Compare WisdomTree, Inc. with Similar Stocks
Total Returns (Price + Dividend) 
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
34.99%
0%
34.99%
6 Months
21.36%
0%
21.36%
1 Year
63.96%
0%
63.96%
2 Years
126.8%
0%
126.8%
3 Years
172.79%
0%
172.79%
4 Years
178.58%
0%
178.58%
5 Years
187.23%
0%
187.23%
WisdomTree, Inc. for the last several years.
Risk Adjusted Returns v/s 
News
No Recent News for the Company
Announcements 
No announcement available
Corporate Actions 
No corporate action available
Quality key factors 
Factor
Value
Sales Growth (5y)
11.44%
EBIT Growth (5y)
44.77%
EBIT to Interest (avg)
5.66
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0.85
Tax Ratio
29.35%
Dividend Payout Ratio
35.87%
Pledged Shares
0
Institutional Holding
95.33%
ROCE (avg)
29.35%
ROE (avg)
13.12%
Valuation key factors
Factor
Value
P/E Ratio
18
Industry P/E
Price to Book Value
3.51
EV to EBIT
8.97
EV to EBITDA
8.77
EV to Capital Employed
5.25
EV to Sales
2.93
PEG Ratio
NA
Dividend Yield
1.21%
ROCE (Latest)
58.51%
ROE (Latest)
19.96%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
Bearish
No Signal
Bollinger Bands
Mildly Bullish
Mildly Bullish
Moving Averages
Bullish (Daily)
KST
Bullish
Bullish
Dow Theory
Mildly Bullish
No Trend
OBV
Bullish
No Trend
Shareholding Snapshot : Sep 2025
Shareholding Compare (%holding) 
Majority shareholders
Domestic Funds
Domestic Funds
Held in 63 Schemes (46.35%)
Foreign Institutions
Held by 110 Foreign Institutions (7.93%)
Strategic Entities with highest holding
Highest Public shareholder
Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQ
Jun'25
Mar'25
Change(%)
Net Sales
112.60
108.10
4.16%
Operating Profit (PBDIT) excl Other Income
37.50
35.00
7.14%
Interest
5.50
5.40
1.85%
Exceptional Items
-2.00
0.00
Consolidate Net Profit
24.80
24.60
0.81%
Operating Profit Margin (Excl OI)
325.00%
316.10%
0.89%
USD in Million.
Net Sales
QoQ Growth in quarter ended Jun 2025 is 4.16% vs -2.35% in Mar 2025
Consolidated Net Profit
QoQ Growth in quarter ended Jun 2025 is 0.81% vs -6.11% in Mar 2025
Annual Results Snapshot (Consolidated) - Dec'24
Dec'24
Dec'23
Change(%)
Net Sales
427.70
349.00
22.55%
Operating Profit (PBDIT) excl Other Income
140.30
151.60
-7.45%
Interest
18.90
15.20
24.34%
Exceptional Items
-30.60
-17.70
-72.88%
Consolidate Net Profit
49.90
95.10
-47.53%
Operating Profit Margin (Excl OI)
321.00%
428.20%
-10.72%
USD in Million.
Net Sales
YoY Growth in year ended Dec 2024 is 22.55% vs 15.83% in Dec 2023
Consolidated Net Profit
YoY Growth in year ended Dec 2024 is -47.53% vs 111.33% in Dec 2023
About WisdomTree, Inc. 
WisdomTree, Inc.
Capital Markets
WisdomTree Investments, Inc. is an asset management company that focuses on exchange-traded funds (ETFs). The Company's family of ETFs includes funds that track its own indexes, funds that track third party indexes and actively managed funds. It operates as an exchange traded product sponsor and asset manager providing investment advisory services in the United States, Europe, Canada and Japan. These activities are reported in its U.S. business segment that comprises it’s the United States business and Japan sales office, which primarily engages in selling its United States listed ETFs to Japanese institutions, and International Business segment, that comprises its European business and Canadian business. Its United States listed products include International Hedged Equity ETFs, Equity ETFs, Fixed Income ETFs, Currency ETFs, Alternative Strategy ETFs and Commodity ETFs. Its portfolio of Non-the United States listed products include WisdomTree UCITS ETFs, Boost ETPs.
Company Coordinates 
Company Details
245 Park Ave Fl 35 , NEW YORK NY : 10167-0002
Registrar Details






