WisdomTree Net Worth

WisdomTree Net Worth Breakdown

  WT
The net worth of WisdomTree is the difference between its total assets and liabilities. WisdomTree's net worth represents the value of the company's equity or ownership interest. In other words, it is the amount of money that would be left over if all of WisdomTree's assets were sold and all of its debts were paid off. Net worth is sometimes referred to as shareholder's equity or book value. WisdomTree's net worth can be used as a measure of its financial health and stability which can help investors to decide if WisdomTree is a good investment. It is also essential in determining the company's creditworthiness and ability to secure financing before investing in WisdomTree stock.

WisdomTree Net Worth Analysis

WisdomTree's net worth analysis, or its valuation, is the process of determining the total value of the company. This involves assessing a range of factors, including WisdomTree's financial performance, assets, liabilities, and potential for growth. The ultimate goal is to provide a clear understanding of WisdomTree's overall worth, which can help investors make informed investment decisions. There are several methods that can be used to perform WisdomTree's net worth analysis. One common approach is to calculate WisdomTree's market capitalization.Another approach is to use the price-to-earnings ratio (P/E ratio), which compares WisdomTree's stock price to its earnings per share (EPS). Discounted cash flow (DCF) analysis is another popular method for assessing WisdomTree's net worth. This approach calculates the present value of WisdomTree's future cash flows, taking into account factors such as growth rate, profitability, and risk. By comparing the present value of WisdomTree's cash flows to its current stock price, investors can gain a better understanding of the company's overall value. Finally, investors may use comparable company analysis to evaluate WisdomTree's net worth. This involves comparing WisdomTree's financial metrics to similar companies in the same industry. By identifying companies with similar financial characteristics, investors can gain insight into WisdomTree's net worth relative to its peers.

Enterprise Value

618,290

To determine if WisdomTree is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding WisdomTree's net worth research are outlined below:
Over 96.0% of the company outstanding shares are owned by institutional investors
Latest headline from finance.yahoo.com: Crypto for Advisors From Equities to Crypto

WisdomTree Quarterly Good Will

86.84 Million

WisdomTree uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in WisdomTree. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to WisdomTree's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
2nd of February 2024
Upcoming Quarterly Report
View
26th of April 2024
Next Financial Report
View
31st of December 2023
Next Fiscal Quarter End
View
2nd of February 2024
Next Fiscal Year End
View
30th of September 2023
Last Quarter Report
View
31st of December 2022
Last Financial Announcement
View

Know WisdomTree's Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as WisdomTree is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading WisdomTree backward and forwards among themselves. WisdomTree's institutional investor refers to the entity that pools money to purchase WisdomTree's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Geode Capital Management, Llc2025-03-31
2.9 M
Hhg Plc2025-06-30
2.8 M
Morgan Stanley - Brokerage Accounts2025-03-31
2.2 M
Victory Capital Management Inc.2025-03-31
2.1 M
Nuveen, Llc2025-03-31
1.9 M
Macquarie Group Ltd2025-03-31
1.8 M
Two Sigma Advisers, Llc2025-03-31
1.6 M
Marshall Wace Asset Management Ltd2025-03-31
1.6 M
Two Sigma Investments Llc2025-03-31
1.6 M
Blackrock Inc2025-03-31
18.4 M
Vanguard Group Inc2025-06-30
14.7 M
Note, although WisdomTree's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Follow WisdomTree's market capitalization trends

The company currently falls under 'Mid-Cap' category with a market capitalization of 1.95 B.

Market Cap

439.16 Million

Project WisdomTree's profitablity

Last ReportedProjected for Next Year
Return On Tangible Assets 0.20  0.21 
Return On Capital Employed 0.15  0.16 
Return On Assets 0.06  0.07 
Return On Equity 0.17  0.18 
The company has Net Profit Margin (PM) of 0.16 %, which suggests that even a small decline in it sales will erase profits and may result in a net loss, or a negative profit margin. This is way below average. Likewise, it shows Net Operating Margin (NOM) of 0.33 %, which signifies that for every $100 of sales, it has a net operating income of $0.33.
When accessing WisdomTree's net worth, it's important to look at multiple sources and consider different scenarios. For example, gross profit margin measures WisdomTree's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of WisdomTree's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in WisdomTree's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of WisdomTree. Check WisdomTree's Beneish M Score to see the likelihood of WisdomTree's management manipulating its earnings.

Evaluate WisdomTree's management efficiency

WisdomTree has Return on Asset (ROA) of 0.0902 % which means that for every $100 of assets, it generated a profit of $0.0902. This is way below average. Likewise, it shows a return on total equity (ROE) of 0.1412 %, which means that it produced $0.1412 on every 100 dollars invested by current stockholders. WisdomTree's management efficiency ratios could be used to measure how well WisdomTree manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to gain to 0.21 in 2025. Return On Capital Employed is likely to gain to 0.16 in 2025. At this time, WisdomTree's Total Current Liabilities is comparatively stable compared to the past year. Liabilities And Stockholders Equity is likely to gain to about 1.1 B in 2025, whereas Non Current Liabilities Other is likely to drop slightly above 1.2 M in 2025.
Last ReportedProjected for Next Year
Book Value Per Share 2.77  2.90 
Tangible Book Value Per Share(2.02)(1.92)
Enterprise Value Over EBITDA 15.77  28.10 
Price Book Value Ratio 3.80  7.07 
Enterprise Value Multiple 15.77  28.10 
Price Fair Value 3.80  7.07 
Enterprise Value650.8 K618.3 K
Understanding the operational decisions made by WisdomTree management offers insights into its financial robustness. This evaluation is crucial for assessing the stock's investment potential.
Enterprise Value Revenue
4.8816
Revenue
444.6 M
Quarterly Revenue Growth
0.052
Revenue Per Share
3.115
Return On Equity
0.1412
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific WisdomTree insiders, such as employees or executives, is commonly permitted as long as it does not rely on WisdomTree's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases WisdomTree insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

WisdomTree Corporate Filings

14th of August 2025
Other Reports
ViewVerify
F4
13th of August 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
12th of August 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
10Q
6th of August 2025
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
ViewVerify
WisdomTree time-series forecasting models is one of many WisdomTree's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary WisdomTree's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

WisdomTree Earnings per Share Projection vs Actual

WisdomTree Corporate Management

Marci FrankenthalerChief SecretaryProfile
Alexis MarinofChief EuropeProfile
Bryan EdmistonChief OfficerProfile
Will AbbottHead DistributionProfile
Peter JDSenior OfficerProfile
Bryan CPAChief OfficerProfile
Jonathan SteinbergCEO FounderProfile

Already Invested in WisdomTree?

The danger of trading WisdomTree is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of WisdomTree is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than WisdomTree. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile WisdomTree is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.

Additional Tools for WisdomTree Stock Analysis

When running WisdomTree's price analysis, check to measure WisdomTree's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy WisdomTree is operating at the current time. Most of WisdomTree's value examination focuses on studying past and present price action to predict the probability of WisdomTree's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move WisdomTree's price. Additionally, you may evaluate how the addition of WisdomTree to your portfolios can decrease your overall portfolio volatility.