WisdomTree, Inc. (WT) Stock

WisdomTree, Inc. (WT) is a Financials stock trading at $19.45 (as of 2026-07-24), with a market capitalization of $2.97B and a trailing P/E of 48.5. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

WisdomTree, Inc. sponsors and manages exchange-traded funds across equities, currencies, fixed income, and alternatives, and also licenses its indexes for third-party products. It develops indexes using a fundamentally weighted methodology and provides investment advisory services, with platform support for using its ETFs in 401(k) plans.

Understand WisdomTree, Inc.: how it makes money

WisdomTree sponsors and manages exchange-traded funds (ETFs) across equities, currency, fixed income, and alternatives, and it also licenses its indexes to third parties, promotes ETF use in 401(k) plans, and provides investment advisory services.

The profit engine is the link between ETF business growth (net inflows and AUM) and fee-based revenues, supported by index licensing and related services.

Business quality (Strong): A focused ETF sponsor and index-based model where net inflows and AUM are central to operating performance, with profitability shown by a 37.2% operating margin (period ending 2026-03-31).

Valuation: At 46× earnings, WT trades 38% above the Trading average (34×). Note: one-time items can distort reported P/E.

Bull case

  • Positive fund flows: In the latest reported period, Net Inflows were 5.9 USD_B.
  • Scale supports strong operating profitability: The company reported an operating margin of 37.2% for the period ending 2026-03-31.

Bear case

  • Earnings sensitivity to flows and AUM: Because key operating metrics include Net Inflows and Average Assets Under Management, changes in ETF inflows and AUM would be expected to influence operating results.
  • Smaller reported contribution from digital asset efforts: In the provided operating statistics, digital-asset-related measures are comparatively small, including Digital Assets Assets Under Management of 0.03 USD_B.
Valuation — source: SEC EDGAR (first-party)
Price$19.45
Market Cap$2.97B
P/E Ratio48.5
EV / EBITDA11.5
Price / Book6.26
Price / Sales5.46
FCF Yield5.4%
DCF Value (model)$14.84
DCF Upside vs Price-23.7%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$493.75M
Net Margin22.1%
Revenue Growth (YoY)47.5%
EPS Growth (YoY)-200.0%
FCF Growth (YoY)182.8%
Financial Health — source: SEC EDGAR
Altman Z-Score2.58 (grey)
Valuation vs Sector & Industry
Stock P/E48.5
Sector P/E (Financials)15.4
Industry P/E (Trading)34.8
vs Sector214.8%
vs Industry39.2%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($257.09M)
Institutional Holders Tracked10
Company
SectorFinancials
IndustryTrading
CEOJonathan Laurence Steinberg
Employees315
CountryUS
IPO Date1993-03-04

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WT earnings history · WT institutional & insider holders · WT KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-24.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.