WisdomTree, Inc. (WT)
WisdomTree, Inc. brought in $663.4M of revenue over the twelve months to September 30, 2026, up 45.2% from a year earlier. Net income was $110.4M, a net margin of 16.6%. Operating cash flow minus capital spending left $147.7M of free cash flow in fiscal 2025. At September 30, 2026 it held $299.7M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 5, 2026.
Key facts about WisdomTree, Inc.
- Net worth
- WisdomTree, Inc. has a market value (market cap) of $3.2B at the latest share price, and shareholders' equity of $445.7M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $493.8M (+15.4% year on year), with net income of $109.1M. Over the 12 months to September 30, 2026: revenue $663.4M, net income $110.4M.
- Cash flow
- In fiscal 2025 operations brought in $147.9M of cash; after $215K of capital spending, free cash flow was $147.7M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 5, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- WisdomTree, Inc.'s next report is expected around January 29, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- WisdomTree, Inc. declared dividends of $0.12 per share in fiscal 2025, a yield of 0.57% at the current price.
What WisdomTree, Inc. does
WisdomTree, Inc. is registered with the SEC under industry code SIC 6211 (Security Brokers, Dealers & Flotation Companies). Its shares trade on NYSE under the ticker WT.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $493.8M | $109.1M | $0.75 | $147.7M |
| 2024 | $427.7M | $66.7M | $0.33 | $113.3M |
| 2023 | $349M | $102.5M | $0.64 | $85.5M |
| 2022 | $301.3M | $50.7M | $0.31 | $54.9M |
| 2021 | $304.3M | $49.8M | $0.31 | $75M |
| 2020 | n/a | -$35.7M | -$0.25 | $46.7M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where WT ranks in Finance
Dividends
WisdomTree, Inc. declared $0.12 per share in fiscal 2025. At the current price that is a yield of 0.57%. It paid out $17.3M in cash dividends, 16% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $0.12 | $17.3M | 16% |
| 2024 | $0.12 | $19M | 28% |
| 2023 | $0.12 | $20.1M | 20% |
| 2022 | $0.12 | $19.4M | 38% |
| 2021 | $0.12 | $19.5M | 39% |
| 2020 | $0.12 | $20.1M | n/a |
Latest SEC filings
What WisdomTree, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 43% to $179.4M versus the same quarter last year; diluted EPS $0.32 versus $0.13.
- October 30, 2026
- October 7, 2026Passive stake changed SCHEDULE 13G/A
- August 13, 2026Passive stake changed SCHEDULE 13G/A
- August 5, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 57% to $177.2M versus the same quarter last year; diluted EPS $0.28 versus $0.17.
- July 31, 2026
- June 18, 2026
- May 29, 2026Other event 8-K
- May 6, 2026Quarterly report 10-Q · period to March 31, 2026Revenue rose 48% to $159.5M versus the same quarter last year; diluted EPS -$0.17 versus $0.17.
- May 6, 2026Passive stake changed SCHEDULE 13G/A
What is WT worth? A DCF from its reported cash flow
Insider trades
What the people running WisdomTree, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $736.8K worth of shares in the last 90 days and bought none on the open market. All of the selling was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| September 9, 2026 | Lilien R JarrettPresident and COO | Soldpre-planned (10b5-1) | 30,000 | $736.8K |
| June 17, 2026 | Salerno FrankDirector | Received as pay | 5,509 | - |
| June 17, 2026 | Pankopf Tonia LDirector | Received as pay | 5,509 | - |
| June 17, 2026 | Bossone AnthonyDirector | Received as pay | 5,509 | - |
| June 17, 2026 | Delorier Rilla SDirector | Received as pay | 5,509 | - |
| June 17, 2026 | Mielke DanielaDirector | Received as pay | 5,509 | - |
| June 17, 2026 | Conjeevaram SmitaDirector | Received as pay | 5,509 | - |
| June 17, 2026 | Naidoo ShamlaDirector | Received as pay | 5,509 | - |
Who owns WT
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Fmr LLC13G, passive with 1 related filers | 9.4% | May 6, 2026 |
| Vanguard Portfolio Management13G, passive | 5.75% | April 29, 2026 |
| Wellington Management Group LLP13G, passive with 2 related filers | 5.5% | August 13, 2026 |
Largest institutional holders
Insiders
16 insiders reported holding 14,172,676 shares in total, about $296.2M at the last price.
| Holder | Shares |
|---|---|
| Steinberg Jonathan LChief Executive Officer, Director | 9,763,318 |
| Lilien R JarrettPresident and COO | 1,080,245 |
| Ziemba Peter MChief Administrative Officer | 885,686 |
| Bossone AnthonyDirector | 650,898 |
| Frankenthaler MarciChief Legal Officer | 315,272 |
| Edmiston BryanChief Financial Officer | 271,667 |
| Marinof AlexisCEO, Europe | 256,272 |
| Peck William BradleyHead of Digital Assets | 243,168 |
| Salerno FrankDirector | 228,345 |
| Yates David MChief Information Officer | 157,499 |
Questions about WT
What does WisdomTree, Inc. do?
WisdomTree, Inc. is a company in the Finance sector, listed on NYSE as WT. Its shares trade on NYSE under the ticker WT.
What is WisdomTree, Inc.'s net worth?
WisdomTree, Inc. has a market value (market cap) of $3.2B at the latest share price, and shareholders' equity of $445.7M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is WisdomTree, Inc. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $110.4M on revenue of $663.4M, a net margin of 16.6%.
How much revenue does WisdomTree, Inc. make?
Over the twelve months to September 30, 2026 WisdomTree, Inc. reported revenue of $663.4M. That is 45.2% more than a year earlier.
When did WisdomTree, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 5, 2026. It covers the period to September 30, 2026.
When is WisdomTree, Inc.'s next earnings report?
WisdomTree, Inc.'s next report is expected around January 29, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does WisdomTree, Inc. pay a dividend?
Yes. WisdomTree, Inc. declared dividends of $0.12 per share in fiscal 2025, a yield of 0.57% at the current price.
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Where the numbers come from
Financial figures are the values WisdomTree, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.