WisdomTree, Inc.

$18.3 ▼ -0.14%

2026-04-21 10:19:00

Explore WisdomTree, Inc. stock price, valuation, financial statements, dividend history, analyst estimates, and long-term business fundamentals on StockSifting.

Market Cap

$2.65 B

Current Price

$18.3

52W High / Low

$18.48 / $8.02

Stock P/E

24.26

Book Value

$3.03

Dividend Yield

0.7%

ROCE

14.53%

ROE

26.83%

Face Value

—

EPS

$0.75

Exp Qtr EPS

—

Sector

Financial Services

Industry

Asset Management

Employees

360

Beta

1.11

Debt / Equity

231.24

Current Ratio

1.75

Quick Ratio

1.75

Forward P/E

13.27

Price / Sales

4.54

Enterprise Value

$2.71 B

EV / EBITDA

15.01

EV / Revenue

5.49

Rating

Buy

Target Price

$18.46

EPS Forecast (FY)

—

ABOUT

In essence, wisdomTree, Inc., through its subsidiaries, conducts operations as an exchange-traded funds (ETFs) sponsor and asset manager. In essence, it delivers ETFs in equities, currency, fixed income, and alternatives asset classes. In essence, this organization also licenses its indexes to third parties for proprietary products, as well as delivers a platform to promote the use of WisdomTree ETFs in 401(k) plans. In essence, it is focused on developing index using its fundamentally weighted index methodology. In essence, in addition, This organization delivers a broad range of investment advisory services. In essence, this organization was founded in 1985 and is based in New York, New York. ROE at 26.83% based on the latest available annual data. ROCE at 14.53% using operating income and capital employed. Debt to equity stands at 2.31x. Operating margin is 40.74% on trailing numbers. Trailing twelve month sales are available in the dataset.

Pros

Healthy return on equity.
Efficient use of capital employed.
Short-term liquidity looks comfortable.
Strong operating margin profile.
Net margin remains healthy.
Meaningful dividend yield is available.

Cons

Leverage is relatively high.

Sift Stocks

S.No.	Name	Price	P.E.	Market Cap	Div Yld %	ROCE	ROE	52Week High/ Low	Book Value
1.	Binah Capital Group, Inc.	$1.95	14.21	$32.76 M	3.22%	3.3%	13.4%	$3.44 / $1.36	$0.07
2.	OIO Group	$2.94	—	$120.43 M	—	-4.5%	-23.18%	$3.85 / $2.72	$0.32
3.	BlackRock Health Sciences Trust	$39.65	6.72	$520.03 M	7.88%	—	13.81%	$42.74 / $34.93	$43.97
4.	Cypherpunk Technologies Inc.	$0.87	16.21	$78.17 M	—	-23.13%	5.11%	$3.7 / $0.23	$1.83
5.	Burford Capital Limited	$4.99	17.07	$790.4 M	2.52%	—	2.26%	$1,113 / $286	$11.18
6.	Barings Corporate Investors	$17.94	—	$343.54 M	—	—	8.19%	$23 / $17.24	$16.63
7.	Brookfield Asset Management Ltd.	$48.39	31.74	$79.88 B	4.1%	20.18%	22.31%	$64.1 / $42.2	$5.05

Quarterly Results

Figures shown in M / B

	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024
Sales	147.43 M	125.62 M	112.62 M	108.08 M	110.7 M	—
Operating Profit	60.06 M	48.06 M	36.6 M	34.16 M	35.04 M	—
Net Profit	40.03 M	19.7 M	24.78 M	24.63 M	27.31 M	—
EPS in Rs	0.28	0.14	0.17	0.17	0.19	—

Profit & Loss

Figures shown in M / B

	2025	2024	2023	2022
Sales	493.75 M	427.74 M	349.04 M	301.35 M
Operating Profit	178.89 M	137.29 M	93.56 M	77.19 M
Net Profit	109.13 M	66.69 M	102.55 M	50.68 M
EPS in Rs	0.77	0.47	0.72	0.36

Balance Sheet

Figures shown in M / B

	2025	2024	2023	2022
Total Assets	1.51 B	1.03 B	944.14 M	1.03 B
Total Liabilities	1.1 B	633.56 M	535 M	728.21 M
Equity	413.67 M	399.98 M	409.14 M	305.61 M
Current Assets	492.36 M	318.38 M	229.79 M	293.96 M
Current Liabilities	282.06 M	109.2 M	103.22 M	148.43 M

Cash Flow

Last available yearly cash flow history

	2025	2024	2023	2022
Operating CF	147.95 M	113.46 M	85.6 M	55.09 M
Investing CF	-313.03 M	-23.88 M	82.05 M	-37.66 M
Financing CF	289.79 M	-36 M	-171.64 M	-22.78 M
Free CF	144.76 M	110.98 M	83.34 M	54.87 M
Capex	-3.18 M	-2.48 M	-2.26 M	-0.22 M

5Y Margin & Growth History

Last 5 year derived history from yfinance annual statements

	2025	2024	2023	2022
Revenue Growth %	15.43%	22.55%	15.83%	—
Earnings Growth %	63.63%	-34.96%	102.32%	—
Profit Margin %	22.1%	15.59%	29.38%	16.82%
Operating Margin %	36.23%	32.1%	26.81%	25.62%
Gross Margin %	54.06%	52.02%	48.18%	46.02%
EBITDA Margin %	36.04%	27.44%	39.08%	18.62%

Dividend & Split History

Latest dividend and stock split events stored from yfinance

Dividend History

Ex Date	Dividend
2026-02-11	$0.03
2025-11-12	$0.03
2025-08-13	$0.03
2025-05-14	$0.03
2025-02-12	$0.03
2024-11-06	$0.03
2024-08-07	$0.03
2024-05-07	$0.03
2024-02-13	$0.03
2023-11-07	$0.03
2023-08-08	$0.03
2023-05-09	$0.03
2023-02-14	$0.03
2022-11-08	$0.03
2022-08-09	$0.03
2022-05-10	$0.03
2022-02-08	$0.03
2021-11-09	$0.03
2021-08-10	$0.03
2021-05-11	$0.03

Stock Splits

No stock split history available.

Shareholding Pattern

Shares and value shown in M / B

Holder Name	Type	Shares	Value	% Out	Report Date
Variable Insurance Products Fund III-VIP Mid Cap Portfolio	Mutual Fund	1.59 M	$22.93 M	0.01%	2026-02-28
iShares Trust-iShares Core S&P Small-Cap ETF	Mutual Fund	6.92 M	$100 M	0.05%	2026-01-31
iShares Trust-iShares Russell 2000 ETF	Mutual Fund	2.92 M	$42.26 M	0.02%	2026-01-31
AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND	Mutual Fund	2.52 M	$36.35 M	0.02%	2026-01-31
Blackrock Inc.	Institutional	19.04 M	$275.12 M	0.13%	2025-12-31
FMR, LLC	Institutional	16.75 M	$242.02 M	0.12%	2025-12-31
Vanguard Group Inc	Institutional	14 M	$202.33 M	0.1%	2025-12-31
Wellington Management Group, LLP	Institutional	11.2 M	$161.79 M	0.08%	2025-12-31
Azora Capital Lp	Institutional	6.15 M	$88.87 M	0.04%	2025-12-31
Simcoe Capital Management, LLC	Institutional	5.25 M	$75.91 M	0.04%	2025-12-31
State Street Corporation	Institutional	5.22 M	$75.41 M	0.04%	2025-12-31
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund	Mutual Fund	3.78 M	$54.65 M	0.03%	2025-12-31
Dimensional Fund Advisors LP	Institutional	3.64 M	$52.63 M	0.03%	2025-12-31
Goldman Sachs Group Inc	Institutional	3.39 M	$48.98 M	0.02%	2025-12-31
Invesco Ltd.	Institutional	3.34 M	$48.26 M	0.02%	2025-12-31