Stock Fundamentals

Company Information

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Company Name
WisdomTree Inc.
Sector
Financial Services
Industry
Asset Management
Exchange
NYSE
ISIN: US97717P1049
CIK: 0000880631
CUSIP: 97717P104
Currency: USD
Full Time Employees: 360
Phone: 212-801-2080
Website: https://www.wisdomtree.com
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

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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

Institutional Holders

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Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 17.94M Sep 30, 2025 12.67% $0.00 4.73%
FMR Inc 16.75M Dec 31, 2025 11.83% $0.01 12.91%
Vanguard Group Inc 14.00M Dec 31, 2025 9.89% $0.00 -3.79%
Wellington Management Company LLP 11.20M Dec 31, 2025 7.91% $0.02 15.73%
Azora Capital LP 5.63M Sep 30, 2025 3.97% $3.62 -20.38%
State Street Corp 5.32M Sep 30, 2025 3.75% $0.00 0.54%
Simcoe Capital Management, LLC 5.25M Dec 31, 2025 3.71% $11.46 11.34%
Dimensional Fund Advisors, Inc. 3.64M Dec 31, 2025 2.57% $0.01 1.72%
Amvescap Plc. 3.52M Sep 30, 2025 2.49% $0.01 6.54%
Macquarie Group Ltd 3.51M Sep 30, 2025 2.48% $0.05 100.39%
Morgan Stanley - Brokerage Accounts 3.28M Sep 30, 2025 2.31% $0.00 37.96%
Arrowstreet Capital Limited Partnership 2.93M Dec 31, 2025 2.07% $0.02 72.55%
Geode Capital Management, LLC 2.77M Sep 30, 2025 1.96% $0.00 1.34%
Millennium Management LLC 2.51M Sep 30, 2025 1.77% $0.01 -55.25%
ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.41M Dec 31, 2025 1.70% $0.65 -26.86%
Massachusetts Financial Services Company 2.36M Dec 31, 2025 1.67% $0.01 -7.94%
HHG PLC 2.19M Sep 30, 2025 1.55% $0.01 -20.57%
D. E. Shaw & Co LP 2.12M Dec 31, 2025 1.50% $0.01 -11.32%
Nuveen, LLC 1.74M Sep 30, 2025 1.23% $0.01 1.60%
Capitolis Liquid Global Markets LLC 1.74M Sep 30, 2025 1.23% $0.19 0.00%

Shares Statistics

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Shares Outstanding: 140.71M
Shares Float: 122.56M
% Insiders: 990.80%
% Institutions: 11,760.70%
Short % Float: 29.40%

🏆 Top 10 Institutional Holders

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Rank Holder Name Shares Held % of Shares Change Date Reported
1 BlackRock Inc 17.94M 12.67% ▲ 4.73% Sep 30, 2025
2 FMR Inc 16.75M 11.83% ▲ 12.91% Dec 31, 2025
3 Vanguard Group Inc 14.00M 9.89% ▼ 3.79% Dec 31, 2025
4 Wellington Management Company LLP 11.20M 7.91% ▲ 15.73% Dec 31, 2025
5 Azora Capital LP 5.63M 3.97% ▼ 20.38% Sep 30, 2025
6 State Street Corp 5.32M 3.75% ▲ 0.54% Sep 30, 2025
7 Simcoe Capital Management, LLC 5.25M 3.71% ▲ 11.34% Dec 31, 2025
8 Dimensional Fund Advisors, Inc. 3.64M 2.57% ▲ 1.72% Dec 31, 2025
9 Amvescap Plc. 3.52M 2.49% ▲ 6.54% Sep 30, 2025
10 Macquarie Group Ltd 3.51M 2.48% ▲ 100.39% Sep 30, 2025

Valuation Metrics

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Enterprise Value: $2.95B
Trailing P/E: 22.81
Forward P/E: 19.88

Financial Highlights

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Market Cap: $2.41B
EBITDA: $182.67M
P/E Ratio: $22.81
Book Value: $3.02
Dividend/Share: $0.12
Dividend Yield: 0.69%
Earnings/Share: $0.75
Profit Margin: 22.10%
Operating Margin: 40.74%
ROA (TTM): 8.78%
ROE (TTM): 26.83%
Revenue (TTM): $493.75M
Revenue/Share (TTM): $3.52
Earnings Growth (YOY): 58.50%
Revenue Growth (YOY): 33.20%

Stock Price History

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1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

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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

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Financial Ratios (Yearly)

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Financial Ratios (Quarterly)

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Earnings History

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Balance Sheet (Yearly)

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Financial Ratios

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Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 1.75x 0.37x 0.73x 5.73x 0.85x
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

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
Dec 02, 2025 David M Yates N/A Sale 6.82K $11.12 $75.84K
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 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

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