Financial Services
Live Price
Offline$18.31
+0.88% today
1Y Change
+75.89%
Window
Jun 23, 2025 → Jun 18, 2026
Coverage: 250 bars · Jun 23, 2025 → 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 $18.31 and up 75.9% across the available one-year price window (Jun 23, 2025 → 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.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
WT
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
WT Max Drawdown
-26.86%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for WT and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$304.3M
+1.0% YoY
FY Net Income
$49.8M
-1.8% YoY
Free Cash Flow
$75.0M
+36.7% YoY
Revenue Growth
+15.4%
EPS Growth
+129.4%
Gross Margin
70.3%
Net Margin
11.3%
Income statement
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 494M | 428M | 349M | 301M | 304M |
| Gross Profit | 356M | 306M | 168M | 139M | 157M |
| Operating Income | 174M | 137M | 87M | 60M | 89M |
| EBITDA | 178M | 117M | 136M | 56M | 72M |
| Net Income | 109M | 67M | 103M | 51M | 50M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 312M | 181M | 129M | 132M | 141M |
| Total Assets | 1.5B | 1.0B | 944M | 1.0B | 1.0B |
| Total Liabilities | 1.1B | 634M | 402M | 728M | 768M |
| Shareholder Equity | 414M | 400M | 542M | 306M | 269M |
| Total Debt | 957M | 513M | 275M | 323M | 319M |
| Net Debt | 645M | 332M | 146M | 191M | 178M |
Cash flow positioning
Latest Full Year
Operating Cash Flow
75M
+36.7% YoY
Capital Expenditures
293K
-33.2% YoY
Free Cash Flow
75M
+36.7% YoY
Key ratios
Gross Margin
70.3%
Operating Margin
36.9%
Net Margin
11.3%
ROE
14.4%
Debt / Equity
2.53x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.