WisdomTree Statistics
Total Valuation
WisdomTree has a market cap or net worth of $2.29 billion. The enterprise value is $2.83 billion.
| Market Cap | 2.29B |
| Enterprise Value | 2.83B |
Important Dates
The next confirmed earnings date is Friday, May 1, 2026, before market open.
| Earnings Date | May 1, 2026 |
| Ex-Dividend Date | Feb 11, 2026 |
Share Statistics
WisdomTree has 137.24 million shares outstanding. The number of shares has decreased by -2.92% in one year.
| Current Share Class | 137.24M |
| Shares Outstanding | 137.24M |
| Shares Change (YoY) | -2.92% |
| Shares Change (QoQ) | -4.89% |
| Owned by Insiders (%) | 10.31% |
| Owned by Institutions (%) | 118.87% |
| Float | 123.06M |
Valuation Ratios
The trailing PE ratio is 22.35 and the forward PE ratio is 15.46.
| PE Ratio | 22.35 |
| Forward PE | 15.46 |
| PS Ratio | 4.65 |
| Forward PS | 3.45 |
| PB Ratio | 5.51 |
| P/TBV Ratio | n/a |
| P/FCF Ratio | 15.53 |
| P/OCF Ratio | 15.51 |
| PEG Ratio | n/a |
Enterprise Valuation
The stock's EV/EBITDA ratio is 15.68, with an EV/FCF ratio of 19.17.
| EV / Earnings | 26.13 |
| EV / Sales | 5.74 |
| EV / EBITDA | 15.68 |
| EV / EBIT | 15.83 |
| EV / FCF | 19.17 |
Financial Position
The company has a current ratio of 1.75, with a Debt / Equity ratio of 2.31.
| Current Ratio | 1.75 |
| Quick Ratio | 1.71 |
| Debt / Equity | 2.31 |
| Debt / EBITDA | 5.11 |
| Debt / FCF | 6.48 |
| Interest Coverage | 5.88 |
Financial Efficiency
Return on equity (ROE) is 26.83% and return on invested capital (ROIC) is 16.94%.
| Return on Equity (ROE) | 26.83% |
| Return on Assets (ROA) | 8.78% |
| Return on Invested Capital (ROIC) | 16.94% |
| Return on Capital Employed (ROCE) | 14.53% |
| Weighted Average Cost of Capital (WACC) | 8.01% |
| Revenue Per Employee | $1.37M |
| Profits Per Employee | $301,081 |
| Employee Count | 360 |
| Asset Turnover | 0.39 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, WisdomTree has paid $33.09 million in taxes.
| Income Tax | 33.09M |
| Effective Tax Rate | 23.26% |
Stock Price Statistics
The stock price has increased by +92.63% in the last 52 weeks. The beta is 1.11, so WisdomTree's price volatility has been higher than the market average.
| Beta (5Y) | 1.11 |
| 52-Week Price Change | +92.63% |
| 50-Day Moving Average | 15.95 |
| 200-Day Moving Average | 13.91 |
| Relative Strength Index (RSI) | 54.43 |
| Average Volume (20 Days) | 3,354,845 |
Short Selling Information
The latest short interest is 19.66 million, so 14.32% of the outstanding shares have been sold short.
| Short Interest | 19.66M |
| Short Previous Month | 27.09M |
| Short % of Shares Out | 14.32% |
| Short % of Float | 15.97% |
| Short Ratio (days to cover) | 5.44 |
Income Statement
In the last 12 months, WisdomTree had revenue of $493.75 million and earned $108.39 million in profits. Earnings per share was $0.75.
| Revenue | 493.75M |
| Gross Profit | 250.98M |
| Operating Income | 178.89M |
| Pretax Income | 142.22M |
| Net Income | 108.39M |
| EBITDA | 180.69M |
| EBIT | 178.89M |
| Earnings Per Share (EPS) | $0.75 |
Balance Sheet
The company has $418.85 million in cash and $956.59 million in debt, giving a net cash position of -$537.74 million or -$3.92 per share.
| Cash & Cash Equivalents | 418.85M |
| Total Debt | 956.59M |
| Net Cash | -537.74M |
| Net Cash Per Share | -$3.92 |
| Equity (Book Value) | 413.67M |
| Book Value Per Share | 3.03 |
| Working Capital | 210.31M |
Cash Flow
In the last 12 months, operating cash flow was $147.95 million and capital expenditures -$215,000, giving a free cash flow of $147.73 million.
| Operating Cash Flow | 147.95M |
| Capital Expenditures | -215,000 |
| Depreciation & Amortization | 1.81M |
| Net Borrowing | 435.70M |
| Free Cash Flow | 147.73M |
| FCF Per Share | $1.08 |
Margins
Gross margin is 50.83%, with operating and profit margins of 36.23% and 22.10%.
| Gross Margin | 50.83% |
| Operating Margin | 36.23% |
| Pretax Margin | 28.80% |
| Profit Margin | 22.10% |
| EBITDA Margin | 36.60% |
| EBIT Margin | 36.23% |
| FCF Margin | 29.92% |
Dividends & Yields
This stock pays an annual dividend of $0.12, which amounts to a dividend yield of 0.72%.
| Dividend Per Share | $0.12 |
| Dividend Yield | 0.72% |
| Dividend Growth (YoY) | n/a |
| Years of Dividend Growth | n/a |
| Payout Ratio | 16.04% |
| Buyback Yield | 2.92% |
| Shareholder Yield | 3.64% |
| Earnings Yield | 4.72% |
| FCF Yield | 6.44% |
Analyst Forecast
The average price target for WisdomTree is $17.33, which is 3.65% higher than the current price. The consensus rating is "Hold".
| Price Target | $17.33 |
| Price Target Difference | 3.65% |
| Analyst Consensus | Hold |
| Analyst Count | 3 |
| Revenue Growth Forecast (5Y) | n/a |
| EPS Growth Forecast (5Y) | n/a |
Stock Splits
This stock does not have any record of stock splits.
| Last Split Date | n/a |
| Split Type | n/a |
| Split Ratio | n/a |
Scores
WisdomTree has an Altman Z-Score of 1.93 and a Piotroski F-Score of 5. A Z-score under 3 suggests an increased risk of bankruptcy.
| Altman Z-Score | 1.93 |
| Piotroski F-Score | 5 |