WisdomTree Inc. (WT)
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This stock currently matches 8 of our scanner strategies — each hit links to the scanner.
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Trading Day
Key levels of the most recently completed trading day — not a live quote.
52-Week Range
Current price 19.40 $ — 87% of the range above the low.
Lowest and highest closing price over the last 52 weeks. The marker shows where the current price sits within that range: close to the high speaks for strength, close to the low for weakness.
Basics
Performance
Technical Indicators
Calculated from the price history · as of 08/03/2026
Valuation
Profitability
Balance Sheet & Safety
Growth
Dividend
Quality & Screener
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
Growth Score
7 of 10 Solid growthTen checks against the annual reports — each one passed counts a point.
- Revenue grows by more than 15% a year over three years 17.9% passed
- More than 10% revenue growth is expected for the coming year 10.8% passed
- Share count grows by less than 3% a year 0.4% passed
- Revenue growth plus cash-flow margin add up to at least 40 ("Rule of 40") 45.7% passed
- Gross margin at 40% or higher and without meaningful erosion 72.1% passed
- Goodwill from acquisitions does not grow faster than revenue 15.1% failed
- Net debt below twice EBITDA 2.9 x EBITDA failed
- Operating cash flow covers the profits of the last three years 70 m passed
- Return on capital at 15% or higher, or up versus two years ago 14.2% passed
- Insiders hold at least 10% or are net buyers 9.4% failed
A criterion without figures counts neither as passed nor as failed; a score is only produced from 7 judgeable criteria upwards. Source: fundamental data. All ten criteria in detail
Analysts & Price Target
The price target sits 7.8% above the current price.
- Consensus
- Sell
- Analyst Ratings
- 6
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.
Estimates by Fiscal Year
| Fiscal Year | EPS Estimate ($) | EPS Range ($) | Revenue Estimate ($M) | Expected Growth | Analysts |
|---|---|---|---|---|---|
| 12/31/2026 | 1.18 | 1.14 – 1.21 | 695 | 36.7% | 5 |
| 12/31/2027 | 1.29 | 1.21 – 1.37 | 766 | 9.7% | 7 |
Average of the analyst estimates for the coming fiscal years. The range shows how far the most optimistic and the most cautious estimate sit apart — the wider it is, the less certain the expectation.
Revenue & Profit
Cash Flow
Balance Sheet
Margins
Per Share
Click the chart or tab into it, then use ← and → to step through the periods.
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· Total · per year
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The figures could not be loaded right now.
Source: fundamental data
Quarterly Figures
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($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 |
- 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.
Annual Figures
| Fiscal Year | Revenue ($M) | EBIT ($M) | Net Income ($M) | EPS ($) | Operating Cash Flow ($M) | Equity ($M) | Total Assets ($M) |
|---|---|---|---|---|---|---|---|
| 2016 | 219 | 63 | 26 | 0.19 | 55 | 200 | 250 |
| 2017 | 228 | 49 | 27 | 0.20 | 49 | 193 | 255 |
| 2018 | 274 | 61 | 37 | 0.23 | 37 | 358 | 903 |
| 2019 | 267 | 54 | -10 | -0.07 | 47 | 368 | 933 |
| 2020 | 250 | 55 | -36 | -0.24 | 29 | 266 | 897 |
| 2021 | 304 | 89 | 50 | 0.34 | 75 | 269 | 1,038 |
| 2022 | 301 | 60 | 51 | 0.35 | 55 | 306 | 1,034 |
| 2023 | 349 | 87 | 103 | 0.69 | 86 | 542 | 944 |
| 2024 | 428 | 137 | 67 | 0.45 | 113 | 400 | 1,034 |
| 2025 | 494 | 174 | 109 | 0.75 | 149 | 414 | 1,513 |
Fiscal years from the audited annual reports, oldest first. EBIT is the operating profit before interest and taxes; total assets are everything the company owns.
About the Company
WisdomTree, Inc. ist über ihre Tochtergesellschaften als Anbieter börsengehandelter Fonds (ETFs) und Vermögensverwalter tätig.
| Employees | 360 |
|---|---|
| Headquarters | New York, NY |
| Address | 250 West 34th Street, 10119 New York, United States |
| Phone | 212-801-2080 |
| Website | wisdomtree.com |
| IPO Date | 4. Mar 1993 |
| ISIN | US97717P1049 |
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.