WisdomTree, Inc. financials

WT CIK 0000880631

Source: EDGAR filings · Built 2026-06-02T04:25:19Z

Key metrics by reporting period

Up to six most-recent periods side-by-side. Rows are the curated key lines — revenue, margins, cash, debt, equity, cash-flow totals, plus the derived and valuation metrics we compute on top. For every tag a filer reported in one period, use the single-filing drilldown below.

Derived Metrics

Concept FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Free Cash Flow 147.73M 113.32M 85.49M 54.87M 75.03M 46.66M
EBITDA 177.97M 139.04M 88.36M 60.35M 89.80M 56.10M
Working Capital 210.31M 209.18M 126.58M 145.53M 220.30M 67.86M
Net Debt 768.12M 485.65M 170.49M 190.58M 178.45M 113.79M
Operating Margin 35.28% 32.10% 25.07% 19.94% 29.26%
Net Margin 22.10% 15.59% 29.38% 16.82% 16.36%
Return on Equity (ROE) 26.38% 16.67% 25.06% 16.58% 18.48% -13.39%
Return on Assets (ROA) 7.21% 6.45% 10.86% 4.90% 4.80% -3.98%
Current Ratio 1.75× 2.92× 2.23× 1.98× 3.63× 1.92×
Debt-to-Equity 1.95× 1.31× 0.73× 1.06× 1.18× 0.70×
Effective Tax Rate 23.26% 30.09% 13.83% -26.87% 12.13% -1.23%
Cash Conversion Ratio 1.36× 1.70× 0.83× 1.09× 1.51× -1.32×
Accruals Ratio -0.03× -0.05× 0.02× -0.00× -0.02× -0.09×
SBC % of Revenue 4.38% 4.84% 4.64% 3.45% 3.29%
CapEx Coverage 688.12× 804.69× 757.52× 250.40× 257.06× 99.86×
Free Cash Flow Per Share $1.02 $0.71 $0.50 $0.35 $0.47 $0.31

Valuation Metrics

Concept FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
P/E Trailing (Diluted) 16.25× 31.82× 10.83× 17.58× 19.74×
P/FCF 11.96× 14.72× 13.82× 15.78× 13.16× 17.04×
FCF Yield 8.36% 6.79% 7.24% 6.34% 7.60% 5.87%
EV / EBITDA 13.95× 14.53× 13.72× 16.39× 11.88× 16.21×
P/S 3.47× 3.59× 2.98× 2.65× 2.92×
P/B 4.15× 3.84× 2.55× 2.61× 3.30× 2.99×

Income Statement

Concept FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenues 493.75M 427.74M 349.04M 301.35M 304.32M
Operating Expenses 319.56M 290.44M 261.54M 241.26M 215.26M 194.83M
Operating Income (Loss) 174.19M 137.29M 87.49M 60.09M 89.06M 55.08M
Income Tax Expense (Benefit) 33.09M 28.71M 16.46M -10.73M 6.87M 433.00K
Net Income (Loss) Attributable to Parent 109.13M 66.69M 102.55M 50.68M 49.80M -35.66M
Earnings Per Share, Basic $0.77 $0.34 $0.66 $0.31 $0.31 $-0.25
Weighted Average Number of Shares Outstanding, Basic 140.38M 144.63M 144.71M 143.02M 143.85M 148.68M
Earnings Per Share, Diluted $0.75 $0.33 $0.64 $0.31 $0.31 $-0.25
Weighted Average Number of Shares Outstanding, Diluted 144.94M 158.84M 170.41M 158.91M 161.26M 148.68M

Balance Sheet

Concept FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash and Cash Equivalents, at Carrying Value 129.31M 132.10M 140.71M 73.42M
Assets, Current 492.36M 318.38M 229.79M 293.96M 303.97M 141.86M
Assets 1.51B 1.03B 944.14M 1.03B 1.04B 896.69M
Long-term Debt 321.22M 318.62M 166.65M
Liabilities, Current 282.06M 109.20M 103.22M 148.43M 83.67M 74.00M
Liabilities 1.10B 633.56M 402.43M 595.64M 635.87M 497.86M
Stockholders' Equity Attributable to Parent 413.67M 399.98M 409.14M 305.61M 269.42M 266.26M
Common Stock, Shares, Outstanding 140.71M 146.10M 150.33M 146.52M 145.11M 148.72M

Cash Flow Statement

Concept FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Net Cash Provided by (Used in) Operating Activities 147.95M 113.46M 85.60M 55.09M 75.32M 47.14M
Payments to Acquire Property, Plant, and Equipment 215.00K 141.00K 113.00K 220.00K 293.00K 472.00K
Net Cash Provided by (Used in) Investing Activities -313.03M -23.88M 82.05M -37.66M -99.63M 10.64M
Payments for Repurchase of Common Stock 102.73M 62.87M 3.57M 3.42M 34.51M 31.20M
Payments of Dividends 17.31M 19.00M 20.14M 19.36M 19.46M 20.11M
Net Cash Provided by (Used in) Financing Activities 289.79M -36.00M -171.64M -22.78M 92.55M -60.18M

Raw XBRL tagging for a single filing

Every us-gaap and custom concept the filer tagged for one fiscal period, grouped by statement. Start here when a number in the trend table above surprises you and you want to see the exact tag behind it. Derived and valuation rows are omitted here because they already appear in the trend table.

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Compare filings side-by-side

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Immaterial rows are USD line items under 1% of the period's revenue — the noise floor below which a single tag rarely moves the investment thesis. Revenue is read from the filer's top-line concept (Revenues / RevenueFromContractWithCustomerExcludingAssessedTax, with a fallback chain). Non-USD rows, rows without a numeric value, and every row on a filing with no identifiable revenue anchor stay visible. Flip the switch off to see every tag the filer reported for the period.

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Methodology

All facts on this page come straight from SEC EDGAR XBRL company-facts filings (WT CIK 0000880631), grouped by financial statement using FASB's base us-gaap presentation taxonomy. Filers may re-parent concepts onto different statements in their own extension taxonomy, so a handful of rows can show up under a different statement than on the actual 10-K / 10-Q; custom concepts and any we couldn't map fall into Other. Hover a cell to see the fully-qualified concept name and the filer's description.

For the full methodology — statement grouping, the Other bucket, derived metrics, and fact tooltips — see the methodology reference for the statement grouping, the "Other" bucket, derived metrics, and fact tooltips.

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