Loading…
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.
5-year financial trends. Figures in USD millions.
Latest fiscal year: 2025
Year-by-year revenue, profitability, and cash flow (USD millions, last 10 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% | - | - |
Income statement, balance sheet, and cash flow as reported
Consolidated Figures in USD Millions.
| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Total Revenue | 301.35 | 349.04 | 427.74 | 493.75 |
| Cost Of Revenue | 162.66 | 180.88 | 205.24 | 226.83 |
| Gross Profit | 138.69 | 168.16 | 222.49 | 266.92 |
| Operating Expense | 61.49 | 74.59 | 85.20 | 88.04 |
| Operating Income | 77.19 | 93.56 | 137.29 | 178.89 |
| EBITDA | 56.11 | 136.41 | 117.37 | 177.94 |
| EBIT | 54.88 | 134.25 | 114.31 | 172.64 |
| Pretax Income | 39.95 | 119.01 | 95.40 | 142.22 |
| Tax Provision | -10.73 | 16.46 | 28.71 | 33.08 |
| Net Income | 50.68 | 102.55 | 66.69 | 109.13 |
| Net Income Common Stockholders | 44.97 | 95.06 | 49.86 | 108.39 |
| Total Expenses | 224.15 | 255.47 | 290.44 | 314.86 |
| Interest Expense | 14.94 | 15.24 | 18.91 | 30.42 |
| Interest Income | 3.32 | 4.10 | 6.78 | 10.97 |
| Selling General And Administration | 44.87 | 54.49 | 61.79 | 56.50 |
| Normalized EBITDA | 45.45 | 98.19 | 148 | 197.19 |
| Normalized Income | 42.26 | 69.61 | 88.10 | 123.90 |
| Market Cap | 2,318.27 | 2,318.27 | 2,318.27 | 2,318.27 |
Financial Services sector peers, ranked by market cap
| Company | Ticker | Market Cap | P/E | P/B | ROE | EV/EBITDA |
|---|---|---|---|---|---|---|
| WisdomTree, Inc.this co. | WT | $2.3B | 21.24↑ premium | 5.60 | 26.4% | 16.65 |
| SiriusPoint Ltd. | SPNT | $2.9B | 6.05 | 1.22 | 20.2% | - |
| Seacoast Banking Corporation of Florida | SBCF | $2.8B | 21.13 | 1.13 | 5.3% | - |
| Merchants Bancorp | MBIN | $2.8B | 10.29 | 1.30 | 12.6% | - |
| Artisan Partners Asset Management Inc. | APAM | $2.7B |
| 9.24 |
| 6.11 |
| 66.2% |
| 5.40 |
| The Bancorp, Inc. | TBBK | $2.6B | 10.71 | 3.54 | 33.1% | - |
| Acadian Asset Management Inc. | AAMI | $2.5B | 30.27 | 39.96 | 132.0% | 14.22 |
| Hilltop Holdings Inc. | HTH | $2.3B | 12.95 | 0.99 | 7.6% | - |
| Stewart Information Services Corporation | STC | $2.0B | 18.87 | 1.33 | 7.0% | - |
| Peer Median | - | 11.83 | 1.31 | 16.4% | 9.81 | |