WT
Research Snapshot
Static fundamentals, valuation context, and investor signals for WisdomTree, Inc. (WT).
DCF ready
Valuation
N/A
EV/FCF, N/A FCF yield
Quality
27.3%
ROIC, 29.9% FCF margin
Growth
N/A
5Y sales (revenue) CAGR
Balance sheet
0.0x
Debt/equity, 1.7x current ratio
Superinvestors
2
Top: Lee Ainslie (0.0%)
Strengths to research
- Free cash flow compounded at 25.9% over five years.
- Return on equity is strong at 27.3%.
- Free cash flow margin is healthy at 29.9%.
- Debt/equity looks manageable at 0.0x.
Watchouts
- Valuation multiples are limited or unavailable.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for WT.
Grade C
63
/ 100
Financial Charts
No financial data available for WT (annual).
2 superinvestors own WT
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Polen Capital Management Polen Capital Management | 109,005 | $2M | 0.01% | 0.0% |
| Lee Ainslie Maverick Capital | 42,620 | $621,000 | 0.01% | 0.0% |