WT · WisdomTree, Inc.

NEW YORK STOCK EXCHANGE, INC. - Real Time Price • USD

WisdomTree Inc (WT)

NEW YORK STOCK EXCHANGE, INC. Financial Services
Options chain →
$24.59 -0.27 (-1.09%)
Market open
DAY'S RANGE $24.59
$24.59 $24.71
52-WEEK RANGE $24.59
$10.69 $25.89

What's happening

  • WT is down 1.09% today, trading at $24.59. — Live quote
  • Volume today (3,945) is well below its 3-month average of 2,844,540. (Finnhub fundamentals)
  • Last quarter's EPS beat estimates: $0.31 actual vs. $0.27 estimated (+13.9%). (Finnhub earnings history)

Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.

Key Statistics

Market Cap$2.88B
P/E (TTM1)44.47
EPS2 (TTM)$0.53
Div Yield0.70%
Beta31.19
Volume3,945
Open24.59
Prev Close24.86
Bid / Ask20.90 / 24.63
Next Earnings 2026-10-29 (before market open)

Analyst Recommendations

Strong buy 5 Buy 8 Hold 3 Sell 0 Strong sell 0

Aggregate ratings for 2026-09-01 (16 analysts polled by Finnhub) — consensus count.

Performance Overview (Trailing returns vs S&P 500 benchmark)

YTD RETURN
WT +94.75%
vs S&P 500 +82.54%
1-YEAR RETURN
WT +75.72%
vs S&P 500 +56.86%
6-MONTH RETURN
WT +38.75%
3-MONTH RETURN
WT +25.28%

Valuation Measures & Ratios

Enterprise Value4$4.39B
Forward P/E515.35
PEG Ratio60.15
Price / Sales (TTM1)5.90
Price / Book76.19
EV4 / Revenue7.20
EV4 / EBITDA27.12
Profit Margin13.27%
Operating Margin25.23%
Return on Equity (ROE8)19.25%
Return on Assets (ROA9)5.06%
Avg Volume (3M)2,844,540
Quarterly history (5 periods)
Measure Jun '26Mar '26Sep '25Jun '25Mar '25
Market cap $2.68B $1.98B $2.09B $1.66B $1.27B
P/E 40.80 43.03 32.36 24.94 19.91
Price/Sales 4.66 3.91 4.55 3.77 3.00
Price/Book 6.40 4.16 5.60 3.74 3.07
EV/Revenue 4.66 3.91 4.55 3.77 3.00
ROE 15.68% 9.68% 17.31% 14.98% 15.40%
ROA 3.99% 2.58% 4.47% 6.25% 6.26%

Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E and PEG aren't shown here — both need historical analyst-consensus estimates, which no free source provides; see the current-period figures above instead.

Glossary — what these abbreviations mean
1. TTM
Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
2. EPS
Earnings per share — net income divided by diluted shares outstanding.
3. Beta
A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
4. EV (Enterprise Value)
Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
5. Forward P/E
Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
6. PEG Ratio
P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
7. Price / Book
Share price divided by book value (assets minus liabilities) per share.
8. ROE
Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
9. ROA
Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
10. MRQ
Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
11. YoY
Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.

Short Interest

Shares Short13,649,316
Change from Prior Settlement-6.76%
% of Float
Days to Cover (Short Ratio)4.76

Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-08-14. Reported bi-monthly with a reporting lag — not real-time.

Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.

Price history

Events

Drag horizontally to zoom into a section; use Reset view to restore all observations.

Technical signal summary

Calculating from the latest year of daily price history…

Calculating…
Show Technical Analysis Breakdown ▾ 10 Indicators

Signals describe daily price patterns—not the company’s value and not a recommendation to buy or sell. Read several together; no single indicator predicts what happens next. “Overbought” and “oversold” are conditions, not promises of a reversal.

Indicators None active

Add lines over the price chart or a panel below it. Your choices are saved on this device.

Starter sets
Trend
Oscillators
Volume/volatility
Loading chart…

Free IEX historical data only goes back to ~2021 — 5Y/Full show whatever's actually available, not a promise of that much history. Indicators are computed client-side from these same price bars; earnings markers ("E") come from Finnhub's free tier (~last 4 quarters + next upcoming) — older quarters aren't available. The move-highlight dots are a heuristic (|% change| vs rolling volatility) with a best-effort headline lookup, not a claim of causation.

Peer and sector context

No reviewed peer group is available for this symbol.

Balanced evidence

A deterministic summary of sourced facts—not an AI verdict.

Potential strengths

Potential concerns

  • Trailing P/E is 44.5, a high price relative to reported earnings. Finnhub fundamentals ↗
  • Latest SEC filing is Form 10-Q, filed 2026-08-05; review it for current changes and risks. SEC EDGAR ↗

Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.

Financials

Income statement

Line item Jun '26Mar '26Sep '25Jun '25Mar '25Sep '24Jun '24Mar '24
Revenue $177.2M $159.5M $125.6M $112.6M $108.1M $113.2M $107.0M $96.8M
Operating income $71.8M $59.4M $45.7M $34.6M $34.2M $40.8M $33.5M $27.9M
Net income $44.3M -$23.1M $19.7M $24.8M $24.6M -$4.5M $21.8M $22.1M
EPS (diluted) $0.28 $-0.17 $0.13 $0.17 $0.17 $-0.13 $0.13 $0.13
EPS (basic) $0.30 $-0.17 $0.14 $0.17 $0.17 $-0.13 $0.13 $0.14
Operating margin $41 $37 $36 $31 $32 $36 $31 $29

Balance sheet

Line item Jun '26Mar '26Dec '25Sep '25Jun '25Mar '25Dec '24Sep '24
Total assets $1.65B $1.78B $1.51B $1.45B $1.07B $1.02B $1.03B $1.02B
Total liabilities $1.23B $1.31B $1.10B $1.07B $621.8M $607.2M $633.6M $644.5M
Stockholders' equity $418.5M $475.0M $413.7M $373.4M $445.1M $415.6M $400.0M $374.9M
Total current assets $423.4M $768.1M $492.4M $716.4M $350.7M $313.5M $318.4M $307.2M
Total current liabilities $141.4M $168.1M $282.1M $254.4M $243.9M $81.9M $109.2M $106.5M
Cash & equivalents

Cash flow

Line item Jun '26Mar '26Dec '25Sep '25Jun '25Mar '25Dec '24Sep '24
Operating cash flow $75.5M $18.0M $54.7M $48.1M $38.8M $6.4M $34.6M $47.7M
Investing cash flow -$168.1M $38.6M -$276.9M -$19.5M -$16.5M -$214.0K -$7.0M -$7.2M
Financing cash flow -$237.7M $258.8M -$21.5M $334.8M -$4.3M -$19.2M -$19.1M $754.0K
Free cash flow $75.3M $17.9M $54.6M $48.0M $38.7M $6.3M $34.6M $47.7M
Capital expenditures $188.0K $28.0K $61.0K $37.0K $86.0K $31.0K $13.0K $26.0K
Share-based compensation $7.8M $8.4M $5.0M $4.9M $5.5M $6.2M $4.7M $5.2M

Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.

Institutional holders

SEC Form 13F filers holding WT as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.

Source: Business Quant SEC Form 13F · report period 2026-06-30 · 31 filers

Held by These Filers87.0%
Shares Outstanding149,001,000
FilerSharesValue% OutQtr ChangeFiled
BlackRock, Inc. 19,274,687 $326.5M 12.94% +9.2% 2026-08-07
FMR LLC 13,565,042 $229.8M 9.10% +6.6% 2026-08-13
Invesco Ltd. 9,975,256 $169.0M 6.69% +71.6% 2026-08-13
WELLINGTON MANAGEMENT GROUP LLP 8,407,113 $142.4M 5.64% -20.6% 2026-08-14
VANGUARD PORTFOLIO MANAGEMENT LLC 8,123,363 $137.6M 5.45% +0.9% 2026-06-30
Capital World Investors 7,547,094 $127.8M 5.07% +10.8% 2026-08-07
Azora Capital LP 6,180,510 $104.7M 4.15% +3.2% 2026-08-14
VANGUARD CAPITAL MANAGEMENT LLC 6,066,366 $102.8M 4.07% +9.2% 2026-06-30
State Street Corp 5,610,044 $95.0M 3.77% +11.1% 2026-08-07
DRIEHAUS CAPITAL MANAGEMENT LLC 4,702,705 $79.7M 3.16% +186.0% 2026-08-14
DIMENSIONAL FUND ADVISORS LP 3,754,933 $63.6M 2.52% +3.6% 2026-08-11
GEODE CAPITAL MANAGEMENT, LLC 3,290,623 $55.8M 2.21% +15.5% 2026-08-12
Simcoe Capital Management, LLC 2,674,045 $45.3M 1.79% -42.7% 2026-08-14
UBS Group AG 2,658,995 $45.0M 1.78% +551.7% 2026-08-13
Principal Financial Group Inc 2,275,955 $38.6M 1.53% +13.3% 2026-07-29
LOOMIS SAYLES & CO L P 2,190,641 $37.1M 1.47% +31.7% 2026-08-14
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 2,107,798 $35.7M 1.41% -6.0% 2026-08-14
Morgan Stanley 2,003,391 $33.9M 1.34% -19.9% 2026-08-11
Bank Of America Corp /De/ 1,991,898 $33.7M 1.34% -14.4% 2026-08-14
Goldman Sachs Group Inc 1,971,158 $33.4M 1.32% -56.9% 2026-08-14
LORD, ABBETT & CO. LLC 1,792,735 $30.4K 1.20% +0.0% 2026-08-13
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,686,776 $28.6M 1.13% +16.9% 2026-08-14
Sixth Street Partners Management Company, L.P. 1,686,776 $28.6M 1.13% +0.0% 2026-08-13
Jupiter Topco LLC 1,453,084 $24.6M 0.98% +0.0% 2026-08-14
Nuveen, LLC 1,408,925 $23.9M 0.95% -11.7% 2026-08-11

Insider activity

Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.

Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2024-11-20 to 2026-06-17

Recent transactions

  • Insiders have net sold 145,000 shares over the last 182 days, across 0 purchases and 3 sales.
  • Most recent: SALERNO FRANK (Reporting person) — Grant / award of 5,509 shares on 2026-06-17.

Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.

Insider purchases & sales, last 6 months

Purchases (open market)0 sh(0 txns)
Sales (open market)145,000 sh(3 txns)
Net Shares-145,000

Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.

Insider roster

NameTitleMost Recent TransactionDateShares
SALERNO FRANKReporting personGrant / award2026-06-175,509
PANKOPF TONIA LReporting personGrant / award2026-06-175,509
Naidoo ShamlaReporting personGrant / award2026-06-175,509
Mielke DanielaReporting personGrant / award2026-06-175,509
Delorier Rilla SReporting personGrant / award2026-06-175,509
Conjeevaram SmitaReporting personGrant / award2026-06-175,509
Bossone AnthonyReporting personGrant / award2026-06-175,509
Blake Lynn S.Reporting personGrant / award2026-06-175,509
Lilien R JarrettPresident and COOOpen market sale2026-05-2030,000
Ziemba Peter MChief Administrative OfficerOpen market sale2026-05-19100,000
Yates David MChief Information OfficerOpen market sale2026-05-0515,000
Marinof AlexisCEO, EuropeOption exercise2026-01-2745,713
Frankenthaler MarciChief Legal OfficerOption exercise2026-01-2743,998

Recent transactions

DateInsiderTitleTransactionSharesPrice
2026-06-17SALERNO FRANKReporting personGrant / award 5,509$0.00
2026-06-17PANKOPF TONIA LReporting personGrant / award 5,509$0.00
2026-06-17Naidoo ShamlaReporting personGrant / award 5,509$0.00
2026-06-17Mielke DanielaReporting personGrant / award 5,509$0.00
2026-06-17Delorier Rilla SReporting personGrant / award 5,509$0.00
2026-06-17Conjeevaram SmitaReporting personGrant / award 5,509$0.00
2026-06-17Bossone AnthonyReporting personGrant / award 5,509$0.00
2026-06-17Blake Lynn S.Reporting personGrant / award 5,509$0.00
2026-05-20Lilien R JarrettPresident and COOOpen market sale 30,000$18.99
2026-05-19Ziemba Peter MChief Administrative OfficerOpen market sale 100,000$19.31
2026-05-05Yates David MChief Information OfficerOpen market sale 15,000$18.06
2026-02-25PANKOPF TONIA LReporting personOpen market purchase 44$16.94
2026-02-25Lilien R JarrettPresident and COOOpen market sale 30,000$16.84
2026-01-27Yates David MChief Information OfficerOption exercise 37,997$0.00
2026-01-27Yates David MChief Information OfficerTax withholding 19,816$0.00
2026-01-27Marinof AlexisCEO, EuropeOption exercise 45,713$0.00
2026-01-27Marinof AlexisCEO, EuropeTax withholding 21,486$0.00
2026-01-27Frankenthaler MarciChief Legal OfficerOption exercise 43,998$0.00
2026-01-27Frankenthaler MarciChief Legal OfficerTax withholding 22,889$0.00
2026-01-27Ziemba Peter MChief Administrative OfficerOption exercise 61,005$0.00
2026-01-27Ziemba Peter MChief Administrative OfficerTax withholding 31,563$0.00
2025-11-26PANKOPF TONIA LReporting personOpen market purchase 68$11.05
2025-08-27PANKOPF TONIA LReporting personOpen market purchase 33$13.43
2025-05-28PANKOPF TONIA LReporting personOpen market purchase 46$9.62
2025-02-26PANKOPF TONIA LReporting personOpen market purchase 48$9.26
2024-11-20PANKOPF TONIA LReporting personOpen market purchase 38$11.52

Recent SEC filings

Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.

Source: SEC EDGAR submissions · updated 2026-09-04 13:35 UTC

FiledFormReport periodOfficial filing
2026-08-0510-Q2026-06-30 View on SEC.gov →
2026-07-318-K2026-07-28 View on SEC.gov →
2026-06-2242026-06-17 View on SEC.gov →
2026-06-188-K2026-06-17 View on SEC.gov →
2026-06-1842026-06-17 View on SEC.gov →
2026-06-1842026-06-17 View on SEC.gov →
2026-06-1842026-06-17 View on SEC.gov →
2026-06-1842026-06-17 View on SEC.gov →
2026-06-1842026-06-17 View on SEC.gov →
2026-06-1842026-06-17 View on SEC.gov →
2026-06-1842026-06-17 View on SEC.gov →
2026-05-298-K2026-05-28 View on SEC.gov →

Headlines about WT (WisdomTree, Inc.). Links open the publisher — we don’t host full articles.

SEC filings ↓

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