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Buy Day today: Neutral (53) Mixed market breadth · no major macro event

WisdomTree Inc. (WT)

Financial Services Asset Management
19.40 $
+3.0% vs. previous close
Closing price · As of: 31. Jul 2026
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Basics

Market Cap
3.0$B
Shares Outstanding
153Mio.
Float
88.6%
Beta
1.2

Performance

Perf. 1M
-7.80%
Perf. 3M
22.00%
Perf. 6M
35.10%
YTD Performance (%)
50.40%
52-Week-High Distance
-12.8%
Perf. 1Y
71.28%
Perf. 3Y
174.90%
Perf. 5Y
203.48%

Valuation

P/E
47.0
Forward P/E
15.6
PEG
1.5
P/B
6.2
P/S
5.4
EV/EBITDA
23.3
Price/FCF
24.7

Profitability

Gross Margin
51.7%
EBIT Margin
38.4%
Net Margin
11.3%
Return on Equity
13.8%
Return on Assets
9.2%

Balance Sheet & Safety

Equity Ratio
26.6%
Debt/Equity
2.5
Altman Z″
6.45
Piotroski
4 out of 9

Growth

Sales Growth Last Quarter
47.50%
EPS Growth Last Quarter
58.10%
Sales Growth (Year)
15.43%
Forward Sales Growth
10.83%
Forward EPS Growth
11.60%

Dividend

Dividend Yield
0.67%
Dividend Per Share (TTM)
0.12$
Payout Ratio
12.4%
Years Without a Cut
7Years
Increase Streak
0Years

Quality & Screener

Stage
2
RS Rating
83
EPS Rating
79
Piotroski
4 out of 9
Fundamental Rating
C (51 out of 100)
Altman Z″
6.45

AI Rating

Not yet rated — we only show a category once an SEC-backed file with at least two cited passages is available. How the Rating Is Built

Analysts & Price Target

Current Price 19.40 $
Price Target (average) 20.64 $

The price target sits 6.4% above the current price.

Consensus
Buy

Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.

Revenue & Profit

Cash Flow

Balance Sheet

Margins

Per Share

Click the chart or tab into it, then use ← and → to step through the periods.

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Sales Per Quarter ($M)
2024: Q4 · 110.7 $M Q4 2025: Q1 · 108.1 $M Q1 2025: Q2 · 112.6 $M Q2 2025: Q3 · 125.6 $M Q3 2025: Q4 · 159.5 $M Q4 2026: Q1 · 159.5 $M Q1

Source: fundamental data

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Quarterly Figures

Quarterly Figures
Quarter EPS (Earnings Per Share) EPS YoY (%) Sales ($M) Sales YoY (%) Net Margin (%) OCF ($M) FCF ($M)
2024: Q4 0.18 66.50 111 21.90 24.70 35 34
2025: Q1 0.17 25.60 108 11.60 22.80 6 6
2025: Q2 0.17 29.30 113 5.20 22.00 39 38
2025: Q3 0.13 126 11.00 15.70 48 47
2025: Q4 -0.17 -190.60 160 44.10 -14.50 18 18
2026: Q1 -0.17 -199.70 160 47.50 -14.50 18 18
What Do These Terms Mean?
EPS (Earnings Per Share):
Quarterly profit divided by the total share count — how much of the profit works out to a single share.
YoY (Year over Year):
Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
Sales:
All revenue for the quarter, before any costs are deducted — the top line of the income statement.
Net Margin:
What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
OCF (Operating Cash Flow):
The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
FCF (Free Cash Flow):
Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.

About the Company

WisdomTree, Inc. ist über ihre Tochtergesellschaften als Anbieter börsengehandelter Fonds (ETFs) und Vermögensverwalter tätig.

Employees357
HeadquartersNew York, NY
Websitewisdomtree.com
IPO Date4. Mar 1993

Management

Management
Name Title Birth Year
Jonathan Laurence Steinberg Founder, CEO & Director 1964
Robert Jarrett Lilien President & COO 1962
Bryan Joseph Edmiston CPA Chief Financial Officer 1976
Marci Jill Frankenthaler J.D. Chief Legal Officer & Secretary 1969
Alexis Marinof Chief Executive Officer of Europe 1975
Jeremy D. Schwartz C.F.A. Global Chief Investment Officer 1981
David Yates Chief Information Officer 1980
Peter Michael Ziemba J.D. Senior Advisor to the CEO & Chief Administrative Officer 1957
Jeremy Edward Campbell C.F.A. Director of Investor Relations
Jessica Zaloom Head of Corporate Communications & Public Relations

Executives per the latest required filings; titles kept in their original language. Source: fundamental data.

Chart

Interactive price chart (TradingView).

Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)

Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.

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