WisdomTree, Inc. (WT)

Price$18.18

Value ScoreF

Growth ScoreB

Momentum ScoreB

Favorite Metrics

Price vs S&P 500 (26W)56.75%

Price vs S&P 500 (4W)-4.81%

VGM Score53.41

Market Capitalization$2.85B

P/E Ratio (Annual)26.09x

Indicated Dividend Yield (Annual)0.70%

All Metrics

P/CF (Annual)19.25x

Book Value / Share (Quarterly)$3.12

Indicated Dividend (Annual)$0.12

Revenue Growth (3Y)17.89%

Cash Flow / Share (Quarterly)$1.02

Payout Ratio (TTM)15.86%

Price vs S&P 500 (YTD)40.98%

Gross Margin (TTM)-105.06%

Net Profit Margin (TTM)11.26%

EPS (TTM)$0.42

10-Day Avg Trading Volume2.68M

EPS Excl Extra (TTM)$0.42

Revenue Growth (5Y)14.59%

EPS (Annual)$0.75

Dividend / Share (Annual)$0.12

ROI (Annual)7.90%

Gross Margin (Annual)-105.06%

Net Profit Margin (5Y Avg)20.05%

Cash / Share (Quarterly)$4.53

P/E Basic Excl Extra (TTM)46.40x

Revenue Growth QoQ (YoY)47.55%

P/E Normalized (Annual)26.09x

ROA (Last FY)7.21%

Revenue Growth TTM (YoY)24.18%

EBITD / Share (TTM)$0.89

ROE (5Y Avg)17.19%

Operating Margin (TTM)22.61%

Cash Flow / Share (Annual)$1.03

P/B Ratio6.00x

P/B Ratio (Quarterly)4.34x

Net Income / Employee (Annual)$303,100

EV / Revenue (TTM)6.30x

Net Interest Coverage (TTM)8.31x

ROA (TTM)4.22%

EPS Growth QoQ (YoY)53.45%

EV / EBITDA (TTM)26.73x

EPS Incl Extra (Annual)$0.75

Current Ratio (Annual)1.75x

Quick Ratio (Quarterly)4.52x

3-Month Avg Trading Volume3.37M

52-Week Price Return86.08%

EV / Free Cash Flow (Annual)23.74x

P/E Incl Extra (TTM)46.40x

Revenue / Employee (TTM)$1,514,300

Tangible BV / Share (Quarterly)$-0.60

P/S Ratio (Annual)5.77x

Asset Turnover (Annual)0.33x

52-Week High$19.85

Operating Margin (5Y Avg)24.40%

EPS Excl Extra (Annual)$0.75

CapEx CAGR (5Y)46.48%

26-Week Price Return64.67%

Quick Ratio (Annual)1.72x

13-Week Price Return6.25%

Total Debt / Equity (Annual)2.34x

Current Ratio (Quarterly)4.57x

Enterprise Value$3.44B

Revenue / Share Growth (5Y)15.18%

Asset Turnover (TTM)0.38x

Book Value / Share Growth (5Y)16.25%

Revenue / Employee (Annual)$1,371,500

Pretax Margin (Annual)28.80%

Cash / Share (Annual)$2.98

3-Month Return Std Dev49.86%

Gross Margin (5Y Avg)7.03%

Net Income / Employee (TTM)$170,500

EBITDA CAGR (5Y)37.14%

EBITDA Interim CAGR (5Y)55.60%

ROE (Last FY)26.38%

Net Interest Coverage (Annual)5.00x

EPS Basic Excl Extra (Annual)$0.75

P/FCF (TTM)18.33x

Receivables Turnover (TTM)9.71x

EV / Free Cash Flow (TTM)22.12x

Total Debt / Equity (Quarterly)2.56x

EPS Incl Extra (TTM)$0.42

Receivables Turnover (Annual)9.03x

ROI (TTM)4.53%

Dividend Growth Rate (5Y)-1.82%

P/S Ratio (TTM)5.22x

Pretax Margin (5Y Avg)23.42%

Revenue / Share (Annual)$3.41

Tangible BV / Share (Annual)$-1.71

Forward P/E15.79x

Free OCF CAGR (5Y)25.41%

Price vs S&P 500 (52W)61.71%

P/E Ratio (TTM)46.40x

EPS Growth TTM (YoY)-12.16%

Year-to-Date Return49.14%

5-Day Price Return-5.07%

EPS Normalized (Annual)$0.75

ROA (5Y Avg)6.84%

Net Profit Margin (Annual)22.10%

Month-to-Date Return-4.57%

Cash Flow / Share (TTM)$0.34

EBITD / Share (Annual)$1.13

EPS Growth (3Y)33.16%

Operating Margin (Annual)32.48%

LT Debt / Equity (Annual)1.94x

P/CF (TTM)17.85x

ROI (5Y Avg)8.11%

P/E Excl Extra (TTM)46.40x

LT Debt / Equity (Quarterly)2.37x

EPS Basic Excl Extra (TTM)$0.42

Payout Ratio (Annual)15.86%

P/B Ratio (Annual)4.15x

Dividend / Share (TTM)$0.12

Pretax Margin (TTM)17.84%

Book Value / Share (Annual)$2.94

Price vs S&P 500 (13W)-2.00%

Dividend Yield (TTM)0.61%

Beta1.19x

P/FCF (Annual)19.67x

Revenue / Share (TTM)$3.95

ROE (TTM)14.38%

52-Week Low$9.69

vGradeF

gGradeB

mGradeB

vgmGradeC

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Earnings Surprise History

Q1 260.27est. 0.26

Analyst Recommendations

Mar 2026

Apr 2026

May 2026

Jun 2026

4.13

Industry Peers — Security Brokers & Dealers(40)

Symbol	Value Score	Growth Score	Momentum Score	Price
WTWisdomTree, Inc.	F	B	B	$18.18
MSMorgan Stanley	D	C	A	$211.93
GSGoldman Sachs Group Inc.	C	C	A	$1038.68
BLKBlackrock, Inc.	D	C	C	$995.60
SCHWThe Charles Schwab Corporation	D	C	C	$88.84
IBKRInteractive Brokers Group, Inc. Class A Common Stock	D	B	B	$84.40
HOODRobinhood Markets, Inc. Class A Common Stock	F	B	C	$82.47
RJFRaymond James Financial, Inc.	C	C	C	$151.45
NMRNomura Holdings, Inc	B	C	B	$8.41
JEFJefferies Financial Group Inc.	B	D	B	$55.69
SFStifel Financial Corp.	C	C	C	$70.72

About

WisdomTree Inc is an exchange-traded product (ETP) manager that generates the majority of its revenue from advisory fees on ETPs, complemented by digital asset products including tokenized real world assets and mutual funds. The company offers a diversified suite of solutions including private market investments, institutional platforms, and blockchain-based digital wallets distributed through banks, brokerages, investment advisers, and institutional investors. Its multi-channel distribution model positions it across both traditional asset management and emerging digital finance markets.