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WT · WisdomTree, Inc. · Metrics

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$21.20 -0.01 (-0.05%) At close · Oct 23
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$3.21B
Shares
151.51M
Volume · Oct 23 1.61M Avg daily vol (3M) 2.61M

WT metrics

102 of 122 screener metrics currently available.

Open in screener

Market overview

2 metrics
Share price
$21.20
Market cap
$3.21B

Price action

20 metrics
Price change (1W)
-0.9%
Price change (30D)
-12.9%
Price change (3M)
+9.0%
Price change (6M)
+29.5%
Price change (YTD)
+73.9%
Price change (1Y)
+72.1%
Trailing year
Price change (5Y)
+255.1%
52-week high
$25.04
52-week low
$10.73
Change from 52-week high
-15.3%
Change from 52-week low
+97.6%
Annualized volatility
40.4%
Annualized volatility (3M)
40.5%
Beta
1.6
RSI (14D)
35.6
Price vs SMA 50
-8.9%
Price vs SMA 200
+12.3%
Avg volume (3M)
2.61M
Relative volume
0.6
Average dollar volume
$59.12M

Company

3 metrics
Sector
Financial Services
Industry
Asset Management
Shares outstanding
151.51M

Valuation

12 metrics
P / E (TTM)
40.8
Trailing earnings · reciprocal yield 2.5%
PEG ratio
0.6
EV / revenue
—
EV / EBITDA
—
EV / EBIT
—
P / sales
5.3×
reciprocal yield 19.0%
P / book
7.7
reciprocal yield 13.0%
FCF yield
6.1%
TTM · current market cap
Buyback yield
4.4%
P / FCF
16.4
reciprocal yield 6.1%
P / operating cash flow
16.4
reciprocal yield 6.1%
Earnings yield
2.5%

Historical valuation

8 metrics
P / E historical average (3Y)
26.3×
reciprocal yield 3.8%
P / E historical average (5Y)
29.2×
reciprocal yield 3.4%
EV / revenue historical average (3Y)
—
EV / revenue historical average (5Y)
3.5×
reciprocal yield 28.6%
EV / EBIT historical average (3Y)
15.4×
reciprocal yield 6.5%
EV / EBIT historical average (5Y)
14.8×
reciprocal yield 6.7%
EV / EBITDA historical average (3Y)
15.3×
reciprocal yield 6.6%
EV / EBITDA historical average (5Y)
14.7×
reciprocal yield 6.8%

Dividends & buybacks

7 metrics
Dividend yield
0.6%
Trailing 12 months
Payout ratio
21.5%
Shareholder yield
4.9%
Dividend / share (TTM)
$0.12
Dividend growth YoY
+0.0%
Dividend growth streak
0
Last ex-dividend
2026-08-12

Earnings calendar

2 metrics
Next earnings
2026-10-30
Last earnings
2026-07-31

Profitability

9 metrics
Gross margin
—
Operating margin
38.8%
Trailing 12 months
Net margin
13.3%
Gross profit (TTM)
$210.32M
Operating profit (TTM)
$236.56M
Net income (TTM)
$80.88M
Trailing 12 months
Diluted EPS (TTM)
$0.52
FCF margin
32.1%
Effective tax rate
34.7%

Per share

11 metrics
Revenue per diluted share (TTM)
$4.21
Gross profit per diluted share (TTM)
$1.26
Operating profit per diluted share (TTM)
$1.63
EBITDA per diluted share (TTM)
$1.69
Net income per diluted share (TTM)
$0.54
Operating cash flow per diluted share (TTM)
$1.33
Free cash flow per diluted share (TTM)
$1.33
Capital expenditures per diluted share (TTM)
$0.00
R&D per diluted share (TTM)
—
Stock compensation per diluted share (TTM)
$0.18
Book value per share
$2.94

Growth

11 metrics
Revenue growth YoY
+57.3%
Year over year
Net income growth YoY
+78.7%
Revenue (TTM)
$609.68M
Trailing 12 months
EPS growth YoY
+64.7%
Shares change YoY
+6.6%
Year over year · more shares
Revenue CAGR (3Y)
+17.9%
Revenue CAGR (5Y)
—
EPS CAGR (3Y)
+34.2%
EPS CAGR (5Y)
—
FCF CAGR (3Y)
+39.1%
FCF CAGR (5Y)
+25.9%

Quality

14 metrics
Return on equity
19.3%
Return on assets
4.9%
Debt / equity
—
Current ratio
3.0
EBITDA (TTM)
$244.73M
Free cash flow (TTM)
$195.92M
Quick ratio
3.0
Interest coverage
5.2
Net debt / EBITDA
—
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Cash & equivalents
$294.81M
Total assets
$1.65B
Total debt
—

Cash flow & spend

7 metrics
Operating cash flow (TTM)
$196.23M
Capital expenditures (TTM)
$314,000
R&D (TTM)
—
SG&A (TTM)
—
Stock compensation (TTM)
$26.06M
R&D / revenue
—
Stock compensation / revenue
4.3%

Ownership (13F)

9 metrics
13F filers
317
13F filer change QoQ
0
Institutional ownership
108.0%
Conviction holders (share of 13F filers)
0.6%
Crowding (high-turnover and private-fund holders)
—
Private-fund adviser ownership
—
Active holders' share change QoQ
-2.0%
Holder tenure
14.0
Price vs estimated holder cost
+31.0%

Ownership (registered funds)

1 metrics
Index-fund ownership
25.1%

Short interest

3 metrics
Short interest
10.0%
Latest settlement · 4.9 days to cover
Days to cover
4.9d
Short-squeeze score
83 / 100

Insider activity

2 metrics
Net insider buying (90D)
−$736,800
Insider-sentiment score
—

Risk flags

1 metrics
Going concern
—
Key facts CIK 880631 CUSIP 97717P104 13F (30d) 49 filings 46 filers Visit website Investor relations