WisdomTree Investments Financial Statements 2025-2008 | WETF

Annual Financial Statements WisdomTree Investments

	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008
Market Cap	-	771 M	771 M	762 M	810 M	780 M	632 M	956 M	1.58 B	1.4 B	1.63 B	2.3 B	1.83 B	1.03 B	656 M	-	-	-
Shares	140 M	145 M	145 M	143 M	144 M	149 M	152 M	147 M	135 M	134 M	136 M	132 M	127 M	122 M	114 M	112 M	103 M	-
Historical Prices	-	5.33	5.33	5.33	5.63	5.25	3.89	7.31	8.92	8.18	10.3	15.8	13.1	7.65	5.95	-	-	-
Net Income	113 M	66.7 M	103 M	50.7 M	49.8 M	-35.7 M	-10.4 M	36.6 M	27.2 M	26.2 M	80.1 M	61.1 M	51.5 M	11 M	3.09 M	-7.55 M	-21.2 M	-
Revenue	494 M	428 M	349 M	301 M	304 M	429 K	268 M	274 M	237 M	219 M	299 M	184 M	149 M	84.8 M	65.2 M	41.6 M	22.1 M	-
Cost of Revenue	138 M	121 M	110 M	97.9 M	88.2 M	74.7 M	80.8 M	56.7 M	42.1 M	41.1 M	73.2 M	41 M	36.2 M	23.2 M	19.6 M	19.2 M	18.9 M	-
Gross Profit	356 M	306 M	240 M	203 M	216 M	-74.2 M	126 M	143 M	114 M	115 M	183 M	108 M	78.2 M	38.5 M	65.2 M	22.4 M	3.15 M	-
Operating Income	174 M	137 M	87.5 M	60.1 M	89.1 M	55.1 M	53.5 M	61.3 M	49.1 M	63.4 M	-	-	-	-	-	-	-	-
Interest Expense	2.03 M	874 K	15.2 M	14.9 M	12.3 M	9.67 M	11.2 M	7.96 M	-	-	-	-	-	-	-	-	-	-
EBITDA	178 M	139 M	88.4 M	60.3 M	89.8 M	56.1 M	55.5 M	74 M	59.6 M	65.3 M	140 M	74.4 M	52 M	15.1 M	3.36 M	314 K	360 K	-
Operating Expenses	320 M	290 M	262 M	241 M	215 M	195 M	71.7 M	70.2 M	55.6 M	51.1 M	43.6 M	34.8 M	26.6 M	23.7 M	62.1 M	49.2 M	43.3 M	-
General and Administrative Expenses	89.1 M	84 M	71.3 M	64.8 M	-	-	11.9 M	14.2 M	15.5 M	11.9 M	11.4 M	11.2 M	5.53 M	6.02 M	45.8 M	-	-	-

All numbers in USD currency

Quarterly Income Statement WisdomTree Investments

	2026-Q3	2026-Q2	2026-Q1	2025-Q4	2025-Q3	2025-Q2	2025-Q1	2024-Q4	2024-Q3	2024-Q2	2024-Q1	2023-Q4	2023-Q3	2023-Q2	2023-Q1	2022-Q4	2022-Q3	2022-Q2	2022-Q1	2021-Q4	2021-Q3	2021-Q2	2021-Q1	2020-Q4	2020-Q3	2020-Q2	2020-Q1	2019-Q4	2019-Q3	2019-Q2	2019-Q1	2018-Q4	2018-Q3	2018-Q2	2018-Q1	2017-Q4	2017-Q3	2017-Q2	2017-Q1	2016-Q4	2016-Q3	2016-Q2	2016-Q1	2015-Q4	2015-Q3	2015-Q2	2015-Q1	2014-Q4	2014-Q3	2014-Q2	2014-Q1	2013-Q4	2013-Q3	2013-Q2	2013-Q1	2012-Q4	2012-Q3	2012-Q2	2012-Q1	2011-Q4	2011-Q3	2011-Q2	2011-Q1
Shares	148 M	149 M	138 M	-1.36 M	140 M	143 M	143 M	-1.13 M	144 M	147 M	146 M	202 M	145 M	144 M	144 M	-143 M	143 M	143 M	143 M	-144 M	142 M	146 M	146 M	-1.2 M	146 M	152 M	153 M	41 M	152 M	152 M	152 M	1.5 M	151 M	149 M	135 M	62 M	135 M	135 M	134 M	-140 K	134 M	134 M	135 M	1.72 M	137 M	136 M	134 M	352 K	132 M	132 M	131 M	742 K	127 M	126 M	125 M	693 K	123 M	122 M	119 M	246 K	114 M	114 M	113 M
Net Income	49.2 M	44.3 M	-23.1 M	40 M	19 M	24.8 M	24.6 M	26.2 M	-18.2 M	19.7 M	20 M	23.1 M	10.8 M	46.7 M	14.5 M	-25.1 M	72.1 M	8 M	-10.8 M	11.2 M	5.18 M	15.7 M	13.4 M	-13.5 M	-826 K	-13.8 M	-9.19 M	-25.9 M	3.61 M	1.94 M	7.89 M	-11.6 M	19.8 M	15.1 M	9.27 M	65 K	7.8 M	11.9 M	6.88 M	1.7 M	7.96 M	3.65 M	12.1 M	20.5 M	23.3 M	24.2 M	12.1 M	9.62 M	10.6 M	10.6 M	30.2 M	16.5 M	15 M	12.2 M	7.85 M	5.25 M	4.53 M	129 K	1.12 M	889 K	1.36 M	689 K	155 K
Revenue	179 M	177 M	159 M	147 M	126 M	113 M	108 M	111 M	113 M	107 M	96.8 M	90.8 M	90.4 M	85.7 M	82 M	-	72.4 M	-	-	-	-	-	-	-	-	-	-	-	-	66.3 M	65.5 M	67.9 M	72.6 M	74.8 M	58.5 M	60.5 M	57.3 M	55.9 M	54.6 M	49.6 M	51.8 M	56 M	60.9 M	76.5 M	80.8 M	81.6 M	60.1 M	49.6 M	47.1 M	44.1 M	42.9 M	43.2 M	39.6 M	37.3 M	29.3 M	23.6 M	21.7 M	20.4 M	19.2 M	16.2 M	17.7 M	16.7 M	14.5 M
Cost of Revenue	44.8 M	43.7 M	47.5 M	37.3 M	33.8 M	32.8 M	33.8 M	30 M	29.4 M	30.8 M	31.1 M	27.9 M	28 M	26.3 M	27.4 M	24.8 M	23.7 M	24.6 M	24.8 M	23.2 M	22 M	20.3 M	22.6 M	20.8 M	19.1 M	17.5 M	17.3 M	19.3 M	18.9 M	21.3 M	21.3 M	18.8 M	17.5 M	19.3 M	18.8 M	25.7 M	19.5 M	18.4 M	17.9 M	18.4 M	15.3 M	14.3 M	15.2 M	15.6 M	19.4 M	18.7 M	19.6 M	14.1 M	9.99 M	7.55 M	9.36 M	9.63 M	9.65 M	9.45 M	7.48 M	6.16 M	5.73 M	5.48 M	5.86 M	4.72 M	5.08 M	4.61 M	5.22 M
Gross Profit	135 M	133 M	112 M	110 M	91.8 M	79.8 M	74.3 M	80.7 M	83.8 M	76.2 M	65.8 M	63 M	62.5 M	59.4 M	54.6 M	-	48.7 M	-	-	-	-	-	-	-	-	-	-	-	-	45 M	44.2 M	49 M	55 M	55.5 M	39.6 M	34.8 M	37.8 M	37.4 M	36.7 M	31.2 M	36.5 M	41.6 M	45.7 M	60.9 M	61.3 M	62.9 M	40.5 M	35.5 M	37.1 M	36.6 M	33.6 M	33.5 M	30 M	27.9 M	21.9 M	17.4 M	15.9 M	14.9 M	13.3 M	11.5 M	12.7 M	12.1 M	-
Operating Income	74.1 M	71.8 M	59.4 M	59.7 M	45.7 M	34.6 M	34.2 M	35 M	40.8 M	33.5 M	28 M	26 M	26.7 M	18.2 M	16.6 M	11.7 M	14.9 M	15.8 M	17.7 M	22.6 M	24.2 M	23.7 M	18.6 M	12.9 M	14.7 M	11.8 M	15.6 M	14.8 M	16.1 M	11.9 M	10.7 M	11.8 M	21.7 M	14.5 M	13.2 M	5.24 M	15.2 M	15 M	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Interest Expense	-35 K	6.37 M	-637 K	317 K	1.32 M	638 K	-250 K	2.63 M	-3.06 M	-1.28 M	2.59 M	1.6 M	-2.51 M	4.02 M	4 M	-	3.73 M	3.73 M	3.73 M	3.74 M	3.73 M	2.57 M	2.3 M	2.69 M	2.51 M	2.04 M	2.42 M	2.61 M	2.83 M	2.91 M	2.89 M	2.86 M	2.75 M	2.36 M	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
EBITDA	77.3 M	74.4 M	61.4 M	61.8 M	46.3 M	35.2 M	34.7 M	35.5 M	41.2 M	33.9 M	28.3 M	26.4 M	27 M	18.3 M	16.7 M	11.7 M	14.9 M	15.9 M	17.7 M	22.6 M	24.4 M	23.9 M	18.9 M	13.2 M	15 M	12 M	15.9 M	15.1 M	16.4 M	12.2 M	11 M	12.1 M	22 M	14.9 M	13.6 M	5.59 M	15.6 M	15.4 M	337 K	327 K	332 K	330 K	316 K	310 K	253 K	223 K	220 K	221 K	207 K	201 K	192 K	190 K	84 K	83 K	82 K	82 K	79 K	75 K	71 K	67 K	68 K	67 K	65 K
Operating Expenses	105 M	105 M	100 M	87.7 M	80 M	78 M	73.9 M	75.7 M	72.4 M	73.5 M	68.9 M	64.8 M	63.7 M	67.5 M	65.5 M	61.6 M	57.5 M	61.4 M	60.7 M	56.6 M	53.9 M	52.1 M	52.6 M	52.7 M	49 M	46.3 M	48.2 M	52.2 M	51.6 M	54.4 M	54.8 M	56 M	50.9 M	60.2 M	45.7 M	55.7 M	42.5 M	41.2 M	39.8 M	33.9 M	37.6 M	44.8 M	39.2 M	40.8 M	41.2 M	40.6 M	39.1 M	32.9 M	26.9 M	24 M	26.4 M	26.7 M	24.7 M	25.1 M	21.5 M	18.3 M	17.1 M	20.3 M	18.1 M	15.3 M	16.4 M	16 M	14.4 M
General and Administrative Expenses	30.5 M	30.2 M	24.9 M	24.8 M	22.4 M	21.3 M	20.7 M	22.9 M	21 M	20.1 M	20 M	18.4 M	18 M	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-

All numbers in USD currency

Financial statements are the primary tool companies use to inform stakeholders about their financial position, performance, and changes in capital structure. It is a kind of "business language" understood by investors, creditors, tax authorities, and other participants in the economic environment.

Main types of financial statements WisdomTree Investments WETF

Income Statement
Shows income, expenses, and resulting profit or loss over a specific period. Helps assess business profitability.
Balance Sheet
Reflects a company’s assets, liabilities, and equity as of a specific date. It’s a snapshot of what the company owns and owes.
Assets — everything the company owns (cash, equipment, buildings, accounts receivable, etc.).
Liabilities — debts and other external sources of financing.
Equity — owners' capital and retained earnings.
Cash Flow Statement
Reveals how the company earns and spends money in three areas: operating, investing, and financing activities.

International reporting standards

IFRS — International Financial Reporting Standards, applicable to public and multinational companies.
GAAP — Generally Accepted Accounting Principles used in the United States.
RAS — Russian Accounting Standards, used domestically in Russia.

Financial reporting WisdomTree Investments plays a crucial role for investors as it serves as an objective source of information about a company's current state. Based on the reports, one can determine whether a company is growing, stagnating, or losing market share. This allows investors to identify both promising and problematic assets in a timely manner.

In addition, financial data provides a basis for forecasting future returns. Historical trends in revenue, profit, and cash flow help evaluate potential dividends, the likelihood of stock price growth, and overall investment risk.

Transparent and accurate reporting is also an indicator of a company’s maturity and managerial responsibility. Such openness builds investor confidence and simplifies investment decision-making, especially when comparing multiple companies.

Finally, financial statements enable high-quality comparative analysis. They allow companies to be evaluated against each other in terms of profitability, debt levels, margins, and other key metrics — which is particularly important when choosing the best investment options within an industry or market segment.

Financial statements of other stocks in the Diversified financials industry

Issuer	Price	% 24h	Market Cap	Country
Puyi PUYI	-	33.93 %	$ 811 M	China
Русс-Инвест RUSI	-	-	-	Russia
МЕРИДИАН MERF	-	-	-	Russia
Арсагера ARSA	-	-	-	Russia
ЭсЭфАй \| SFI SFIN	-	-	-	Russia
Oxford Lane Capital Corp. OXLC	$ 4.9	-24.81 %	$ 345 M	USA
Oxford Square Capital Corp. OXSQ	$ 0.84	-5.25 %	$ 41.7 M	USA
PennantPark Investment Corporation PNNT	$ 3.29	1.08 %	$ 221 M	USA
Bain Capital Specialty Finance, Inc. BCSF	$ 11.18	-0.49 %	$ 722 M	USA
TCG BDC, Inc. CGBD	$ 10.8	-2.17 %	$ 594 M	USA
Daxor Corporation DXR	$ 8.63	-3.17 %	$ 50.4 M	USA
Golub Capital BDC, Inc. GBDC	$ 12.92	-1.22 %	$ 1.92 B	USA
Gladstone Capital Corporation GLAD	$ 19.25	-1.78 %	$ 598 M	USA
New Mountain Finance Corporation NMFC	$ 6.98	-1.69 %	$ 676 M	USA
Brookfield Asset Management BAM	$ 52.48	-3.06 %	$ 118 B	Canada
Franklin Resources BEN	$ 32.21	-4.92 %	$ 16.6 B	USA
Ameriprise Financial AMP	$ 510.84	-3.2 %	$ 49.4 B	USA
Ares Management Corporation ARES	$ 133.35	-2.54 %	$ 44 B	USA
FS KKR Capital Corp. FSK	$ 11.69	2.19 %	$ 1.45 B	USA
General American Investors Company, Inc. GAM	$ 62.7	-2.65 %	$ 1.66 B	USA
Invesco Ltd. IVZ	$ 27.05	-8.13 %	$ 12.2 B	USA
AssetMark Financial Holdings AMK	-	-	$ 2.61 B	USA
Sculptor Capital Management SCU	-	-0.12 %	$ 321 M	USA
Victory Capital Holdings VCTR	$ 112.17	-6.68 %	$ 7.34 B	USA
Бест Эффортс Банк ALBK	-	-	-	Russia
PhenixFIN Corporation PFX	$ 41.37	-4.89 %	$ 238 M	USA
Объединенные Кредитные Системы UCSS	-	-	-	Russia
Prospect Capital Corporation PSEC	$ 1.39	-3.58 %	$ 564 M	USA
Silvercrest Asset Management Group SAMG	$ 10.98	0.27 %	$ 88.1 M	USA
Stellus Capital Investment Corporation SCM	$ 7.19	-1.1 %	$ 140 M	USA
State Street Corporation STT	$ 166.07	-4.25 %	$ 47.3 B	USA
SLR Senior Investment Corp. SUNS	$ 6.65	-3.2 %	$ 107 M	USA
BlackRock TCP Capital Corp. TCPC	$ 4.25	-2.86 %	$ 246 M	USA
U.S. Global Investors GROW	$ 2.49	-7.44 %	$ 31.6 M	USA
TriplePoint Venture Growth BDC Corp. TPVG	$ 4.46	-3.88 %	$ 136 M	USA
T. Rowe Price Group TROW	$ 108.84	-3.31 %	$ 23.9 B	USA
Blucora BCOR	-	-0.29 %	$ 1.31 B	USA
Hennessy Advisors HNNA	$ 10.35	-1.76 %	$ 80.6 M	USA
Ares Capital Corporation ARCC	$ 19.34	-0.62 %	$ 8.18 B	USA
ASA Gold and Precious Metals Limited ASA	$ 49.77	0.69 %	$ 960 M	USA
KKR & Co. KKR	$ 97.82	-3.48 %	$ 87.2 B	USA
Pzena Investment Management, Inc PZN	-	0.37 %	$ 708 M	USA
Manning & Napier MN	-	-	$ 246 M	USA
Apollo Global Management APO	$ 117.29	-4.46 %	$ 69.1 B	USA
Investcorp Credit Management BDC, Inc. ICMB	$ 0.61	-6.11 %	$ 8.38 M	USA
Atlas Corp. ATCO	-	-0.1 %	$ 4.45 B	China
Ashford AINC	-	0.2 %	$ 15.3 M	USA
Datto Holding Corp. MSP	-	0.64 %	$ 5.76 B	USA
BNY Mellon Strategic Municipals, Inc. LEO	$ 5.97	-1.08 %	$ 372 M	USA

WisdomTree Investments Financial Statements 2025-2008 | WETF

Annual Financial Statements WisdomTree Investments

Market Cap

Shares

Historical Prices

Net Income

Revenue

Cost of Revenue

Gross Profit

Operating Income

Interest Expense

EBITDA

Operating Expenses

General and Administrative Expenses

Annual performance