WisdomTree, Inc. WT

Latest FY: 2025 Financial Services Asset Management
Market Price $22.81
Market Cap $3.47B
P/E Ratio 30.41
Quick Peer Compare (Financial Services):
Revenue (FY 2025) ↑15.4% YoY
$493.75M
3-Yr CAGR: 17.9%
Net Income ↑63.6% YoY
$109.13M
Net Margin: 22.1%
Free Cash Flow ↑30.4% YoY
$147.73M
FCF Yield: 4.26%
EPS (Diluted) ↑127.3% YoY
$0.75
Basic: $0.77
Return on Equity Efficiency
26.4%
ROA: 22.2%

📊 Multi-Year Historical Performance & Trends

Financial Performance History Revenue, Net Income & Free Cash Flow
Margins Trend (%) Gross, Operating & Net Margins
Balance Sheet Strength Cash, Debt & Equity
Cash Flow Generation Operating Cash Flow vs CapEx vs FCF

📈 Year-over-Year (YoY) Growth History (WT)

All monetary values in millions ($M)
Fiscal Year Revenue Revenue YoY Gross Profit Net Income Net Inc YoY Diluted EPS EPS YoY Op. Cash Flow Free Cash Flow FCF YoY
FY 2016 $219.4M $63.5M $26.2M $0.19 $54.9M $53.8M
FY 2017 $237.4M +8.2% $49.1M $27.2M +4.0% $0.20 +5.3% $48.5M $48.2M -10.5%
FY 2018 $274.1M +15.5% $217.4M $36.6M +34.7% $0.23 +15.0% $37.5M $37.4M -22.4%
FY 2019 $268.4M -2.1% $53.5M $-10.4M -128.5% $-0.08 -134.8% $46.8M $46.8M +25.1%
FY 2020 $253.7M -5.5% $55.1M $-35.7M -242.0% $-0.25 -212.5% $29.4M $28.9M -38.2%
FY 2021 $304.3M +20.0% $89.1M $49.8M +239.7% $0.31 +224.0% $75.3M $75.0M +159.4%
FY 2022 $301.3M -1.0% $60.1M $50.7M +1.8% $0.31 0.0% $55.1M $54.9M -26.9%
FY 2023 $349.0M +15.8% $87.5M $102.5M +102.3% $0.64 +106.5% $85.6M $85.5M +55.8%
FY 2024 $427.7M +22.5% $221.3M $66.7M -35.0% $0.33 -48.4% $113.5M $113.3M +32.6%
FY 2025 $493.8M +15.4% $263.3M $109.1M +63.6% $0.75 +127.3% $147.9M $147.7M +30.4%
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Valuation

Market Price $22.81
Market Cap $3.47B
Enterprise Value N/A
P/E Ratio 30.41
P/B Ratio 8.43
FCF Yield 4.26%
Dividend Yield 0.53%
Shares Outstanding 152,941,300
%

Profitability & Margins

Gross Margin 53.34%
Operating Margin 35.28%
Net Margin 22.10%
Return on Equity (ROE) 26.38%
Return on Assets (ROA) 22.17%
Asset Turnover 1.00x
Revenue 3-Yr CAGR 17.89%
🛡️

Financial Health & Liquidity

Current Ratio 1.75
Cash Ratio 0.46
Debt / Equity N/A
Debt / Assets N/A
Cash & Equivalents $129.31M
Total Debt N/A
Book Value / Share $2.70
💧

Cash Flow Efficiency

Operating Cash Flow $147.95M
Capital Expenditures (CapEx) $215.00K
Free Cash Flow $147.73M
OCF / Revenue 29.96%
FCF / Revenue 29.92%
FCF 3-Yr CAGR 39.12%
🏷️

Per Share Metrics

EPS (Diluted) $0.75
EPS (Basic) $0.77
Dividends / Share $0.12
Book Value / Share $2.70
EPS YoY Growth 127.27%
🏛️

Balance Sheet (FY 2025)

Total Assets $492.36M
Total Liabilities $282.06M
Stockholders' Equity $413.67M
Current Assets $492.36M
Current Liabilities $282.06M