WT - NYSE

WisdomTree, Inc.

WT·NYSE

$18.62

-2.8%

Financial ServicesAsset Management

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.

Statements Value Model

At a Glance

Live Snapshot

Market Cap$2.85B

EPS0.7800

P/E Ratio23.87

Earnings Date07/30/2026

493.75M

Revenue

15%

3Y+64.0%

5Y+98.0%

10Y+125.0%

109.13M

Net Income

64%

3Y+115.0%

5Y-406.0%

10Y+317.0%

149.46M

Operating Cash Flow

32%

3Y+171.0%

5Y+217.0%

10Y+172.0%

WisdomTree, Inc. Profit Bridge

WT · NYSE

Revenue & Cost of Sales

Revenue493.75M

Cost of Goods Sold (137.68M)

Gross Profit356.07M

Operating Expenses

Operating Expenses (181.88M)

Operating Income174.19M

Other Income & Taxes

Interest Expense (30.42M)

Other Income/Expense-31.98M

Pretax Income142.22M

Income Tax (33.09M)

Net Income109.13M

Net Income

109.13M

Profitability Analysis

Gross Margin

72.1%

Exceptional pricing power and cost management. The company retains over half of revenue after direct costs.

Operating Margin

35.3%

Outstanding operational efficiency. The company generates substantial profit from core operations.

Net Profit Margin

22.1%

Exceptional profitability. The company converts a significant portion of revenue to bottom-line earnings.

Effective Tax Rate

23.3%

Moderate tax rate typical for most corporations. Represents standard tax burden on profits.

Profitability Insight

Exceptional profitability across all levels: Strong pricing power, efficient operations, and healthy bottom line indicate a high-quality business with sustainable competitive advantages.

WisdomTree, Inc. Income Statement

WT • NYSE

WisdomTree, Inc. Income Statement	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020	Dec 2019	Dec 2018	Dec 2017	Dec 2016	Dec 2015	Dec 2014	Dec 2013	Dec 2012	Dec 2011	Dec 2010	Dec 2002	Dec 2001	Dec 2000	Dec 1999
REVENUE
Revenue	493.8M	427.7M	349M	301.3M	304.3M	249.9M	268.4M	274.1M	237.4M	219.4M	298.9M	183.8M	149.5M	84.8M	65.2M	41.6M	0.0	5.9M	19.8M	17.5M
GROSS PROFIT
Cost of Revenue	(137.7M)	(121.3M)	(180.9M)	(162.7M)	(147.1M)	(131.4M)	(80.8M)	(74.5M)	(81.5M)	(63.3M)	(73.2M)	(41M)	(36.2M)	(23.2M)	(0.0)	(19.2M)	(0.0)	(0.0)	(0.0)	(0.0)
Gross Profit	356.1M	306.5M	168.2M	138.7M	157.2M	118.5M	187.6M	199.6M	155.9M	156.2M	225.7M	142.8M	113.3M	61.6M	65.2M	22.4M	0.0	5.9M	19.8M	17.5M
OPERATING INCOME
Operating Expenses	(181.9M)	(169.2M)	(80.7M)	(78.6M)	(68.2M)	(63.4M)	(120M)	(118.4M)	(97.7M)	(92.2M)	(86.3M)	(69.2M)	(61.7M)	(46.7M)	(62.1M)	(30M)	(1.1M)	(9.1M)	(27.4M)	(26M)
Selling, General & Administrative	(33.6M)	(61.8M)	(54.5M)	(44.9M)	(36.2M)	(33M)	(110.9M)	(108.5M)	(89.3M)	(84M)	(79.2M)	(63.9M)	(56.8M)	(43.5M)	(53.9M)	(27.9M)	(997.8K)	(2.7M)	(5.5M)	(5.3M)
Research & Development	(0.0)	(1.5M)	(0.0)	(0.0)	(0.0)	(0.0)	(0.0)	(0.0)	(0.0)	(0.0)	(0.0)	(0.0)	(0.0)	(0.0)	(0.0)	(0.0)	(0.0)	(0.0)	(0.0)	(0.0)
Operating Income	174.2M	137.3M	87.5M	60.1M	89.1M	55.1M	53.5M	76.4M	58.2M	72.4M	141.6M	73.5M	51.5M	15M	3.1M	-7.5M	-1.2M	-527.4K	-7.6M	-8.5M
PRE-TAX INCOME
Interest Expense	(30.4M)	(18.9M)	(15.2M)	(14.9M)	(12.3M)	(9.7M)	(11.2M)	(8M)	(0.0)	(0.0)	(0.0)	(0.0)	(0.0)	(353K)	(729K)	(0.0)	(0.0)	(0.0)	(0.0)	(0.0)
Net Interest Income	-19.5M	-12.1M	-11.1M	-11.6M	-10.3M	-8.9M	-7.9M	-4.9M	2.9M	1.1M	0.0	0.0	0.0	-353K	-729K	0.0	0.0	0.0	0.0	0.0
Other Expenses	(148.3M)	(105.9M)	(26.2M)	(33.7M)	(31.9M)	(30.4M)	(9.1M)	(9.8M)	(4.3M)	-8.4M	(0.0)	(0.0)	(0.0)	-3.3M	(0.0)	(0.0)	(103.5K)	(0.0)	(0.0)	(0.0)
Total Other Income Expenses Net	-32M	-41.9M	31.5M	-20.1M	-32.4M	-90.3M	-53.4M	-10.2M	0.0	-7.9M	-2.2M	0.0	0.0	-3.8M	-879K	0.0	70.9K	527.4K	0.0	0.0
Income Before Tax	142.2M	95.4M	119M	40M	56.7M	-35.2M	30.3M	51M	58.2M	55.6M	137.2M	73.5M	51.5M	11M	3.1M	-7.5M	-1.1M	0.0	0.0	0.0
NET INCOME
Income Tax Expense	(33.1M)	(28.7M)	(16.5M)	-10.7M	(6.9M)	(433K)	(10.5M)	(14.4M)	(31M)	(29.4M)	(57.1M)	(12.5M)	(0.0)	(529K)	(0.0)	(0.0)	-2.2M	(2.1M)	-4.2M	-4.3M
Net Income	109.1M	66.7M	102.5M	50.7M	49.8M	-35.7M	19.7M	36.6M	27.2M	26.2M	80.1M	61.1M	51.5M	11M	3.1M	-7.5M	1.1M	-5.3M	-3.4M	-4.2M

SEC Filings

WT - Filing history and reports

Filing Type	Filing Date	Period Ending	Fiscal Year	Actions
8-K 8-K 2026 N/A	May 29, 2026	May 28, 2026	2026	View Filing
10-Q 10-Q 2026 Q1 Q1	May 06, 2026	March 31, 2026	2026	View Filing
8-K 8-K 2026 N/A	May 01, 2026	April 27, 2026	2026	View Filing
DEF 14A DEF 14A 2026 N/A	April 29, 2026	June 17, 2026	2026	View Filing
8-K 8-K 2026 N/A	March 30, 2026	March 30, 2026	2026	View Filing
8-K 8-K 2026 N/A	March 24, 2026	March 23, 2026	2026	View Filing
8-K 8-K 2026 N/A	March 23, 2026	March 23, 2026	2026	View Filing
8-K 8-K 2026 N/A	March 16, 2026	March 13, 2026	2026	View Filing
10-K 10-K 2025 FY FY	February 25, 2026	December 31, 2025	2025	View Filing
8-K 8-K 2026 N/A	January 30, 2026	January 28, 2026	2026	View Filing

Showing 1 to 10 of 264 filings

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