WisdomTree, Inc.(WT)— Stock Profile, AI Score & Financials
Financials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
WisdomTree, Inc. (WT) stock profile, AI quality score, and SEC EDGAR financial data, a Financials sector company. 13F Pro's AI-powered ranking engine scores WT at 59.9/100 on a 32-signal composite quality model, placing it at rank #902 of 2,961 stocks — the top half of the AI-ranked universe. WT scores in the top quartile across revenue growth (85.5), free cash flow (85.5), earnings quality (83.2). Shareholder dilution risk is elevated at 26.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), WisdomTree, Inc. reports quarterly revenue of $177.2M, net income of $44.3M, free cash flow of $75.3M. Top institutional holders of WT by reported 13-F value include PeakShares, BANK OF AMERICA, LPL Financial, based on the most recent SEC filings. WT trades on the NYSE exchange and files with the SEC under CIK 880631. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for WisdomTree, Inc. directly from SEC EDGAR.
AI Quality Score
59.9/100
AI Rank
#902
Revenue
$177.2M
Net Income
$44.3M
Free Cash Flow
$75.3M
WT key financials by period
WisdomTree, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$493.8M
$109.1M
35.3%
FY 2024
10-K
$427.7M
$66.7M
32.1%
FY 2023
10-K
$349.0M
$102.5M
25.1%
FY 2022
10-K
$301.3M
$50.7M
19.9%
FY 2021
10-K
$304.3M
$49.8M
29.3%
FY 2018
10-K
$274.1M
$36.6M
22.4%
Institutions holding WT
Institutional investors reporting a position in WisdomTree, Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
WisdomTree's Q2 revenue grew 57.3% YoY to $177.2M as advisory fees rose on higher AUM/fee rate and the Ceres and Atlantic House acquisitions added new management, performance and other revenue streams, driving operating margin to 40.5% from 30.8%.
Biggest Revenue Drivers
Advisory fees$146.3M+41.7% YoY
Higher average AUM ($164.2B vs $119.2B) and a higher average advisory fee (0.36% vs 0.35%)
Other revenues$19.5M+108.2% YoY
Revenues from the Atlantic House acquisition and higher other revenues attributable to European listed ETPs
Biggest Revenue Drivers
Total revenue: $177.2M+57.3% YoY
Advisory fees$146.3M+41.7% YoY
Higher average AUM ($164.2B vs $119.2B) and a higher average advisory fee (0.36% vs 0.35%)
Other revenues$19.5M+108.2% YoY
Revenues from the Atlantic House acquisition and higher other revenues attributable to European listed ETPs
Performance fees$6.0Mn/a
New revenue stream from the Ceres acquisition, earned on Ceres Funds' net profits above high-water marks
Management fees$5.4Mn/a
New revenue stream from the Ceres acquisition, calculated on members' capital account balances
Largest Expense Items
Compensation and benefits$43.7M+33.2% YoY
Increased headcount driven in part by the Ceres and Atlantic House acquisitions (414 vs 321 employees)
Fund management and administration$30.2M+42.2% YoY
Primarily due to higher average AUM
Third-party distribution fees$5.4M+32.3% YoY
Growth in AUM and elevated trading activity across platforms
Depreciation and amortization$3.4M+488.8% YoY
Amortization of intangible assets arising from the Ceres and Atlantic House acquisitions
Margins: Operating income margin expanded to 40.5% from 30.8% YoY (adjusted operating margin 42.6% vs 32.5%), as revenue growth from AUM gains and acquisitions outpaced a 35.1% rise in operating expenses.
Watch Items from the Filing
Company recognized a $6.6M loss on convertible note repurchases in Q2 ($68.9M for six months) tied to refinancing the 2026/2029 Notes into new 2031 Notes.
Effective tax rate rose to 24.4% from 22.3% YoY, driven by non-deductible amounts associated with the convertible note repurchases.
Digital assets AUM fell from $867M to $761M during the quarter due to net outflows, substantially all from the WisdomTree Treasury Money Market Digital Fund.
Ceres and Atlantic House acquisitions contributed 9.7% of revenue and 16.7% of net income in Q2, but their internal controls have not yet been integrated/assessed.
Investors sought ~€15.2M ($17.4M) in damages over the 2020 closure of the 3OIL ETP; all eight claims have been resolved in the company's favor, though two remain on appeal.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
