WisdomTree, Inc.

Insider Sentiment (TTM):

Last Purchase:2026-02-25Last Sale:2026-05-20Shares Purchased (TTM):44.34Shares Sold (TTM):219,320

Institutional Sentiment:

As of:2026-03-31Institutional Shares Owned:179,644,177Shares Outstanding:138,005,000Institutional Ownership Pct.:130.17%

Earnings Market Reaction:

Filing Date:2026-08-05Price on Filing Date:N/APrevious Close:N/A% Change:N/A

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Financial Statements

10‑Q10‑K

Values in Millions ($)	2026-06-30	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30
Series C Preferred Stock	-	-	-	-	-	-	-	-	-	-	-	0
Assets Current
Cash And Cash Equivalents At Carrying Value	295	626	312	556	194	170	181	176	132	117	129	89
Financial Instruments Owned At Fair Value	-	65	107	104	98	85	85	77	70	58	59	79
Accounts Receivable Net Current	75	66	64	47	43	46	45	-	43	40	35	36
Income Taxes Receivable	0	1	-	-	4	3	-	-	-	-	-	-
Prepaid Expense Current	13	9	7	8	10	7	5	7	9	6	5	7
Other Assets Current	2	1	2	2	2	1	2	1	1	1	1	1
Assets Current	423	768	492	716	351	313	318	307	255	223	230	212
Property Plant And Equipment Net	1	0	0	0	0	0	0	0	0	0	0	0
Deferred Income Tax Assets Net	-	7	10	8	6	6	12	9	7	5	11	10
Held To Maturity Securities Noncurrent	-	-	-	-	-	-	0	0	0	0	0	0
Investments In Affiliates Subsidiaries Associates …	29	29	29	26	14	9	9	9	8	10	10	37
Operating Lease Right Of Use Asset	3	2	3	2	2	1	1	1	1	0	1	1
Goodwill	355	229	229	87	87	87	87	87	87	87	87	87
Intangible Assets Net Excluding Goodwill	833	748	749	606	606	606	606	606	606	605	605	-
Other Assets Noncurrent	1	1	1	1	1	1	1	0	0	0	0	0
Indefinite Lived Intangible Assets Excluding Goodw…	-	-	-	-	-	-	-	-	-	-	605	605
Assets	1,645	1,784	1,513	1,447	1,067	1,023	1,034	1,019	964	932	944	952
Liabilities And Stockhold…
Liabilities
Liabilities Current
Notes Payable Current	-	-	-	-	-	15	15	15	15	15	15	-
Convertible Notes Payable Current	18	75	150	149	149	-	-	-	-	-	-	-
Accounts Payable Trade Current	26	34	29	31	33	35	31	30	27	33	30	28
Employee Related Liabilities Current	39	19	52	34	22	12	40	30	20	10	38	28
Operating Lease Liability Current	2	1	2	1	1	0	1	1	1	0	1	1
Taxes Payable Current	-	-	2	1	-	-	1	6	2	1	4	4
Accounts Payable And Other Accrued Liabilities Cur…	42	24	33	23	23	20	22	25	20	17	16	15
Liabilities Current	141	168	282	254	244	82	109	106	85	76	103	75
Convertible Debt Noncurrent	1,058	1,125	804	805	364	513	512	511	276	275	275	-
Accounts Payable Current And Noncurrent	-	-	-	-	-	-	-	-	26	25	24	-
Temporary Equity Carrying Amount Attributable To P…	-	-	-	-	-	-	-	-	-	-	133	-
Long Term Notes Payable	-	-	-	14	13	13	12	26	-	-	24	-
Asset Acquisition Contingent Consideration Liabili…	16	14	12	-	-	-	-	-	-	-	-	-
Operating Lease Liability Noncurrent	1	1	1	1	1	0	0	0	-	-	-	-
Liabilities	1,227	1,309	1,099	1,074	622	607	634	645	386	376	402	350
Temporary Equity Value Excluding Additional Paid I…	-	-	-	-	-	-	-	-	133	133	133	133
Stockholders Equity
Common Stock Value	2	2	1	1	1	1	1	1	2	2	2	2
Additional Paid In Capital	-	-	-	184	269	264	270	266	315	310	312	-
Additional Paid In Capital Common Stock	-	279	189	-	-	-	270	-	-	-	312	388
Accumulated Other Comprehensive Income Loss Net Of…	-3	1	2	3	4	0	-2	1	-1	-1	-1	-2
Retained Earnings Accumulated Deficit	233	193	221	185	170	150	130	107	130	113	96	82
Stockholders Equity	419	475	414	373	445	416	400	375	446	423	409	469
Liabilities And Stockholders Equity	1,645	1,784	1,513	1,447	1,067	1,023	1,034	1,019	964	932	944	952
Series A Preferred Stock	-	-	-	-	-	-	0	0	0	0	0	0
Wisdom Tree Government Money Market Digital Fund	-	221	145	62	5	11	11	-	-	-	-	-
Wisdomtree E T F	-	-	-	-	-	-	11	6	0	5	5	54
Wisdom Tree Products	-	278	245	7	12	79	90	-	-	-	-	-
Related Party	-	56	55	3	2	35	35	12	2	31	29	32
Preferred Stock Par Or Stated Value Per Share	0.01	0.01	-	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01
Preferred Stock Shares Authorized	2	2	-	2	2	2	2	2	2	2	2	2
Common Stock Par Or Stated Value Per Share	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01
Common Stock Shares Authorized	400	400	400	400	400	400	400	400	400	400	400	400
Common Stock Shares Issued	152	152	141	140	147	147	146	146	152	152	150	150
Shares Outstanding	152	152	141	140	147	147	146	146	152	152	150	150

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10‑Q10‑K

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Earnings Market Reaction

10‑Q10‑K

Fiscal Year	Q1 1 Month	Q1 2 Month	Q1 3 Month	Q2 1 Month	Q2 2 Month	Q2 3 Month	Q3 1 Month	Q3 2 Month	Q3 3 Month	Q4 1 Month	Q4 2 Month	Q4 3 Month
2026	0.11%	-9.61%	2.21%	-	-	-	-	-	-	-	-	-
2025	0.32%	21.36%	45.16%	5.17%	7.41%	-5.88%	-5.08%	6.62%	39.98%	-23.51%	0.87%	12.31%
2024	8.37%	7.72%	26.30%	-5.86%	-7.15%	-4.39%	11.37%	-1.49%	-7.36%	-4.61%	-9.66%	6.26%
2023	-	-	-	-	-	-	5.10%	10.53%	12.60%	16.88%	18.46%	18.83%
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Performance and Valuation Metrics

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Metrics	2026-06-30	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30
Liquidity Ratios
Current Ratio	3.00	4.57	1.75	2.82	1.44	3.83	2.92	2.88	3.01	2.95	2.23	2.81
Quick Ratio	2.90	4.52	1.72	2.78	1.39	3.74	2.87	2.82	2.91	2.86	2.18	2.72
Working Capital	282.01M	599.96M	210.31M	461.97M	106.80M	231.63M	209.18M	200.69M	170.01M	147.43M	126.58M	136.45M
Leverage & Debt
Debt to Equity	2.93	2.76	2.66	2.88	1.40	1.46	1.58	1.72	0.87	0.89	0.98	0.75
Interest Coverage TTM	177.20	127.73	97.81	74.71	65.26	24.37	14.36	10.08	7.37	6.43	5.74	4.81
Debt Ratio	0.75	0.73	0.73	0.74	0.58	0.59	0.61	0.63	0.40	0.40	0.43	0.37
Efficiency & Turnover
Asset Turnover TTM	0.45	0.39	0.39	0.45	0.53	0.55	0.53	0.50	0.49	0.44	0.42	0.48
Days Sales Outstanding TTM	35.29	37.57	40.41	30.73	28.90	29.34	27.95	-	30.23	32.05	29.01	23.72
Receivables Turnover TTM	10.34	9.71	9.03	11.88	12.63	12.44	13.06	-	12.07	11.39	12.58	15.39
Per Share Metrics
Diluted EPS TTM	0.52	0.44	0.75	0.64	0.49	0.47	0.42	0.41	0.46	0.66	0.60	0.31
Free Cash Flow Per Share TTM	1.31	1.15	1.05	0.91	0.89	0.85	0.78	0.81	0.66	0.61	0.59	0.41
Dividend Per Share TTM	0.12	0.13	0.12	0.13	0.13	0.13	0.13	0.14	0.14	0.14	0.14	0.14
Margin Metrics
Gross Profit Margin TTM	73.38%	72.23%	72.12%	76.45%	76.72%	83.37%	90.25%	96.46%	103.34%	103.57%	103.67%	103.23%
Operating Profit Margin TTM	38.80%	36.57%	35.28%	26.99%	26.71%	26.78%	26.17%	26.15%	24.61%	22.99%	21.07%	15.55%
Net Profit Margin TTM	13.27%	11.26%	22.10%	17.41%	13.34%	12.92%	12.71%	11.92%	16.36%	25.21%	24.69%	11.73%
Growth Metrics
Net Revenue Growth (1Y)	12.61%	1.74%	-5.88%	12.89%	16.67%	24.59%	26.32%	4.25%	1.67%	12.17%	37.81%	549.90%
Net Income Growth (1Y)	11.98%	-11.32%	63.63%	64.92%	-4.88%	-36.17%	-34.96%	5.95%	-38.48%	40.49%	102.32%	-38.80%
EPS Growth (1Y)	7.52%	-8.39%	68.59%	70.05%	-2.34%	-34.43%	-34.93%	6.95%	-39.55%	37.99%	99.97%	-39.71%
Valuation Metrics
P/E TTM	31.17	32.64	15.60	19.98	22.58	18.14	22.41	24.14	18.76	12.11	9.50	17.82
P/B TTM	6.02	4.22	4.12	5.16	3.66	3.02	3.74	3.76	3.20	3.10	2.38	2.09
P/S TTM	4.13	3.68	3.45	3.48	3.01	2.34	2.85	2.88	3.07	3.05	2.35	2.09
Market Cap	2.52B	2.00B	1.70B	1.93B	1.63B	1.26B	1.49B	1.41B	1.42B	1.31B	974.03M	983.16M
Enterprise Value	3.30B	2.58B	2.35B	2.34B	1.96B	1.63B	1.85B	1.79B	1.58B	1.49B	1.16B	893.68M
Calculated Values
Free Cash Flow TTM	195.92M	159.32M	147.73M	127.67M	127.31M	120.76M	113.32M	115.99M	96.59M	89.81M	85.49M	60.22M
Net Debt	780.64M	574.84M	642.08M	412.16M	332.70M	369.70M	357.81M	376.10M	157.98M	173.14M	184.72M	-89.48M
Per-Share and Margin
EPS TTM
Adjusted EPS TTM
Cash Flow Per Share TTM
Pretax Margin TTM
Stock Comp to Revenue TTM
Turnover Ratios and Averages
Average Assets
Average Equity
Average Inventory
Average Receivables
Average Accounts Payables
Inventory Turnover TTM
Payables Turnover TTM
Days Inventory Outstanding TTM
Days Payables Outstanding TTM
Cash Conversion Cycle TTM
Working Capital to Revenue
Deferred Revenue to Revenue
Growth Rates
Total Assets Growth (1Y)
Total Assets Growth (3Y)
Total Assets Growth (5Y)
Dividends Paid Growth (1Y)
Dividends Paid Growth (3Y)
Dividends Paid Growth (5Y)
EPS Growth (3Y)
EPS Growth (5Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Profit Margin Growth (1Y)
Net Profit Margin Growth (3Y)
Net Profit Margin Growth (5Y)
Net Revenue Growth (3Y)
Net Revenue Growth (5Y)
Deferred Revenue Growth (1Y)
Retained Earnings Growth (1Y)
Credit, Liquidity, Returns, Payout
Cash Ratio
Net Working Capital
Debt to EBITDA TTM
Net Debt to EBITDA TTM
Net Debt to Equity
Altman A
Altman B
Altman C
Altman D
Altman E
Altman Z-Score
ROA TTM
ROE TTM
NOPAT TTM
ROIC TTM
Effective Tax Rate TTM
Payout Ratio TTM
Dilution Ratio
Retained Earnings to Equity
Treasury Stock to Equity
Treasury Stock Change (1Y)
Accrued to Current Liabilities
NCAV
NCAV Per Share TTM
Valuation Ratios
P/CF TTM
PEG Ratio
Dividend Yield TTM
Free Cash Flow Yield TTM
EV EBITDA TTM
EV EBIT TTM
EV Revenue TTM
EV FCF TTM
Stock Compensation TTM
Adjusted Net Income TTM
Billings TTM
Total Debt
Invested Capital

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Insider Transactions

2026-05-20Sale

Owner: Lilien, R Jarrett

Title: President and COO

Shares: 30,000

Price/Share: $18.99

Value: $569,700.00

Shares Owned: 1,110,245

Relationship: Officer

Ownership: Direct

2026-05-19Sale

Owner: Ziemba, Peter M

Title: Chief Administrative Officer

Shares: 100,000

Price/Share: $19.31

Value: $1,931,000.00

Shares Owned: 885,686

Relationship: Officer

Ownership: Direct

2026-05-05Sale

Owner: Yates, David M

Title: Chief Information Officer

Shares: 15,000

Price/Share: $18.06

Value: $270,900.00

Shares Owned: 157,499

Relationship: Officer

Ownership: Direct

2026-02-25Purchase

Owner: Pankopf, Tonia L

Title: -

Shares: 44

Price/Share: $16.94

Value: $751.12

Shares Owned: 34,962

Relationship: Director

Ownership: Direct

2026-02-25Sale

Owner: Lilien, R Jarrett

Title: President and COO

Shares: 30,000

Price/Share: $16.84

Value: $505,200.00

Shares Owned: 1,140,245

Relationship: Officer

Ownership: Direct

Filed Date	Owner	Relationship	Title	Ownership	Purchase/Sale	No. Shares	Price Per Share	Value	Shares Owned	Document Type
2026-05-20	Lilien, R Jarrett	Officer	President and COO	Direct	Sale	30,000	18.99	$569,700.00	1,110,245	4
2026-05-19	Ziemba, Peter M	Officer	Chief Administrative Officer	Direct	Sale	100,000	19.31	$1,931,000.00	885,686	4
2026-05-05	Yates, David M	Officer	Chief Information Officer	Direct	Sale	15,000	18.06	$270,900.00	157,499	4
2026-02-25	Pankopf, Tonia L	Director	-	Direct	Purchase	44	16.94	$751.12	34,962	4
2026-02-25	Lilien, R Jarrett	Officer	President and COO	Direct	Sale	30,000	16.84	$505,200.00	1,140,245	4
2025-12-02	Yates, David M	Officer	Chief Information Officer	Direct	Sale	6,820	11.13	$75,906.60	152,123	4
2025-11-25	Lilien, R Jarrett	Officer	President and COO	Direct	Sale	12,500	11.01	$137,625.00	998,638	4
2025-11-12	Lilien, R Jarrett	Officer	President and COO	Direct	Sale	25,000	11.77	$294,250.00	1,011,138	4
2025-08-26	Lilien, R Jarrett	Officer	President and COO	Direct	Sale	12,500	13.21	$165,125.00	1,036,138	4
2025-08-12	Lilien, R Jarrett	Officer	President and COO	Direct	Sale	25,000	13.33	$333,250.00	1,048,638	4
2025-02-04	Marinof, Alexis	Officer	Head of Europe	Direct	Sale	90,980	9.87	$897,972.60	221,146	4
2024-12-02	Etfs, Capital Limited., T…	Other	-	Direct	Sale	3,000,000	11.34	$34,020,000.00	12,250,000	4
2024-11-15	Ziemba, Peter M	Officer	Chief Administrative Officer	Direct	Sale	100,000	11.43	$1,143,000.00	948,386	4
2024-11-08	Steinberg, Jonathan L	Director,Officer	Chief Executive Officer	Direct	Purchase	67,869	10.84	$735,699.96	9,240,707	4
2024-02-13	Steinberg, Jonathan L	Director,Officer	Chief Executive Officer	Direct	Purchase	303,781	7.20	$2,187,223.20	9,172,838	4
2023-08-17	Ziemba, Peter M	Officer	Chief Administrative Officer	Direct	Sale	50,000	7.04	$352,000.00	988,082	4
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Institutional Ownership

No data available for chart

2026-03-31

130.17%

Inst. Shares: 179,644,177

Shares Outstanding: 138,005,000

2025-12-31

126.12%

Inst. Shares: 177,044,386

Shares Outstanding: 140,376,000

2025-09-30

114.45%

Inst. Shares: 159,760,158

Shares Outstanding: 139,584,000

2025-06-30

93.53%

Inst. Shares: 133,824,214

Shares Outstanding: 143,076,000

2025-03-31

94.86%

Inst. Shares: 135,251,023

Shares Outstanding: 142,580,000

Date	Institutional Shares Owned	Shares Outstanding	Institutional Ownership %
2026-03-31	179,644,177	138,005,000	130.17%
2025-12-31	177,044,386	140,376,000	126.12%
2025-09-30	159,760,158	139,584,000	114.45%
2025-06-30	133,824,214	143,076,000	93.53%
2025-03-31	135,251,023	142,580,000	94.86%
2024-12-31	135,263,888	144,630,000	93.52%
2024-09-30	132,962,937	143,929,000	92.38%
2024-06-30	120,368,511	146,896,000	81.94%
2024-03-31	115,846,251	146,464,000	79.10%
2023-12-31	115,278,606	144,707,000	79.66%
2023-09-30	110,395,409	145,284,000	75.99%
2023-06-30	105,375,504	144,351,000	73.00%
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WisdomTree, Inc. (WT) — SEC Financial Statements & Analysis

WisdomTree, Inc. (WT) is a security brokers, dealers & flotation companies company, incorporated in DE. WisdomTree, Inc. trades on NYSE as: WT. Based on its latest SEC filing (Form 10-Q, period ending 2026-06-30), WisdomTree, Inc. reported a 12.61% year-over-year revenue growth, a Gross Profit Margin of 73.38% (TTM), a Debt-to-Equity ratio of 2.93x, a Price-to-Sales (P/S) ratio of 4.13x (TTM), a Price-to-Book (P/B) ratio of 6.02x (TTM), at a market cap of $2.52B. Figures below are sourced from SEC EDGAR, as-filed.

Net Revenue TTM Growth 1Y: 12.61%
Gross Profit Margin TTM: 73.38%
Debt To Equity: 2.93x
P/S TTM: 4.13x
P/B TTM: 6.02x
Market Cap: $2.52B

Data as of 2026-06-30 · Source: SEC EDGAR

Frequently Asked Questions

What industry is WisdomTree, Inc. in?

WisdomTree, Inc. (WT) operates in the Security Brokers, Dealers & Flotation Companies industry.

What is WT's market cap?

WisdomTree, Inc. (WT) has a market capitalization of $2.52B as of 2026-06-30.

What is WT's P/E ratio?

WisdomTree, Inc. (WT)'s trailing twelve month P/E ratio is 31.17x as of 2026-06-30.

What exchange does WT trade on?

WisdomTree, Inc. (WT) trades on the NYSE.

Where is WisdomTree, Inc. incorporated?

WisdomTree, Inc. is incorporated in DE.

WisdomTree, Inc.

Financial Statements

Custom Table

Interactive Financial Visualizations

Earnings Market Reaction

Performance and Valuation Metrics

Insider Transactions

Institutional Ownership

WisdomTree, Inc. (WT) — SEC Financial Statements & Analysis

Frequently Asked Questions

Companies in Security Brokers, Dealers & Flotation Companies

Wall Street's data.
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WisdomTree, Inc. (WT) — SEC Financial Statements & Analysis

Frequently Asked Questions

Companies in Security Brokers, Dealers & Flotation Companies

Wall Street's data.Main Street's price.

Wall Street's data.
Main Street's price.