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Sponsors exchange-traded funds, including fundamentally weighted and thematic strategies, and develops digital-asset/blockchain products.
Sponsors exchange-traded funds, including fundamentally weighted and thematic strategies, and develops digital-asset/blockchain products.
Charges asset-based fees on money in its ETFs, sold through advisers and brokers, so revenue depends on markets and flows rather than per-trade fees. The 2018 purchase of ETF Securities' European business added large physical-gold products. Digital assets are a newer line.
Moat: narrow (brand, scale, IP / patents). Early mover in fundamentally weighted ETFs and now digital assets, though facing much larger ETF sponsors.
Headquarters: New York, New York, United States · Founded: 1985 · Employees: 360
Size WisdomTree (WT) is a United States Financials company (Investment Managers) with a market value of $2.94B, the 1569th largest of 3,117 United States companies the cockpit tracks. Shares closed at $19.48 on 6 Nov 2026.
Performance Over six months the shares gained 2.0%, against -1.6% for the median peer and -1.1% for the United States market (cap-weighted) — 11th highest of 21 in its peer set.
Growth Revenue grew 45.2% over the last twelve months (peer median +18.1%); the operating margin is 40.5% (peer median 27.6%).
Valuation It trades at 15.4× forward earnings against a peer median of 17.5× (8th cheapest of 19).
Credit WisdomTree has 1 bond outstanding ($475M).
Short interest Short interest is 10.1% of the free float (15 Oct 2026).
Next results Next results expected around 29 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $663M | $494M | $428M | $349M | $301M |
| Revenue growth | — | +15% | +23% | +16% | — |
| Gross profit | $519M | $383M | $330M | $266M | $228M |
| EBITDA | $281M | $184M | $140M | $152M | $89.1M |
| Net income | $110M | $108M | $49.9M | $95.1M | $45.0M |
| Free cash flow | $209M | $148M | $113M | $85.5M | $54.9M |
| Capital expenditure | $3.92M | $3.18M | $2.48M | $2.26M | $220,000 |
| Total debt | $1.06B | $957M | $513M | $275M | $323M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| WisdomTree WT | $2.94B | +2% | +45% | 40% | 15.4× | n/a |
| Invesco IVZ | $11.9B | -1% | +17% | 24% | 8.6× | n/a |
| BlackRock BLK | $192B | +9% | +24% | 36% | 18.9× | n/a |
| State Street STT | $45.0B | +11% | +2% | 33% | 11.1× | n/a |
| Amundi AMUN.PA | $21.7B | +9% | +1% | 23% | 11.9× | n/a |
| DWS Group GmbH & Co. KGaA DWS.DE | $14.7B | +7% | +24% | 37% | 12.6× | n/a |
| Franklin Resources BEN | $17.1B | +10% | +8% | 15% | 10.6× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | WT | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -14.1% | -0.7% | lowest of 21 |
| 6-month return | +2.0% | -1.6% | 11th highest of 21 |
| Distance from 52-week high | -24.8% | -18.8% | 8th lowest of 21 |
| Revenue growth (TTM) | +45.2% | +18.1% | 4th highest of 20 |
| Operating margin | 40.5% | 27.6% | 4th highest of 20 |
| Forward P/E | 15.4× | 17.5× | 8th cheapest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| WisdomTree WT | United States | $2.94B | +2% | +45% | 40% | 15.4× | n/a | n/a |
| Sprott SII.TO | Canada | $2.96B | -17% | +88% | 38% | 25.6× | n/a | n/a |
| AJ Bell AJB.L | United Kingdom | $3.04B | +13% | +19% | 42% | 19.2× | n/a | n/a |
| Caida Securities 600906.SS | China | $2.78B | -11% | +10% | 36% | 19.7× | n/a | n/a |
| AllianceBernstein Holding L.P AB | United States | $3.14B | -13% | n/a | n/a | 9.6× | n/a | n/a |
| Artisan Partners Asset Management APAM | United States | $3.17B | +3% | +6% | 36% | 10.6× | n/a | n/a |
| Acadian Asset Management AAMI | United States | $3.23B | +33% | +25% | 27% | 15.4× | n/a | n/a |
| Tikehau Capital SCA TKO.PA | France | $3.24B | -10% | +32% | 31% | 10.7× | n/a | n/a |
| Quilter QLT.L | United Kingdom | $3.30B | +5% | +191% | 3% | 15.0× | n/a | n/a |
| Sealand Securities 000750.SZ | China | $3.30B | -12% | +2% | 22% | n/a | n/a | n/a |
| Netwealth NWL.AX | Australia | $3.31B | -13% | +21% | 46% | 34.1× | n/a | n/a |
| Mandatum MANTA.HE | Finland | $3.33B | -10% | +60% | 8% | 23.7× | n/a | n/a |
| GCM Grosvenor GCMG | United States | $2.57B | +11% | +8% | 28% | 12.6× | n/a | n/a |
| Pinnacle Investment Management PNI.AX | Australia | $2.54B | +2% | +22% | 10% | 19.2× | n/a | n/a |
| Guotai Junan International 1788.HK | Hong Kong | $3.58B | +10% | +43% | 65% | n/a | n/a | n/a |
| ANIMA ANIM.MI | Italy | $2.42B | -5% | +1% | 28% | 7.6× | n/a | n/a |
| Rathbones RAT.L | United Kingdom | $2.42B | -8% | +5% | 26% | 9.9× | n/a | n/a |
| First Capital Securities 002797.SZ | China | $3.61B | -24% | -6% | 22% | 21.1× | n/a | n/a |
| Nuvama Wealth Management NUVAMA.NS | India | $3.61B | +25% | +13% | 29% | 26.2× | n/a | n/a |
| AMP AMP.AX | Australia | $3.69B | +46% | -5% | -1% | 15.7× | n/a | n/a |
| Eurazeo RF.PA | France | $3.70B | +2% | +18% | -2% | 28.7× | n/a | n/a |
WisdomTree has 1 bond outstanding with $475M face value.