WisdomTree Financials

WT Stock   16.28  0.35  2.20%   
Based on the measurements of operating efficiency obtained from WisdomTree's historical financial statements, WisdomTree is doing better financially today then in previous quarter. It has a moderate probability of reporting better financial numbers in February. At this time, WisdomTree's Cash And Short Term Investments are comparatively stable compared to the past year. Net Receivables is likely to gain to about 54.2 M in 2026, whereas Non Currrent Assets Other are likely to drop slightly above 464.3 K in 2026.
WisdomTree is currently reporting on over 97 different financial statement accounts. To analyze all of these accounts together requires a lot of time and effort. However, using these accounts to derive some meaningful and actionable indicators such as Price To Sales Ratio of 5.74, Dividend Yield of 0.0137 or PTB Ratio of 7.23 will help investors to properly organize and evaluate WisdomTree financial condition quickly.

WisdomTree Financial Ratios Chart

At this time, WisdomTree's Free Cash Flow Per Share is comparatively stable compared to the past year. ROIC is likely to gain to 0.1 in 2026, whereas EV To Sales is likely to drop 3.88 in 2026.
Price To Sales RatioDividend Yield
Ptb RatioDays Sales Outstanding
Book Value Per ShareFree Cash Flow Yield
Invested CapitalOperating Cash Flow Per Share
Average PayablesStock Based Compensation To Revenue
Capex To DepreciationPb Ratio
Ev To SalesFree Cash Flow Per Share
RoicInventory Turnover
Net Income Per ShareDays Of Inventory On Hand
Payables TurnoverSales General And Administrative To Revenue
Average InventoryResearch And Ddevelopement To Revenue
Capex To RevenueCash Per Share
PocfratioInterest Coverage
Payout RatioCapex To Operating Cash Flow
Pfcf RatioDays Payables Outstanding
Net Current Asset ValueIncome Quality
RoeTangible Asset Value
Ev To Operating Cash FlowPe Ratio
Return On Tangible AssetsEv To Free Cash Flow
Earnings YieldIntangibles To Total Assets
Net Debt To E B I T D ACurrent Ratio
Tangible Book Value Per ShareReceivables Turnover
Graham NumberShareholders Equity Per Share
Debt To EquityCapex Per Share
Graham Net NetAverage Receivables
Revenue Per ShareInterest Debt Per Share
Debt To AssetsEnterprise Value Over E B I T D A
Short Term Coverage RatiosPrice Earnings Ratio
Operating CyclePrice Book Value Ratio
Price Earnings To Growth RatioDays Of Payables Outstanding
Dividend Payout RatioPrice To Operating Cash Flows Ratio
Price To Free Cash Flows RatioPretax Profit Margin
Ebt Per EbitOperating Profit Margin
Effective Tax RateCompany Equity Multiplier
Long Term Debt To CapitalizationTotal Debt To Capitalization
Return On Capital EmployedDebt Equity Ratio
Ebit Per RevenueQuick Ratio
Dividend Paid And Capex Coverage RatioNet Income Per E B T
Cash RatioCash Conversion Cycle
Operating Cash Flow Sales RatioDays Of Inventory Outstanding
Days Of Sales OutstandingFree Cash Flow Operating Cash Flow Ratio
Cash Flow Coverage RatiosPrice To Book Ratio
Fixed Asset TurnoverCapital Expenditure Coverage Ratio
Price Cash Flow RatioEnterprise Value Multiple
Debt RatioCash Flow To Debt Ratio
Price Sales RatioReturn On Assets
Asset TurnoverNet Profit Margin
Gross Profit MarginPrice Fair Value
Return On Equity
Key indicators impacting WisdomTree's financial strength include:
Current ValueLast YearChange From Last Year 10 Year Trend
Debt Equity Ratio1.211.15
Sufficiently Up
Slightly volatile
Current Ratio2.142.62
Significantly Down
Slightly volatile
Investors should never underestimate WisdomTree's ability to pay suppliers on time, ensure interest payments are not accumulating, and correctly time where and how to reinvest extra cash. Individual investors need to monitor WisdomTree's cash flow, debt, and profitability to make informed and accurate decisions about investing in WisdomTree.

Cash And Equivalents

116.89 Million

  
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Understanding current and past WisdomTree Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of WisdomTree's financial statements are interrelated, with each one affecting the others. For example, an increase in WisdomTree's assets may result in an increase in income on the income statement.

WisdomTree Earnings Geography

Please note, the imprecision that can be found in WisdomTree's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of WisdomTree. Check WisdomTree's Beneish M Score to see the likelihood of WisdomTree's management manipulating its earnings.

WisdomTree Stock Summary

WisdomTree competes with Acadian Asset, Tri Continental, Grab Holdings, Oxford Lane, and General American. WisdomTree is entity of United States. It is traded as Stock on NYSE exchange.
Specialization
Financial Services, Financial Services
InstrumentUSA Stock View All
ExchangeNew York Stock Exchange
ISINUS97717P1049
Business Address250 West 34th
SectorCapital Markets
IndustryFinancials
BenchmarkDow Jones Industrial
Websitewww.wisdomtree.com
Phone212 801 2080

WisdomTree Key Financial Ratios

WisdomTree Key Balance Sheet Accounts

202120222023202420252026 (projected)
Total Assets1.0B1.0B944.1M1.0B1.2B1.2B
Other Current Liab70.2M54.9M85.5M85.6M98.5M103.4M
Net Debt178.5M190.6M146.2M331.7M381.5M400.6M
Retained Earnings(22.4M)13.7M95.7M129.8M149.3M156.8M
Accounts Payable9.3M33.2M12.7M22.1M25.4M15.7M
Cash140.7M132.1M129.3M181.2M208.4M218.8M
Net Receivables31.9M30.5M35.5M44.9M51.6M54.2M
Other Current Assets4.2M390K11.6M6.9M7.9M8.3M
Total Liab768.4M728.2M402.4M633.6M728.6M765.0M
Total Current Assets304.0M294.0M229.8M318.4M366.1M384.4M
Common Stock1.5M1.5M1.5M1.5M1.7M1.1M
Inventory3.8M4.0M4.7M(5.3M)(6.0M)(5.7M)
Other Assets31.2M11.1M578K12.1M10.9M21.7M
Long Term Debt Total318.6M262.0M299.2M524.2M602.8M633.0M
Capital Surpluse289.7M291.8M312.4M270.3M310.8M322.5M
Cash And Equivalents140.7M132.1M129.3M181.2M208.4M116.9M
Short Term Debt209K175.3M1.2M709K815.4K774.6K
Other Liab191.2M239.8M233.2M184.8M212.6M228.4M
Net Tangible Assets(351.7M)(420.8M)(417.7M)(383.8M)(345.4M)(362.7M)
Long Term Debt318.6M147.0M274.9M512.0M588.8M618.3M
Net Invested Capital588.0M626.8M684.0M912.0M1.0B677.3M
Capital Stock1.5M1.5M1.5M1.5M1.3M1.2M

WisdomTree Key Income Statement Accounts

The reason investors look at the income statement is to determine what WisdomTree's earnings per share (EPS) will be in order to see if they want to buy more shares or not. For example, if a company earned $20 million in the last quarter and has 100,000 shares outstanding, its EPS is 20 cents. If you find that this number beats analysts' forecasts or is higher than it was from the same period last year, then you might want to buy more of this stock even though its price per share may not have changed.
202120222023202420252026 (projected)
Total Revenue304.3M301.3M349.0M427.7M491.9M516.5M
Gross Profit157.2M138.7M168.2M306.5M352.4M370.0M
Operating Income89.1M60.1M87.5M137.3M157.9M165.8M
Ebit69.0M54.9M134.3M114.3M131.5M138.0M
Ebitda71.7M56.1M136.4M117.4M135.0M141.7M
Income Before Tax56.7M40.0M119.0M95.4M109.7M115.2M
Net Income49.8M50.7M102.5M66.7M76.7M80.5M
Income Tax Expense6.9M(10.7M)16.5M28.7M33.0M34.7M
Cost Of Revenue147.1M162.7M180.9M121.3M139.5M119.2M
Interest Expense12.3M14.9M15.2M18.9M21.7M11.3M
Tax Provision6.9M(10.7M)10.8M28.7M25.8M27.1M
Interest Income2.0M3.3M3.8M6.8M7.8M8.2M
Net Interest Income(10.3M)(11.6M)(11.4M)(12.1M)(10.9M)(11.5M)

WisdomTree Key Cash Accounts

202120222023202420252026 (projected)
Change In Cash67.3M(8.6M)(2.8M)51.9M59.7M62.7M
Free Cash Flow75.0M54.9M83.3M113.3M130.3M136.8M
Depreciation2.7M1.2M2.2M3.1M3.5M3.7M
Capital Expenditures293K220K2.3M141K162.2K154.0K
Net Income49.8M50.7M102.5M66.7M76.7M80.5M
End Period Cash Flow140.7M132.1M129.3M181.2M208.4M218.8M
Other Non Cash Items(38.8M)(48.5M)(84.7M)(22.0M)(19.8M)(18.8M)
Dividends Paid19.5M19.4M20.1M19.0M21.9M24.8M
Investments(101.7M)(37.7M)23.8M(23.9M)(21.5M)(20.4M)
Net Borrowings150M0.0(54.3M)212.3M191.1M200.6M
Change To Netincome13.8M42.0M(30.7M)(58.5M)(52.6M)(50.0M)

WisdomTree Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining WisdomTree's current stock value. Our valuation model uses many indicators to compare WisdomTree value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across WisdomTree competition to find correlations between indicators driving WisdomTree's intrinsic value. More Info.
WisdomTree is rated third in return on equity category among its peers. It is rated fourth in return on asset category among its peers reporting about  0.30  of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for WisdomTree is roughly  3.30 . At this time, WisdomTree's Return On Equity is comparatively stable compared to the past year. Comparative valuation analysis is a catch-all technique that is used if you cannot value WisdomTree by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.
Most ratios from WisdomTree's fundamentals are interrelated and interconnected. However, analyzing fundamentals ratios one by one will only give a small insight into WisdomTree current financial condition. On the other hand, looking into the entire matrix of fundamentals ratios, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in WisdomTree. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in real.
For more information on how to buy WisdomTree Stock please use our How to Invest in WisdomTree guide.At this time, WisdomTree's Free Cash Flow Per Share is comparatively stable compared to the past year. ROIC is likely to gain to 0.1 in 2026, whereas EV To Sales is likely to drop 3.88 in 2026.
 2023 2024 2025 2026 (projected)
Dividend Yield0.02010.01250.01440.0137
Price To Sales Ratio2.873.554.085.74

WisdomTree fundamentals Correlations

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Click cells to compare fundamentals

WisdomTree Account Relationship Matchups

WisdomTree fundamentals Accounts

202120222023202420252026 (projected)
Price To Sales Ratio2.892.592.873.554.085.74
Dividend Yield0.02210.02480.02010.01250.01440.0137
Ptb Ratio3.272.551.853.84.377.23
Book Value Per Share1.872.143.742.772.492.61
Free Cash Flow Yield0.08520.07040.08310.07460.06720.0705
Pb Ratio3.272.551.853.84.377.23
Roic0.0820.06350.08950.10.09340.098
Net Income Per Share(0.0687)(0.24)0.350.710.420.44
Payables Turnover15.8217.9214.215.484.935.74
Capex To Revenue9.63E-47.3E-40.0064813.3E-43.79E-43.6E-4
Cash Per Share1.861.811.31.841.661.74
Pocfratio11.6914.1511.7213.3812.0519.96
Interest Coverage7.224.025.747.268.356.67
Payout Ratio(0.56)0.390.380.20.280.33
Pfcf Ratio11.7314.2112.0313.412.0620.78
Income Quality1.511.090.831.71.961.52
Roe(0.13)0.180.170.190.150.16
Pe Ratio17.6815.389.7822.7720.4915.26
Ev To Free Cash Flow14.1117.6813.7916.3314.713.4
Earnings Yield0.05660.0650.10.04390.03950.0415
Receivables Turnover9.559.869.849.538.587.92
Today, most investors in WisdomTree Stock are looking for potential investment opportunities by analyzing not only static indicators but also various WisdomTree's growth ratios. Consistent increases or decreases in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's growth growth rates may not be enough to decide which company is a better investment. That's why investors frequently use static breakdown of WisdomTree growth as a starting point in their analysis.

Price Earnings To Growth Ratio

(0.4)

At this time, WisdomTree's Price Earnings To Growth Ratio is comparatively stable compared to the past year.

WisdomTree January 25, 2026 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of WisdomTree help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of WisdomTree. We use our internally-developed statistical techniques to arrive at the intrinsic value of WisdomTree based on widely used predictive technical indicators. In general, we focus on analyzing WisdomTree Stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build WisdomTree's daily price indicators and compare them against related drivers.

Additional Tools for WisdomTree Stock Analysis

When running WisdomTree's price analysis, check to measure WisdomTree's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy WisdomTree is operating at the current time. Most of WisdomTree's value examination focuses on studying past and present price action to predict the probability of WisdomTree's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move WisdomTree's price. Additionally, you may evaluate how the addition of WisdomTree to your portfolios can decrease your overall portfolio volatility.