WT

Wisdomtree, Inc. Financials Security Brokers, Dealers & Flotation Companies Russell 3000
$20.71Close $2.9BMarket cap $10.68 – $25.0452-week range Jan 29, 2027Next report · estimated

Highlights

Strengths

  • Leading the market RS 82 · stronger than 82% of stocks over 12 months
  • Volume drying up last 10 days 25% under the 50-day average
  • Earnings growing EPS +68% year on year, faster than the quarter before (+267 pts)

Cautions

  • Trend not confirmed 7 of 8 conditions · under the 50-day

Price

Filing Results Screen pick 52-week high and low Adjusted prices

Key figures

FY to Dec 31, 2025 · filed Aug 5, 2026
Off 12-month high 17%
1wk down 2.3% price change
1mo down 14.7% price change
12-month return up 80% market up 11% · its own up 66%
F-score — — Not assessed
Altman Z″ 2.56 Moderate risk
P/E 25.8× price / earnings
PEG 0.30 P/E / EPS growth
P/B 7.0× price / book
Earnings yield — EBIT / enterprise value
Cheaper than 57% of the market · around average
Revenue growth up 15% year on year
EPS growth up 68% latest quarter · +267 pts
Sales growth up 57% latest quarter · +10 pts
ROE up 28% return on equity
Free cash margin —
D/E — long-term debt / equity
Net debt / EBITDA —
Interest cover —EBIT / interest

Trade setup

ATR% 4.1% $0.84 a day · 2×ATR $19.03
RS 82 / 99 vs the universe
Trend 7 / 8 under the 50-day
Relative volume 1.3× vs 50-day average
Up/down volume 1.04 50 sessions
Implied move — no scheduled report
Trend template · 7 of 8
  • Price above the 50-day average: fails

Screen verdict

Did not qualify for any screen.

Warning signs

none flagged
  • No restatement or impairment
  • Equity positive
  • No material dilution
  • Margins and revenue not shrinking
Last reported Oct 30, 2026
Results reaction Oct 30, 2026-2% vs market2 sessions after results

Financials

6 fiscal years · from filings
Revenue What customers paid the company over its fiscal year, before any cost, as filed in its annual report. The change is against the year before. Methodology $493.8M +15% on FY2024
$0 $500M FY20 FY21 FY22 FY23 FY24 FY25 FY2020 FY2021 · $304.3M FY2022 · $301.3M FY2023 · $349.0M FY2024 · $427.7M FY2025 · $493.8M
Net income Profit left after every cost, interest and tax for the year. A column below the line is a loss. Methodology $113.0M +69% on FY2024
-$50M $0 $200M FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · -$35.7M FY2021 · $49.8M FY2022 · $50.7M FY2023 · $102.5M FY2024 · $66.7M FY2025 · $113.0M
Margins Each as a share of revenue. Gross: left after the direct cost of what was sold. Net: left after every cost. Free cash: free cash flow over revenue. A margin rising over years means the business keeps more of each dollar it sells. Methodology
  • Net 23%
0% 50% FY20 FY21 FY22 FY23 FY24 FY25 FY2020 FY2021 · Net 16% FY2022 · Net 17% FY2023 · Net 29% FY2024 · Net 16% FY2025 · Net 23%
Cash and long-term debt Cash on the balance sheet at the year's end beside debt due after a year. Net cash is cash less that debt; net debt is the shortfall. Debt some filers do not tag shows as a gap, not as zero. Methodology
  • Cash
  • Long-term debt
$0 $500M FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · Cash $73.4M · Long-term debt $166.6M FY2021 · Cash $140.7M · Long-term debt $318.6M FY2022 · Cash $132.1M · Long-term debt $321.2M FY2023 · Cash $129.3M · Long-term debt $39.1M FY2024 · Cash $181.2M · Long-term debt $27.0M FY2025 · Cash $311.7M
Shares outstanding Shares in issue at the year's end. A rising count means each share owns a smaller slice of the company (stock pay, share sales); a falling one, buybacks. The chart's scale is fitted to the count, so a small change looks large: read the percentage. Methodology 140.71m -5.4% since FY2020
150.33m 146.52k FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · 148.72m FY2021 · 145.11m FY2022 · 146.52k FY2023 · 150.33m FY2024 · 146.10m FY2025 · 140.71m
  FY2020Dec 31, 2020 FY2021Dec 31, 2021 FY2022Dec 31, 2022 FY2023Dec 31, 2023 FY2024Dec 31, 2024 FY2025Dec 31, 2025
Revenue — $304.3M $301.3M $349.0M $427.7M $493.8M
Operating income $55.1M $89.1M $60.1M $87.5M $137.3M $174.2M
Net income -$35.7M $49.8M $50.7M $102.5M $66.7M $113.0M
Net margin — 16% 17% 29% 16% 23%
Earnings per share -$0.24 $308.79 $318.94 $0.60 $0.42 $0.78
Cash $73.4M $140.7M $132.1M $129.3M $181.2M $311.7M
Long-term debt $166.6M $318.6M $321.2M $39.1M $27.0M —
Shareholders' equity $266.3M $269.4M $305.6M $409.1M $400.0M $413.7M
Shares outstanding 148.72m 145.11m 146.52k 150.33m 146.10m 140.71m

Filings

SEC EDGAR
FiledReportPeriod to Lag
Aug 5, 2026 Quarterly ↗ Jun 30, 2026 36d
May 6, 2026 Quarterly ↗ Mar 31, 2026 36d
Feb 25, 2026 Annual ↗ Dec 31, 2025 56d
Nov 6, 2025 Quarterly ↗ Sep 30, 2025 37d
Aug 6, 2025 Quarterly ↗ Jun 30, 2025 37d
May 9, 2025 Quarterly ↗ Mar 31, 2025 39d
Feb 26, 2025 Annual ↗ Dec 31, 2024 57d
Nov 7, 2024 Quarterly ↗ Sep 30, 2024 38d
Aug 2, 2024 Quarterly ↗ Jun 30, 2024 33d
May 7, 2024 Quarterly ↗ Mar 31, 2024 37d
Feb 23, 2024 Annual ↗ Dec 31, 2023 54d
Nov 8, 2023 Quarterly ↗ Sep 30, 2023 39d

Current reports