WisdomTree
WT
23.37
-0.81
-3.35%
WisdomTree
US · WT
#2341 by market cap
Listed 1970
23.37
-0.81
-3.35%
Live - 5344 symbols - heartbeat 474s ago
· 2026-10-08 04:01
Pre-market
23.17
-0.86%
After-hours
23.85
+2.05%
Overnight
23.22
-0.64%
- Market cap
- 3.54B
- P/E (TTM)i
- 42.49
- P/Bi
- 8.46
- EPSi
- 0.75
- Div yieldi
- 0.51%
- 52W posi
- 83%
Reader sentiment
Are you bullish or bearish on WT?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Financial Health how this is computed
Good
- Altman Z-Score is 3.02, above the 3.0 "safe zone" threshold.
- Most reliable for industrial/manufacturing companies; less meaningful for banks, insurers and other financials.
Revenue annual, last 8 years
Latest year +15.43% YoY
Margins
- Gross margin
- 54.06%
- Operating margin
- 36.23%
- Net margin
- 21.95%
Key ratios & quality
- Enterprise valuei
- 4.08B
- PEG ratioi
- 1.46
- Altman Z-Scorei
- 3.02
PEG uses trailing P/E against the 3-year net income growth rate (29.13%/yr) since forward earnings estimates aren't available here, so this is not a "forward PEG." Altman Z-Score below ~1.8 suggests financial distress risk, above ~3.0 suggests low risk; the model is most reliable for industrial/manufacturing companies and less meaningful for banks and other financial firms.
Income statement
| Line item | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 274.12M | 266.53M | 249.91M | 304.32M | 301.35M | 349.04M | 427.74M | 493.75M |
| Gross profit | 142.92M | 126.14M | 118.51M | 157.24M | 138.69M | 168.16M | 222.49M | 266.93M |
| Selling & admin expenses | 45.22M | 42.38M | 33.04M | 36.24M | 44.87M | 54.49M | 61.79M | 56.50M |
| Research & development | -- | -- | -- | -- | -- | -- | -- | -- |
| Operating profit | 81.25M | 67.66M | 72.31M | 106.15M | 77.19M | 93.56M | 137.29M | 178.89M |
| Pretax profit | 51.04M | 121.00K | -35.22M | 56.67M | 39.95M | 119.01M | 95.40M | 142.22M |
| Tax | 14.41M | 10.55M | 433.00K | 6.87M | -10.73M | 16.46M | 28.71M | 33.09M |
| Net profit | 36.63M | -10.43M | -35.66M | 49.80M | 50.68M | 102.55M | 66.69M | 109.13M |
| Basic EPS | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 1 |
| Diluted EPS | 0.23 | -0.08 | -0.25 | 0.31 | 0.31 | 0.64 | 0.33 | 0.75 |
| Line item | 2025-03 | 2025-06 | 2025-09 | 2025-12 | 2026-03 | 2026-06 |
|---|---|---|---|---|---|---|
| Revenue | 108.08M | 112.62M | 125.62M | 147.43M | 159.47M | 177.16M |
| Gross profit | 53.58M | 58.54M | 69.47M | 85.33M | 87.07M | 103.21M |
| Selling & admin expenses | 13.21M | 14.30M | 13.84M | 15.15M | 14.83M | 17.31M |
| Research & development | -- | -- | -- | -- | -- | -- |
| Operating profit | 34.16M | 36.60M | 48.06M | 60.06M | 61.28M | 72.93M |
| Pretax profit | 30.37M | 31.87M | 29.52M | 50.46M | -14.58M | 58.55M |
| Tax | 5.74M | 7.09M | 9.82M | 10.44M | 8.55M | 14.26M |
| Net profit | 24.63M | 24.78M | 19.70M | 40.03M | -23.13M | 44.28M |
| Basic EPS | 0 | 0 | 0 | 0 | 0 | 0 |
| Diluted EPS | 0.17 | 0.17 | 0.13 | 0.28 | -0.17 | 0.28 |
Balance sheet
| Line item | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Total current assets | 118.28M | 123.06M | 141.86M | 303.97M | 293.96M | 229.79M | 318.38M | 492.36M |
| Cash & ST investments | 86.66M | 92.29M | 108.32M | 267.88M | 258.34M | 188.03M | 266.63M | 418.85M |
| Inventory | -- | -- | -- | -- | -- | -- | -- | -- |
| Total assets | 937.52M | 935.21M | 896.69M | 1.04B | 1.03B | 944.14M | 1.03B | 1.51B |
| Total current liabilities | 62.80M | 79.04M | 74.00M | 83.67M | 148.43M | 103.22M | 109.20M | 282.06M |
| Short-term debt | -- | 3.68M | 3.14M | 209.00K | 60.32M | 578.00K | 709.00K | 151.22M |
| Long-term debt | 194.59M | 175.96M | 166.65M | 318.62M | 262.02M | 274.89M | 512.03M | 804.20M |
| Total liabilities | 579,183,000.00 | 597,795,000.00 | 630,427,000.00 | 768,436,000.00 | 728,208,000.00 | 535,001,000.00 | 633,560,000.00 | 1,099,269,000.00 |
| Total equity | 358.34M | 337.41M | 266.27M | 269.42M | 305.61M | 409.14M | 399.98M | 413.67M |
| Retained earnings | -7.32M | -17.74M | -53.40M | -22.45M | 13.72M | 95.74M | 129.82M | 220.79M |
| Line item | 2025-03 | 2025-06 | 2025-09 | 2025-12 | 2026-03 | 2026-06 |
|---|---|---|---|---|---|---|
| Total current assets | 313.49M | 350.66M | 716.41M | 492.36M | 768.09M | 423.36M |
| Cash & ST investments | 255.67M | 291.42M | 660.13M | 418.85M | 690.74M | 332.47M |
| Inventory | -- | -- | -- | -- | -- | -- |
| Total assets | 1.02B | 1.07B | 1.45B | 1.51B | 1.78B | 1.65B |
| Total current liabilities | 81.86M | 243.85M | 254.44M | 282.06M | 168.13M | 141.35M |
| Short-term debt | 493.00K | 150.52M | 150.64M | 151.22M | 76.41M | 19.54M |
| Long-term debt | 512.66M | 364.12M | 805.06M | 804.20M | 1.13B | 1.06B |
| Total liabilities | 607,225,000.00 | 621,790,000.00 | 1,073,593,000.00 | 1,099,269,000.00 | 1,308,810,000.00 | 1,226,655,000.00 |
| Total equity | 415.63M | 445.09M | 373.42M | 413.67M | 475.02M | 418.52M |
| Retained earnings | 150.04M | 170.41M | 184.99M | 220.79M | 193.43M | 233.33M |
Cash flow
| Line item | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | 37.47M | 57.49M | 47.14M | 75.32M | 55.09M | 85.60M | 113.46M | 147.95M |
| Depreciation & amortization | 1.30M | 4.22M | 4.20M | 2.69M | 1.23M | 2.16M | 3.06M | 5.31M |
| Free cash flow | 37.40M | 57.44M | 46.66M | 75.03M | 54.87M | 83.34M | 110.98M | 144.76M |
| Dividends paid | -19.24M | -20.39M | -20.11M | -19.46M | -19.36M | -20.14M | -19.00M | -17.31M |
| Stock buybacks / issuance | -2.89M | -2.34M | -31.20M | -34.51M | -3.42M | -3.57M | -62.87M | -102.73M |
| Ending cash balance | 77.78M | 74.97M | 73.43M | 140.71M | -- | 129.31M | 181.19M | 311.73M |
| Line item | 2025-03 | 2025-06 | 2025-09 | 2025-12 | 2026-03 | 2026-06 |
|---|---|---|---|---|---|---|
| Operating cash flow | 6.37M | 38.81M | 48.08M | 54.69M | 17.96M | 75.51M |
| Depreciation & amortization | 866.00K | 916.00K | 956.00K | 2.57M | 2.55M | 3.95M |
| Free cash flow | 5.76M | 37.97M | 47.35M | 53.68M | 16.95M | 74.38M |
| Dividends paid | -4.63M | -4.30M | -4.30M | -4.09M | -4.74M | -4.28M |
| Stock buybacks / issuance | -12.71M | 0 | -90.02M | 0 | -24.96M | -25.93M |
| Ending cash balance | 170.37M | 193.67M | 555.85M | 311.73M | 625.51M | 294.81M |
Returns & efficiency
| Line item | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| ROE %i | 12.20 | -3.62 | -12.55 | 16.52 | 15.64 | 26.60 | 12.32 | 26.64 |
| ROA %i | 5.64 | -1.34 | -4.13 | 4.57 | 4.34 | 9.61 | 5.04 | 8.51 |
| ROIC %i | 7.90 | -1.25 | -6.34 | 10.23 | 8.90 | 15.94 | 7.30 | 10.80 |
| 5-year avg ROE %i | 23.43 | 14.38 | 4.23 | 5.20 | 5.64 | 8.52 | 11.71 | 19.55 |
| EBIT margin %i | 21.52 | 4.23 | -10.07 | 22.67 | 18.21 | 38.46 | 26.73 | 34.96 |
| FCF / sales %i | 13.64 | 17.43 | 11.40 | 24.65 | 18.21 | 23.88 | 25.95 | 29.32 |
| Current ratioi | 1.88 | 1.56 | 1.92 | 3.63 | 1.98 | 2.23 | 2.92 | 1.75 |
| Quick ratioi | 1.81 | 1.51 | 1.86 | 3.58 | 1.95 | 2.17 | 2.85 | 1.71 |
| Debt / assetsi | 20.76 | 21.25 | 20.88 | 30.75 | 31.21 | 29.18 | 49.63 | 63.23 |
| LT debt / equityi | 54.30 | 57.80 | 69.13 | 118.38 | 85.85 | 67.19 | 128.06 | 194.69 |
| Interest coveragei | 7.41 | 1.01 | -2.64 | 5.60 | 3.67 | 8.81 | 6.04 | 5.68 |
| Revenue CAGR (3Y) %i | -2.85 | 6.78 | 3.06 | 3.55 | 4.18 | 11.78 | 12.02 | 17.89 |
| Net income CAGR (3Y) %i | -22.94 | -- | -- | 10.78 | -- | -- | 10.23 | 29.13 |
| FCF CAGR (3Y) %i | -37.41 | 2.18 | 0.42 | 26.12 | -1.52 | 21.33 | 13.94 | 38.18 |
| Line item | 2025-03 | 2025-06 | 2025-09 | 2025-12 | 2026-03 | 2026-06 |
|---|---|---|---|---|---|---|
| ROE %i | 12.99 | 13.37 | 25.27 | 26.64 | 13.62 | 18.56 |
| ROA %i | 5.57 | 5.86 | 7.67 | 8.51 | 4.32 | 5.91 |
| ROIC %i | 7.82 | 8.25 | 9.56 | 10.80 | 5.83 | 8.25 |
| 5-year avg ROE %i | -- | -- | -- | -- | -- | -- |
| EBIT margin %i | 26.92 | 27.41 | 33.03 | 34.96 | 24.45 | 27.77 |
| FCF / sales %i | 26.98 | 28.08 | 27.37 | 29.32 | 28.61 | 31.55 |
| Current ratioi | 3.83 | 1.44 | 2.82 | 1.75 | 4.57 | 3.00 |
| Quick ratioi | 3.73 | 1.39 | 2.78 | 1.71 | 4.51 | 2.88 |
| Debt / assetsi | 50.18 | 48.31 | 66.08 | 63.23 | 67.42 | 65.55 |
| LT debt / equityi | 123.37 | 81.97 | 215.73 | 194.69 | 237.10 | 253.00 |
| Interest coveragei | 5.84 | 5.65 | 6.04 | 5.68 | 3.70 | 3.73 |
| Revenue CAGR (3Y) %i | -- | -- | -- | -- | -- | -- |
| Net income CAGR (3Y) %i | -- | -- | -- | -- | -- | -- |
| FCF CAGR (3Y) %i | -- | -- | -- | -- | -- | -- |
✦ Quant Revenue Concentration how this is computed
Single-engine
- Advisory fees is the largest reported line at 82.58% of revenue, across 4 reported segments.
- The next-largest line, Other, is a distant second at 11.02% - a sharp slowdown here would have little to offset it.
Revenue breakdown most recent period
Business
Advisory fees82.58%
Other11.02%
Performance fees3.37%
Management fees3.03%
Quote time 2026-10-08 04:01:02 · For reference only, not investment advice and not tailored to your situation.