# WisdomTree, Inc.: overview

WT · NYSE · CIK 880631 · [Financials](/sectors/financials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/wt.md) · [Financials](/companies/wt/financials.md) · [Filings](/companies/wt/filings.md) · [Insiders](/companies/wt/insiders.md)

Latest reported revenue: [$177.2m](/filings/0001214659-26-009661.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 5, 2026 (XBRL us-gaap:Revenues, accession 0001214659-26-009661).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [113](/filings/0001214659-25-016023.md) | [111 d](/filings/0001214659-26-002458.md) | [108](/filings/0001214659-26-005680.md) | [113](/filings/0001214659-26-009661.md) | [126](/filings/0001214659-25-016023.md) | [147 d](/filings/0001214659-26-002458.md) | [159](/filings/0001214659-26-005680.md) | [177](/filings/0001214659-26-009661.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | [36.0%](/filings/0001214659-25-016023.md) | [31.7% d](/filings/0001214659-26-002458.md) | [31.6%](/filings/0001214659-26-005680.md) | [30.8%](/filings/0001214659-26-009661.md) | [36.3%](/filings/0001214659-25-016023.md) | [40.5% d](/filings/0001214659-26-002458.md) | [37.2%](/filings/0001214659-26-005680.md) | [40.5%](/filings/0001214659-26-009661.md) |
| Net margin | % | [(4.0%)](/filings/0001214659-25-016023.md) | [24.7% d](/filings/0001214659-26-002458.md) | [22.8%](/filings/0001214659-26-005680.md) | [22.0%](/filings/0001214659-26-009661.md) | [15.7%](/filings/0001214659-25-016023.md) | [27.1% d](/filings/0001214659-26-002458.md) | [(14.5%)](/filings/0001214659-26-005680.md) | [25.0%](/filings/0001214659-26-009661.md) |
| Diluted EPS | $ per share | [(0.13)](/filings/0001214659-25-016023.md) | not reported | [0.17](/filings/0001214659-26-005680.md) | [0.17](/filings/0001214659-26-009661.md) | [0.13](/filings/0001214659-25-016023.md) | not reported | [(0.17)](/filings/0001214659-26-005680.md) | [0.28](/filings/0001214659-26-009661.md) |
| Free cash flow | $m | [47.7 d](/filings/0001214659-25-016023.md) | [34.6 d](/filings/0001214659-26-002458.md) | [6.3](/filings/0001214659-26-005680.md) | [38.7 d](/filings/0001214659-26-009661.md) | [48.0 d](/filings/0001214659-25-016023.md) | [54.6 d](/filings/0001214659-26-002458.md) | [17.9](/filings/0001214659-26-005680.md) | [75.3 d](/filings/0001214659-26-009661.md) |

- Revenue. XBRL Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [304](/filings/0001214659-24-003435.md) | [301](/filings/0001214659-25-003503.md) | [349](/filings/0001214659-26-002458.md) | [428](/filings/0001214659-26-002458.md) | [494](/filings/0001214659-26-002458.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | [29.3%](/filings/0001214659-24-003435.md) | [19.9%](/filings/0001214659-25-003503.md) | [25.1%](/filings/0001214659-26-002458.md) | [32.1%](/filings/0001214659-26-002458.md) | [35.3%](/filings/0001214659-26-002458.md) |
| Net margin | % | [16.4%](/filings/0001214659-24-003435.md) | [16.8%](/filings/0001214659-25-003503.md) | [29.4%](/filings/0001214659-26-002458.md) | [15.6%](/filings/0001214659-26-002458.md) | [22.1%](/filings/0001214659-26-002458.md) |
| Diluted EPS | $ per share | [0.31](/filings/0001214659-24-003435.md) | [0.31](/filings/0001214659-25-003503.md) | [0.64](/filings/0001214659-26-002458.md) | [0.33](/filings/0001214659-26-002458.md) | [0.75](/filings/0001214659-26-002458.md) |
| Free cash flow | $m | [75.0](/filings/0001214659-24-003435.md) | [54.9](/filings/0001214659-25-003503.md) | [85.5](/filings/0001214659-26-002458.md) | [113](/filings/0001214659-26-002458.md) | [148](/filings/0001214659-26-002458.md) |

- Revenue. XBRL Revenue: us-gaap:Revenues.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:Revenues.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:Revenues.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/wt/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $326.5m | 19,274,687 |  | Added +1,617,234 |
| [FMR LLC](/funds/315066.md) | 2026-06-30 | $229.8m | 13,565,042 |  | Added +842,143 |
| [Invesco Ltd.](/funds/914208.md) | 2026-06-30 | $169.0m | 9,975,256 |  | Added +4,162,041 |
| [WELLINGTON MANAGEMENT GROUP LLP](/funds/902219.md) | 2026-06-30 | $142.4m | 8,407,113 |  | Reduced −2,178,846 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $137.6m | 8,123,363 |  | Added +75,721 |
| [Capital World Investors](/funds/1422849.md) | 2026-06-30 | $127.8m | 7,547,094 |  | Added +736,035 |
| [Azora Capital LP](/funds/1700272.md) | 2026-06-30 | $104.7m | 6,180,510 |  | Added +192,905 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $102.8m | 6,066,366 |  | Added +513,168 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $95.0m | 5,610,044 |  | Added +560,892 |
| [Driehaus Capital Management LLC](/funds/938206.md) | 2026-06-30 | $79.7m | 4,702,705 |  | Added +3,058,463 |

## Recent filings

[All 1,192 filings](/companies/wt/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-30 | 08:00 ET | [8-K](/filings/0001214659-26-013478.md) | 2.02 Results of operations; 8.01 Other events; 9.01 Financial statements and exhibits | 0001214659-26-013478 |
| 2026-08-05 | 16:26 ET | [10-Q](/filings/0001214659-26-009661.md) | Quarterly report, period 2026-06-30 | 0001214659-26-009661 |
| 2026-07-31 | 08:00 ET | [8-K](/filings/0001214659-26-009324.md) | 2.02 Results of operations; 8.01 Other events; 9.01 Financial statements and exhibits | 0001214659-26-009324 |
| 2026-06-18 | 17:08 ET | [8-K](/filings/0001214659-26-007575.md) | 5.07 Shareholder vote results | 0001214659-26-007575 |
| 2026-05-29 | 17:42 ET | [8-K](/filings/0001214659-26-006842.md) | 8.01 Other events | 0001214659-26-006842 |
| 2026-05-06 | 17:06 ET | [10-Q](/filings/0001214659-26-005680.md) | Quarterly report, period 2026-03-31 | 0001214659-26-005680 |
| 2026-05-01 | 08:00 ET | [8-K](/filings/0001214659-26-005379.md) | 1.01 Entry into a material agreement; 2.01 Completion of an acquisition or disposition; 2.02 Results of operations; 7.01 Regulation FD disclosure; 8.01 Other events; 9.01 Financial statements and exhibits | 0001214659-26-005379 |
| 2026-04-29 | 16:05 ET | [DEF 14A](/filings/0001214659-26-005251.md) | Proxy statement, period 2026-06-17 | 0001214659-26-005251 |
| 2026-03-30 | 17:31 ET | [8-K](/filings/0001214659-26-003985.md) | 1.01 Entry into a material agreement; 2.03 New direct financial obligation; 9.01 Financial statements and exhibits | 0001214659-26-003985 |
| 2026-03-24 | 07:15 ET | [8-K](/filings/0001214659-26-003676.md) | 3.02 Unregistered sale of equity; 8.01 Other events; 9.01 Financial statements and exhibits | 0001214659-26-003676 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001214659-26-002458.md), filed Feb 25, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/bb5a9596-00b7-4e49-a6b3-01ae589fb30c)

## About the filer

- CIK: 880631
- Tickers: WT
- Exchange: NYSE
- SIC code: 6211 Security Brokers, Dealers & Flotation Companies
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 30, 2026, 08:01 ET. No prices; not investment advice.