Financial Services
WisdomTree, Inc.(WT)
Live Price
Offline$17.97
+3.96% today
1Y Change
+75.89%
Window
Jun 23, 2025 โ Jun 18, 2026
- Market Cap
- $2.63B
- Revenue Growth
- +15.4%
- EPS Growth
- +129.4%
- Dividend Yield
- 0.7%
Coverage: 250 bars ยท Jun 23, 2025 โ Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
WisdomTree, Inc. (WT) is a Financial Services stock with a market cap of $2.63B and listed on NYSE. The stock last traded around $17.96 and up 75.9% across the available one-year price window (Jun 23, 2025 โ Jun 18, 2026). Baseline metrics include revenue growth of +15.4%, EPS growth of +129.4%, a dividend yield of 0.7%. What stands out right now is revenue +15.4%, EPS +129.4%, free cash flow +31.7% with operating margin 36.9% and ROIC 7.1%. The dividend is present but secondary, with a yield around 0.7%. Valuation already assumes a fairly strong business story at P/E 38.9 and price/sales 4.8. Stock Foundry combines WT price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+15.4% vs +3.4% peer median
Operating Margin
Above sector median
+36.9% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 1, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +15.4% and EPS at +129.4%, with operating margin around 36.9%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 0.7%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +3.0% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 1, 2026 | โ | +4.0% | +14.9% | +15.2% |
2026 Jan 30, 2026 | +26.1% | -0.9% | -2.8% | +8.1% |
2025 Oct 31, 2025 | +9.5% | +0.3% | -3.2% | -8.1% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
WT
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
WT Max Drawdown
-26.86%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for WT and SPY.
Company Overview
WisdomTree, Inc.
New York Stock Exchange
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.
- Leadership
- Jonathan Laurence Steinberg
- IPO Date
- Mar 4, 1993
- Employees
- 315
- Street Address
- 245 Park Avenue
- Mailing
- New York City, NY, 10167
- Region
- New York City, NY, US
- Reporting Currency
- USD
- Investor Line
- 212-801-2080
- Last Updated
- May 6, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 38.9
- EV/EBITDA
- 23.5
- Price/Sales
- 4.8
- Price/Book
- 5.0
Growth
- Revenue
- +15.4%
- EPS
- +129.4%
- Free Cash Flow
- +31.7%
Profitability
- Gross Margin
- 70.3%
- Operating Margin
- 36.9%
- Net Margin
- 11.3%
- ROE
- 14.4%
- ROIC
- 7.1%
Balance Sheet
- Debt/Equity
- 2.53
- Current Ratio
- 9.07
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.