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WisdomTree

WT

WisdomTree is a global financial innovator and asset manager specializing in exchange-traded products (ETPs), models, and digital asset solutions.

Market cap
$2.97B+51.1%
Revenue$545.1M+24.2%
Net income$61.4M-11.3%
Free cash flow$159.3M+31.9%
EPS (diluted)$0.41+20.6%
Trailing twelve months · change vs. prior year

Table of contents

Earnings

Q1 2026 report

May 1, 2026
Revenue$159.5MBeat by $2.5MEPS$0.27Beat by $0.02

Next report

Jul 31, 2026 (Tomorrow)
Revenue estimate$170.6M
EPS estimate$0.26

Financials

Q1 2026

Income statement

See full
Revenue$159.5M+47.5%
Operating income$59.4M+73.7%
Net income-$23.1M-194%
EPS (diluted)-$0.17-200%

Balance sheet

See full
Cash & equivalents$625.5M+1,658%
Total debt$2.3M-82.3%
Total equity$475.0M+14.3%
Total assets$1.8B+74.4%

Cash flow

See full
Operating cash flow$18.0M+182%
CapEx$28.0K-9.7%
Free cash flow$17.9M+183%

Valuation & ratios

Valuation

See full
Market cap$2.97B+51.1%
Enterprise value$2.35B+20.6%
P/E48.4×+21.1×
P/S5.5×+1.0×

Profitability

See full
Operating margin36.6%+3.9pp
Net margin11.3%-4.5pp
FCF margin29.2%+1.7pp

Returns & leverage

See full
Return on equity13.8%-2.7pp
Debt / equity0×0.0×
Current ratio4.6×+0.7×

Segments

By product

See full
Investment Advisory Management And Administrative Service$134.9M+35.5%
Other Services Income$16.4M+92.2%
Management Fees$5.2M+326%
Performance Fees$3.0M+66.4%

Competitors

By market cap

Blackrock logo
Blackrock$170.12B-2.0%
State Street logo
State Street$50.2B+55.1%
Tradeweb Markets Inc. logo
Tradeweb Markets Inc.$22.2B-24.8%
Invesco logo
Invesco$13.0B+34.1%
WisdomTree logo
WisdomTree$3.0B+50.9%
Virtus Investment Partners logo
Virtus Investment Partners$1.1B-15.3%
Bit Digital logo
Bit Digital$459.4M-50.9%
EMP
Empery Digital Inc.$84.9M—

By revenue growth

Blackrock logo
Blackrock+26.5%
WisdomTree logo
WisdomTree+24.2%
Tradeweb Markets Inc. logo
Tradeweb Markets Inc.+18.3%
Bit Digital logo
Bit Digital+13.3%
State Street logo
State Street+12.3%
Invesco logo
Invesco+12.2%
Virtus Investment Partners logo
Virtus Investment Partners-7.6%
EMP
Empery Digital Inc.-60.1%

By net margin

Tradeweb Markets Inc. logo
Tradeweb Markets Inc.40.25%+11.6pp
Blackrock logo
Blackrock24.09%-5.6pp
State Street logo
State Street22.95%+1.7pp
Virtus Investment Partners logo
Virtus Investment Partners13.67%-2.1pp
WisdomTree logo
WisdomTree11.26%-4.5pp
Invesco logo
Invesco-1.09%-11.4pp
Bit Digital logo
Bit Digital-145.44%-68.1pp
EMP
Empery Digital Inc.-1,774.2%-14,110pp

Profile

WisdomTree is a global financial innovator and asset manager specializing in exchange-traded products (ETPs), models, and digital asset solutions. The company provides a broad range of investment strategies across equities, commodities, fixed income, and alternatives, utilizing a proprietary 'Modern Alpha' approach that combines active management potential with passive cost efficiencies. Beyond traditional ETPs, the firm is expanding into blockchain-native financial services, tokenized real-world assets, and private market investments.

Competitive position

A leading global ETP sponsor ranked 15th by AUM, distinguished by its proprietary self-indexing 'Modern Alpha' methodology and first-mover status in digital asset tokenization.

GeographiesUnited States, Europe, Latin America, Israel
Customer segmentsInstitutional, Intermediary, Retail
Business modelAsset-based fees, Investment advisory, SaaS-enabled financial tools
SuppliersPublic and permissioned blockchains, Third-party index providers, Custodial service providers, Technology infrastructure providers
CustomersRetail brokerage platforms, Institutional asset allocators, Financial advisory networks, Direct-to-consumer digital wallet users
CountryUnited States of America
Listed1992
Employees279.0
CEOJonathan Laurence Steinberg
SectorFinancial Services
IndustryAsset Management
Websitewisdomtree.com
FilingsSEC EDGAR

Questions, answered.

What is WisdomTree's market cap?
WisdomTree (WT) has a market capitalization of $3.0B and trades on NYSE.
What is WisdomTree's revenue and profitability?
WisdomTree generated $545.1M in trailing twelve-month revenue with net income of $61.4M, representing a net margin of 11.3%. Gross margin stands at 82.5%, with free cash flow of $159.3M. These figures are based on the Q1 2026 filing.
Who are WisdomTree's competitors?
WisdomTree's key competitors include iShares, State Street, Invesco, and others. These companies compete in similar markets and product categories.
Who does WisdomTree partner with?
WisdomTree's notable partners include Merrill Lynch, LPL Financial, UBS, and others.
What subsidiaries does WisdomTree have?
WisdomTree's subsidiaries include Ceres, WisdomTree Management Jersey Limited, WisdomTree Management Limited.
Where is WisdomTree headquartered?
WisdomTree is headquartered in United States of America and employs approximately 279 people. It has been publicly traded since 1992.