WisdomTree, Inc.

Annual Trend FY 2016 FY 2017 FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025
Cash flows from operating activities:
Adjustments to reconcile net income to net cash provided by operating activities:
Net Income (Loss) Attributable to Parent $26.2m $27.2m $36.6m ($10.4m) ($35.7m) $49.8m $50.7m $102.5m $66.7m $109.1m
Net Income (Loss) Available to Common Stockholders, Basic $26.2m $27.2m $33.6m ($12.6m) ($37.9m) $44.3m $45.0m $95.1m $49.9m $108.4m
Depreciation and amortization $1.3m $1.4m $1.3m $1.0m $1.0m $738k $262k $872k $1.8m $3.8m
Amortization of Debt Issuance Costs $2.1m $2.9m $1.3m $0 $0
Amortization of Debt Issuance Costs and Discounts $3.3m
Deferred Income Tax Expense (Benefit) $12.9m $8.8m ($6.1m) ($349k) ($2.2m) $316k ($1.3m) ($481k) ($398k) $981k
Share-based Payment Arrangement, Noncash Expense $14.9m $14.7m $13.3m $11.6m $11.7m $10.0m $10.4m $16.2m $20.7m $21.6m
Share-based Payment Arrangement, Expense $20.7m $21.6m
Equity Method Investment, Other than Temporary Impairment $7.6m
Goodwill, Impairment Loss $1.7m $17.4m $7.9m
Impairment of Intangible Assets, Indefinite-lived (Excluding Goodwill) $10.0m
Operating Lease, Impairment Loss $9.3m
Restructuring Costs and Asset Impairment Charges $7.9m
Gain (Loss) on Extinguishment of Debt ($2.4m) $0 $0 ($9.7m) ($30.6m) ($13.8m)
Income Tax Expense (Benefit) $29.4m $31.0m $14.4m $10.5m $433k $6.9m ($10.7m) $16.5m $28.7m $33.1m
Interest Expense Nonoperating $18.9m $30.4m
Other Nonoperating Income (Expense) $874k $2.0m
Changes in operating assets and liabilities:
Additional Financial Items
Increase (Decrease) in Accounts Receivable ($9.8m) $3.5m ($3.8m) $19k $193k $3.5m $720k $6.2m $9.0m $2.3m
Increase (Decrease) in Other Operating Assets $307k $408k ($984k) ($172k) ($107k) $394k $309k ($281k) $247k $537k
Disposal Group, Not Discontinued Operation, Gain (Loss) on Disposal $2.9m $787k $0
Gain (Loss) on Investments ($406k) $40k $63k ($451k) $107k $1.3m ($1.1m) $50k
Gain (Loss) Related to Litigation Settlement $6.9m
General and Administrative Expense $84.0m $89.1m
Goodwill $1.8m $1.8m $85.9m $85.9m $85.9m $85.9m $85.9m $86.8m $86.8m $228.6m
Investment Income, Interest $3.1m $3.3m $744k $2.0m $3.3m $4.1m $6.8m $11.0m
Operating Expenses $163.9m $179.2m $212.8m $214.9m $198.6m $215.3m $241.3m $261.5m $290.4m $319.6m
Proceeds from Stock Options Exercised $195k $532k $191k $160k $292k $815k $0
Realized Investment Gains (Losses) ($242k)
Revenue from Contract with Customer, Including Assessed Tax $493.8m
Unrealized Gain (Loss) on Investments ($3.8m) ($16.5m) ($517k) $13k
Gain (Loss) on Derivative Instruments, Net, Pretax $1.9m
Net Cash Provided by (Used in) Operating Activities $54.9m $48.5m $37.5m $46.8m $29.4m $75.3m $55.1m $85.6m $113.5m $147.9m
Cash flows from investing activities:
Payments to Acquire Property, Plant, and Equipment $1.1m $295k $71k $47k $472k $293k $220k $113k $141k $215k
Payments to Acquire Businesses, Net of Cash Acquired $11.8m $239.3m
Payments to Acquire Investments $20.0m $8.3m $674k $20.1m
Net Cash Provided by (Used in) Investing Activities ($89.3m) ($37.0m) ($181.8m) ($7.0m) $28.4m ($99.6m) ($37.7m) $82.0m ($23.9m) ($313.0m)
Cash flows from financing activities:
Proceeds from Issuance of Long-term Debt $200.0m $0
Repayments of Long-term Debt $21.0m $179.0m $0 $0
Payments for Repurchase of Common Stock $39.4m $7.9m $2.9m $2.3m $31.2m $34.5m $3.4m $3.6m $62.9m $102.7m
Dividends paid $43.7m $43.8m $19.2m $20.4m $20.1m $19.5m $19.4m $20.1m $19.0m $17.3m
Payments of Dividends $43.7m $43.8m $19.2m $20.4m $20.1m $19.5m $19.4m $20.1m $19.0m $17.3m
Net Cash Provided by (Used in) Financing Activities ($82.8m) ($51.1m) $169.2m ($43.6m) ($60.2m) $92.6m ($22.8m) ($171.6m) ($36.0m) $289.8m
Effect of Exchange Rate on Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents $855k ($955k) ($3.3m) $1.2m ($1.7m) $5.8m
Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents, Period Increase (Decrease), Including Exchange Rate Effect ($2.8m) ($1.5m) $67.3m ($8.6m) ($2.8m) $51.9m $130.5m
Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents $73.4m $140.7m $132.1m $129.3m $181.2m $311.7m
Supplemental disclosure of cash flow information:
Interest Paid, Excluding Capitalized Interest, Operating Activities $5.6m $8.0m $7.1m $9.9m $12.3m $10.7m $12.3m $17.6m
Income Taxes Paid, Net $15.0m $33.1m $14.4m $10.1m $10.1m $8.5m $12.5m $16.2m $32.2m $30.3m