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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.
Rule-based from financial data. Not advice.
5-year financial trends. Figures in USD millions.
Latest fiscal year: 2025
Year-by-year revenue, profitability, and cash flow (USD millions, last 5 years)
| Year | Revenue | EBITDA | Net Profit | FCF | ROE | Rev Growth 1Y | NP Growth 1Y |
|---|---|---|---|---|---|---|---|
| 2025 | $494M | $178M | $109M | $145M | 26.4% | 15.4% | 63.6% |
| 2024 | $428M | $117M | $67M | $111M | 16.7% | 22.5% | -35.0% |
| 2023 | $349M | $136M | $103M | $83M | 25.1% | 15.8% | 102.3% |
| 2022 | $301M | $56M | $51M | $55M | 16.6% | - | - |
| 2021 | - | - | - |
Income statement, balance sheet, and cash flow as reported
Consolidated Figures in USD Millions.
| Metric | 2025 |
|---|---|
| Total Revenue | 493.75 |
| Operating Revenue | 452 |
| Cost Of Revenue | 226.83 |
| Gross Profit | 266.92 |
| Operating Expense | 88.04 |
| Selling General And Administration | 56.50 |
| Total Expenses | 314.86 |
| Operating Income | 178.89 |
| Total Operating Income As Reported | 174.20 |
| EBITDA | 177.94 |
| Normalized EBITDA | 197.19 |
| EBIT | 172.64 |
| Interest Income | 10.97 |
| Interest Expense | 30.42 |
| Net Interest Income | -19.45 |
| Other Non Operating Income Expenses | 2.03 |
| Other Income Expense | -17.22 |
| Interest Income Non Operating | 10.97 |
| Interest Expense Non Operating | 30.42 |
| Net Non Operating Interest Income Expense | -19.45 |
| Pretax Income | 142.22 |
| Tax Provision | 33.08 |
| Tax Rate For Calcs | 0 |
| Tax Effect Of Unusual Items | -4.48 |
| Net Income Continuous Operations | 109.13 |
| Net Income From Continuing And Discontinued Operation | 109.13 |
| Net Income From Continuing Operation Net Minority Interest | 109.13 |
| Net Income | 109.13 |
| Net Income Common Stockholders | 108.39 |
| Net Income Including Noncontrolling Interests | 109.13 |
| Normalized Income | 123.90 |
| Diluted NI Availto Com Stockholders | 108.39 |
| Basic Average Shares | 140.38 |
| Diluted Average Shares | 144.94 |
| Reconciled Depreciation | 5.30 |
| Reconciled Cost Of Revenue | 225.30 |
| Total Unusual Items | -19.25 |
| Total Unusual Items Excluding Goodwill | -19.25 |
| Special Income Charges | -19.25 |
| Other Special Charges | 13.84 |
| Write Off | 0 |
| Restructuring And Mergern Acquisition | 5.40 |
| Depreciation Amortization Depletion Income Statement | 3.78 |
| Depreciation And Amortization In Income Statement | 3.78 |
| General And Administrative Expense | 19.59 |
| Other Gand A | 13.06 |
| Rent Expense Supplemental | 6.53 |
| Other Operating Expenses | 27.76 |
| Selling And Marketing Expense | 36.90 |
| Rent And Landing Fees | 6.53 |
| Otherunder Preferred Stock Dividend | 0.74 |
| Average Dilution Earnings | 0 |
Financial Services sector peers, ranked by market cap
| Company | Ticker | Market Cap | P/E | P/B | ROE | EV/EBITDA |
|---|---|---|---|---|---|---|
| WisdomTree, Inc.this co. | WT | $2.9B | 26.77↑ premium | 7.01 | 26.2% | 19.33 |
| Bank of Hawaii Corporation | BOH | $3.0B | 14.70 | 2.01 | 13.7% | - |
| CorVel Corporation | CRVL | $3.0B | 27.21 | 7.61 | 28.0% | 15.99 |
| Banc of California, Inc. | BANC | $3.0B | 13.02 | 0.98 | 7.5% | - |
| Seacoast Banking Corporation of Florida | SBCF | $2.9B |
| - |
| - |
| - |
| - |
| 20.25 |
| 1.08 |
| 5.3% |
| - |
| Provident Financial Services, Inc. | PFS | $2.9B | 10.00 | 1.03 | 10.3% | - |
| NMI Holdings, Inc. | NMIH | $2.7B | 7.05 | 1.06 | 15.0% | - |
| Palomar Holdings, Inc. | PLMR | $2.7B | 13.89 | 2.90 | 20.9% | - |
| FB Financial Corporation | FBK | $2.7B | 22.32 | 1.40 | 6.3% | - |
| Peer Median | - | 14.29 | 1.24 | 12.0% | 15.99 | |