Stock Fundamentals

Company Information

Company Name
WisdomTree Inc.
Sector
Financial Services
Industry
Asset Management
Exchange
NYSE
ISIN: US97717P1049
CIK: 0000880631
CUSIP: 97717P104
Currency: USD
Full Time Employees: 357
Phone: 212-801-2080
Fiscal Year End: December
IPO Date: Mar 04, 1993
Description:

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.

Address:

250 West 34th Street, New York, NY, United States, 10119

Directors & Officers

Name Title Year Born
Mr. Jonathan Laurence Steinberg Founder, CEO & Director 1964
Mr. Robert Jarrett Lilien President & COO 1962
Mr. Bryan Joseph Edmiston CPA Chief Financial Officer 1976
Ms. Marci Jill Frankenthaler J.D. Chief Legal Officer & Secretary 1969
Mr. Alexis Marinof Chief Executive Officer of Europe 1975
Mr. Jeremy D. Schwartz C.F.A. Global Chief Investment Officer 1981
Mr. David Yates Chief Information Officer 1980
Mr. Peter Michael Ziemba J.D. Senior Advisor to the CEO & Chief Administrative Officer 1957
Mr. Jeremy Edward Campbell C.F.A. Director of Investor Relations NA
Ms. Jessica Zaloom Head of Corporate Communications & Public Relations NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Feb 25, 2026 R Jarrett Lilien N/A Sale 30.00K $16.84 $505.20K
Feb 25, 2026 Tonia L Pankopf N/A Purchase 44.00 $16.94 $745.36
Dec 02, 2025 David M Yates N/A Sale 6.82K $11.12 $75.84K
Nov 26, 2025 Tonia L Pankopf N/A Purchase 68.00 $11.05 $751.40
Nov 25, 2025 R Jarrett Lilien N/A Sale 12.50K $11.01 $137.63K
Nov 12, 2025 R Jarrett Lilien N/A Sale 25.00K $11.77 $294.25K
Aug 27, 2025 Tonia L Pankopf N/A Purchase 33.00 $13.43 $443.19
Aug 26, 2025 R Jarrett Lilien N/A Sale 12.50K $13.21 $165.13K
Aug 12, 2025 R Jarrett Lilien N/A Sale 25.00K $13.33 $333.25K
May 28, 2025 Tonia L Pankopf N/A Purchase 46.00 $9.62 $442.52

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 17.66M Mar 31, 2026 11.58% $0.00 -7.26%
Vanguard Group Inc 14.00M Dec 31, 2025 9.19% $0.00 -3.79%
FMR Inc 12.72M Mar 31, 2026 8.35% $0.01 -24.04%
Wellington Management Company LLP 10.59M Mar 31, 2026 6.94% $0.03 -5.45%
Capital World Investors 6.81M Mar 31, 2026 4.47% $0.01 169.26%
Azora Capital LP 5.99M Mar 31, 2026 3.93% $5.73 -2.64%
Amvescap Plc. 5.81M Mar 31, 2026 3.81% $0.01 74.06%
State Street Corp 5.05M Mar 31, 2026 3.31% $0.00 -3.25%
Simcoe Capital Management, LLC 4.67M Mar 31, 2026 3.06% $11.79 -11.18%
The Goldman Sachs Group Inc 4.58M Mar 31, 2026 3.00% $0.01 35.08%
Arrowstreet Capital Limited Partnership 4.13M Mar 31, 2026 2.71% $0.03 41.14%
Dimensional Fund Advisors, Inc. 3.62M Mar 31, 2026 2.38% $0.01 -0.48%
Geode Capital Management, LLC 2.85M Mar 31, 2026 1.87% $0.00 1.89%
Morgan Stanley - Brokerage Accounts 2.50M Mar 31, 2026 1.64% $0.00 -7.01%
Bank of America Corp 2.33M Mar 31, 2026 1.53% $0.00 556.45%
Delaware Management Holdings Inc 2.24M Mar 31, 2026 1.47% $0.06 32.21%
ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.04M Mar 31, 2026 1.34% $0.79 -15.11%
Principal Financial Group Inc 2.01M Mar 31, 2026 1.32% $0.02 101.78%
HHG PLC 1.74M Mar 31, 2026 1.14% $0.01 -18.11%
Two Sigma Investments LLC 1.67M Mar 31, 2026 1.10% $0.02 33.79%

Shares Statistics

Shares Outstanding: 152.94M
Shares Float: 135.48M
% Insiders: 936.90%
% Institutions: 11,171.90%
Short % Float: 19.13%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Small-Cap ETF 7.00M 4.60% ▲ 0.02% Apr 30, 2026
2 American Funds SMALLCAP World A 6.81M 4.47% ▲ 169.26% Mar 31, 2026
3 Vanguard Total Stock Mkt Idx Inv 4.04M 2.65% ▲ 0.35% Apr 30, 2026
4 Vanguard Small Cap Index 2.94M 1.93% ▼ 0.09% Apr 30, 2026
5 iShares Russell 2000 ETF 2.92M 1.92% ▲ 0.85% Apr 30, 2026
6 Invesco Discovery A 2.58M 1.69% ▲ 36.35% Apr 30, 2026
7 Invesco Small Cap Value A 2.28M 1.49% ▲ 3.96% Apr 30, 2026
8 Invesco OFI Small Cap Growth 1.89M 1.24% ▲ 0.00% Mar 31, 2026
9 Vanguard Small Cap Value Index Inv 1.89M 1.24% ▲ 0.72% Apr 30, 2026
10 FIAM Small Cap Core Composite 1.66M 1.09% ▲ 9.81% Dec 31, 2025

Valuation Metrics

Enterprise Value: $3.44B
Trailing P/E: 45.41
Forward P/E: 16.50

Financial Highlights

Market Cap: $2.85B
EBITDA: $209.26M
P/E Ratio: $45.41
PEG Ratio: $1.54
Book Value: $3.03
Dividend/Share: $0.12
Dividend Yield: 0.63%
Earnings/Share: $0.41
Profit Margin: 11.26%
Operating Margin: 38.43%
ROA (TTM): 9.18%
ROE (TTM): 13.78%
Revenue (TTM): $545.14M
Revenue/Share (TTM): $3.92
Earnings Growth (YOY): 58.10%
Revenue Growth (YOY): 47.50%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 1.75x 2.31x 0.73x 5.73x 5.37x
2024-12-31 2.92x 1.28x 0.61x 7.26x 4.37x
2023-12-31 2.23x 0.51x 0.43x 5.74x 2.02x
2022-12-31 1.12x 1.05x 0.70x 4.02x 5.74x
2021-12-31 3.63x 1.18x 0.74x 7.22x 4.45x
2020-12-31 1.92x 0.64x 0.70x 5.70x -7.95x
2019-12-31 1.56x 0.49x 0.61x 4.76x 11.53x
2018-12-31 1.88x 0.54x 0.60x 7.70x 3.23x
2017-12-31 2.69x 0.00x 0.24x N/A 0.00x
2016-12-31 3.97x 0.00x 0.20x 3.77x 0.00x
2015-12-31 4.90x 0.00x 0.20x 31.89x 0.00x
2014-12-31 6.42x 0.00x 0.17x N/A 0.00x
2013-12-31 4.26x 0.00x 0.23x N/A 0.00x
2012-12-31 4.20x 0.00x 0.19x 41.99x 0.00x
2011-12-31 1.98x 0.00x 0.39x 5.45x 0.00x
2010-12-31 N/A N/A N/A N/A 0.00x
2002-12-31 0.63x 0.00x 1.21x N/A 0.00x
2001-12-31 0.67x 0.00x 1.37x N/A 0.00x
2000-12-31 1.51x 0.00x 0.64x N/A 0.00x
1999-12-31 1.99x 0.00x 0.53x N/A 0.00x
1998-12-31 3.08x 0.00x 0.47x N/A 0.00x
1997-12-31 2.08x 0.00x 0.49x N/A 0.00x
1996-12-31 1.65x 0.00x 0.54x N/A 0.00x

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