WisdomTree, Inc.
WT- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000880631
In the last 90 days, WisdomTree, Inc. insiders filed 0 open-market purchases and 1 sale; 315 institutions reported holding it in 13F filings for Q2 2026, worth $2.71B in total; no superinvestor holds it.
- Currency
- USD
- Source
- SEC XBRL data (10-K, 10-Q, 20-F, 40-F)
- Updated
- Nov 8, 2026, 10:34 PM ET
Revenue flow, FY2025
Where the revenue went in FY2025, from the income statement below. Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue; hover over a band or a bar for the exact amount.
Income statement
Each column is one fiscal year, newest first.
| Line item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Period end | Dec 31, 2025 | Dec 31, 2024 | Dec 31, 2023 | Dec 31, 2022 | Dec 31, 2021 |
| Filing | 10-K | 10-K | 10-K | 10-K | 10-K |
| Reported | Jan 30, 2026 | Jan 31, 2025 | Feb 2, 2024 | Feb 3, 2023 | Jan 28, 2022 |
| Revenue | $493.8M | $427.7M | $349.0M | – | – |
| Operating expenses | $319.6M | $290.4M | $261.5M | $241.3M | $215.3M |
| Selling, general and administrative | $89.1M | $84.0M | – | – | – |
| Operating income | $174.2M | $137.3M | $87.5M | $60.1M | $89.1M |
| Interest expense | $1.78M | $2.63M | $15.2M | $14.9M | $12.3M |
| Income tax | $33.1M | $28.7M | $16.5M | -$10.7M | $6.87M |
| Net income | $109.1M | $66.7M | $102.5M | $50.7M | $49.8M |
| EPS, basic | $0.77 | $0.34 | $0.66 | $0.31 | $0.31 |
| EPS, diluted | $0.75 | $0.33 | $0.64 | $0.31 | $0.31 |
| Weighted shares, basic | 140.4M | 144.6K | 144.7K | 143.0M | 143.8M |
| Weighted shares, diluted | 144.9M | 158.8K | 170.4K | 158.9M | 161.3M |
| Margins and growth | |||||
| Operating margin | 35.3% | 32.1% | 25.1% | – | – |
| Net margin | 22.1% | 15.6% | 29.4% | – | – |
| Revenue growth, year over year | +15.4% | +22.5% | – | – | – |
| Net income growth, year over year | +63.6% | −35.0% | +102.3% | +1.8% | – |
Balance sheet
Each column is one fiscal year, newest first.
| Line item | FY2025 | FY2024 | FY2023! | FY2022! | FY2021! |
|---|---|---|---|---|---|
| Period end | Dec 31, 2025 | Dec 31, 2024 | Dec 31, 2023 | Dec 31, 2022 | Dec 31, 2021 |
| Filing | 10-K | 10-K | 10-K | 10-K | 10-K |
| Reported | Jan 30, 2026 | Jan 31, 2025 | Feb 2, 2024 | Feb 3, 2023 | Jan 28, 2022 |
| Cash and equivalents | $38.9M | $39.4M | $129.3M | $132.1M | $140.7M |
| Accounts receivable | $64.5M | $44.9M | $35.5M | $30.5M | $31.9M |
| Total current assets | $492.4M | $318.4M | $229.8M | $294.0M | $304.0M |
| Property, plant and equipment | $431.0K | $336.0K | $427.0K | $544.0K | $557.0K |
| Goodwill | $228.6M | $86.8M | $86.8M | $85.9M | $85.9M |
| Intangible assets | $749.0M | $605.9M | $605.1M | $603.6M | – |
| Total assets | $1.51B | $1.03B | $944.1M | $1.03B | $1.04B |
| Total current liabilities | $282.1M | $109.2M | $103.2M | $148.4M | $83.7M |
| Long-term debt | – | – | – | $321.2M | $318.6M |
| Total liabilities | $1.10B | $633.6M | $402.4M | $595.6M | $635.9M |
| Shareholders' equity | $413.7M | $400.0M | $409.1M | $305.6M | $269.4M |
Cash flow statement
Each column is one fiscal year, newest first. Free cash flow is operating cash flow minus capital expenditures.
| Line item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Period end | Dec 31, 2025 | Dec 31, 2024 | Dec 31, 2023 | Dec 31, 2022 | Dec 31, 2021 |
| Filing | 10-K | 10-K | 10-K | 10-K | 10-K |
| Reported | Jan 30, 2026 | Jan 31, 2025 | Feb 2, 2024 | Feb 3, 2023 | Jan 28, 2022 |
| Operating cash flow | $147.9M | $113.5M | $85.6M | $55.1M | $75.3M |
| Capital expenditures | $215.0K | $141.0K | $113.0K | $220.0K | $293.0K |
| Free cash flow | $147.7M | $113.3M | $85.5M | $54.9M | $75.0M |
| Depreciation and amortization | $3.78M | $1.75M | $872.0K | $262.0K | $738.0K |
| Stock-based compensation | $21.6M | $20.7M | $16.2M | $10.4M | $10.0M |
| Dividends paid | $17.3M | $19.0M | $20.1M | $19.4M | $19.5M |
| Share buybacks | $102.7M | $62.9M | $3.57M | $3.42M | $34.5M |
| Investing cash flow | -$313.0M | -$23.9M | $82.0M | -$37.7M | -$99.6M |
| Financing cash flow | $289.8M | -$36.0M | -$171.6M | -$22.8M | $92.6M |
| Net change in cash | $130.5M | $51.9M | -$2.80M | -$8.61M | $67.3M |
| Ratio | |||||
| Stock-based compensation, % of revenue | 4.4% | 4.8% | 4.6% | – | – |
Shares outstanding
Common shares outstanding as stated on the cover of each 10-K and 10-Q. The date is the cover date, not the period end; a rising count means dilution.
| Cover date | Shares outstanding | Change in a year | Filing |
|---|---|---|---|
| Nov 3, 2026 | 150.9M | +7.2% | SEC |
| Aug 3, 2026 | 151.5M | +3.0% | SEC |
| May 4, 2026 | 152.9M | +4.0% | SEC |
| Feb 23, 2026 | 141.6M | −3.7% | SEC |
| Nov 4, 2025 | 140.7M | −3.7% | SEC |
| Aug 4, 2025 | 147.1M | −3.1% | SEC |
| May 6, 2025 | 147.0M | −3.2% | SEC |
| Feb 24, 2025 | 147.0M | −3.2% | SEC |
Notes and known gaps
How these numbers are put together, and what they can't tell you.
- Numbers come from the XBRL data in each period's original 10-K, 10-Q, 20-F or 40-F, or its amendment. They are shown as filed: later filings don't restate earlier periods here.
- Reported is the filing date of the first 8-K with Item 2.02 (results of operations) after the period ended, no later than the 10-Q or 10-K and within 120 days. Companies that release results only in the 10-Q, and foreign companies, which use Form 6-K, have none.
- A column marked ! failed an accounting identity (gross profit = revenue − cost of revenue, or assets = liabilities + equity, within 1%). Its numbers are shown as filed.
Known gaps
- Foreign companies that file Form 20-F or 40-F have annual statements only: their quarterly results are furnished on Form 6-K, which has no XBRL data.
- EPS and share counts are as reported at the time, not adjusted for later stock splits.
- For ADRs, EPS is per ordinary share, not per ADS (one TSMC ADS is five ordinary shares).
- For banks, revenue may be interest income only, depending on how the bank tags its filings; cost of revenue and gross profit are usually blank.
- Companies with several share classes, such as Berkshire Hathaway, may have no EPS and no cover share count.
- Depreciation and amortization is missing for some companies that report it under their own XBRL tags.