A multiple compares the market's price with a filed figure; it says what the market pays, not how the business is doing. The market capitalization is the vendor's as of Sep 12, 2026; every other figure is from the SEC filings on this page. Not financial advice.
Newest figures come from the 10-Q for Q2 FY2026, filed Aug 5, 2026. Each column of the statement tables below links to the filing it was taken from, and every filing is listed on the WT SEC filings page.
WisdomTree, Inc. (WT) reported $609.7M in revenue over the twelve months to Jun 30, 2026, up 37.1% from the prior twelve months. This page shows its income statement, balance sheet, cash flow statement, and key financial ratios. View 15 years of annual fundamentals and quarterly data, with year-over-year growth rates and compound annual growth rates (CAGR). All figures are derived from SEC filings (10-K and 10-Q reports).
Operating leverage is widening margins while minimal capital spending lets nearly all operating cash flow remain free cash flow.
Across FY2023-FY2025, revenue increased while operating margin widened to35.3% from25.1% , indicating costs did not rise as quickly as the revenue base. By FY2025, operating cash flow of$148M nearly matched free cash flow of$148M , so cash generation was not being absorbed by heavy reinvestment.
The balance sheet changed faster than the income statement: FY2025 assets reached
Profitability is improving, but not in a perfectly linear way: net margin rebounded to
Financial Health Signals
Scored against operating companies for FY2025. Each of the six dimensions is a percentile rank within that peer group; the overall is their average, with missing dimensions counted as zero out of six. A high score means strong standing among peers, not absolute cross-industry strength. How this score is calculated →
Health score ≠ stock price. This rates the quality of WisdomTree, Inc.'s business: profitability, growth, balance sheet strength. It doesn't tell you whether the stock is a good buy at today's price. Not financial advice. Use it alongside valuation analysis and your own research.
WisdomTree, Inc. has an operating margin of 35.3%, meaning the company retains $35 of operating profit per $100 of revenue. This strong profitability earns a score of 91/100, reflecting efficient cost management and pricing power. This is up from 32.1% the prior year.
WisdomTree, Inc.'s revenue surged 15.4% year-over-year to $493.8M, reflecting rapid business expansion. This strong growth earns a score of 81/100.
WisdomTree, Inc. has elevated debt relative to equity (D/E of 2.66), meaning the company relies heavily on borrowed funds. This high leverage results in a low score of 24/100, reflecting increased financial risk.
WisdomTree, Inc.'s current ratio of 1.75 indicates adequate short-term liquidity, earning a score of 51/100. The company can meet its near-term obligations, though with limited headroom.
WisdomTree, Inc. converts 29.9% of revenue into free cash flow ($147.7M). This strong cash generation earns a score of 93/100.
WisdomTree, Inc. earns a strong 27.3% return on equity (ROE), meaning it generates $27 of profit for every $100 of shareholders' equity. This efficient capital use earns a returns score of 76/100. This is up from 16.7% the prior year.
WisdomTree, Inc. scores 3.06, well above the 2.99 safe threshold. The score is driven primarily by a large market capitalization ($3.6B) relative to total liabilities ($1.1B). This indicates low bankruptcy risk based on profitability, leverage, and asset efficiency.
Distress-screening estimate for non-financial companies. Not computed for banks or insurers, where the Altman model does not apply.
WisdomTree, Inc. passes 5 of 7 computable financial strength tests (2 of the nine could not be computed from available data). All 4 profitability signals pass (positive income, cash flow, and earnings quality), 1 of 2 leverage/liquidity signals pass, neither operating efficiency signal passes.
For every $1 of reported earnings, WisdomTree, Inc. generates $1.31 in operating cash flow ($147.9M OCF vs $113.0M net income). This indicates profits are well-supported by actual cash generation, not accounting adjustments.
WisdomTree, Inc. earns $97.81 in operating income for every $1 of interest expense ($174.2M vs $1.8M). This wide margin provides strong safety for debt servicing, even if earnings decline temporarily.
Key Financial Metrics
Earnings & Revenue
WisdomTree, Inc. generated $177.2M in revenue in Q2 2026. This represents an increase of 57.3% from the same quarter a year earlier. Against the prior quarter it is up 11.1%.
WisdomTree, Inc.'s EBITDA was $75.2M in Q2 2026, measuring earnings before interest, taxes, depreciation, and amortization. This represents an increase of 113.6% from the same quarter a year earlier. Against the prior quarter it is up 22.4%.
WisdomTree, Inc. reported $44.3M in net income in Q2 2026. This represents an increase of 78.7% from the same quarter a year earlier. Against the prior quarter it is up 291.4%.
WisdomTree, Inc. earned $0.28 per diluted share (EPS) in Q2 2026. This represents an increase of 64.7% from the same quarter a year earlier. Against the prior quarter it is up 264.7%.
Cash & Balance Sheet
WisdomTree, Inc. generated $75.3M in free cash flow in Q2 2026, representing cash available after capex. This represents an increase of 94.5% from the same quarter a year earlier. Against the prior quarter it is up 320.1%.
WisdomTree, Inc. held $294.8M in cash as of Q2 2026; long-term debt is not reported for that period.
WisdomTree, Inc. paid $0.03 per share in dividends in Q2 2026. That is unchanged from the same quarter a year earlier. It is unchanged from the prior quarter.
Margins & Returns
WisdomTree, Inc.'s operating margin was 40.5% in Q2 2026, reflecting core business profitability. This is up 9.8 percentage points from the same quarter a year earlier. Against the prior quarter it is up 3.3 percentage points.
WisdomTree, Inc.'s net profit margin was 25.0% in Q2 2026, showing the share of revenue converted to profit. This is up 3.0 percentage points from the same quarter a year earlier. Against the prior quarter it is up 39.5 percentage points.
WisdomTree, Inc.'s ROE was 10.6% in Q2 2026, measuring profit generated per dollar of shareholder equity. This is up 5.0 percentage points from the same quarter a year earlier. Against the prior quarter it is up 15.4 percentage points.
Not reported for Q2 2026.
Capital Allocation
WisdomTree, Inc. spent $25.9M on share buybacks in Q2 2026, returning capital to shareholders by reducing shares outstanding. Against the prior quarter it is up 3.9%.
WisdomTree, Inc. invested $188K in capex in Q2 2026, funding long-term assets and infrastructure. This represents an increase of 118.6% from the same quarter a year earlier. Against the prior quarter it is up 571.4%.
Not reported for Q2 2026.
WT Income Statement
Figures in USD, abbreviated K (thousand), M (million), B (billion), T (trillion). Negative values carry a minus sign and red type. Each change compares the year with the year before it, and each quarter with the same quarter a year earlier.
| Metric | Q2'2610-Q | Q1'2610-Q | Q4'2510-Q | Q3'2510-Q | Q2'2510-Q | Q1'2510-Q | Q4'2410-K | Q3'2410-Q |
|---|---|---|---|---|---|---|---|---|
| Revenue | $177.2M+57.3% | $159.5M+47.5% | $147.4M+33.2% | $125.6M+11.0% | $112.6M+5.2% | $108.1M+11.6% | $110.7M+21.9% | $113.2M+25.2% |
| SG&A Expenses | $30.2M+42.2% | $24.9M+20.1% | $24.8M+8.6% | $22.4M+6.4% | $21.3M+5.5% | $20.7M+3.8% | $22.9M+5931.1% | $21.0M+16.5% |
| Operating Income | $71.8M+107.4% | $59.4M+73.7% | $59.7M+70.5% | $45.7M+11.9% | $34.6M+3.3% | $34.2M+22.2% | $35.0M+34.6% | $40.8M+52.8% |
| EBITDA | $75.2M+113.6% | $61.4M+77.1% | $61.8M+73.8% | $46.3M+12.2% | $35.2M+3.8% | $34.7M+22.5% | $35.5M+34.8% | $41.2M+52.7% |
| Interest Expense | $242K-48.3% | $235K-48.4% | -$7.6M+18.1% | $8.5M+95.5% | $468K-86.5% | $455K-89.0% | -$9.3M-347.1% | $4.3M+25.1% |
| Income Tax | $14.3M+101.1% | $8.5M+49.0% | $10.4M+51.5% | $9.8M+17.5% | $7.1M-8.7% | $5.7M+0.7% | $6.9M+21.1% | $8.4M+43.1% |
| Net Income | $44.3M+78.7% | -$23.1M-193.9% | $43.9M+60.6% | $19.7M+539.3% | $24.8M+13.9% | $24.6M+11.4% | $27.3M+43.1% | -$4.5M-134.5% |
| EPS (Basic) | $0.30+76.5% | -$0.17-200.0% | $0.29+61.1% | $0.14+207.7% | $0.17+30.8% | $0.17+21.4% | $0.18+12.5% | -$0.13-285.7% |
| EPS (Diluted) | $0.28+64.7% | -$0.17-200.0% | $0.28+64.7% | $0.13 | $0.17+30.8% | $0.17+30.8% | $0.17+13.3% | -$0.13 |
| Diluted Shares (Avg) | 156M+6.6% | 138M-5.8% | N/A | 151M | 147M-11.9% | 147M-11.3% | N/A | 144M |
Not reported in any period shown, so not listed: Cost of Revenue, Gross Profit, R&D Expenses.
WT Balance Sheet
Figures in USD, abbreviated K (thousand), M (million), B (billion), T (trillion). Negative values carry a minus sign and red type. Each change compares the year with the year before it, and each quarter with the same quarter a year earlier.
| Metric | Q2'2610-Q | Q1'2610-Q | Q4'2510-Q | Q3'2510-Q | Q2'2510-Q | Q1'2510-Q | Q4'2410-K | Q3'2410-Q |
|---|---|---|---|---|---|---|---|---|
| Total Assets | $1.6B+54.2% | $1.8B+74.4% | $1.5B+46.4% | $1.4B+41.9% | $1.1B+10.7% | $1.0B+9.8% | $1.0B+9.5% | $1.0B+7.1% |
| Current Assets | $423.4M+20.7% | $768.1M+145.0% | $492.4M+54.6% | $716.4M+133.2% | $350.7M+37.7% | $313.5M+40.6% | $318.4M+38.5% | $307.2M+45.0% |
| Cash & Equivalents | $294.8M+52.2% | $625.5M+267.1% | $311.7M+72.0% | $555.9M+215.0% | $193.7M+46.2% | $170.4M+45.7% | $181.2M+40.1% | $176.5M+97.2% |
| Short-Term Investments | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Accounts Receivable | $74.8M+73.8% | $66.1M+43.3% | $64.5M+43.7% | $46.6M | $43.1M+1.0% | $46.1M+15.3% | $44.9M+26.5% | N/A |
| Long-Term Investments | $0 | $0 | $0-100.0% | $0-100.0% | $0-100.0% | $0-100.0% | $206K-10.4% | $212K-10.5% |
| Goodwill | $355.4M+309.3% | $228.6M+163.3% | $228.6M+163.3% | $86.8M0.0% | $86.8M0.0% | $86.8M0.0% | $86.8M0.0% | $86.8M0.0% |
| Total Liabilities | $1.2B+97.3% | $1.3B+115.5% | $1.1B+73.5% | $1.1B+66.6% | $621.8M+61.1% | $607.2M+61.6% | $633.6M+57.4% | $644.5M+84.2% |
| Current Liabilities | $141.4M-42.0% | $168.1M+105.4% | $282.1M+158.3% | $254.4M+139.0% | $243.9M+187.9% | $81.9M+8.3% | $109.2M+5.8% | $106.5M+41.3% |
| Non-Current Liabilities | $1.1B+187.2% | $1.1B+117.1% | $817.2M+55.8% | $819.2M+52.2% | $377.9M+25.4% | $525.4M+75.0% | $524.4M+75.2% | $538.0M+96.0% |
| Total Equity | $418.5M-6.0% | $475.0M+14.3% | $413.7M+3.4% | $373.4M-0.4% | $445.1M-0.1% | $415.6M-1.8% | $400.0M-2.2% | $374.9M-20.1% |
| Retained Earnings | $233.3M+36.9% | $193.4M+28.9% | $220.8M+70.1% | $185.0M+73.0% | $170.4M+31.5% | $150.0M+32.9% | $129.8M+35.6% | $106.9M+30.4% |
Not reported in any period shown, so not listed: Inventory, Long-Term Debt.
WT Cash Flow Statement
Figures in USD, abbreviated K (thousand), M (million), B (billion), T (trillion). Negative values carry a minus sign and red type. Each change compares the year with the year before it, and each quarter with the same quarter a year earlier.
| Metric | Q2'2610-Q | Q1'2610-Q | Q4'2510-Q | Q3'2510-Q | Q2'2510-Q | Q1'2510-Q | Q4'2410-K | Q3'2410-Q |
|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $75.5M+94.6% | $18.0M+181.9% | $54.7M+58.2% | $48.1M+0.8% | $38.8M+20.5% | $6.4M+713.7% | $34.6M-7.2% | $47.7M+68.5% |
| Depreciation & Amortization | $3.4M+488.8% | $2.1M+288.1% | $2.0M+305.4% | $615K+37.6% | $580K+38.8% | $540K+41.0% | $504K+50.4% | $447K+45.6% |
| Stock-Based Compensation | $7.8M+40.7% | $8.4M+35.2% | N/A | $4.9M-6.1% | $5.5M-1.2% | $6.2M+20.8% | N/A | $5.2M+32.7% |
| Capital Expenditures | $188K+118.6% | $28K-9.7% | $61K+369.2% | $37K+42.3% | $86K+138.9% | $31K-53.0% | $13K-35.0% | $26K-25.7% |
| Free Cash Flow | $75.3M+94.5% | $17.9M+182.8% | $54.6M+58.1% | $48.0M+0.7% | $38.7M+20.3% | $6.3M+674.2% | $34.6M-7.2% | $47.7M+68.6% |
| Investing Cash Flow | -$168.1M-918.8% | $38.6M+18155.6% | -$276.9M-3870.4% | -$19.5M-170.2% | -$16.5M-40.7% | -$214K-110.6% | -$7.0M-115.1% | -$7.2M+55.2% |
| Financing Cash Flow | -$237.7M-5432.2% | $258.8M+1447.2% | -$21.5M-12.9% | $334.8M+44304.5% | -$4.3M+11.9% | -$19.2M-49.9% | -$19.1M+57.9% | $754K+114.3% |
| Dividends Paid | $4.3M-0.4% | $4.7M+2.6% | $4.1M-3.9% | $4.3M-13.9% | $4.3M-14.1% | $4.6M-7.4% | $4.3M-18.9% | $5.0M-6.4% |
| Share Buybacks | $25.9M | $25.0M+96.3% | $0 | $90.0M+63.5% | $0 | $12.7M+62.6% | $0 | $55.0M+183400.0% |
WT Financial Ratios
Margins and returns are percentages; the remaining ratios are unitless multiples. Each change compares the year with the year before it, and each quarter with the same quarter a year earlier.
| Metric | Q2'2610-Q | Q1'2610-Q | Q4'2510-Q | Q3'2510-Q | Q2'2510-Q | Q1'2510-Q | Q4'2410-K | Q3'2410-Q |
|---|---|---|---|---|---|---|---|---|
| Operating Margin | 40.5%+9.8pp | 37.2%+5.6pp | 40.5%+8.9pp | 36.3%+0.3pp | 30.8%-0.6pp | 31.6%+2.7pp | 31.6%+3.0pp | 36.0%+6.5pp |
| Net Margin | 25.0%+3.0pp | -14.5%-37.3pp | 29.8%+5.1pp | 15.7%+19.6pp | 22.0%+1.7pp | 22.8%0.0pp | 24.7%+3.7pp | -4.0%-18.3pp |
| Return on Equity | 10.6%+5.0pp | -4.9%-10.8pp | 10.6%+3.8pp | 5.3%+6.5pp | 5.6%+0.7pp | 5.9%+0.7pp | 6.8%+2.2pp | -1.2%-4.0pp |
| Return on Assets | 2.7%+0.4pp | -1.3%-3.7pp | 2.9%+0.3pp | 1.4%+1.8pp | 2.3%+0.1pp | 2.4%0.0pp | 2.6%+0.6pp | -0.4%-1.8pp |
| Current Ratio | 3.00+1.6x | 4.57+0.7x | 1.75-1.2x | 2.82-0.1x | 1.44-1.6x | 3.83+0.9x | 2.92+0.7x | 2.88+0.1x |
| Debt-to-Equity | 2.93+1.5x | 2.76+1.3x | 2.66+1.1x | 2.88+1.2x | 1.40+0.5x | 1.46+0.6x | 1.58+0.6x | 1.72+1.1x |
| Asset Turnover | 0.110.0x | 0.090.0x | 0.100.0x | 0.090.0x | 0.110.0x | 0.110.0x | 0.110.0x | 0.110.0x |
| FCF Margin | 42.5%+8.1pp | 11.2%+5.4pp | 37.0%+5.8pp | 38.3%-3.9pp | 34.4%+4.3pp | 5.9%+7.0pp | 31.2%-9.8pp | 42.1%+10.9pp |
Not reported in any period shown, so not listed: Gross Margin.
Similar Companies
Newest fiscal year on record for each company. The health score is the peer-relative Financial Health Score for that year; a dash means no score is published for it.
| Company | Fiscal year | Revenue | Net income | Net margin | Market cap | Health score |
|---|---|---|---|---|---|---|
| WisdomTree, Inc. WT | FY2025 | $493.8M | $113.0M | 22.9% | $3.6B | 69/100 |
| GCM Grosvenor Inc. GCMG | FY2025 | $557.6M | $45.4M | 8.1% | $784.9M | 46/100 |
| DigitalBridge Group, Inc. DBRG | FY2025 | $94.0M | -$27.0M | -28.7% | $3.0B | 21/100 |
| Brookfield Business Corporation BBUC | FY2025 | $27.5B | $387.0M | 1.4% | $5.4B | 23/100 |
| Patria Investments Limited PAX | FY2025 | $381.7M | $90.5M | 23.7% | $1.7B | 44/100 |
Where WisdomTree, Inc. Ranks
Frequently Asked Questions
What is WisdomTree, Inc.'s annual revenue?
WisdomTree, Inc. (WT) reported $493.8M in total revenue for fiscal year 2025. This represents a 15.4% change compared to the previous fiscal year. Revenue measures the total income earned from the company's primary business operations before any expenses are deducted.
How fast is WisdomTree, Inc.'s revenue growing?
WisdomTree, Inc. (WT) revenue grew by 15.4% year-over-year, from $427.7M to $493.8M in fiscal year 2025.
Is WisdomTree, Inc. profitable?
Yes, WisdomTree, Inc. (WT) reported a net income of $113.0M in fiscal year 2025, with a net profit margin of 22.9%.
What is WisdomTree, Inc.'s EBITDA?
WisdomTree, Inc. (WT) had EBITDA of $178.0M in fiscal year 2025, measuring earnings before interest, taxes, depreciation, and amortization.
What is WisdomTree, Inc.'s operating margin?
WisdomTree, Inc. (WT) had an operating margin of 35.3% in fiscal year 2025, reflecting the profitability of core business operations before interest and taxes.
What is WisdomTree, Inc.'s net profit margin?
WisdomTree, Inc. (WT) had a net profit margin of 22.9% in fiscal year 2025, representing the share of revenue converted into profit after all expenses.
Does WisdomTree, Inc. pay dividends?
Yes, WisdomTree, Inc. (WT) paid $0.12 per share in dividends during fiscal year 2025.
What is WisdomTree, Inc.'s return on equity (ROE)?
WisdomTree, Inc. (WT) has a return on equity of 27.3% for fiscal year 2025, measuring how efficiently the company generates profit from shareholder equity.
What is WisdomTree, Inc.'s free cash flow?
WisdomTree, Inc. (WT) generated $147.7M in free cash flow during fiscal year 2025. This represents a 30.4% change compared to the previous fiscal year. Free cash flow represents the cash a company generates after accounting for capital expenditures, and is widely used to assess financial flexibility and shareholder value.
What is WisdomTree, Inc.'s operating cash flow?
WisdomTree, Inc. (WT) generated $147.9M in operating cash flow during fiscal year 2025, representing cash generated from core business activities.
What are WisdomTree, Inc.'s total assets?
WisdomTree, Inc. (WT) had $1.5B in total assets as of fiscal year 2025, including both current and long-term assets.
What are WisdomTree, Inc.'s capital expenditures?
WisdomTree, Inc. (WT) invested $215K in capital expenditures during fiscal year 2025, funding long-term assets and infrastructure.
What is WisdomTree, Inc.'s current ratio?
WisdomTree, Inc. (WT) had a current ratio of 1.75 as of fiscal year 2025, which is generally considered healthy.
What is WisdomTree, Inc.'s debt-to-equity ratio?
WisdomTree, Inc. (WT) had a debt-to-equity ratio of 2.66 as of fiscal year 2025, measuring the company's financial leverage by comparing total debt to shareholder equity.
What is WisdomTree, Inc.'s return on assets (ROA)?
WisdomTree, Inc. (WT) had a return on assets of 7.5% for fiscal year 2025, measuring how efficiently the company uses its assets to generate profit.
What is WisdomTree, Inc.'s P/E ratio?
WisdomTree, Inc. (WT) trades at 42.8x earnings, its market capitalization divided by net income of $84.7M net income, trailing 12 months to June 30, 2026. The market capitalization is $3.6B as of Sep 12, 2026; a multiple compares that price with a filed figure and says nothing about the quality of the business.
What is WisdomTree, Inc.'s price-to-sales ratio?
WisdomTree, Inc. (WT) trades at 5.9x sales, its market capitalization divided by revenue of $609.7M revenue, trailing 12 months to June 30, 2026. The market capitalization is $3.6B as of Sep 12, 2026; a multiple compares that price with a filed figure and says nothing about the quality of the business.
What is WisdomTree, Inc.'s Altman Z-Score?
WisdomTree, Inc. (WT) has an Altman Z-Score of 3.06, placing it in the Safe Zone (low bankruptcy risk). The Z-Score combines five financial ratios (working capital, retained earnings, EBIT, market capitalization, and revenue relative to total assets) to predict the likelihood of bankruptcy. Scores above 2.99 indicate financial safety while scores below 1.81 suggest financial distress. Learn more in our complete guide to financial health indicators.
What is WisdomTree, Inc.'s Piotroski F-Score?
WisdomTree, Inc. (WT) has a Piotroski F-Score of 5 out of 7 computable signals; 2 of the nine could not be computed from available data, so the full-scale strength rating is not shown. The F-Score evaluates nine binary signals across profitability (positive ROA, positive cash flow, improving ROA, earnings quality), leverage (decreasing debt, improving liquidity, no share dilution), and operating efficiency (improving gross margin, improving asset turnover). Scores of 7 to 9 indicate strong and improving fundamentals. Learn more in our complete guide to financial health indicators.
Are WisdomTree, Inc.'s earnings high quality?
WisdomTree, Inc. (WT) has an earnings quality ratio of 1.31x, considered cash-backed (high quality). This ratio compares operating cash flow to net income. A ratio above 1.0x means the company generates more cash than its reported earnings, indicating sustainable, cash-backed profits. Ratios below 1.0x suggest earnings rely on accounting accruals rather than actual cash generation. Learn more in our complete guide to financial health indicators.
Can WisdomTree, Inc. cover its interest payments?
WisdomTree, Inc. (WT) has an interest coverage ratio of 97.81x, meaning it can comfortably cover its interest obligations. This ratio divides operating income by interest expense. Ratios above 5x indicate strong debt-servicing ability, while ratios below 2x suggest the company may face difficulty meeting interest payments if earnings decline. Learn more in our complete guide to financial health indicators.
How financially healthy is WisdomTree, Inc.?
WisdomTree, Inc. (WT) scores 69 out of 100 on our Financial Health Score, indicating strong standing within its operating companies peer group. The score is a 0-100 composite of six dimensions (Profitability, Growth, Leverage, Liquidity, Cash Flow, Returns), each ranked as a percentile relative to companies in the same scoring family (banks against banks, REITs against REITs, and so on) rather than across all industries. It rates the quality of the business, not whether the stock is fairly priced, and is not financial advice. Learn more in our complete guide to financial health indicators.