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WisdomTree Investments WETF

Annual report 2025
added 02-25-2026

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WisdomTree Investments Financial Statements 2011-2026 | WETF

Annual Financial Statements WisdomTree Investments

2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011

Market Cap

- 771 M 771 M 762 K 810 K 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 K 144 K 149 M 152 M 147 M 135 M 134 M 136 M 132 M 127 M 122 M 114 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

109 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

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

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

Gross Profit

- - - - - - 126 M 143 M 114 M 115 M 183 M 108 M 78.2 M 38.5 M 65.2 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 -1.63 M -36.3 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

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

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

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

140 M 143 M 143 M 146 M 144 M 147 M 146 M 150 M 145 M 144 M 144 M 147 M 143 M 143 M 143 M 145 M 142 M 146 M 146 M 149 M 146 M 152 M 153 M 155 M 152 M 152 M 152 M 153 M 151 M 149 M 135 M 137 M 135 M 135 M 134 M 136 M 134 M 134 M 135 M 138 M 137 M 136 M 134 M 133 M 132 M 132 M 131 M 130 M 127 M 126 M 125 M 125 M 123 M 122 M 119 K 115 M 114 M 114 K 113 M

Net Income

19.7 M 24.8 M 24.6 M - -4.48 M 21.8 M 22.1 M - 13 M 54.3 M 16.2 M - 81.2 M 8 M -10.3 M 11.2 M 5.83 M 17.6 M 15.1 M -13.5 M -270 K -13.2 M -8.64 M -25.9 M 4.15 M 2.48 M 8.82 M -11.6 M 22 M 16.7 M 9.42 M - 7.98 M 12.1 M 6.88 M - 7.96 M 3.65 M 12.1 M - 23.3 M 24.2 M 12.1 M - 10.6 M 10.6 M 30.2 M - 15 M 12.2 M 7.85 M - 4.53 M 129 K 1.12 M - 1.36 M 689 K 155 K

Revenue

126 M 113 M 108 M - 113 M 107 M 96.8 M - 90.4 M 85.7 M 82 M - 72.4 M - - - - - - - - - - - - 66.3 M 65.5 M - 72.6 M 74.8 M 58.9 M - 57.7 M 56.2 M 54.6 M - 51.8 M 56 M 60.9 M - 80.8 M 81.6 M 60.1 M - 47.1 M 44.1 M 42.9 M - 39.6 M 37.3 M 29.3 M - 21.7 M 20.4 M 19.2 M - 17.7 M 16.7 M 14.5 M

Cost of Revenue

33.8 M 32.8 M 33.8 M - 29.4 M 30.8 M 31.1 M - 28 M 26.3 M 27.4 M - 23.7 M 24.6 M 24.8 M - 22 M 20.3 M 22.6 M - 19.1 M 17.5 M 17.3 M - 18.9 M 15.6 M 15.2 M - 15.3 M 14.6 M 10.9 M - 10.9 M 10.1 M 17.9 M - 15.3 M 14.3 M 15.2 M - 19.4 M 18.7 M 19.6 M - 9.99 M 7.55 M 9.36 M - 9.65 M 9.45 M 7.48 M - 5.73 M 5.48 M 5.86 M - 5.08 M 4.61 M 5.22 M

Operating Income

45.7 M 34.6 M 34.2 M - 40.8 M 33.5 M 28 M - 26.7 M 18.2 M 16.6 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 - 15.2 M 15 M - - - - - - - - - - - - - - - - - - - - - - - - -

Interest Expense

1.32 M 638 K -250 K - 4.33 M 3.46 M 2.59 M - -2.51 M 4.02 M 4 M - 3.73 M 3.73 M 3.73 M - 3.73 M 2.57 M 2.3 M - 2.51 M 2.04 M 2.42 M - 2.83 M 2.91 M 2.89 M - 2.75 M 2.36 M - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

EBITDA

46.3 M 35.2 M 34.7 M - 41.2 M 33.9 M 28.3 M - 27 M 18.3 M 16.7 M - 14.9 M 15.9 M 17.7 M 22.6 M 24.4 M 23.9 M 18.9 M 12.9 M 15 M 12 M 15.9 M 14.8 M 16.4 M 12.2 M 11 M 11.8 M 22 M 14.9 M 13.6 M - 15.6 M 15.4 M 337 K - 332 K 330 K 316 K - 253 K 223 K 220 K - 207 K 201 K 192 K - 84 K 83 K 82 K - 79 K 75 K 71 K - 68 K 67 K 65 K

Operating Expenses

80 M 78 M 73.9 M - 72.4 M 73.5 M 68.9 M - 63.7 M 67.5 M 65.5 M - 57.5 M 61.4 M 60.7 M - 53.9 M 53.9 M 52.6 M - 49 M 46.3 M 48.2 M - 51.6 M 54.4 M 54.8 M - 50.9 M 60.2 M 45.7 M - 42.5 M 41.2 M 39.8 M - 37.6 M 44.8 M 39.2 M - 41.2 M 40.6 M 39.1 M - 26.9 M 24 M 26.4 M - 24.7 M 25.1 M 21.5 M - 17.1 M 20.3 M 18.1 M - 16.4 M 16 M 14.4 M

General and Administrative Expenses

22.4 M 21.3 M 20.7 M - 21 M 20.1 M 20 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
  1. Income Statement
    Shows income, expenses, and resulting profit or loss over a specific period. Helps assess business profitability.
  2. 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.
  3. 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
Altisource Asset Management Corporation Altisource Asset Management Corporation
AAMC
- -1.53 % $ 3.77 M usaUSA
Ashford Ashford
AINC
- 0.2 % $ 15.3 M usaUSA
Atlas Corp. Atlas Corp.
ATCO
- -0.1 % $ 4.45 B chinaChina
Ameriprise Financial Ameriprise Financial
AMP
$ 439.05 0.01 % $ 42.5 B usaUSA
Бест Эффортс Банк Бест Эффортс Банк
ALBK
- - - russiaRussia
Ares Capital Corporation Ares Capital Corporation
ARCC
$ 18.36 2.37 % $ 7.77 B usaUSA
ASA Gold and Precious Metals Limited ASA Gold and Precious Metals Limited
ASA
$ 66.65 0.98 % $ 1.29 B usaUSA
Арсагера Арсагера
ARSA
- - - russiaRussia
Jupai Holdings Limited Jupai Holdings Limited
JP
- 0.98 % $ 12.7 M -
BlackRock BlackRock
BLK
$ 964.11 2.21 % $ 144 B usaUSA
AssetMark Financial Holdings AssetMark Financial Holdings
AMK
- - $ 2.61 B usaUSA
TCG BDC, Inc. TCG BDC, Inc.
CGBD
$ 11.08 3.55 % $ 610 M usaUSA
Oaktree Strategic Income Corporation Oaktree Strategic Income Corporation
OCSI
- - $ 251 M usaUSA
Bain Capital Specialty Finance, Inc. Bain Capital Specialty Finance, Inc.
BCSF
$ 12.32 2.84 % $ 795 M usaUSA
Blucora Blucora
BCOR
- -0.29 % $ 1.31 B usaUSA
МЕРИДИАН МЕРИДИАН
MERF
- - - russiaRussia
Русс-Инвест Русс-Инвест
RUSI
- - - russiaRussia
Сафмар Сафмар
SFIN
- - - russiaRussia
Объединенные Кредитные Системы Объединенные Кредитные Системы
UCSS
- - - russiaRussia
The Bank of New York Mellon Corporation The Bank of New York Mellon Corporation
BK
$ 116.16 0.68 % $ 82.5 B usaUSA
Ares Management Corporation Ares Management Corporation
ARES
$ 104.71 5.6 % $ 32.8 B usaUSA
FS KKR Capital Corp. FS KKR Capital Corp.
FSK
$ 10.34 1.82 % $ 1.28 B usaUSA
Cohen & Steers Cohen & Steers
CNS
$ 64.32 1.64 % $ 3.24 B usaUSA
Gladstone Investment Corporation Gladstone Investment Corporation
GAIN
$ 14.34 2.65 % $ 474 M usaUSA
General American Investors Company, Inc. General American Investors Company, Inc.
GAM
$ 60.37 1.31 % $ 1.64 B usaUSA
Great Elm Capital Corporation Great Elm Capital Corporation
GECC
$ 4.65 -5.68 % $ 103 M usaUSA
U.S. Global Investors U.S. Global Investors
GROW
$ 3.26 0.25 % $ 43.5 M usaUSA
The Carlyle Group The Carlyle Group
CG
$ 47.74 2.93 % $ 17.2 B usaUSA
Diamond Hill Investment Group Diamond Hill Investment Group
DHIL
$ 172.89 -0.13 % $ 477 M usaUSA
Hamilton Lane Incorporated Hamilton Lane Incorporated
HLNE
$ 101.07 4.02 % $ 3.95 B usaUSA
Fidus Investment Corporation Fidus Investment Corporation
FDUS
$ 18.36 3.2 % $ 449 M usaUSA
Federated Hermes Federated Hermes
FHI
$ 57.09 0.87 % $ 4.29 B usaUSA
Tekla Healthcare Investors Tekla Healthcare Investors
HQH
$ 18.46 1.65 % $ 791 M usaUSA
Horizon Technology Finance Corporation Horizon Technology Finance Corporation
HRZN
$ 4.28 5.94 % $ 75 M usaUSA
Investcorp Credit Management BDC, Inc. Investcorp Credit Management BDC, Inc.
ICMB
$ 2.0 2.04 % $ 27.5 M usaUSA
Golub Capital BDC, Inc. Golub Capital BDC, Inc.
GBDC
$ 12.42 2.64 % $ 1.85 B usaUSA
Apollo Investment Corporation Apollo Investment Corporation
AINV
- 0.52 % $ 730 M usaUSA
Gladstone Capital Corporation Gladstone Capital Corporation
GLAD
$ 18.11 1.77 % $ 562 M usaUSA
BlackRock Capital Investment Corporation BlackRock Capital Investment Corporation
BKCC
- - $ 257 M usaUSA
Central Securities Corp. Central Securities Corp.
CET
- 1.35 % $ 930 M usaUSA
CI Financial Corp CI Financial Corp
CIXX
- -0.7 % $ 2.9 B -
Capitala Finance Corp. Capitala Finance Corp.
CPTA
- 2.17 % $ 68.9 M usaUSA
BNY Mellon Municipal Income, Inc. BNY Mellon Municipal Income, Inc.
DMF
- -0.29 % $ 144 M usaUSA
Eaton Vance Corp. Eaton Vance Corp.
EV
- -0.98 % $ 8.58 B usaUSA
First Eagle Alternative Capital BDC, Inc. First Eagle Alternative Capital BDC, Inc.
FCRD
- -3.61 % $ 141 M usaUSA
Harvest Capital Credit Corporation Harvest Capital Credit Corporation
HCAP
- - $ 57.7 M usaUSA
Kayne Anderson NextGen Energy & Infrastructure, Inc. Kayne Anderson NextGen Energy & Infrastructure, Inc.
KMF
- - $ 317 M usaUSA
Medley Management Inc. Medley Management Inc.
MDLY
- - $ 18.3 M usaUSA
Tekla Life Sciences Investors Tekla Life Sciences Investors
HQL
$ 16.62 0.3 % $ 385 M usaUSA
Puhui Wealth Investment Management Co., Ltd. Puhui Wealth Investment Management Co., Ltd.
PHCF
- - $ 5.54 M chinaChina