WisdomTree, Inc. logo WT - WisdomTree, Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 8
HOLD 7
SELL 2
STRONG
SELL
0
| PRICE TARGET: $18.96 DETAILS
HIGH: $20.00
LOW: $16.80
MEDIAN: $20.00
CONSENSUS: $18.96
DOWNSIDE: 0.63%
Metric 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2002 2001 2000 1999 1998 1997 1996
Revenue
Revenue 493.8 427.7 349.0 301.3 304.3 249.9 266.5 274.1 228.3 218.9 298.9 183.8 149.5 84.8 65.2 41.6 0 5.9 19.8 17.7 15.5 15.5 13.0
Cost of Revenue 137.7 121.3 180.9 162.7 147.1 131.4 140.4 131.2 123.6 104.3 116.0 75.4 71.3 46.3 39.5 33.5 0 0 0 0 0 0 0
Gross Profit 356.1 306.5 168.2 138.7 157.2 118.5 126.1 142.9 104.7 114.6 182.9 108.4 78.2 38.5 25.6 8.1 0 5.9 19.8 17.7 15.5 15.5 13.0
Operating Expenses
R&D Expenses 0 1.5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
SG&A Expenses 33.6 61.8 54.5 44.9 36.2 33.0 42.4 45.2 38.9 40.1 36.4 29.5 21.7 20.4 19.2 13.6 1.0 2.7 5.5 5.3 5.0 4.2 3.9
Other Expenses 148.3 105.8 26.2 33.7 31.9 30.4 30.2 36.4 16.7 11.0 7.2 5.4 5.0 3.3 2.5 2.0 0.1 3.8 21.9 20.9 18.5 16.3 12.5
Operating Expenses 181.9 169.2 80.7 78.6 68.2 63.4 72.6 81.6 55.6 51.1 43.6 34.8 26.6 23.7 21.7 15.7 1.1 6.5 27.4 26.2 23.5 20.5 16.4
Operating Income
Operating Income 174.2 137.3 87.5 60.1 89.1 55.1 53.5 61.3 49.1 63.5 139.4 73.5 51.5 14.8 4.0 (7.5) (1.1) (0.5) (7.6) (8.5) (8.0) (5.0) (3.4)
Interest Expense 30.4 18.9 15.2 14.9 12.3 9.7 11.2 8.0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Interest Income 11.0 6.8 4.1 3.3 2.0 0.7 3.3 3.1 2.9 1.1 0 0 0 0 0 0 0 0 0 0 0 0 0
Profitability
EBITDA 178.0 117.4 136.4 56.1 71.7 (21.4) 15.6 60.3 59.6 56.9 140.4 74.4 52.0 15.1 4.2 (7.2) (1.0) (2.7) (7.1) (8.0) (7.7) (4.7) (3.2)
EBIT 174.2 114.3 134.2 54.9 69.0 (25.6) 11.4 59.0 58.2 55.6 139.4 73.5 51.5 14.8 4.0 (7.5) (1.1) (3.2) (7.6) (8.5) (8.0) (5.0) (3.4)
Income Before Tax 142.2 95.4 119.0 40.0 56.7 (35.2) 0.1 51.0 58.2 55.6 137.2 73.5 51.5 11.0 3.1 (7.5) (1.1) (0.5) (7.6) (8.5) (8.0) (5.0) (3.2)
Income Tax Expense 33.1 28.7 16.5 (10.7) 6.9 0.4 10.5 14.4 31.0 29.4 57.1 12.5 0 0 0 0 (0.2) 4.0 (4.2) (4.3) (0.2) (0.1) 0
Net Income 109.1 66.7 102.5 50.7 49.8 (35.7) (10.4) 36.6 27.2 26.2 80.1 61.1 51.5 11.0 3.1 (7.5) 1.1 (5.3) (3.4) (4.2) (8.6) (5.0) (3.2)
Per Share Data
EPS (Basic) 0.78 0.34 0.66 0.31 0.31 -0.25 -0.08 0.23 0.20 0.19 0.58 0.46 0.41 0.09 0.03 -0.07 0.13 -0.60 -0.33 -0.45 -1.09 -0.77 -0.51
EPS (Diluted) 0.75 0.33 0.64 0.31 0.31 -0.25 -0.08 0.23 0.20 0.19 0.58 0.44 0.37 0.08 0.02 -0.07 0.12 -0.60 -0.30 -0.45 -1.09 -0.77 -0.51
Shares Outstanding 140.4 144.6 144.7 143.0 143.8 148.7 151.8 158.4 134.6 134.4 137.2 131.8 126.7 122.1 114.1 112.0 7.9 8.9 10.4 9.3 7.9 6.5 6.2
Metric 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2002 2001 2000 1999 1998 1997 1996
Current Assets
Cash & Cash Equivalents 311.7 181.2 129.3 132.1 140.7 73.4 75.0 77.8 54.2 92.7 0.5 1.3 4.7 6.4 4.8 3.5 1.5
Short-Term Investments 107.1 85.4 58.7 126.2 127.2 34.9 17.3 8.9 67.3 62.9 0 0 0 0 0.9 0 0
Net Receivables 64.5 44.9 35.5 30.5 31.9 29.5 26.8 25.8 21.3 17.7 0 0.3 1.8 3.0 2.4 3.0 2.6
Inventory 0 0 (5.3) 0 0 0 3.7 4.4 3.5 (1.6) 0 0 1.0 0.9 0.5 0 0
Other Current Assets 1.7 1.5 6.3 0.4 0.3 0.3 (3.5) 1.3 8.0 0.6 0 0 0.0 0.0 0.3 0 0
Total Current Assets 492.4 318.4 229.8 294.0 304.0 141.9 123.1 118.3 154.3 177.2 0.5 1.7 7.5 10.4 8.8 6.8 4.5
Non-Current Assets
Property, Plant & Equipment 3.2 1.2 1.0 2.0 1.1 23.9 26.3 9.1 10.7 11.7 0.1 0.2 1.5 1.7 0.6 0.6 0.7
Goodwill 228.6 86.8 86.8 85.9 85.9 85.9 85.9 85.9 1.8 1.8 0 0 0 0 0 0 0
Intangible Assets 749.0 605.9 605.1 603.6 601.2 601.2 603.3 603.2 12.1 10.0 0 0 0 0 0 0 0
Long-Term Investments 29.1 9.1 9.9 36.0 14.5 8.6 53.1 48.3 56.1 38.5 0.3 0 3.1 3.0 0.5 4.0 4.9
Other Non-Current Assets 10.7 0.4 0.5 1.9 22.3 27.2 34.3 30.9 18.9 0.7 0.3 1.2 0.6 1.2 1.0 0.8 1.1
Total Non-Current Assets 1,020.6 715.2 714.3 739.9 733.9 754.8 810.2 784.4 100.7 72.6 0.7 1.4 5.2 5.9 2.0 5.4 6.8
Total Assets 1,512.9 1,033.5 944.1 1,033.8 1,037.9 896.7 933.2 902.6 255.0 249.8 1.2 3.1 12.7 16.3 10.8 12.2 11.3
Current Liabilities
Account Payables 32.7 22.1 12.7 9.1 9.3 29.8 31.0 30.9 28.3 19.4 0.4 1.1 2.5 3.0 2.2 2.1 2.1
Short-Term Debt 149.6 0 0.6 59.2 0 0 0 0 0 0 0 0 0 0 0 0 0
Deferred Revenue 0 0 0 0 0 0 43.8 (194.6) 0 0 0 0 0 0 0 0 0
Other Current Liabilities 16.2 0 89.3 16.8 16.7 17.4 (25.9) 54.4 49.1 9.5 0.1 1.1 2.0 1.5 0.1 0.3 0
Total Current Liabilities 282.1 109.2 103.2 148.4 83.7 74.0 79.0 62.8 57.3 44.6 0.8 2.6 5.0 5.2 2.8 3.2 2.7
Non-Current Liabilities
Long-Term Debt 804.2 512.0 274.9 262.0 318.6 166.6 176.0 194.6 0 0 0 0 0 0 0 0 0
Deferred Tax Liabilities 0 0 0.6 0 0 0 38.6 (448.8) 0 0 0 0 0 0 0 0 0
Other Non-Current Liabilities 11.8 12.2 24.3 317.4 365.8 372.3 291.6 286.9 4.7 4.9 0 0 0.5 0.9 0 0 0
Total Non-Current Liabilities 817.2 524.4 299.2 579.8 684.8 556.4 486.7 481.5 4.7 4.9 0.6 1.7 3.1 3.4 2.2 2.7 3.3
Total Liabilities 1,099.3 633.6 402.4 728.2 768.4 630.4 565.7 544.3 62.0 49.5 1.5 4.2 8.1 8.6 5.1 5.9 6.1
Stockholders' Equity
Common Stock 1.4 1.5 1.5 1.5 1.5 1.5 1.6 1.5 1.4 1.4 0.1 0.1 0.1 0.1 0.1 0.1 0.1
Retained Earnings 220.8 129.8 95.7 13.7 (22.4) (53.4) (8.0) (7.3) (24.7) (24.7) (34.5) (35.4) (29.9) (26.3) (21.9) (13.3) (8.4)
Accumulated Other Comprehensive Income 2.2 (1.6) (0.5) (1.4) 0.7 1.1 0.9 0.5 0.3 (0.0) 0 0 0 0 (0.1) 0 0.0
Total Stockholders' Equity 413.7 400.0 541.7 305.6 269.4 266.3 367.6 358.3 193.0 200.3 (0.3) (1.1) 4.6 7.7 5.7 6.3 5.2
Total Liabilities & Equity 1,512.9 1,033.5 944.1 1,033.8 1,037.9 896.7 933.2 902.6 255.0 249.8 1.2 3.1 12.7 16.3 10.8 12.2 11.3
Debt Metrics
Total Debt 956.6 512.9 275.5 322.7 319.2 187.2 198.7 194.6 1.8 1.3 0 0 0 0 0 0 0
Net Debt 644.9 331.7 146.2 190.6 178.5 113.8 123.7 116.8 (52.4) (91.4) (0.5) (1.3) (4.7) (6.4) (4.8) (3.5) (1.5)
Metric 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2002 2001 2000 1999 1998 1997 1996
Operating Activities
Net Income 109.1 66.7 102.5 50.7 49.8 (35.7) 19.7 36.6 27.2 26.2 (0.9) (4.5) (3.4) (4.2) (7.8) (5.0) (3.2)
Depreciation & Amortization 5.3 3.1 2.2 1.2 2.7 4.2 4.2 1.3 1.4 1.3 0.1 0.5 0.6 0.5 0.3 0.3 0.2
Stock-Based Compensation 21.6 20.7 16.2 10.4 10.0 11.7 11.6 13.3 14.7 14.9 0 0 0 0 0 0 0
Change in Working Capital 68.3 45.4 49.9 42.5 51.3 33.6 36.2 10.0 2.3 (1.7) (0.1) (0.6) (1.7) 0.3 (0.7) (0.1) (0.7)
Other Non-Cash Items (55.9) (22.0) (84.7) (48.5) (38.8) 35.5 (24.6) (17.6) (6.0) 1.4 (0.2) 0.8 (3.8) (3.8) 0.1 0 0
Operating Cash Flow 149.5 113.5 85.6 55.1 75.3 47.1 46.8 37.5 48.5 54.9 (1.1) (3.7) (8.3) (7.1) (8.1) (4.7) (3.7)
Investing Activities
Capital Expenditure (0.2) (0.1) (2.3) (0.2) (0.3) (0.5) (0.0) (0.1) (2.4) (1.1) (0.0) (0.6) (0.4) (1.6) (0.4) (0.2) (0.5)
Acquisitions (270.3) 0.6 (1.0) 15.6 0 12.4 0 (239.3) (2.1) (11.8) 0 0 0 0 0 0 0
Purchases of Investments (20.1) (70.1) (68.6) (89.6) (121.3) (36.4) (8.1) 0 (111.8) (99.1) 0 0 0 (0.8) 0 0 0
Sales/Maturities of Investments 12.6 48.1 123.6 52.2 21.9 35.2 3.2 65.6 95.3 22.7 0.2 0 0 5.8 0.2 0 0
Other Investing Activities (35.0) (2.3) 28.1 (15.6) 0 0 (2.1) (8) (16.0) 0 0.1 2.6 6.6 0.2 2.1 0.9 1.6
Investing Cash Flow (313.0) (23.9) 82.0 (37.7) (99.6) 10.6 (7.0) (181.8) (37.0) (89.3) 0.2 2.0 6.2 3.8 1.9 0.7 1.0
Financing Activities
Net Debt Issuance 423.1 212.3 (54.3) 0 150 (3.8) (21) 200 0 0 0 0 0 0 0 0 0
Stock Repurchased (102.7) (62.9) (3.6) (3.4) (34.5) (31.2) (2.3) (2.9) (7.9) (39.4) 0 0 (0.2) 0 0 0 (2.5)
Dividends Paid (17.3) (19.0) (20.1) (19.4) (19.5) (20.1) (20.4) (19.2) (43.8) (43.7) 0 (0.2) (0.2) (0.2) 0 0 0
Other Financing Activities (14.8) (22.6) (53.6) 0 (3.5) (5.1) 0.2 (8.7) 0.5 0.2 0 (0.6) 0.6 0 0 0 0
Financing Cash Flow 288.3 (36) (171.6) (22.8) 92.6 (60.2) (43.6) 169.2 (51.1) (82.8) 0 (0.8) 0.4 5.1 7.4 6.0 (2.1)
Cash Position
Net Change in Cash 130.5 51.9 (2.8) (8.6) 67.3 (1.5) (2.8) 23.6 (38.5) (117.3) (0.8) (3.4) (1.7) 1.7 1.2 2.0 (4.7)
Cash at Beginning 181.2 129.3 132.1 140.7 73.4 75.0 77.8 54.2 92.7 210.1 1.3 4.7 6.4 4.8 3.5 1.5 6.3
Cash at End 311.7 181.2 129.3 132.1 140.7 73.4 75.0 77.8 54.2 92.7 0.5 1.3 4.7 6.4 4.8 3.5 1.5
Free Cash Flow 149.2 113.3 83.3 54.9 75.0 46.7 46.8 37.4 46.1 53.8 (1.1) (4.3) (8.7) (8.7) (8.5) (4.9) (4.2)
Key Metrics 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2002 2001 2000 1999 1998 1997 1996
Income Statement
Revenue 493.8 427.7 349.0 301.3 304.3 249.9 266.5 274.1 228.3 218.9 298.9 183.8 149.5 84.8 65.2 41.6 0 5.9 19.8 17.7 15.5 15.5 13.0
Gross Profit 356.1 306.5 168.2 138.7 157.2 118.5 126.1 142.9 104.7 114.6 182.9 108.4 78.2 38.5 25.6 8.1 0 5.9 19.8 17.7 15.5 15.5 13.0
Operating Income 174.2 137.3 87.5 60.1 89.1 55.1 53.5 61.3 49.1 63.5 139.4 73.5 51.5 14.8 4.0 (7.5) (1.1) (0.5) (7.6) (8.5) (8.0) (5.0) (3.4)
Net Income 109.1 66.7 102.5 50.7 49.8 (35.7) (10.4) 36.6 27.2 26.2 80.1 61.1 51.5 11.0 3.1 (7.5) 1.1 (5.3) (3.4) (4.2) (8.6) (5.0) (3.2)
EPS (Diluted) 0.75 0.33 0.64 0.31 0.31 -0.25 -0.08 0.23 0.20 0.19 0.58 0.44 0.37 0.08 0.02 -0.07 0.12 -0.60 -0.30 -0.45 -1.09 -0.77 -0.51
Balance Sheet
Cash & Equivalents 311.7 181.2 129.3 132.1 140.7 73.4 75.0 77.8 54.2 92.7 0.5 1.3 4.7 6.4 4.8 3.5 1.5
Total Assets 1,512.9 1,033.5 944.1 1,033.8 1,037.9 896.7 933.2 902.6 255.0 249.8 1.2 3.1 12.7 16.3 10.8 12.2 11.3
Total Debt 956.6 512.9 275.5 322.7 319.2 187.2 198.7 194.6 1.8 1.3 0 0 0 0 0 0 0
Stockholders' Equity 413.7 400.0 541.7 305.6 269.4 266.3 367.6 358.3 193.0 200.3 (0.3) (1.1) 4.6 7.7 5.7 6.3 5.2
Cash Flow
Operating Cash Flow 149.5 113.5 85.6 55.1 75.3 47.1 46.8 37.5 48.5 54.9 (1.1) (3.7) (8.3) (7.1) (8.1) (4.7) (3.7)
Capital Expenditure (0.2) (0.1) (2.3) (0.2) (0.3) (0.5) (0.0) (0.1) (2.4) (1.1) (0.0) (0.6) (0.4) (1.6) (0.4) (0.2) (0.5)
Free Cash Flow 149.2 113.3 83.3 54.9 75.0 46.7 46.8 37.4 46.1 53.8 (1.1) (4.3) (8.7) (8.7) (8.5) (4.9) (4.2)