Stocks · Financial Services · Asset Management
WisdomTree, Inc. WT
$24.38 +1.46% Close, Oct 2, 2026 · NYSE · Market cap $3.73B
Strong growthHigh qualityStrong trendHigh risk
Next earnings report: Oct 30, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- Revenue over the last four quarters was $609.7M, up 37.1% from a year earlier, accelerating from 24.2% a quarter earlier.
- The shares trade at 46.9× trailing earnings, higher than 90% of the company's own readings over the past five years.
- Net debt is 4.4× EBITDA, a high level of leverage.
PromtFinance scores
Each score is a percentile within the Financial Services sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.
Growth96Exceptional
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Top 11%
- EPS growth (TTM, YoY)Top 33%
- FCF growth (TTM, YoY)Top 28%
- Revenue growth, 3-year CAGRTop 39%
- Revenue growth accelerationTop 8%
Quality95Exceptional
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 13%
- Gross marginTop 32%
- Operating marginTop 15%
- Cash conversion (OCF / net income)Top 15%
- Accruals (lower is better)Top 13%
- Net debt / EBITDA (lower is better)Bottom 28%
- Interest coverTop 18%
Value21Very weak
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldBottom 23%
- Free-cash-flow yieldBottom 36%
- EBITDA / enterprise valueBottom 34%
- Sales / enterprise valueBottom 17%
- P/E vs own 5-year history (lower is better)Bottom 14%
Momentum99Exceptional
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthTop 2%
- 6-month returnTop 2%
- 1-year return vs S&P 500Top 2%
- Distance from 52-week highTop 29%
- Trend checklist (0–4)Top 11%
Revisions65Positive
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersTop 17%
- Consecutive EPS beatsTop 29%
- Share of analysts rating BuyTop 50%
- Upside to consensus price targetBottom 24%
Stability10Very weak
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Bottom 15%
- Maximum drawdown, 3 yearsBottom 30%
- Beta vs S&P 500 (lower is better)Bottom 9%
- Net debt / EBITDA (lower is better)Bottom 28%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | 24.2% | 37.1% | ↑ |
| EPS growth (YoY) | 20.6% | 33.3% | ↑ |
| Gross margin | 70.1% | 71.8% | ↑ |
| Operating margin | 32.5% | 39.3% | ↑ |
| FCF margin | 28.2% | 32.2% | ↑ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 37.1% | 24.2% | ↑ | Top 11% |
| EPS growth (TTM, YoY) | 33.3% | 20.6% | ↑ | Top 33% |
| Gross margin | 71.8% | 70.1% | ↑ | Top 32% |
| Operating margin | 39.3% | 32.5% | ↑ | Top 15% |
| Net margin | 13.3% | 16.2% | ↓ | — |
| Free-cash-flow margin | 32.2% | 28.2% | ↑ | — |
| Return on invested capital | 10.3% | — | Top 13% | |
| Revenue growth, 3-year CAGR | 17.9% | — | Top 39% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 2.45×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -7.1%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 2.9%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- +22.5 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- 4.39×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 5.3×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 0.35%
- Net buyback yield (TTM)
- 3.78%
- Shareholder yield
- 4.13%
- Share count change, 1 year
- +5.4%
- Share count change, 3-year CAGR
- -3.3%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jun 30, 2026 (filed Aug 5, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 4
- Beats in the last 8 reports
- 5 of 8
- Average EPS surprise, last 4
- +15.2%
- Average 2-day reaction, last 8
- +0.8%
- Positive 20 days after report
- 6 of 8
Analysts
- Consensus price target
- $26.05
- Target vs current price
- +6.8%
- Analysts with a rating
- 17
- Share rating Buy or Strong Buy
- 47%
- Consensus rating
- Buy
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Jul 31, 2026 | +17.3% | +3.0% | +14.3% | +33.2% | — |
| May 1, 2026 | +8.0% | -2.2% | +10.1% | +12.1% | +14.2% |
| Jan 30, 2026 | +26.1% | -2.1% | -6.3% | +3.4% | +0.7% |
| Oct 31, 2025 | +9.5% | +3.3% | +0.7% | -4.7% | +46.5% |
| Jul 31, 2025 | +0.0% | -0.7% | -2.9% | +1.1% | -7.8% |
| May 2, 2025 | +0.0% | +4.6% | +7.4% | +8.1% | +53.3% |
| Jan 31, 2025 | -10.5% | -0.3% | -2.2% | -7.1% | -11.3% |
| Oct 25, 2024 | +5.9% | +0.9% | -0.3% | +15.6% | -4.7% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Jul 31, 2026 | $0.31 | $0.26 | +17.3% | $177.2M |
| May 1, 2026 | $0.27 | $0.25 | +8.0% | $159.5M |
| Jan 30, 2026 | $0.29 | $0.23 | +26.1% | $147.4M |
| Oct 31, 2025 | $0.23 | $0.21 | +9.5% | $125.6M |
| Jul 31, 2025 | $0.18 | $0.18 | +0.0% | $112.6M |
| May 2, 2025 | $0.16 | $0.16 | +0.0% | $108.1M |
| Jan 31, 2025 | $0.17 | $0.19 | -10.5% | $110.7M |
| Oct 25, 2024 | $0.18 | $0.17 | +5.9% | $113.2M |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 46.9× | 27.8× | 90th | Bottom 23% |
| P/E (forward) | 20.1× | — | — | — |
| EV / EBITDA | 25.3× | — | — | Bottom 34% |
| EV / Sales | 7.40× | — | — | Bottom 17% |
| Free-cash-flow yield | 5.26% | — | — | Bottom 36% |
| Earnings yield | 2.13% | — | — | Bottom 23% |
P/E over the past five years
Range 9.4× – 60.9× since Jun 30, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- +79.7%
- Earnings per share growth (TTM)
- +33.3%
- Change in P/E multiple
- +27.4%
Most of the move came from earnings growth.
Technical state
Trend checklist
- ✓ Price above 20-day average
- ✓ Price above 50-day average
- ✓ Price above 200-day average
- ✓ 50-day average above 200-day
- ✓ MACD histogram positive
Trend quality
- Days above the 50-day average
- 46
- Days above the 200-day average
- 135
- 50-day average slope (20 days)
- +9.2%
- 200-day average slope (20 days)
- +7.4%
- Distance from 50-day average
- +6.5%
- Distance from 200-day average
- +34.3%
- RSI (14)
- 58.6
- Relative volume
- 0.92×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 41.2%
- Volatility vs own 5-year history
- 85th percentile · High for this stock
- Beta vs S&P 500 (2 years, weekly)
- 1.37
- Correlation with S&P 500
- 0.57
- Current drawdown from 1-year high
- -2.6%
- Maximum drawdown, 3 years
- -37.1%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Nov 25, 2024 | Apr 8, 2025 | -37.1% | 90 days | 58 days (Jul 2, 2025) |
| Jun 3, 2021 | Sep 30, 2022 | -35.6% | 335 days | 171 days (Jun 7, 2023) |
| Sep 23, 2025 | Nov 20, 2025 | -26.9% | 42 days | 38 days (Jan 16, 2026) |
| Mar 2, 2026 | Mar 20, 2026 | -24.4% | 14 days | 20 days (Apr 20, 2026) |
| Jul 31, 2024 | Sep 6, 2024 | -22.5% | 26 days | 54 days (Nov 21, 2024) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $3.73B
- P/E (TTM)
- 46.9
- EPS, diluted (TTM)
- $0.52
- Revenue (TTM)
- $609.7M
- Dividend yield
- 0.49%
- 52-week range
- $10.69 – $25.91
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Revenue | $304.3M | $301.3M | $349.0M | $427.7M | $493.8M |
| Gross profit | $157.2M | $138.7M | $168.2M | $306.5M | $356.1M |
| Operating income | $89.1M | $60.1M | $87.5M | $137.3M | $174.2M |
| Net income | $49.8M | $50.7M | $102.5M | $66.7M | $109.1M |
| EPS (diluted) | $0.31 | $0.31 | $0.64 | $0.33 | $0.75 |
| Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $113.2M | $110.7M | $108.1M | $112.6M | $125.6M | $147.4M | $159.5M | $177.2M |
| Net income | -$4.5M | $27.3M | $24.6M | $24.8M | $19.7M | $40.0M | -$23.1M | $44.3M |
| EPS (diluted) | -$0.13 | $0.18 | $0.17 | $0.17 | $0.13 | $0.28 | -$0.17 | $0.28 |
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Operating cash flow | $75.3M | $55.1M | $85.6M | $113.5M | $149.5M |
| Capital expenditure | -$293,000 | -$220,000 | -$2.3M | -$141,000 | -$215,000 |
| Free cash flow | $75.0M | $54.9M | $83.3M | $113.3M | $149.2M |
| Dividends paid | -$19.5M | -$19.4M | -$20.1M | -$19.0M | -$17.3M |
| Net share buybacks | -$34.5M | -$3.4M | -$3.6M | -$62.9M | -$102.7M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $294.8M
- Total assets
- $1.65B
- Total liabilities
- $1.23B
- Total debt
- $1.08B
- Net debt
- $783.6M
- Shareholders’ equity
- $418.5M
As of Jun 30, 2026 (filed Aug 5, 2026).
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| Aug 12, 2026 | $0.03 | Aug 26, 2026 |
| May 13, 2026 | $0.03 | May 27, 2026 |
| Feb 11, 2026 | $0.03 | Feb 25, 2026 |
| Nov 12, 2025 | $0.03 | Nov 26, 2025 |
| Aug 13, 2025 | $0.03 | Aug 27, 2025 |
| May 14, 2025 | $0.03 | May 28, 2025 |
| Feb 12, 2025 | $0.03 | Feb 26, 2025 |
| Nov 6, 2024 | $0.03 | Nov 20, 2024 |
Short interest
- Shares sold short
- 14,984,944
- Days to cover
- 5.35
- Change vs previous report
- +7.8%
FINRA short interest, settlement date Sep 15, 2026.
Stock splits
- Mar 24, 2022
- 1-for-2