MARKETS / NYSE / Financials / Brokerage and capital markets / WT

NYSE · SECURITY BROKERS, DEALERS & FLOTATION COMPANIES · LARGE CAP

WisdomTree, Inc. WT

17 fiscal years on record · USD · FY2025 reported · SEC filings only

Revenue

$493.8M

▲ 15.4% YoY

Net income

$109.1M

▲ 63.6% YoY

Free cash flow

$147.7M

▲ 30.4% YoY

Slide the table for earlier years · "·" marks a figure not available in our data for that year.

In brief

What this company does

WisdomTree operates as an ETP sponsor and asset manager, providing investment advisory services globally through its subsidiaries in the U.S. and Europe. As of December 31, 2025, it managed approximately $144.5 billion in assets under management. As of December 31, 2025, it had 360 full-time employees globally, with 236 in the U.S. and 124 in Europe. Its products span a broad range of strategies including equities, commodities, fixed income, leveraged-and-inverse, cryptocurrency, currency, alternatives, and private assets. Through its acquisition of Ceres on October 1, 2025, it acquired $1.8 billion of private assets AUM primarily held within an open-ended investment fund, Ceres Farms, LLC. WisdomTree was incorporated under the laws of the state of Delaware on September 19, 1985 as Financial Data Systems, Inc. and was ultimately renamed WisdomTree, Inc. on November 7, 2022.

Written from the business description in WisdomTree, Inc.'s annual report to the U.S. Securities and Exchange Commission, filed 25 February 2026. Every sentence was checked against that document before publication.

Growth

USD 493.8M

Revenue, FY2025 · full 17-year series below

Revenue $M Net income $M

FY2025 · Revenue 493.8 · Net income 109.1

200M400M

2009201220152018202120242025

Compound annual growth

Revenue

+17.9%

Net income

+29.1%

+3.1%

Returned to shareholders

+74.0%

+18.7%

+2.0%

3 yrs

5 yrs

10 yrs

15 yrs

Compound annual rates per period — left blank where that exact year isn't on file, the series crosses a loss, or (per-share rows) a split falls inside the window.

Profitability

ROE

FY2025 · ROE 26.8%

20%40%60%-50%-100%

200920172025

Three returns, three denominators.

Return on equity26.8%

Return on assets8.6%

Return on capital employed16.2%

Gross margin·

Operating margin·

Net margin·

EBITDA·

Each USD of equity produced 27 cents of profit this year.

Cash & shareholders

USD 120.0M

returned in FY2025 · dividends + net buybacks

Free cash flow $M

FY2025 · FCF 147.7

100M200M

200920172025

Net buybacks $M Dividends $M

FY2025 · Dividends 17.3 · Net buybacks 102.7

50M100MDividendsNet buybacks

20112013201520172019202120232025

Dividends paidUSD 17.3M

Net buybacksUSD 102.7M

Share of profit110.0%

Consecutive raises·

USD 17.3M in dividends and USD 102.7M in buybacks — 110% of the year's profit, so the payout drew on cash built up earlier.

Total assetsUSD 1.5B

EquityUSD 413.7M

CashUSD 311.7M

Current ratio1.75×

Equity funds 27% of total assets.

The 17-year record

17 fiscal years

Every figure from documents filed with the SEC · USD

EPS, diluted, dividend per share and shares outstanding are shown without shading, and a vertical line marks the year the share count changed — the series crosses a large, unexplained change in share count, so the years on either side are not on a comparable scale.

row low → row highnegative—not applicable◌not available in our data

WT, 17-year financial record
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009
Revenue $B	0.5	0.4	0.3	0.3	0.3	◌	◌	0.3	0.2	0.2	0.3	0.2	0.1	0.1	0.1	0.0	0.0
Operating income $B	0.2	0.1	0.1	0.1	0.1	0.1	0.1	0.1	0.0	0.1	0.1	0.1	0.1	◌	◌	◌	◌
EBITDA $B	◌	◌	◌	◌	◌	◌	◌	◌	◌	◌	◌	◌	◌	◌	◌	◌	◌
Income tax $B	0.0	0.0	0.0	−0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.1	0.0	◌	◌	◌	◌	◌
Net income $B	0.1	0.1	0.1	0.1	0.0	−0.0	−0.0	0.0	0.0	0.0	0.1	0.1	0.1	0.0	0.0	−0.0	−0.0
Free cash flow $B	0.1	0.1	0.1	0.1	0.1	0.0	0.1	0.0	0.0	0.1	0.2	0.1	0.1	0.0	0.0	0.0	−0.0
EPS, diluted $	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
Dividend / sh $	0.12	0.12	0.12	0.12	0.12	0.12	0.12	0.12	0.32	0.32	0.57	0.08	◌	◌	◌	◌	◌
Payout %	16	28	20	38	39	−56	−196	53	161	167	98	18	—	—	—	—	—
ROE %	26.8	16.5	28.7	17.6	18.6	−11.8	−3.0	13.3	13.8	12.0	38.2	41.6	64.4	28.7	14.4	−45.4	−132.4
Shares out B	0.14	0.15	0.15	0.00	0.15	0.15	0.16	0.15	0.14	0.14	0.14	0.13	0.13	0.13	0.12	0.11	◌

Slide the table for earlier years. "—" not applicable · "◌" not available in our data.

Other companies filing in the same sector

UNH · BRK-A · BRK-B · CI · ELV · CNC

Provenance

Company facts, as filed

How we verify · 0 failures in 66 reconciliationsAUDITED

Reconciled in 17 of the 17 fiscal years we could check. Nine checks were skipped: cost of revenue is not tagged before 2016. Six checks were skipped: the balance sheet is not tagged before 2010. Two checks were skipped: EPS is not tagged before 2009.

EPS recomputationBalance-sheet identityGross profitBalance-sheet liquidityCurrency consistency0 failures

ActivitySecurity Brokers, Dealers & Flotation Companies

Listed onNYSE

Incorporated inDelaware

Fiscal year endsDecember 31

Data on record since2009