WisdomTree, Inc. financial data

Symbol
WT on NYSE
Industry
Security Brokers, Dealers & Flotation Companies
Location
250 West 34 Th Street, 3 Rd Floor, New York, New York
State of incorporation
Delaware
Fiscal year end
December 31
Former names
WisdomTree Investments, Inc. (to 11/4/2022), INDEX DEVELOPMENT PARTNERS INC (to 6/1/2006), INDIVIDUAL INVESTOR GROUP INC (to 6/25/2002)
Latest financial report
Q1 2024 - May 7, 2024

Key Ratios

Label TTM Value / Value Unit Change %
Current Ratio 266 % +77.8%
Debt-to-equity 83.5 % -56.5%
Return On Equity 24.6 % -3.15%
Return On Assets 11.5 % +52.1%
Operating Margin 25.1 % +25.7%

Shares

Label TTM Value / Value Unit Change %
Entity Common Stock, Shares Outstanding 152M shares +1.71%
Common Stock, Shares, Outstanding 152M shares +1.69%
Entity Public Float 949M USD -99.9%
Common Stock, Value, Issued 1.52M USD +1.67%
Weighted Average Number of Shares Outstanding, Basic 146M shares +1.81%
Weighted Average Number of Shares Outstanding, Diluted 165M shares +3.37%

Income Statement

Label TTM Value / Value Unit Change %
Revenues 96.8M USD +18%
Operating Income (Loss) 98.9M USD +67.7%
Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest 129M USD +52.8%
Income Tax Expense (Benefit) 20.8M USD +182%
Net Income (Loss) Attributable to Parent 108M USD +40.5%
Earnings Per Share, Basic 0.7 USD/shares +42.9%
Earnings Per Share, Diluted 0.67 USD/shares +36.7%

Balance Sheet

Label TTM Value / Value Unit Change %
Cash and Cash Equivalents, at Carrying Value 117M USD -1.83%
Accounts Receivable, after Allowance for Credit Loss, Current 40M USD +12.7%
Other Assets, Current 1.28M USD +341%
Assets, Current 223M USD -23.8%
Deferred Income Tax Assets, Net 5.48M USD -6.71%
Property, Plant and Equipment, Net 436K USD -15.3%
Operating Lease, Right-of-Use Asset 243K USD -78.9%
Intangible Assets, Net (Excluding Goodwill) 605M USD +0.23%
Goodwill 86.8M USD +1.15%
Other Assets, Noncurrent 456K USD -10.1%
Assets 932M USD -8.46%
Employee-related Liabilities, Current 9.62M USD +3.03%
Liabilities, Current 75.6M USD -42.3%
Operating Lease, Liability, Noncurrent 0 USD -100%
Other Liabilities, Noncurrent 1.35M USD
Liabilities 376M USD -33.7%
Accumulated Other Comprehensive Income (Loss), Net of Tax -907K USD +4.93%
Retained Earnings (Accumulated Deficit) 113M USD +351%
Stockholders' Equity Attributable to Parent 423M USD +32.9%
Liabilities and Equity 932M USD -8.46%

Popular Metrics

Label TTM Value / Value Unit Change %
Net Cash Provided by (Used in) Operating Activities -1.04M USD +80.8%
Net Cash Provided by (Used in) Financing Activities -12.8M USD -111%
Net Cash Provided by (Used in) Investing Activities 2.03M USD
Common Stock, Shares Authorized 400M shares 0%
Common Stock, Shares, Issued 152M shares +1.69%
Common Stock, Par or Stated Value Per Share 0.01 USD/shares 0%
Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents, Period Increase (Decrease), Including Exchange Rate Effect -12.4M USD +4.79%
Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents 117M USD -1.83%
Interest Paid, Excluding Capitalized Interest, Operating Activities 3.74M USD +367%
Deferred Tax Assets, Valuation Allowance 22.3M USD -1.3%
Effective Income Tax Rate Reconciliation, at Federal Statutory Income Tax Rate, Percent 0.21 pure 0%
Deferred Tax Assets, Gross 28.4M USD -2.78%
Operating Lease, Liability 578K USD -60.5%
Payments to Acquire Property, Plant, and Equipment 66K USD +154%
Comprehensive Income (Loss), Net of Tax, Attributable to Parent 108M USD +42.7%
Lessee, Operating Lease, Liability, to be Paid 251K USD -79.1%
Operating Lease, Liability, Current 251K USD -75.9%
Lessee, Operating Lease, Liability, to be Paid, Year Two 0 USD
Lessee, Operating Lease, Liability, to be Paid, Year One 584K USD -48.1%
Operating Lease, Weighted Average Discount Rate, Percent 0.06 pure -15.4%
Deferred Income Tax Expense (Benefit) 5.64M USD +17.9%
Lessee, Operating Lease, Liability, Undiscounted Excess Amount 6K USD -89.8%
Lessee, Operating Lease, Liability, to be Paid, Year Three 0 USD
Deferred Tax Assets, Operating Loss Carryforwards 676K USD
Deferred Federal Income Tax Expense (Benefit) -494K USD -8133%
Current Income Tax Expense (Benefit) 16.9M USD
Preferred Stock, Shares Authorized 2M shares 0%
Unrecognized Tax Benefits 1.35M USD -93.8%
Lessee, Operating Lease, Liability, to be Paid, Year Four 0 USD
Operating Lease, Payments 1.29M USD +8.04%
Additional Paid in Capital 310M USD
Current State and Local Tax Expense (Benefit) 1.88M USD +33.1%
Current Federal Tax Expense (Benefit) 6.96M USD +48.5%
Deferred Tax Assets, Net of Valuation Allowance 5.48M USD
Share-based Payment Arrangement, Expense 5.16M USD
Deferred State and Local Income Tax Expense (Benefit) -102K USD -10100%
Interest Expense 15.4M USD +1.07%
Preferred Stock, Par or Stated Value Per Share 0.01 USD/shares 0%