WisdomTree, Inc.
WTFinancial ServicesNASDAQAsset Management
Scan Results
Daily timeframeWisdomTree, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. At a $2.90B market cap, WisdomTree, Inc. ranks as a mid-cap company within financial services. It offers ETFs in equities, currency, fixed income, and alternatives asset classes.
Market Cap
$2.90B
Beta
1.13
P/E (TTM)
46.22
P/E (Fwd)
14.42
EPS (TTM)
$0.41
EPS (Fwd)
$1.31
ROE
13.8%
ROA
9.2%
Cash
$690.7M
Total Debt
$1.20B
Free CF
$128.1M
52W Change
94.4%
Annual Financials
Cash vs Debt
On the balance sheet, WT has $690.7M in cash with $1.20B in obligations. The ability to service this debt comfortably depends on continued operational cash generation. Annual free cash flow of $128.1M supports ongoing capital allocation decisions and provides a cushion against unexpected expenses or downturns. ROE of 13.8% points to decent capital efficiency, indicating how much profit the company produces per dollar of shareholder equity. An ROA of 9.2% suggests reasonable efficiency in deploying the company's asset base. Revenue has grown from $304.3M (2021) to $493.8M (2025), reflecting a 62% increase over the period.
Investors considering WisdomTree, Inc. should weigh the typical risks associated with WT's sector, size, and financial profile against their own risk tolerance and investment objectives. These risk factors are not exhaustive — macroeconomic shifts, regulatory changes, and competitive dynamics can all influence WisdomTree, Inc.'s trajectory.