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Wisdomtree, Inc. balance sheet

At the end of fiscal 2025, Wisdomtree, Inc. had total assets of $1.51bn, total liabilities of $1.10bn and shareholders' equity of $414m. It held $312m in cash against $954m of debt: net debt of $642m.

Balance sheet

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

Fiscal year2009Dec 20092010Dec 20102011Dec 20112012Dec 20122013Dec 20132014Dec 20142015Dec 20152016Dec 20162017Dec 20172018Dec 20182021Dec 20212022Dec 20222023Dec 20232024Dec 20242025Dec 2025LTMJun 2026
Cash and equivalents11142641104165210935478141132129181312295
Receivables—569181828182126323135456475
Total current assets—213352123185241177154118304294230318492423
Goodwill————022228686868787229355
Total assets—2943631422212932502559381,0381,0349441,0341,5131,645
Total current liabilities—12171229294944576384148103109282141
Long-term debt—————————1953193212412——
Total debt000000—001953253252905279541,075
Total liabilities—12171233365848624476365964026341,0991,227
Shareholders' equity16172651109184235201193358269306409400414419
Non-controlling interests and other (assets − liabilities − equity)—————————133133133133———
Net debt (negative = net cash)−11−14−26−41−104−165−210−93−54117185193160346642781
Shares outstanding—113m115m125m130m133m138m136m137m153m145m147m150m146m141m152m

Balances at each fiscal year end (quarter end in the quarterly view). Total debt is short- plus long-term borrowings, including lease debt where the company reports it within debt. Where assets do not equal liabilities plus shareholders' equity, the difference (non-controlling interests, redeemable preferred shares) is shown on its own line.

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Figures from Wisdomtree, Inc.'s SEC filings (10-K and 10-Q), retrieved October 29, 2026. How we read and check them: methodology and data sources. Not investment advice. Back to Wisdomtree, Inc.