Inside the research
WisdomTree, Inc.
WT Research profile · latest available data
Price overview
$24.33
▲ +0.34 (+1.4%)
| 52w hi | $25.04 |
|---|---|
| 52w lo | $10.68 |
| Vol | 1.48M |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.39
| Short | +0.34 |
|---|---|
| Medium | +0.42 |
| Long | +0.44 |
computed 2026-09-27
Key fundamentals
WisdomTree, Inc.
Financial Services · Asset Management
| Market cap | $3.69B |
|---|---|
| Enterprise value | $4.34B |
| Trailing P/E | 44.24x |
| Forward P/E | 18.00x |
| EV / EBITDA | 17.47x |
| P / S (ttm) | 6.05x |
| Profit margin | 13.3% |
| Return on equity | 18.7% |
| Revenue growth | +57.3% |
| Earnings growth | +64.7% |
| Debt / equity | 257.67 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.34 | |
| Sector | +0.02 | |
| Technical | +0.25 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
WisdomTree, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of WisdomTree ETFs in 401(k) plans. It develops index using its fundamentally weighted index methodology. In addition, the company provides investment advisory services. The company was founded in 1985 and is based in New York, New York.
Risk Metrics
| Beta vs SPX | 1.32 |
|---|---|
| Corr SPX | 0.58 |
| Annual vol | 36.6% |
| Annual ret | +50.7% |
| Sharpe | 1.38 |
| Max DD | -37.1% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-31 | Earnings Release, Other Material Event… | read |
| 2026-06-18 | Shareholder Vote | read |
| 2026-05-29 | Other Material Event | read |
| 2026-05-01 | Material Agreement, Acquisition / Disposition… | read |
| 2026-03-30 | Material Agreement, Material Obligation… | read |
| 2026-03-24 | Securities Issuance, Other Material Event… | read |
| 2026-03-23 | Other Material Event, Exhibits | read |
| 2026-03-16 | Material Agreement, Reg FD Disclosure… | read |
| 2026-01-30 | Earnings Release, Other Material Event… | read |
| 2025-10-31 | Earnings Release, Other Material Event… | read |
| 2025-10-02 | Material Agreement, Acquisition / Disposition… | read |
| 2025-08-14 | Material Agreement, Material Obligation… | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-17 | SALERNO FRANK | Director | Grant | 5.51K | — |
| 2026-06-17 | PANKOPF TONIA L | Director | Grant | 5.51K | — |
| 2026-06-17 | Naidoo Shamla | Director | Grant | 5.51K | — |
| 2026-06-17 | Mielke Daniela | Director | Grant | 5.51K | — |
| 2026-06-17 | Delorier Rilla S | Director | Grant | 5.51K | — |
| 2026-06-17 | Conjeevaram Smita | Director | Grant | 5.51K | — |
| 2026-06-17 | Bossone Anthony | Director | Grant | 5.51K | — |
| 2026-06-17 | Blake Lynn S. | Director | Grant | 5.51K | — |
| 2026-05-20 | Lilien R Jarrett | Officer, President and CO | Sell | 30.00K | $569.70K |
| 2026-05-19 | Ziemba Peter M | Officer, Chief Administra | Sell | 100.00K | $1.93M |
Flow & Concentration
| Insider 180d net | -$2.50M |
|---|---|
| Insider buys / sells | 0 / 2 |
| Insider bias | Sellers |
| 13F holders | 7 |
| Top-5 share | 97.7% |
| HHI | 4,140 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $95.03M | 5.61M |
| Capital Research / Capital World | $45.04M | 2.66M |
| Citadel Advisors | $8.60M | 507.39K |
| Millennium Management | $6.19M | 365.48K |
| AQR Capital Management | $5.93M | 350.27K |
| Fidelity / FMR LLC | $3.84M | 2.55M |
| T. Rowe Price Group | $3.17K | 186.96K |
As of 2026-06-30
SEC Filings
The Long Run
FY 2011–2025 · 15 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $493.75M | +36.4% | |
| Operating income | $87.49M | +8.6% | |
| Net income | $109.13M | +34.6% | |
| Cash from ops | $85.60M | +20.1% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $24.33 | $24.86 | $23.99 | $24.33 | 1.48M |
| Sep 24 | $23.57 | $24.08 | $23.44 | $23.99 | 1.76M |
| Sep 23 | $23.55 | $24.23 | $23.41 | $23.72 | 1.30M |
| Sep 22 | $23.72 | $24.01 | $23.02 | $23.73 | 2.38M |
| Sep 21 | $23.40 | $23.85 | $23.02 | $23.72 | 2.30M |
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