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About the company
WisdomTree, Inc is a global financial company. The Company is offering a well-diversified suite of exchange-traded products (ETPs), models, solutions and products leveraging blockchain technology. The Company is also engaged in developing next-generation digital products, services and structures, including digital or blockchain-enabled mutual funds (Digital Funds) and tokenized assets, as well as its blockchain - native digital wallet, WisdomTree Prime. WisdomTree Prime is a blockchain-native wallet developed for saving, spending, and investing in both native crypto assets and tokenized versions of mainstream financial assets. The Company's ETPs cover equity, commodities, fixed income, leveraged-and-inverse, currency, alternatives, and cryptocurrencies. It operates as an ETP sponsor and asset manager, providing investment advisory services globally through its subsidiaries in the United States and Europe.
- Revenue in USD (TTM)363.83m
- Net income in USD99.86m
- Incorporated1985
- Employees300.00
- LocationWisdomTree Inc250 West 34Th Street, 3Rd FloorNEW YORK 10119United StatesUSA
- Phone+1 (212) 801-2080
- Fax+1 (302) 636-5454
- Websitehttps://www.wisdomtree.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BrightSphere Investment Group Inc | 440.50m | 68.40m | 841.00m | 387.00 | 13.60 | -- | 9.46 | 1.91 | 1.64 | 1.64 | 10.55 | -0.5706 | 0.8076 | -- | 4.02 | 1,138,243.00 | 12.98 | 14.59 | 17.40 | 20.29 | -- | -- | 16.07 | 30.31 | -- | 14.96 | 1.03 | 7.53 | 2.25 | -14.40 | -34.59 | -13.38 | -8.66 | -36.58 |
| BlackRock TCP Capital Corp | 214.75m | 20.82m | 922.67m | -- | 30.42 | 0.9677 | -- | 4.30 | 0.3543 | 0.3543 | 3.65 | 11.14 | 0.1054 | -- | -- | -- | 1.02 | 3.05 | 1.03 | 3.11 | 65.25 | 62.40 | 9.69 | 28.72 | -- | 1.24 | 0.5774 | 151.53 | 15.65 | 1.90 | 517.05 | -3.29 | -- | -1.43 |
| P10 Inc | 250.60m | -2.72m | 929.05m | 252.00 | -- | 2.58 | 35.85 | 3.71 | -0.0239 | -0.0239 | 2.09 | 3.19 | 0.3006 | -- | 9.82 | 994,428.60 | -0.3956 | 2.44 | -0.4658 | 2.90 | -- | -- | -1.32 | 9.69 | -- | 1.80 | 0.4398 | -- | 21.87 | 48.87 | -124.42 | -- | 113.27 | -- |
| Bridge Investment Group Holdings Inc | 314.22m | 1.02m | 954.57m | 2.30k | -- | 10.76 | -- | 3.04 | -0.2575 | -0.2575 | 6.05 | 0.7331 | 0.242 | -- | 5.87 | 136,617.40 | -4.37 | -- | -8.60 | -- | -- | -- | -18.07 | 42.33 | -- | -3.48 | 0.4784 | 10.38 | -57.41 | 7.72 | -124.81 | -- | -- | -- |
| Noah Holdings Limited (ADR) | 455.01m | 139.42m | 966.99m | 2.58k | 7.30 | 0.671 | -- | 2.13 | 2.01 | 2.01 | 6.55 | 21.82 | 0.2691 | -- | 6.58 | 176,156.40 | 7.73 | 5.24 | 9.25 | 6.59 | -- | -- | 28.74 | 15.75 | -- | -- | 0.00 | 5.25 | 6.27 | 0.0309 | 3.37 | 4.47 | 4.25 | -- |
| B Riley Financial Inc | 1.39bn | -174.29m | 967.93m | 2.38k | -- | 4.21 | -- | 0.6959 | -5.72 | -5.72 | 46.80 | 7.59 | 0.2395 | -- | 12.74 | 583,655.10 | -2.93 | 2.26 | -6.44 | 4.81 | 67.58 | 84.08 | -12.23 | 8.45 | -- | 0.4148 | 0.9339 | 158.92 | 68.37 | 28.48 | 35.67 | -- | 7.26 | 65.72 |
| Nuveen Churchill Direct Lending Corp | 179.39m | 93.25m | 978.02m | 0.00 | 10.32 | 0.9758 | -- | 5.45 | 1.72 | 1.72 | 3.30 | 18.21 | 0.1123 | -- | 168.21 | -- | 5.84 | -- | 6.02 | -- | 53.95 | 56.25 | 51.98 | 42.02 | -- | 30.44 | 0.4501 | 0.00 | 96.18 | 104.67 | 339.30 | 121.17 | -- | -- |
| Bain Capital Specialty Finance Inc | 297.55m | 129.19m | 1.03bn | 0.00 | 7.95 | 0.8991 | -- | 3.45 | 2.00 | 2.00 | 4.61 | 17.70 | 0.1147 | -- | 11.22 | -- | 4.98 | 3.63 | 5.13 | 3.74 | 52.65 | 48.75 | 43.42 | 41.10 | -- | 10.35 | 0.543 | 99.31 | 35.64 | 24.57 | 16.97 | 35.87 | -- | 31.81 |
| Perella Weinberg Partners | 619.35m | -47.94m | 1.46bn | 663.00 | -- | 8.99 | -- | 2.35 | -1.00 | -1.00 | 11.07 | 1.72 | 1.12 | -- | 11.99 | 934,167.40 | -27.87 | -7.07 | -43.96 | -15.05 | 70.69 | -- | -24.93 | -6.95 | -- | -528.89 | 0.00 | -- | 2.71 | -- | -196.34 | -- | -- | -- |
| Wisdomtree Inc | 363.83m | 99.86m | 1.48bn | 300.00 | 16.73 | 3.49 | 13.47 | 4.06 | 0.581 | 0.581 | 2.12 | 3.66 | 0.3733 | -- | 9.64 | 1,200,756.00 | 11.12 | 3.24 | 12.44 | 3.59 | -- | -- | 29.80 | 10.67 | -- | 9.45 | 0.3312 | 70.99 | 15.83 | 4.95 | 111.39 | 21.01 | 99.82 | -5.59 |
| Virtus Investment Partners Inc | 869.44m | 121.86m | 1.67bn | 824.00 | 14.13 | 1.92 | 7.76 | 1.92 | 16.59 | 16.59 | 118.40 | 122.29 | 0.24 | -- | 8.11 | 1,055,141.00 | 3.99 | 4.13 | 4.41 | 4.61 | -- | -- | 16.64 | 18.99 | -- | -- | 0.6870 | 29.21 | -4.64 | 8.89 | 11.13 | 14.22 | -5.52 | 28.84 |
| GCM Grosvenor Inc | 454.75m | 16.13m | 1.86bn | 538.00 | 104.04 | -- | -- | 4.10 | 0.0951 | 0.0951 | 2.42 | -0.141 | 0.9384 | -- | 23.85 | 845,258.40 | -6.80 | 6.73 | -8.56 | 9.91 | -- | -- | -7.25 | 7.45 | -- | -0.6845 | 1.36 | -- | -0.3429 | 3.29 | -35.55 | -20.09 | -30.50 | -- |
| Patria Investments Ltd | 318.87m | 116.56m | 1.95bn | 430.00 | 16.60 | 3.87 | 23.86 | 6.11 | 0.7815 | 0.7815 | 2.14 | 3.35 | 0.3121 | -- | 2.43 | 741,548.80 | 11.66 | 18.16 | 17.83 | 25.53 | 55.81 | 59.11 | 37.36 | 43.13 | -- | 55.58 | 0.1458 | -- | 26.31 | 25.53 | 27.37 | 22.08 | 36.84 | -- |
Data as of May 24 2024. Currency figures normalised to WisdomTree Inc's reporting currency: US Dollar USD
49.10%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| BlackRock Fund Advisorsas of 31 Mar 2024 | 17.05m | 11.23% |
| The Vanguard Group, Inc.as of 31 Mar 2024 | 14.13m | 9.30% |
| ArrowMark Colorado Holdings LLCas of 31 Mar 2024 | 10.76m | 7.09% |
| Azora Capital LPas of 31 Mar 2024 | 8.59m | 5.66% |
| SSgA Funds Management, Inc.as of 31 Mar 2024 | 5.21m | 3.43% |
| Massachusetts Financial Services Co.as of 31 Mar 2024 | 4.94m | 3.26% |
| Wellington Management Co. LLPas of 31 Mar 2024 | 4.31m | 2.84% |
| Dimensional Fund Advisors LPas of 31 Mar 2024 | 4.15m | 2.73% |
| Janus Henderson Investors US LLCas of 31 Mar 2024 | 2.74m | 1.80% |
| Geode Capital Management LLCas of 31 Mar 2024 | 2.68m | 1.77% |
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Data from 31 Mar 2024 - 31 Mar 2024Source: FactSet Research Systems Inc.
