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WisdomTree Inc.

Financial Services US WT

17.59USD
-0.59(3.25%)

Last update at 2026-06-08T20:10:00Z

Day Range

17.5718.62
LowHigh

52 Week Range

5.267.51
LowHigh

Fundamentals

  • Previous Close 18.18
  • Market Cap1005.74M
  • Volume2721817
  • P/E Ratio21.58
  • Dividend Yield1.79%
  • EBITDA73.46M
  • Revenue TTM331.50M
  • Revenue Per Share TTM2.30
  • Gross Profit TTM 131.03M
  • Diluted EPS TTM0.31

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Analyst Recommendations

Financials

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Type yearly yearly yearly yearly yearly
Date 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Income before tax 39.95M 56.67M -35.22200M 30.26M 51.04M
Minority interest - - - - -
Net income 50.68M 49.80M -35.65500M 19.71M 36.63M
Selling general administrative 82.46M 71.16M 71.84M 73.44M 70.87M
Selling and marketing expenses 34.83M 31.17M 26.93M 37.41M 37.65M
Gross profit 203.45M 216.16M 179.02M 187.64M 199.60M
Reconciled depreciation 1.23M 2.69M 4.20M 4.22M 1.30M
Ebit 44.23M 89.06M 73.63M 53.53M 84.13M
Ebitda 45.45M 102.92M 77.84M 71.71M 85.43M
Depreciation and amortization 1.23M 13.87M 4.20M 18.18M 1.30M
Non operating income net other - - - - -
Operating income 44.23M 89.06M 73.63M 53.53M 76.38M
Other operating expenses 224.15M 198.16M 181.39M 200.74M 192.87M
Interest expense 14.94M 12.33M 9.67M 11.24M 7.96M
Tax provision -10.73400M 6.87M 0.43M 10.55M 14.41M
Interest income 3.32M 2.01M 0.74M 3.33M 3.09M
Net interest income -11.61500M -10.32300M -8.92400M -7.90800M -4.86900M
Extraordinary items - - - - -
Non recurring - - - - -
Other items - - - - -
Income tax expense -10.73400M 6.87M 0.43M 10.55M 14.41M
Total revenue 301.35M 304.32M 253.70M 268.40M 274.12M
Total operating expenses 126.25M 110.00M 106.72M 119.98M 118.36M
Cost of revenue 97.90M 88.16M 74.67M 80.76M 74.52M
Total other income expense net -4.27800M -32.38700M -108.85500M -23.27500M -33.09400M
Discontinued operations - - - - -
Net income from continuing ops 50.68M 49.80M -35.65500M -10.42500M 36.63M
Net income applicable to common shares 44.97M 44.25M -37.87100M -12.58800M 33.63M
Preferred stock and other adjustments - - - - -
Breakdown 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Type yearly yearly yearly yearly yearly
Date 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Total assets 1033.82M 1015.93M 869.68M 933.24M 902.64M
Intangible assets 603.57M 601.25M 601.25M 603.29M 603.21M
Earning assets - - - - -
Other current assets 0.39M 0.28M 0.26M 0.21M 0.16M
Total liab 728.21M 746.51M 603.41M 565.69M 544.31M
Total stockholder equity 305.61M 269.42M 266.26M 367.55M 358.33M
Deferred long term liab - - - - 1.20M
Other current liab 54.92M 53.50M 41.09M 0.58M 31.92M
Common stock 1.47M 1.45M 1.49M 1.55M 1.53M
Capital stock 1.47M 1.45M 1.49M 1.55M 1.53M
Retained earnings 13.72M -22.44500M -53.39900M -7.99100M -7.31900M
Other liab 184.85M 233.25M 239.78M 191.17M 189.22M
Good will 85.86M 85.86M 85.86M 85.86M 85.86M
Other assets 11.11M 31.17M 35.26M 68.65M 72.80M
Cash 132.10M 140.71M 73.42M 74.97M 77.78M
Cash and equivalents 132.10M 140.71M 73.42M 74.97M 77.78M
Total current liabilities 263.44M 83.67M 74.00M 79.04M 62.80M
Current deferred revenue - - - 43.83M -
Net debt 190.58M 178.45M 113.79M 123.72M 116.81M
Short term debt 175.32M 0.21M 3.13M 3.68M 0.00000M
Short long term debt 174.20M - - - -
Short long term debt total 322.68M 319.16M 187.22M 198.69M 194.59M
Other stockholder equity 159.28M 289.74M 317.07M 373.04M 231.09M
Property plant equipment 1.99M 1.08M 23.91M 26.29M 9.12M
Total current assets 293.96M 303.97M 141.86M 123.06M 118.28M
Long term investments 35.98M 14.55M 8.56M 28.05M 48.26M
Net tangible assets -383.81200M -417.67900M -420.83800M -351.73800M -330.73000M
Short term investments 126.24M 127.17M 34.90M 17.32M 8.87M
Net receivables 30.55M 31.86M 29.45M 26.84M 27.02M
Long term debt 147.02M 318.62M 166.65M 175.96M 194.59M
Inventory 4.68M 3.95M 3.83M 3.72M 4.44M
Accounts payable 33.20M 29.96M 29.77M 30.95M 30.89M
Total permanent equity - - - - -
Noncontrolling interest in consolidated entity - - - - -
Temporary equity redeemable noncontrolling interests - - - - -
Accumulated other comprehensive income -1.42000M 0.68M 1.10M 0.94M 0.47M
Additional paid in capital - - - - -
Common stock total equity - - - - -
Preferred stock total equity - - - - -
Retained earnings total equity - - - - -
Treasury stock - - - - -
Accumulated amortization - - - - -
Non currrent assets other 1.92M 0.36M 0.18M 34.29M 30.88M
Deferred long term asset charges - - - - -
Non current assets total 739.86M 711.97M 727.82M 810.18M 784.37M
Capital lease obligations 1.46M 0.54M 20.57M 22.74M -
Long term debt total 262.02M 318.62M 166.65M 175.96M 194.59M
Breakdown 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Type yearly yearly yearly yearly yearly
Date 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Investments -37.65700M -101.69900M 8.34M -15.52400M 65.61M
Change to liabilities -0.03300M -1.09700M 1.33M 0.68M -4.25100M
Total cashflows from investing activities -37.65700M -99.63200M 10.64M -17.66100M -181.77900M
Net borrowings - 150.00M -3.75000M -21.00000M 200.00M
Total cash from financing activities -22.78000M 92.55M -60.17900M -43.56600M 169.20M
Change to operating activities 62.12M 52.85M 34.85M 41.83M 4.75M
Net income 50.68M 49.80M -35.65500M 19.71M 36.63M
Change in cash -8.60800M 67.28M -1.54700M -2.81200M 23.59M
Begin period cash flow 140.71M 73.42M 74.97M 77.78M 54.19M
End period cash flow 132.10M 140.71M 73.42M 74.97M 77.78M
Total cash from operating activities 55.09M 75.32M 29.39M 46.83M 37.47M
Issuance of capital stock - - - - -
Depreciation 1.23M 2.69M 4.20M 4.22M 1.30M
Other cashflows from investing activities -37.43700M -99.33900M 11.11M -2.09000M -8.00000M
Dividends paid -19.36200M -19.45900M -20.11300M -20.38500M 19.23M
Change to inventory - -1.46800M 15.43M 32.17M 4.00M
Change to account receivables -0.72000M -3.50600M -0.19300M -0.01900M 3.80M
Sale purchase of stock -3.41800M -34.50600M -31.19700M -2.34100M -2.88500M
Other cashflows from financing activities -37.65700M 146.52M -5.41100M 0.16M 191.32M
Change to netincome -58.47200M -30.70000M 42.00M 13.79M -12.56400M
Capital expenditures 0.22M 0.29M 0.47M 0.05M 0.07M
Change receivables - - - - -
Cash flows other operating - - - - -
Exchange rate changes - - - - -
Cash and cash equivalents changes - - - - -
Change in working capital 42.54M 51.35M 15.99M 36.24M 10.01M
Stock based compensation 10.38M 10.00M 11.71M 11.59M 13.26M
Other non cash items -48.45300M -38.82700M 35.35M -24.57900M -17.64900M
Free cash flow 54.87M 75.03M 28.92M 46.78M 37.40M

Peer Comparison

Sector: Financial Services Industry: Asset Management

Company Change (USD) Price (USD) Trailing PE (x) Forward PE (x) Price Sales TTM (x) Price to Book Value (x) Enterprise Value to Revenue (x) Enterprise Value to EBITDA (x)
WT
WisdomTree Inc.		 -0.59 3.25% 17.59 21.58 15.29 2.98 2.10 3.30 13.18
BLK
BlackRock Inc		 -0.83 0.08% 994.77 26.25 19.57 6.33 2.90 6.35 17.13
BX
Blackstone Group Inc		 -1.16 1.01% 114.19 33.20 20.12 11.05 11.56 9.14 15.74
BN
Brookfield Corp		 -0.37 0.83% 44.23 94.78 11.89 1.35 2.37 4.58 10.79
IVSXF
Investor AB (publ)		 - -% 40.41 20.83 - 0.88 1.11 10.01 1.68

Reports Covered

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Profile

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.

WisdomTree Inc.

245 Park Avenue, New York, NY, United States, 10167

Key Executives

Name Title Year Born
Mr. Jonathan Laurence Steinberg Founder, CEO & Director 1964
Mr. Robert Jarrett Lilien Pres & COO 1962
Mr. Bryan Joseph Edmiston Chief Financial Officer 1976
Mr. Peter Michael Ziemba Sr. Advisor to the CEO & Chief Admin. Officer 1958
Mr. Alexis Marinof Head of WisdomTree Europe 1976
Mr. David Yates Chief Information Officer 1980
Ms. Jessica Zaloom Head of Corp. Communications & PR NA
Mr. Jeremy Edward Campbell C.F.A. Director of Investor Relations NA
Ms. Marci Jill Frankenthaler Chief Legal Officer & Sec. 1969
Mr. Ben Slavin Head of Product & Bus. Devel. NA

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