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Wisdomtree, Inc. (WT) stock

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NYSE: WT NYSE Asset Management & Custody Banks Next results ~January 29, 2027

B Fundamentals grade

Wisdomtree, Inc. is a US-listed company in the asset management & custody banks industry. Its financial year ends in December.

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders1 buying, 3 selling2 purchases and 8 sales by directors and officers, last 12 monthsInsider trades
  • Funds165 adding, 150 cuttingOf 57 active managers that changed their stake, 25 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Wisdomtree files

Where Wisdomtree stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $610m, up 37.1% on a year earlier, faster than the 24.2% growth a quarter earlier. That growth ranks 6 of 31 among the asset management & custody banks companies we cover. The diluted share count is down 2.7% on a year earlier, which lifts each remaining share.

Our model value for Wisdomtree is under review, so past values are not shown until it is resolved.

Source: 10-Q filed August 5, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~January 29, 2027 (estimated)

Wisdomtree, Inc.'s trailing-twelve-month revenue grew 37.1% year on year, with a free-cash-flow margin of 32.1%. Where it stands out: operating margin of 38.8% ranks 2 of 27 asset management & custody banks companies we cover.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 53.9% while net income grew 12.0%: a 42pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Fast growth. Revenue grew 37.1% over the last 12 months, against a median of 17.2% for asset management & custody banks companies we cover.
  • Growth speeding up. The growth rate is 13.0 points higher than a quarter earlier.
  • High operating margin. 38.8% of revenue is left as operating profit, against a median of 23.7% for asset management & custody banks companies we cover.
  • Margins widening. Operating margin is up 6.3 points on a year ago.
  • Strong cash generation. 32.1% of revenue turned into free cash flow.

Things to watch

  • Volatile shares. Over the past year the shares showed annualised volatility of 40% and a beta of 1.6 against the S&P 500.
  • Gross margin slipping. Gross margin is down 3.7 points on a year ago.
  • Heavily shorted. 17.8% of the shares available to trade are sold short (5.2 days of average volume to cover).

Latest results: FY2026 Q2

Filed August 5, 2026
Earnings per share
$0.32 against an average estimate of $0.30: beat by 6.7%
Revenue
$177m, up 57.3% on a year earlier
Share reaction
-6.0% in the first session after the results on October 30, 2026, against -2.2% for the S&P 500
Next report
January 29, 2027; average EPS estimate $0.31

Wisdomtree's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day-2.2%
  • 1 week-3.5%
  • 1 month-16.9%
  • This year+66.9%
  • 1 year+70.6%
  • 5 years+225.1%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$610M
Operating margin
38.8%
Net margin
13.3%
EPS (TTM, diluted)
$0.56

Growth

Revenue growth
+37.1%
Change in growth rate
+13.0 pts
Share count change
−2.7%

Earnings

Last results
October 30, 2026
Next results (est.)
January 29, 2027

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results
  2. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Wisdomtree, Inc. valuation models and calculator

No model value for Wisdomtree, Inc. at the moment. Current status: valuation models disagree too widely to rate. Available reported financials are shown below.

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: valuation models disagree too widely to rate: held for review.

The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.

Valuation models

We value Wisdomtree, Inc. as an asset manager, broker or exchange, with every model that fits that kind of business. Cost of equity 9.7%: the 10-year Treasury yield (4.9%) plus a beta of 1.06 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$12 ~$10–$15 Primary model, counts double
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$5.4 ~$4.0–$7.5 Included
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$5.5 ~$4.8–$6.5 Included
Price-to-book vs peers Book value per share times peers' typical (harmonic-mean) price-to-book. ~$4.1 ~$4.3–$11 Included
Dividend discount (two-stage) Dividends for five years at the growth the business can fund, then a steady payout and growth. ~$6.0 ~$5.1–$7.3 Included
Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. — Combined value withheld. Review the individual models and their assumptions.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Wisdomtree, Inc. with asset managers in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Moat

82 /100

Strong moat

How hard Wisdomtree's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 20 / 20

    Net income has been a median 4.3% of total assets over 10 years.

  • Durability 19 / 20

    Operating margin has been a median 29.7%; its worst year was 19.6%.

  • Discipline 13 / 20

    The diluted share count rose 1.4% over five years; stock-based pay has been a median 4.8% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (87 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: January 29, 2027, before the open. Analysts expect revenue of $184m and EPS of $0.31 (range $0.30 to $0.33) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $1.19 +38% $702m +42%
Next $1.32 +11% $776m +11%

Next year's EPS estimate has moved +2.6% in 90 days, across 7 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +3.7% on 90 days ago. In the last 30 days, 0 analysts raised Wisdomtree, Inc.'s forecast and 3 cut it.

Consensus EPS forecast Wisdomtree, Inc., last 90 days
$1.10 $1.20 $1.30 $1.40 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $1.15 Current fiscal year, 60 days ago: $1.20 Current fiscal year, 30 days ago: $1.21 Current fiscal year, 7 days ago: $1.20 Current fiscal year, Now: $1.19 $1.19 Next fiscal year, 90 days ago: $1.28 Next fiscal year, 60 days ago: $1.32 Next fiscal year, 30 days ago: $1.35 Next fiscal year, 7 days ago: $1.33 Next fiscal year, Now: $1.32 $1.32

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $1.15$1.28
60 days ago $1.20$1.32
30 days ago $1.21$1.35
7 days ago $1.20$1.33
Now $1.19$1.32

Earnings against estimates

Quarter toEstimateActualSurprise
Sept 2026 $0.30 $0.32 +6.7%
Jun 2026 $0.26 $0.31 +17.3%
Mar 2026 $0.25 $0.27 +8.0%
Dec 2025 $0.23 $0.29 +23.4%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

7 analysts, Oct 2026
Buy571%
Hold229%
Sell00%

Monthly trend

  1. Oct 20261427
  2. Sep 20261427
  3. Aug 20261427
  4. Jul 20261427

Counts of recommendations published by analysts covering Wisdomtree, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
17.8%
of tradable shares
Days to cover
5.24
at average volume
Short interest, 1 month
+2%
to October 15, 2026
Held by institutions
—
of shares
Held by insiders
9.5%
of shares
Employees
360
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Recent prices are available. Older price history and the statistics that need it are being loaded in the background.

What moved the share price

Last 12 months +70.6%

$11.87 on October 31, 2025 to $20.25

ThenNowEffect
Revenue (last 12 months) $445m $610m +37.1%
Net margin 16.2% 13.3% −18.3%
P/E multiple 24.5x 36.4x +48.2%
Share count 149m 145m +2.8%

Biggest factor: p/e multiple.

Last 3 years +226.3%

$6.21 on November 3, 2023 to $20.25

ThenNowEffect
Revenue (last 12 months) $313m $610m +94.5%
Net margin 39.4% 13.3% −66.3%
P/E multiple 8.2x 36.4x +346.0%
Share count 162m 145m +11.6%

Biggest factor: p/e multiple.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
WT+17%−9%+30%+54%+17%+67%
Industry peers (median)+33%−17%+19%+15%−4%−6%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
WT33%50%75%50%50%64%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
WT−25%−27%−16%−22%−27%−24%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since October 29, 2015: 90% from December 1, 2015 to March 18, 2020. Getting back needed a 867% gain, reached on April 20, 2026, 2224 days after the low.

Price behaviour

52-week range
$10.68 – $25.04
From 52-week high
−19.1%
vs 50-day average
−12.1%
vs 200-day average
+6.2%
Volatility (1 year)
40%
Beta vs S&P 500
1.62

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
8 up, 4 down
typical move ±4.1%
After a week
5 up, 6 down
typical move ±5.0%
After a month
8 up, 3 down
typical move ±11.6%
Results releasedNext dayS&P 500 next day5 days21 days
October 30, 2026 −6.0% −2.2% — —
July 31, 2026 +11.6% +2.2% +13.0% +28.2%
May 1, 2026 +1.6% −0.1% +12.4% +11.6%
January 30, 2026 −2.9% +0.2% −4.8% +2.9%
October 31, 2025 +3.6% +0.5% 0.0% −5.5%
July 31, 2025 −7.6% −2.0% −2.5% +2.1%
May 2, 2025 +5.4% +0.9% +8.1% +9.6%
January 31, 2025 −0.1% −1.2% −3.0% −11.5%
October 25, 2024 +0.6% +0.3% −1.2% +17.9%
July 26, 2024 +6.4% +1.2% −0.2% −5.9%
April 26, 2024 +1.7% +1.3% +5.6% +13.4%
February 2, 2024 +1.8% +0.7% +4.6% +18.7%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Wisdomtree, Inc. in five measures

Fundamentals grade B
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Wisdomtree, Inc.
$300M $400M $500M $600M $700M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $331.5M Revenue (TTM), FY23 Q4: $349M Revenue (TTM), FY24 Q1: $363.8M Revenue (TTM), FY24 Q2: $385.1M Revenue (TTM), FY24 Q3: $407.9M Revenue (TTM), FY24 Q4: $427.7M Revenue (TTM), FY25 Q1: $439M Revenue (TTM), FY25 Q2: $444.6M Revenue (TTM), FY25 Q3: $457M Revenue (TTM), FY25 Q4: $493.8M Revenue (TTM), FY26 Q1: $545.1M Revenue (TTM), FY26 Q2: $609.7M $609.7M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $331.5M
FY23 Q4 $349M
FY24 Q1 $363.8M
FY24 Q2 $385.1M
FY24 Q3 $407.9M
FY24 Q4 $427.7M
FY25 Q1 $439M
FY25 Q2 $444.6M
FY25 Q3 $457M
FY25 Q4 $493.8M
FY26 Q1 $545.1M
FY26 Q2 $609.7M
Revenue growth, TTM YoY Wisdomtree, Inc.
0% 10% 20% 30% 40% FY18 Q4 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY18 Q4: 19.4% Revenue growth, TTM YoY, FY19 Q1: 20.0% Revenue growth, TTM YoY, FY19 Q2: 7.9% Revenue growth, TTM YoY, FY24 Q2: 22.9% Revenue growth, TTM YoY, FY24 Q3: 23.0% Revenue growth, TTM YoY, FY24 Q4: 22.5% Revenue growth, TTM YoY, FY25 Q1: 20.7% Revenue growth, TTM YoY, FY25 Q2: 15.4% Revenue growth, TTM YoY, FY25 Q3: 12.0% Revenue growth, TTM YoY, FY25 Q4: 15.4% Revenue growth, TTM YoY, FY26 Q1: 24.2% Revenue growth, TTM YoY, FY26 Q2: 37.1% 37.1%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY18 Q4 19.4%
FY19 Q1 20.0%
FY19 Q2 7.9%
FY24 Q2 22.9%
FY24 Q3 23.0%
FY24 Q4 22.5%
FY25 Q1 20.7%
FY25 Q2 15.4%
FY25 Q3 12.0%
FY25 Q4 15.4%
FY26 Q1 24.2%
FY26 Q2 37.1%
Operating margin (TTM) Wisdomtree, Inc.
20% 25% 30% 35% 40% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: 22.1% Operating margin (TTM), FY23 Q4: 25.1% Operating margin (TTM), FY24 Q1: 27.2% Operating margin (TTM), FY24 Q2: 29.7% Operating margin (TTM), FY24 Q3: 31.5% Operating margin (TTM), FY24 Q4: 32.1% Operating margin (TTM), FY25 Q1: 32.7% Operating margin (TTM), FY25 Q2: 32.5% Operating margin (TTM), FY25 Q3: 32.7% Operating margin (TTM), FY25 Q4: 35.3% Operating margin (TTM), FY26 Q1: 36.6% Operating margin (TTM), FY26 Q2: 38.8% 38.8%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 22.1%
FY23 Q4 25.1%
FY24 Q1 27.2%
FY24 Q2 29.7%
FY24 Q3 31.5%
FY24 Q4 32.1%
FY25 Q1 32.7%
FY25 Q2 32.5%
FY25 Q3 32.7%
FY25 Q4 35.3%
FY26 Q1 36.6%
FY26 Q2 38.8%
FCF margin (TTM) Wisdomtree, Inc.
15% 20% 25% 30% 35% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: 18.2% FCF margin (TTM), FY23 Q4: 24.5% FCF margin (TTM), FY24 Q1: 24.7% FCF margin (TTM), FY24 Q2: 25.1% FCF margin (TTM), FY24 Q3: 28.4% FCF margin (TTM), FY24 Q4: 26.5% FCF margin (TTM), FY25 Q1: 27.5% FCF margin (TTM), FY25 Q2: 28.6% FCF margin (TTM), FY25 Q3: 27.9% FCF margin (TTM), FY25 Q4: 29.9% FCF margin (TTM), FY26 Q1: 29.2% FCF margin (TTM), FY26 Q2: 32.1% 32.1%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 18.2%
FY23 Q4 24.5%
FY24 Q1 24.7%
FY24 Q2 25.1%
FY24 Q3 28.4%
FY24 Q4 26.5%
FY25 Q1 27.5%
FY25 Q2 28.6%
FY25 Q3 27.9%
FY25 Q4 29.9%
FY26 Q1 29.2%
FY26 Q2 32.1%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-K/A, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2009 Dec 2009 2010 Dec 2010 2011 Dec 2011 2012 Dec 2012 2013 Dec 2013 2014 Dec 2014 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 22 42 65 85 149 184 299 219 228 274 304 301 349 428 494 610
Gross profit — — — — — — — 178 186 217 — — — — — —
EBITDA — — — — — — — 65 50 63 90 60 88 139 178 245
Operating income — — — — — — — 63 49 61 89 60 87 137 174 237
Net income −21 −8 3 11 52 61 80 26 27 37 50 51 103 67 109 81
Diluted EPS −$0.21 −$0.07 $0.02 $0.08 $0.37 $0.44 $0.58 $0.19 $0.20 $0.23 $0.31 $0.31 $0.64 $0.33 $0.75 $0.56
Growth (year on year)
Revenue — +88.3% +56.6% +30.1% +76.3% +22.9% +62.7% −26.8% +4.3% +20.1% +11.0% −1.0% +15.8% +22.5% +15.4% +37.1%
EBITDA — — — — — — — — −22.0% +24.0% +43.5% −32.8% +46.4% +57.4% +28.0% +66.8%
Operating income — — — — — — — — −22.6% +24.8% +45.3% −32.5% +45.6% +56.9% +26.9% +63.6%
Net income — — — +256.7% +367.2% +18.5% +31.1% −67.3% +4.0% +34.7% +35.9% +1.8% +102.3% −35.0% +63.6% +12.0%
Diluted EPS — — — +300.0% +362.5% +18.9% +31.8% −67.2% +5.3% +15.0% +34.8% 0.0% +106.5% −48.4% +127.3% +15.1%
Margins
Gross margin — — — — — — — 81.2% 81.5% 79.3% — — — — — —
EBITDA margin — — — — — — — 29.6% 22.1% 22.8% 29.5% 20.0% 25.3% 32.5% 36.0% 40.1%
Operating margin — — — — — — — 29.0% 21.5% 22.4% 29.3% 19.9% 25.1% 32.1% 35.3% 38.8%
Net margin −96.1% −18.1% 4.7% 13.0% 34.5% 33.2% 26.8% 11.9% 11.9% 13.4% 16.4% 16.8% 29.4% 15.6% 22.1% 13.3%
Free-cash-flow margin −69.3% 4.9% 20.8% 13.0% 42.8% 42.3% 51.0% 24.6% 21.1% 13.6% 24.7% 18.2% 24.5% 26.5% 29.9% 32.1%
Cash flow
Cash from operations −15 2 14 11 70 83 155 55 49 37 75 55 86 113 148 196
Capital spending 0 0 0 0 6 5 3 1 0 0 0 0 0 0 0 0
Free cash flow −15 2 14 11 64 78 152 54 48 37 75 55 85 113 148 196
Stock-based pay 10 9 7 7 6 8 11 15 15 13 10 10 16 21 22 26
Free cash flow after stock pay −26 −7 6 4 57 70 142 39 33 24 65 44 69 93 126 170
Balance sheet
Cash 11 14 26 41 104 165 210 93 54 78 141 132 129 181 312 295
Total debt 0 0 0 0 0 0 — 0 0 195 325 325 290 527 954 1,075
Net debt (negative = net cash) −11 −14 −26 −41 −104 −165 −210 −93 −54 117 185 193 160 346 642 781
Diluted shares 103m 112m 136m 138m 140m 139m 139m 136m 136m 158m 161m 159m 170m 159m 145m 145m
Returned to shareholders
Dividends — — — — — 11 79 44 44 19 19 19 20 19 17 17
Buybacks — — 2 2 2 7 24 39 8 3 35 3 4 63 103 141
Total returned — — 2 2 2 17 103 83 52 22 54 23 24 82 120 158

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Dividends, buybacks and capital spending

FY2026 Q2 TTM
Buybacks (TTM)
$141M
Dividends (TTM)
$17.4M
Returned to shareholders
81%
of free cash flow
Buybacks, last 3 fiscal years
$169M
Diluted share count
−2.7%
year over year
Total shareholder yield
5.2%
dividends 0.6% + buybacks 4.6% of market value
Dividend payout ratio
22%
of net income paid out
Days sales outstanding
45 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in asset management & custody banks
Last 12 months unless stated WT CNS GCMG AAMI VRTS HLNE Median
Revenue, last 12 months $610m $600m $571m $669m $825m $858m $858m
Revenue growth, last 12 months 37.1% 8.6% 7.0% 24.2% −7.2% 24.0% 17.2%
Revenue growth, 3-year average 24.8% 6.5% 8.8% 18.9% 0.2% 18.3% 10.2%
Revenue growth, latest quarter 57.3% 11.1% 12.3% 45.3% −4.4% 56.5% 14.4%
Operating margin 38.8% 32.4% 27.1% 23.7% 15.7% — 25.8%
Operating margin, 3-year average 33.7% 32.9% 18.5% 24.6% 18.4% — 18.8%
Net margin 13.3% 28.2% 7.8% 15.2% 14.5% 32.1% 15.2%
Cash from operations / revenue 32.2% 6.3% 34.7% −5.1% −5.6% 43.5% 26.4%
Free-cash-flow margin 32.1% 4.6% 32.6% 3.6% −6.3% 42.7% 21.9%
Free-cash-flow margin, 3-year average 28.6% 2.5% 28.8% — 5.2% 37.6% 17.6%
Stock pay / revenue 4.3% 7.2% 9.1% −11.6% 3.2% 5.9% 3.7%
Change in share count −2.7% 0.5% 5.3% −3.8% −3.5% — −0.2%

Median of all 43 companies we cover in asset management & custody banks. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

43 asset management & custody banks companies
Measure Company Peer median Rank
Revenue growth Growth 37.1% 17.2% 13 of 43
Change in growth rate Growth +13.0pp +1.0pp 10 of 43
Operating margin Profitability 38.8% 23.7% 2 of 27
Net margin Profitability 13.3% 15.2% 25 of 43
Stock pay as % of revenue Cash generation 4.3% 4.3% 21 of 40
Change in share count Balance sheet -2.7% -0.3% 11 of 33

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Products and services
Line of business Revenue YoY
Investment Advisory Management and Administrative Service $440M ▲ 11.3%
Other Services Income $41.8M ▲ 29.0%
Other Revenues $41.8M ▲ 29.0%
Performance Fees $7.1M —
Investment Performance $7.1M —
Management Fees $4.9M —

These categories overlap or exclude eliminations, so shares aren't shown.

Geography
Region Revenue Share YoY
United States $304M 61.5% ▲ 6.7%
JE $154M 31.3% ▲ 27.7%
Ireland $35.6M 7.2% ▲ 59.6%

From Wisdomtree, Inc.'s 10-K filed February 25, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$2.7B
Institutions reporting
311
Shares held vs prior quarter
▼ 0.8%
Positions opened / closed
50 / 50

Top buyers and sellers, Q2 2026: 165 institutions bought and 150 sold ; the biggest buyer was Invesco Ltd (+4.2M shares) and the biggest seller Arrowstreet Capital, Limited Partnership (−3.6M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $327M 19.3M 12.0% ▲ 9.2%
FMR LLC $230M 13.6M 8.5% ▲ 6.6%
Invesco Ltd. $169M 10.0M 6.2% ▲ 71.6%
Wellington Management Group LLP $142M 8.4M 5.2% ▼ 20.6%
Vanguard Portfolio Management LLC $138M 8.1M 5.1% ▲ 0.9%
Capital World Investors $128M 7.5M 4.7% ▲ 10.8%
Azora Capital LP $105M 6.2M 3.9% ▲ 3.2%
Vanguard Capital Management LLC $103M 6.1M 3.8% ▲ 9.2%
State Street Corp $95M 5.6M 3.5% ▲ 11.1%
Driehaus Capital Management LLC $79.7M 4.7M 2.9% ▲ 186.0%
Dimensional Fund Advisors LP $63.6M 3.8M 2.3% ▲ 3.6%
Geode Capital Management, LLC $55.8M 3.3M 2.1% ▲ 15.5%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Wisdomtree, Inc.'s complete shareholder register. Values are as reported by the filers ; 3 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $1,500 2 trades by 1 insider, last 12 months Insider sales History → $4.5M 8 trades by 3 insiders · 50% under pre-set plans
Net ▼ $4.5M net selling
Insider Date Trade Shares Price Value
Lilien R Jarrett President and COO September 9, 2026 Sell pre-set plan 30,000 $24.56 $736,800
Lilien R Jarrett President and COO May 20, 2026 Sell pre-set plan 30,000 $18.99 $569,700
Ziemba Peter M Chief Administrative Officer May 19, 2026 Sell 100,000 $19.31 $1.9M
Yates David M Chief Information Officer May 5, 2026 Sell 15,000 $18.06 $270,900
Lilien R Jarrett President and COO February 25, 2026 Sell pre-set plan 30,000 $16.84 $505,200
Pankopf Tonia L Director February 25, 2026 Buy 44 $16.94 $751
Yates David M Chief Information Officer December 2, 2025 Sell 6,820 $11.13 $75,907
Pankopf Tonia L Director November 26, 2025 Buy 68 $11.05 $749
Lilien R Jarrett President and COO November 25, 2025 Sell pre-set plan 12,500 $11.01 $137,625
Lilien R Jarrett President and COO November 12, 2025 Sell pre-set plan 25,000 $11.77 $294,250

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around January 29, 2027 estimated from the company's past filing pattern, not announced

  • October 30, 2026
  • July 31, 2026
  • May 1, 2026
  • January 30, 2026
  • October 31, 2025
  • July 31, 2025

Recent SEC filings

Data status

When each part of this page on Wisdomtree, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Wisdomtree, Inc. in brief

What does Wisdomtree, Inc. do?
Wisdomtree, Inc. is a US-listed company in the asset management & custody banks industry. Its financial year ends in December.
What is Wisdomtree, Inc.'s stock ticker?
Wisdomtree, Inc. trades under the ticker WT on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Wisdomtree, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Wisdomtree, Inc. reported revenue of $610M, 37.1% higher than a year earlier, according to its SEC filings.
What is Wisdomtree, Inc.'s free cash flow?
Wisdomtree, Inc.'s free-cash-flow margin is 32.1% of revenue over the trailing twelve months.
Who are Wisdomtree, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., FMR LLC and Invesco Ltd. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Wisdomtree, Inc. buying back stock, and does it pay a dividend?
Wisdomtree, Inc. spent $141M on share repurchases over the trailing twelve months, and its diluted share count fell 2.7% over the year.
What is Wisdomtree, Inc.'s market cap?
On November 2, 2026, Wisdomtree, Inc.'s market capitalisation was about $2.9B, with a price-to-earnings ratio of 36.4 and net debt of $781M. Market figures come from third-party market data and may be delayed.
Does Wisdomtree, Inc. pay a dividend?
Yes: Wisdomtree, Inc. paid $17.4M in dividends over the trailing twelve months, a dividend yield of 0.57% and a payout ratio of 21.5%.
Who are Wisdomtree, Inc.'s competitors?
In our Asset Management & Custody Banks peer group, the companies closest to Wisdomtree, Inc. are Cohen & Steers, Inc., GCM Grosvenor Inc., Acadian Asset Management Inc., Virtus Investment Partners, Inc. and Hamilton Lane Inc. The side-by-side comparison below sets their revenue, margins and growth against Wisdomtree, Inc.'s.
Are insiders buying or selling Wisdomtree, Inc. stock?
Over the last 12 months, Wisdomtree, Inc.'s directors and officers reported 2 open-market purchases and 8 sales on Form 4. The insider trading page charts every trade.
When is Wisdomtree, Inc.'s next earnings date?
Around January 29, 2027, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Wisdomtree, Inc. announces its own schedule.