WisdomTree, Inc. (WT)

Price$24.89Cached quote
WTNYSE
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Financial charts

Revenue

Net income

Free cash flow

Total cash / debt

CashTotal debt

Financial statements

17 annual periodsNewest to oldest
20252024202320222021202020192018201720162015201420132012201120102009
Revenue$493.8M$427.7M$349.0M$301.3M$304.3M——$274.1M$226.7M$218.2M$298.9M$183.8M$149.5M$84.8M$65.2M$41.6M$22.1M
Gross profit$266.9M$222.5M$168.2M$138.7M———$217.4M$184.5M$177.1M———————
Gross margin54.06%52.02%48.18%46.02%———79.32%81.41%81.17%———————
Operating expenses$319.6M$290.4M$261.5M$241.3M$215.3M$194.8M$213.0M$212.8M$179.2M$155.5M$161.8M$110.2M$97.9M$73.8M$62.1M$49.2M$43.3M
Operating income$174.2M$137.3M$87.5M$60.1M$89.1M$55.1M$53.5M$61.3M$49.1M$63.5M———————
Operating margin35.28%32.10%25.07%19.94%29.26%——22.36%21.65%29.08%———————
EBITDA$178.0M$139.0M$88.4M$60.3M$89.8M$56.1M$54.6M$62.6M$50.5M$64.8M———————
EBITDA margin36.04%32.51%25.32%20.03%29.51%——22.83%22.27%29.67%———————
Net income$109.1M$66.7M$102.5M$50.7M$49.8M−$35.7M−$10.4M$36.6M$27.2M$26.2M$80.1M$61.1M$51.5M$11.0M$3.1M−$7.5M−$21.2M
Net profit margin22.10%15.59%29.38%16.82%16.36%——13.36%12.00%11.99%26.78%33.22%34.48%13.01%4.75%−18.14%−96.08%
Basic EPSper basic share$0.77$0.34$0.66$0.31$0.31-$0.25-$0.08$0.23$0.20$0.19$0.58$0.46$0.41$0.09$0.03-$0.07-$0.21
Diluted EPSper diluted share$0.75$0.33$0.64$0.31$0.31-$0.25-$0.08$0.23$0.20$0.19$0.58$0.44$0.37$0.08$0.02-$0.07-$0.21

Owners

Reported shareholders

Reference date Jun 30, 2026
BlackRock, Inc. · 12.71% of listed sharesFMR LLC · 8.94% of listed sharesETFS Capital Limited. / Tuckwell Graham · ≈8.08% of listed sharesInvesco Ltd. · 6.58% of listed sharesSteinberg Jonathan L · ≈6.44% of listed sharesWELLINGTON MANAGEMENT GROUP LLP · 5.54% of listed sharesVANGUARD PORTFOLIO MANAGEMENT LLC · 5.35% of listed sharesCapital World Investors · 4.98% of listed sharesAzora Capital LP · 4.07% of listed sharesVANGUARD CAPITAL MANAGEMENT LLC · 4.00% of listed sharesSTATE STREET CORP · 3.70% of listed sharesDriehaus Capital Management LLC · 3.10% of listed sharesDIMENSIONAL FUND ADVISORS LP · 2.48% of listed sharesGEODE CAPITAL MANAGEMENT, LLC · 2.17% of listed sharesSimcoe Capital Management, LLC · 1.76% of listed sharesUBS Group AG · 1.75% of listed sharesPRINCIPAL FINANCIAL GROUP INC · 1.50% of listed sharesLOOMIS SAYLES & CO L P · 1.44% of listed sharesNOMURA ASSET MANAGEMENT INTERNATIONAL INC. · 1.39% of listed sharesMORGAN STANLEY · 1.32% of listed shares
12.71%of listed shares
BlackRock, Inc.19.27M shares · Jun 30, 2026
View holders
Top 20 reported holders of WT
Holder% owned
BlackRock, Inc.
12.71%19.27M shares
FMR LLC
8.94%13.57M shares
ETFS Capital Limited. / Tuckwell Graham
≈8.08%12.25M shares
Invesco Ltd.
6.58%9.98M shares
Steinberg Jonathan L
≈6.44%9.76M shares
WELLINGTON MANAGEMENT GROUP LLP
5.54%8.41M shares
VANGUARD PORTFOLIO MANAGEMENT LLC
5.35%8.12M shares
Capital World Investors
4.98%7.55M shares
Azora Capital LP
4.07%6.18M shares
VANGUARD CAPITAL MANAGEMENT LLC
4.00%6.07M shares
STATE STREET CORP
3.70%5.61M shares
Driehaus Capital Management LLC
3.10%4.7M shares
DIMENSIONAL FUND ADVISORS LP
2.48%3.75M shares
GEODE CAPITAL MANAGEMENT, LLC
2.17%3.29M shares
Simcoe Capital Management, LLC
1.76%2.67M shares
UBS Group AG
1.75%2.66M shares
PRINCIPAL FINANCIAL GROUP INC
1.50%2.28M shares
LOOMIS SAYLES & CO L P
1.44%2.19M shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
1.39%2.11M shares
MORGAN STANLEY
1.32%2M shares

Percentages use 151.7M shares of this listed class outstanding on Jun 30, 2026. ≈ compares the latest reported holding with a share total from a different date; it is not a confirmed current stake.

Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.

Source: SEC Form 13F ↗Updated Sep 29, 2026 · Quarterly data

Insider buys & sells

Jul 1, 2024–Jun 30, 2026
Buys7$739.0K disclosed value
Sells (SEC code S)12$40.34M disclosed value
19 recent transactions
TransactionInsiderTypeSharesPriceValueOwned after
May 20, 2026Form 4 · 10b5-1Lilien R JarrettPresident and COOSellCommon Stock30.0K$18.99$569.7K1.11M
May 19, 2026Form 4Ziemba Peter MChief Administrative OfficerSellCommon Stock100.0K$19.31$1.93M885.7K
May 5, 2026Form 4Yates David MChief Information OfficerSellCommon Stock15.0K$18.06$270.9K157.5K
Feb 25, 2026Form 4PANKOPF TONIA LDirectorBuyCommon Stock44.34$16.94$751.119635.0K
Feb 25, 2026Form 4 · 10b5-1Lilien R JarrettPresident and COOSellCommon Stock30.0K$16.84$505.2K1.14M

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