43M 83.67M

Strategy Scores

This stock passed the criteria for 3 strategies

Score = fit strength (0–100)
Rank = position among all matches
#190 of 213
23
#81 of 326
63
#133 of 154
30

Recent Activity

Entered Capital Light Compounder
Mar 24, 2026
Entered Growth Investing (Philip Fisher)
Mar 24, 2026
Entered Growth at a Reasonable Price (Peter Lynch)
Mar 24, 2026