WisdomTree, Inc. (WT)

SEC fundamentals · as filed in 10-Q FY2026, period ended Jun 30, 2026 · updated Oct 23, 2026

Verified against EDGAR
Total Assets
$1.65B
Stockholders' Equity
$418.5M
Cash & Equivalents
$294.8M
Long-Term Debt
—

as filed in 10-Q FY2026, period ended Jun 30, 2026 · View filings on EDGAR ↗

In its 10-Q for the period ended Jun 30, 2026, WisdomTree, Inc. reported revenue of $177.2M, net income of $44.3M, and total assets of $1.65B. Every figure below is taken directly from WisdomTree, Inc.'s SEC filings: each links to the source document on EDGAR.

Revenue trend

Revenue · FY2016–FY2025 · as reported

$493.8M$229.0M-$35.7M
FY2016FY2019FY2022FY2025
Revenue$493.8MNet income$109.1M
FY2016 revenue
$218.9M
FY2025 revenue
$493.8M

Revenue and net income by fiscal year

As reported in each year’s annual filing · USD

Fiscal yearRevenueNet income
FY2025$493.8M$109.1M
FY2024$427.7M$66.7M
FY2023$349.0M$102.5M
FY2022$301.3M$50.7M
FY2021$304.3M$49.8M
FY2020$249.9M-$35.7M
FY2019$266.5M-$10.4M
FY2018$274.1M$36.6M
FY2017$228.3M$27.2M
FY2016$218.9M$26.2M

Recent SEC filings

Filed by the registrant · newest first · insider forms and holder schedules not included

FormFiledSource
10-QAug 5, 2026on EDGAR ↗
8-KJul 31, 2026on EDGAR ↗
8-KJun 18, 2026on EDGAR ↗
8-KMay 29, 2026on EDGAR ↗
10-QMay 6, 2026on EDGAR ↗
8-KMay 1, 2026on EDGAR ↗
DEF 14AApr 29, 2026on EDGAR ↗
8-KMar 30, 2026on EDGAR ↗
8-KMar 24, 2026on EDGAR ↗
8-KMar 23, 2026on EDGAR ↗

All filings on EDGAR ↗

Balance Sheet

as of Jun 30, 2026 · 10-Q

Total Assets$1.65Bsource ↗
Stockholders’ Equity$418.5Msource ↗
Cash & Equivalents$294.8Msource ↗
Long-Term Debt—source ↗

Income Statement

10-Q (quarterly) · period ended Jun 30, 2026

Revenue$177.2Msource ↗
Net Income$44.3Msource ↗
Operating Income$71.8Msource ↗
Gross Profit—source ↗
Cost of Revenue—source ↗
R&D Expense—source ↗

Per Share & Cash Flow

10-Q (quarterly) · period ended Jun 30, 2026

EPS (diluted)$0.28source ↗
EPS (basic)$0.30source ↗
Shares Outstanding151.5Msource ↗
Cash from Operations$75.5Msource ↗
Cash from Financing-$237.7Msource ↗
Cash from Investing-$168.1Msource ↗

Insider activity

Form 4 open-market activity, last 180 days

Buys
0
Sells
4
Net shares
-175.0K

Restatement history

Point-in-time

9 of 453 annual fact-keys were materially restated between filings: what WisdomTree, Inc. first reported differed from what it later filed. We keep every vintage of every annual figure, each keyed to its EDGAR accession.

See each original-vs-restated value, and query any company as of any past date, with the point-in-time API.

Deeper fundamentals

A free API key reaches WT’s revenue, margin and free-cash-flow trajectory (newest 3 fiscal years) and its leverage, liquidity and return ratios (newest 4 quarters). Analyst extends those to up to 20 years and 20 quarters, and adds the Piotroski F-score and accruals quality score. As-of fundamentals at any past date are on Free too, up to 10 lookups a day; Analyst removes that cap and adds the original-vs-restated detail, across the whole SEC universe.

Programmatic access

Everything on this page is served by the Distill API and by the MCP server at mcp.distillmarkets.com. A free key is issued at sign-up with no card; the full reference is in the docs.

These fundamentals, as filed
curl
curl -H "X-Api-Key: $DISTILL_API_KEY" \
https://api.distillmarkets.com/api/v1/sec/fundamentals/WT

MCP tool: get_sec_fundamentals ticker=WT

The same figures as they were known on any past date
curl
curl -H "X-Api-Key: $DISTILL_API_KEY" \
https://api.distillmarkets.com/api/v1/sec/fundamentals/WT/as-of/YYYY-MM-DD

MCP tool: get_asof_fundamentals ticker=WT as_of=YYYY-MM-DD

Fiscal-year trajectory: revenue, margins, free cash flow
curl
curl -H "X-Api-Key: $DISTILL_API_KEY" \
https://api.distillmarkets.com/api/v1/sec/fundamentals/WT/history

MCP tool: get_fundamentals_history ticker=WT

Leverage, liquidity, margin and return ratios
curl
curl -H "X-Api-Key: $DISTILL_API_KEY" \
https://api.distillmarkets.com/api/v1/sec/financial-health/WT

MCP tool: get_financial_health ticker=WT

Not investment advice. Figures are shown as filed with the SEC; see the EDGAR source links for the original documents. Data may lag the latest filing.