Is WisdomTree (WT) overvalued or fairly valued?

MarketChacha shows WisdomTree's valuation in context — a trailing P/E of about 53.3, a forward P/E of about 16.4, a price-to-book of about 7.7 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does WisdomTree's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (1.25×) from reported figures — education, not a rating.

What is WisdomTree's revenue?

WisdomTree reported revenue of $493.8M for FY2025, with net profit of $109.1M, per official filings.

What is the share price of WisdomTree (WT)?

WisdomTree last traded at $21.86 (+2.5% on the day), as of 10/20/2026 — a delayed quote shown for education, not investment advice.

WisdomTree

WT · NYSE · Financials · United States

Snapshot

TickerWT

ExchangeNYSE

SectorFinancials

IndustryAsset Management

CountryUnited States

CEOMr. Alexis Marinof

Employees414

HeadquartersNew York, United States

Websitewww.wisdomtree.com

Filings tracked20

About WisdomTree

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.

Who owns it

Insiders9.5%
Institutions90.5%
Public & other0.0%

435 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.12.72%
FMR, LLC8.95%
Invesco Ltd.6.58%
Wellington Management Group, LLP5.55%
Vanguard Portfolio Management LLC5.36%
Capital World Investors4.98%
Azora Capital Lp4.08%
Vanguard Capital Management LLC4.00%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

Margin has compressed by about 7.3 points over the period — profitability is trending down.

Cash conversion1.25×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend29.4% → 22.1%

Margin has compressed by about 7.3 points over the period — profitability is trending down.

Return on equity26.4%

Latest ROE of 26.4% — capital is generating a healthy return.

Growth qualityrev 19% · PAT 3%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $183.8M · EPS 0.32

Est. earnings growth +10.8%

Next fiscal year

Rev $775.4M · EPS 1.33

Est. earnings growth +10.9%

Analyst consensus estimates — not the company's own guidance.

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P/E ROE ROCE Margins Market cap

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$493.8M

Net margin

22.1%

ROE

26.4%

Revenue CAGR (2y)

+18.9%

Profit CAGR (2y)

+3.2%

EPS (FY2025)

0.75

Net profit (FY2025)

$109.1M

Ask MarketChacha about WT

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$493.8M	$109.1M	0.75	22.1%	26.4%
FY2024	$427.7M	$66.7M	0.33	15.6%	16.7%
FY2023	$349.0M	$102.5M	0.64	29.4%	25.1%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$177.2M	$44.3M	0.28	25.0%
2026Q1	$159.5M	$-23.1M	-0.17	-14.5%
2025Q3	$125.6M	$19.7M	0.13	15.7%
2025Q2	$112.6M	$24.8M	0.17	22.0%
2025Q1	$108.1M	$24.6M	0.17	22.8%
2024Q3	$113.2M	$-4.5M	-0.13	-4.0%
2024Q2	$107.0M	$21.8M	0.13	20.3%
2024Q1	$96.8M	$22.1M	0.13	22.8%
2023Q3	$90.4M	$13.0M	0.07	14.4%
2023Q2	$85.7M	$54.3M	0.32	63.3%
2023Q1	$82.0M	$16.2M	0.10	19.8%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

10-Q filing
SEC8/5/2026
8-K — Results of operations, Other events, Exhibits
SEC7/31/2026material
8-K — Shareholder vote results
SEC6/18/2026material
8-K — Other events
SEC5/29/2026material
10-Q filing
SEC5/6/2026
8-K — Material agreement, Completion of acquisition/disposition, Results of operations, Reg FD disclosure, Other events, Exhibits
SEC5/1/2026material
8-K — Material agreement, Material financial obligation, Exhibits
SEC3/30/2026material
8-K — Unregistered equity sale, Other events, Exhibits
SEC3/24/2026material
8-K — Other events, Exhibits
SEC3/23/2026material
8-K — Material agreement, Reg FD disclosure, Exhibits
SEC3/16/2026material
10-K filing
SEC2/25/2026
8-K — Results of operations, Other events, Exhibits
SEC1/30/2026material

2025

10-Q filing
SEC11/6/2025
8-K — Results of operations, Other events, Exhibits
SEC10/31/2025material
8-K — Material agreement, Completion of acquisition/disposition, Exhibits
SEC10/2/2025material
8-K — Material agreement, Material financial obligation, Unregistered equity sale, Exhibits
SEC8/14/2025material
8-K — Other events, Exhibits
SEC8/12/2025material
8-K — Other events, Exhibits
SEC8/11/2025material
10-Q filing
SEC8/6/2025
8-K — Material agreement, Results of operations, Reg FD disclosure, Other events, Exhibits
SEC7/31/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.