WisdomTree (WT) Stock Fundamentals, Analysis & Risk Signals

Health score, price, valuation, risk signals, and key metrics at a glance.

WisdomTree

NYSE•Financial Services•Asset Management

$23.07+0.83(0.04%)Market closed

Market Cap

$3.44B

P/E

42.5x

P/S

5.6x

P/B

8.2x

WisdomTree, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of WisdomTree ETFs in 401(k) plans. It develops index using its fundamentally weighted index methodology. In addition, the company provides investment advisory services. The company was founded in 1985 and is based in New York, New York.

How this company scores

GoodMetricSide Score: 78/100

Strongest: Cash & Earnings Quality (25/25); weakest: Balance Sheet & Red Flags (11/25).

Profitability22/25

Growth20/25

Balance Sheet & Red Flags11/25

Cash & Earnings Quality25/25

Strengths

Growing revenueRising free cash flowStrong marginsHigh ROE

Valuation vs. 5-year range

Today's multiple positioned against its own trailing range — a visual premium/discount check.

P/E · 42.5x5y range 7.6x – 48.3x

Currently above its 20-quarter median.

P/S · 5.6x5y range 2.5x – 11.2x

Currently above its 12-quarter median.

P/B · 8.2x5y range 2.1x – 8.2x

Watch items

Data-driven signals worth keeping an eye on across the last 8 quarters

Some Concerns

Earnings Quality

Watch

FCF/Net Income has dropped below 0.7x in 3 quarters — monitor for earnings quality deterioration.

Leverage Risk

Watch

D/E ratio of 2.5 is elevated and rising. Watch for further debt accumulation.

Price & Volume

Market Cap $3.44B

Metrics at a Glance

as of June 2026

Revenue & Profit

Revenue, EBITDA, operating income, net income, EPS, and shares

TTM Revenue: $609.68M
Q. Revenue: $177.16M
TTM EBITDA: $244.73M
TTM Op. Income: $236.56M
Q. Op. Income: $71.81M
TTM Net Income: $80.88M
Q. Net Income: $44.28M
EPS: $0.3
Shares Out.: $149.00M

$609.68M in TTM revenue grew 37.1% YoY, reaching $177.16M last quarter. TTM EBITDA of $244.73M and TTM operating income of $236.56M show growth is flowing through to the bottom line. TTM net income of $80.88M means revenue is converting into profit. Across the last 8 quarters, TTM revenue has risen for 6 consecutive quarters — an improving trend.

Margins

Gross, EBITDA, operating, and net margin trends

EBITDA Margin: 42.5%
Op. Margin: 40.5%
Net Margin: 25.0%

Op. margin of 40.5% is up 9.8% YoY — cost efficiency is improving. Net margin at 25.0% Over the past year, operating margin is up 32% — an improving trend.

Price Ratios

P/E, P/S, P/B, EV/EBITDA, FCF yield, and earnings yield

P/E Ratio: 42.5x
P/S Ratio: 5.6x
P/B Ratio: 8.2x

At 42.5x P/E, the stock trades above typical market levels — the market expects above-average growth. P/S of 5.6x and P/B of 8.2x provide additional context. Use the growth and margin sections to judge whether the multiple is justified. Across the last 8 quarters, P/E has risen for 2 consecutive quarters — a weakening trend.

Assets & Liabilities

Total assets, cash, debt, book value, and leverage

Total Assets: $1.65B
Cash: $294.81M
Long-Term Debt: $1.06B
Book Value: $418.52M
D/E Ratio: 2.5
Debt/EBITDA: 14.1

With $1.65B in assets and $1.06B in long-term debt, D/E is 2.5and book value is $418.52M — elevated leverage, meaning significant financial risk in a downturn. Across the last 8 quarters, debt/equity has risen for 2 consecutive quarters — a weakening trend.

Cash Flow

Operating cash flow, free cash flow, FCF margin, and earnings quality

Op. Cash Flow: $75.50M
TTM Free Cash Flow: $195.92M
FCF Margin: 32.1%
FCF / Net Income: 2.4

TTM FCF of $195.92M on $75.50M in operating cash flow. The FCF / Net Income ratio of 2.4x means free cash flow covers net income — earnings are backed by cash. Across the last 8 quarters, free cash flow has risen for 6 consecutive quarters — an improving trend.