WisdomTree/$WT
WisdomTree shares fall after Q3 revenue missed analyst expectations, despite an adjusted EPS beat and record AUM.
16 hours agoLightyear AI
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Capital at risk
About WisdomTree
WisdomTree Inc is a financial innovator, offering a diverse suite of Exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. It also offers digital products and services related to tokenized real world assets and stablecoins, including tokenized mutual funds (Digital Funds), as well as its institutional platform, WisdomTree Connect, and blockchain-native digital wallet, WisdomTree Prime. The company's products are distributed across various asset management industry channels, including banks, brokerage firms, registered investment advisers, institutional investors, private wealth managers and online brokers. The majority of the company's revenue is generated from advisory fees earned from ETPs.
- Ticker
- $WT
- Sector
- Finance
- Primary listing
- NYSE
- Employees
- 414
- Headquarters
- New York, United States
- Website
- www.wisdomtree.com
WisdomTree Metrics
BasicAdvanced
$3.1B
28.24
$0.73
-
$0.12
0.58%
Price and volume
Market cap
$3.1B
52-week high
$25.91
52-week low
$10.69
Average daily volume
2.2M
Dividend rate
$0.12
Financial strength
Current ratio
3.542
Quick ratio
3.429
Long term debt to equity
2.376
Total debt to equity
2.38
Dividend payout ratio (TTM)
15.89%
Interest coverage (TTM)
5.32%
Profitability
EBITDA (TTM)
278.008
Gross margin (TTM)
54.02%
Net profit margin (TTM)
16.64%
Operating margin (TTM)
40.46%
Effective tax rate (TTM)
30.53%
Revenue per employee (TTM)
$1,600,000
Management effectiveness
Return on assets (TTM)
10.84%
Return on equity (TTM)
26.95%
Valuation
Price to earnings (TTM)
28.239
Price to revenue (TTM)
4.456
Price to book
7.02
Price to tangible book (TTM)
-4.24
Price to free cash flow (TTM)
14.498
Free cash flow yield (TTM)
6.90%
Free cash flow per share (TTM)
1.428
Dividend yield (TTM)
0.58%
Forward dividend yield
0.58%
Growth
Revenue change (TTM)
45.17%
Earnings per share change (TTM)
13.88%
3-year revenue growth (CAGR)
26.02%
10-year revenue growth (CAGR)
10.47%
3-year earnings per share growth (CAGR)
31.70%
10-year earnings per share growth (CAGR)
8.85%
3-year dividend per share growth (CAGR)
-37.00%
10-year dividend per share growth (CAGR)
-21.08%
What the Analysts think about WisdomTree
Analyst ratings (Buy, Hold, Sell) for WisdomTree stock.
Analyst projections of the future price of WisdomTree stock.
Bulls say / Bears say
WisdomTree’s organic momentum is strong: it reported $13.6 billion of net inflows year to date, a 13% annualised growth rate, and a seventh consecutive quarter of record assets under management. That gives the fee-based business a growing base from which to earn revenue. (WisdomTree)
Operating leverage is improving: the nine-month operating margin rose 6.8 percentage points year on year, while adjusted margin increased 7.5 points. If revenue growth continues, the stronger margins could translate into faster earnings growth. (WisdomTree)
Tokenised fund assets reached nearly $1.3 billion, up 65% year to date, and WisdomTree is widening access through partners including MoonPay and BitGo. If those channels bring sustained investor assets, onchain products could add a new source of growth beyond traditional ETPs. (WisdomTree, WisdomTree)
Costs are rising alongside the acquisitions: operating expenses increased 31.6% year on year in the third quarter, with higher headcount, compensation, distribution costs and acquisition-related amortisation among the drivers. If acquired businesses do not deliver enough growth, they could weigh on margins. (WisdomTree)
Revenue growth slowed sharply quarter on quarter: third-quarter revenue rose just 1.3%, while the revenue yield fell one basis point as European transaction fees and performance fees declined. This shows that higher assets do not always translate into stronger revenue growth. (WisdomTree)
Flows are not strong across every strategy: emerging-market equity products had $418 million of net outflows year to date through September, despite positive flows elsewhere. Continued weakness in that category, or a shift in demand from other fee-generating products, could undermine the company’s organic growth. (WisdomTree)
Data summarised monthly by Lightyear AI. Last updated on 30 Oct 2026.
WisdomTree Financial Performance
Revenues and expenses
WisdomTree Earnings Performance
Company profitability
Upcoming events
WisdomTree News
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Funds containing WisdomTree
AllUSDEURGBP
Fund name | Fund size | $WT weighting |
|---|---|---|
iShares S&P SmallCap 600$IDP6 | $3.2B | 0.16% |
iShares S&P Small Cap 600£ISP6 | $3.2B | 0.16% |
SPDR Russell 2000 US Small Cap£R2SC | $5.3B | 0.10% |
SPDR Russell 2000 US Small Cap€R2US | $5.3B | 0.10% |
Xtrackers MSCI World Small Cap$XSWC | $183M | 0.03% |
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.