WISDOMTREE INC (WT)
Financials · Exchange-traded products and digital asset management · NYSE
WisdomTree is a global ETP sponsor and asset manager pioneering digital finance through tokenized products, blockchain-enabled platforms, and alternative investments, with $144.5 billion in AUM.
What WISDOMTREE INC does
WisdomTree is a global financial innovator that operates as an ETP sponsor and asset manager, offering a diverse suite of exchange-traded products (ETPs), investment models, and solutions across equities, commodities, fixed income, leveraged-and-inverse, cryptocurrency, currency, alternatives, and private assets. The company also provides digital asset-related products including tokenized mutual funds, blockchain-native services through WisdomTree Connect and WisdomTree Prime, and has expanded into private assets through its acquisition of Ceres, a leading alternative asset manager specializing in farmland investments. WisdomTree serves financial professionals and investors through multiple distribution channels and leverages its proprietary "Modern Alpha" investment approach.
Themes: ["ETPs / exchange-traded products","Digital assets / tokenization / blockchain","Stablecoins and tokenized real world assets","Private assets / farmland alternatives","Cryptocurrency investment products","Financial advisor technology and solutions","Asset management and investment advisory"]
Fundamentals
- Price$19.86 as of 2026-07-09 close
- Market cap$2.9B as of 2026-07-10
- 1-year return+58.0% as of 2026-07-09 close
- P/E46.73 as of 2026-07-10
- Net margin+11.3% as of 2026-07-10
- Gross margin-105.1% as of 2026-07-10
- ROE+14.4% as of 2026-07-10
- Debt / equity2.56 as of 2026-07-10
- Revenue growth (YoY)+24.2% as of 2026-07-10
- Revenue CAGR (3y)+17.9% SEC XBRL
- Beta1.20 as of 2026-07-10
Dividend: yield +0.7%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Competition in the ETP and asset management business, particularly from larger established competitors and new market entrants; ability to maintain and grow market share depends on product innovation and pricing competitiveness","Regulatory risks relating to digital assets, blockchain, and tokenization—an evolving area where regulatory clarity is uncertain and adverse regulatory changes could materially impact the company's digital assets strategy and growth plans","Dependence on successful integration and performance of recent acquisitions (Ceres and Atlantic House), including achieving anticipated financial and strategic benefits; integration risks and potential underperformance could impact profitability and growth objectives"]
Competitors & peers
- Invesco (IVZ)
- Vanguard
- iShares/BlackRock (BLK)
- Schwab (SCHW)
- State Street Global Advisors (STT)
- Grayscale Investments
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.