WisdomTree, Inc.
WisdomTree, Inc. (NYSE: WT) is a global asset manager and exchange-traded product sponsor offering investment products, model portfolios, advisory solutions, private-market investments and digital asset services to financial professionals, institutional investors and other investors. Its products cover equities, fixed… From the company’s description.
Over the twelve months to Sep 30, 2026, WisdomTree, Inc. reported revenue of $663.44M, up 45.2% from a year earlier, and net income of $110.39M. Its pre-tax margin was 39.9%. In fiscal 2025, it reported revenue of $493.75M, up 15.4% from fiscal 2024, and net income of $109.13M.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What WisdomTree, Inc. does
In the company’s own words
WisdomTree, Inc. (NYSE: WT) is a global asset manager and exchange-traded product sponsor offering investment products, model portfolios, advisory solutions, private-market investments and digital asset services to financial professionals, institutional investors and other investors. Its products cover equities, fixed income, commodities, currencies, leveraged and inverse strategies, alternatives, cryptocurrencies and private assets. The company also provides advisor portfolio-construction, asset-allocation and practice-management tools, alongside WisdomTree Connect, an institutional platform for digital funds, and WisdomTree Prime, a blockchain-based digital wallet. WisdomTree operates through its U.S. and European asset-management businesses; its offerings include U.S.-listed ETFs, European-listed ETPs, digital funds and farmland investments managed through Ceres, acquired in 2025. It distributes products through banks, brokerages, registered investment advisers, institutional investors, private wealth managers and online brokers. Its Modern Alpha approach combines active and passive investment methods, and its brands include WisdomTree, Modern Alpha, WisdomTree Connect and WisdomTree Prime. The company managed approximately $144.5 billion in assets as of December 31, 2025, and recorded $493.8 million in revenue for fiscal 2025. Its website is https://www.wisdomtree.com.
Company details
- Sector
- Financials
- Industry (SIC)
- Banks & Brokers
- Headquarters
- NEW YORK, NY
- Fiscal year end
- December
- CIK
- 880631
- SIC
- 6211
Financial performance, year by year
Fiscal 2011–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns WisdomTree, Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in WisdomTree, Inc. · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · WisdomTree, Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
WisdomTree, Inc.’s bonds, as funds hold them
Funds report holding 3 issues of WisdomTree, Inc.’s debt, $215.38M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 4.51%, maturing 2029 to 2031.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
Compare this company with peers, find it in your funds and follow its financial history with your connected AI:
- “How do WisdomTree, Inc. and its peers compare on margins and cash generation over ten years?”
- “Where did five years of WisdomTree, Inc.'s earnings go — cash, debt, buybacks, reinvestment?”
- “What changed in WisdomTree, Inc.'s last four quarterly filings that the numbers alone won't show?”