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WisdomTree, Inc.

WT NYSE Security Brokers, Dealers & Flotation Companies Financials FY2016–FY2025

Revenue Total sales reported in the income statement.
$494M
15.4% vs prior year
Operating margin Operating income as a share of revenue.
35.3%
3.2 pts
Net income Profit after all expenses, interest and tax.
$109M
63.6%
Free cash flow Cash from operations minus capital spending.
$148M
30.4%
Return on capital After-tax operating income as a share of the money invested in the business: debt plus equity, minus cash.
—
Market cap Last close times the latest diluted share count, so it is approximate.
—
P/E Last close divided by diluted earnings per share over the last four quarters.
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On $0.52 EPS (TTM)

What WisdomTree, Inc. does

No business description yet.

Legal name
WisdomTree, Inc.
Fiscal year ends
December 31, 2025
Latest annual report
10-K · Feb 25, 2026
Accession · CIK
0001214659-26-002458
0000880631

Revenue and margins

WisdomTree, Inc. had $494M of revenue in fiscal 2025, up 15.4% on the year before.

Revenue
Revenue
Margins, % of revenue
Gross Operating Net FCF
Margins, % of revenue
Gross Operating Net FCF

Net income and earnings per share

From fiscal 2016 to 2025, diluted EPS grew 16.5% a year. Loss periods are shown in red.

Net income
Net income
Diluted EPS
Diluted EPS

Returns on capital

After-tax operating income as a share of the money invested in the business: debt plus equity, minus cash.

Return on capital, equity and assets (annual)
Return on capital Return on equity Return on assets

Cash flow

Free cash flow was $148M in fiscal 2025, 29.9% of revenue. Cash from operations minus capital spending.

Free cash flow
Free cash flow
Cash from operations vs capital spending
Cash from operations Capital spending
Cash from operations vs capital spending
Cash from operations Capital spending

Dividends, buybacks and share count

WisdomTree, Inc. returned $120M to shareholders in fiscal 2025, 81% of free cash flow. The diluted share count fell 8.8%.

Dividends and buybacks
Dividends Buybacks
Dividends and buybacks
Dividends Buybacks
Diluted shares outstanding (annual)

Balance sheet

Cash, debt and the ratios that show how comfortably WisdomTree, Inc. can carry it.

Cash vs debt (incl. leases)
Cash Debt
Fiscal year endFY21FY22FY23FY24FY25
Cash and short-term investments $141M$132M$129M$181M$312M
Debt incl. finance leases $319M$321M———
Net debt / EBITDA 2.0x3.1x———
Debt / equity 1.2x1.1x———
Interest coverage 7.2x4.0x5.7x7.3x5.7x
Current ratio 3.6x2.0x2.2x2.9x1.7x
Quick ratio 3.6x2.0x2.2x2.9x1.7x
Total assets $1.0B$1.0B$944M$1.0B$1.5B
Total liabilities $636M$596M$402M$634M$1.1B
Shareholders' equity $269M$306M$409M$400M$414M
Net debt (− = net cash) $178M$189M———

Insider trades

Open-market purchases and sales by officers, directors and 10% owners, from Form 4 filings. 'Plan' marks trades under a pre-arranged Rule 10b5-1 plan.

Bought, 12 months

$0.0M

0 insiders

Sold, 12 months

$0.0M

0 insiders

Of sales under plans

—

$0.0M

No open-market insider trades in the last 12 months.

Piotroski F-score

Nine pass/fail tests of profitability, funding and efficiency. 8–9 is strong, 0–2 weak.

TestFY16FY17FY18FY19FY20FY21FY22FY23FY24FY25
Net income is positive ✓ ✓ ✓ ✕ ✕ ✓ ✓ ✓ ✓ ✓
Cash from operations is positive ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Return on assets rose — ✓ ✕ ✕ ✕ ✓ ✓ ✓ ✕ ✓
Cash from operations exceeds net income ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✕ ✓ ✓
Debt fell relative to assets — — — ✓ ✓ ✕ ✕ — — —
Current ratio rose — ✕ ✕ ✕ ✓ ✓ ✕ ✓ ✓ ✕
Share count didn't rise — ✕ ✕ ✓ ✓ ✓ ✓ ✕ ✓ ✓
Gross margin rose — ✓ ✕ — — — — — — —
Revenue rose relative to assets — ✓ ✕ — — — ✕ ✓ ✓ ✕
F-score — / 36 / 83 / 84 / 75 / 76 / 75 / 85 / 76 / 75 / 7
Accruals ratio −11.5%−8.4%−0.1%−7.3%−9.0%−2.6%−0.4%1.7%−4.7%−3.0%
Altman Z'' 9.266.741.641.391.282.341.902.903.292.56

10 years of figures

US$ millions unless stated. Hover a ratio's name for its definition.

Download CSV
Fiscal yearFY16FY17FY18FY19FY20FY21FY22FY23FY24FY25
Income statement
Revenue $219M $228M $274M — — $304M $301M $349M $428M $494M
Gross profit $178M $186M $217M — — — — — — —
Operating income $63.5M $49.1M $61.3M $53.5M $55.1M $89.1M $60.1M $87.5M $137M $174M
Interest expense — — $8.0M $11.2M $9.7M $12.3M $14.9M $15.2M $18.9M $30.4M
Pretax income $55.6M $58.2M $51.0M $0.1M −$35.2M $56.7M $40.0M $119M $95.4M $142M
Income tax $29.4M $31.0M $14.4M $10.5M $0.4M $6.9M −$10.7M $16.5M $28.7M $33.1M
Net income $26.2M $27.2M $36.6M −$10.4M −$35.7M $49.8M $50.7M $103M $66.7M $109M
Net income to common $25.4M $26.5M $33.6M −$12.6M −$37.9M $44.3M $45.0M $95.1M $49.9M $108M
Diluted EPS $0.19 $0.20 $0.23 −$0.08 −$0.25 $0.31 $0.31 $0.64 $0.33 $0.75
Diluted shares 0.14B 0.14B 0.16B 0.15B 0.15B 0.00B 0.00B 0.17B 0.16B 0.14B
Cash flow
Cash from operations $54.9M $48.5M $37.5M $57.5M $47.1M $75.3M $55.1M $85.6M $113M $148M
Capital expenditure $1.1M $0.3M $0.1M $0.0M $0.5M $0.3M $0.2M $0.1M $0.1M $0.2M
Free cash flow $53.8M $48.2M $37.4M $57.4M $46.7M $75.0M $54.9M $85.5M $113M $148M
Depreciation and amortization $1.3M $1.4M $1.3M $1.0M $1.0M $0.7M $0.3M $0.9M $1.8M $3.8M
Stock-based compensation $14.9M $14.7M $13.3M $11.6M $11.7M $10.0M $10.4M $16.2M $20.7M $21.6M
Acquisitions $11.8M — $239M — — — — — — —
Share buybacks $39.4M $7.9M $2.9M $2.3M $31.2M $34.5M $3.4M $3.6M $62.9M $103M
Dividends paid $43.7M $43.8M $19.2M $20.4M $20.1M $19.5M $19.4M $20.1M $19.0M $17.3M
Dividends and buybacks $83.0M $51.7M $22.1M $22.7M $51.3M $54.0M $22.8M $23.7M $81.9M $120M
Balance sheet
Cash and short-term investments $92.7M $54.2M $77.8M $75.0M $73.4M $141M $132M $129M $181M $312M
Total debt — — $195M $176M $167M $319M $321M — — —
Current assets $177M $154M $118M $123M $142M $304M $294M $230M $318M $492M
Current liabilities $43.5M $57.3M $62.8M $79.0M $74.0M $83.7M $148M $103M $109M $282M
Property and equipment, net $11.7M $10.7M $9.1M $8.1M $7.6M $0.6M $0.5M $0.4M $0.3M $0.4M
Goodwill $1.8M $1.8M $85.9M $85.9M $85.9M $85.9M $85.9M $86.8M $86.8M $229M
Intangible assets — — — — — — $604M $605M $606M $749M
Total assets $250M $255M $938M $935M $897M $1.0B $1.0B $944M $1.0B $1.5B
Total liabilities $48.4M $62.0M $447M $465M $498M $636M $596M $402M $634M $1.1B
Preferred stock — $0.0M — — — $0.0M $0.0M — — —
Shareholders' equity $201M $193M $358M $337M $266M $269M $306M $409M $400M $414M
Margins
Gross margin 81.2% 81.5% 79.3% — — — — — — —
Operating margin 29.0% 21.5% 22.4% — — 29.3% 19.9% 25.1% 32.1% 35.3%
EBITDA margin 29.6% 22.1% 22.8% — — 29.5% 20.0% 25.3% 32.5% 36.0%
Net margin 11.9% 11.9% 13.4% — — 16.4% 16.8% 29.4% 15.6% 22.1%
FCF margin 24.6% 21.1% 13.6% — — 24.7% 18.2% 24.5% 26.5% 29.9%
Returns
Return on capital — — 9.3% 7.9% 12.1% 17.5% 12.1% — — —
Return on capital employed 30.8% 24.8% 7.0% 6.3% 6.7% 9.3% 6.8% 10.4% 14.9% 14.2%
Return on equity 13.0% 13.8% 13.3% −3.0% −11.8% 18.6% 17.6% 28.7% 16.5% 26.8%
Return on assets 10.5% 10.8% 6.1% −1.1% −3.9% 5.1% 4.9% 10.4% 6.7% 8.6%
Return on tangible equity 12.7% 13.9% 12.3% −5.0% −21.0% 24.1% — — — —
Growth
Revenue growth — 4.3% 20.1% — — — −1.0% 15.8% 22.5% 15.4%
Net income growth — 4.0% 34.7% −128.5% — — 1.8% 102.3% −35.0% 63.6%
EPS growth — 5.3% 15.0% −134.8% — — 0.0% 106.5% −48.4% 127.3%
FCF growth — −10.5% −22.4% 53.6% −18.8% 60.8% −26.9% 55.8% 32.6% 30.4%
Share count change — 0.3% 16.5% −4.2% −2.1% −99.9% −1.5% 107,145.4% −6.8% −8.8%
Financial health
Net debt / EBITDA — — 1.9x 1.9x 1.7x 2.0x 3.1x — — —
Debt / equity — — 0.5x 0.5x 0.6x 1.2x 1.1x — — —
Interest coverage — — 7.7x 4.8x 5.7x 7.2x 4.0x 5.7x 7.3x 5.7x
Current ratio 4.1x 2.7x 1.9x 1.6x 1.9x 3.6x 2.0x 2.2x 2.9x 1.7x
Quick ratio 4.1x 2.7x 1.9x 1.6x 1.9x 3.6x 2.0x 2.2x 2.9x 1.7x
Capital allocation
Capex / revenue 0.5% 0.1% 0.0% — — 0.1% 0.1% 0.0% 0.0% 0.0%
Stock comp / revenue 6.8% 6.4% 4.8% — — 3.3% 3.4% 4.6% 4.8% 4.4%
Payouts / FCF 154.2% 107.2% 59.2% 39.6% 110.0% 71.9% 41.5% 27.7% 72.2% 81.3%
Quality scores
Piotroski F-score — 6.0 3.0 4.0 5.0 6.0 5.0 5.0 6.0 5.0
Altman Z'' 9.3 6.7 1.6 1.4 1.3 2.3 1.9 2.9 3.3 2.6
Accruals ratio −11.5% −8.4% −0.1% −7.3% −9.0% −2.6% −0.4% 1.7% −4.7% −3.0%

Source: SEC EDGAR XBRL filings (CIK 0000880631). Data updated October 24, 2026. Quarterly fourth quarters are the full year minus the first nine months. For information only — not investment advice. Check the original filings before relying on any figure.

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