WisdomTree, Inc. — Financial Data
Annual figures from SEC EDGAR XBRL filings (10-K)
These figures are extracted directly from XBRL-tagged financial statements that WisdomTree, Inc. filed with the SEC as part of its annual 10-K reports. XBRL (eXtensible Business Reporting Language) is a structured data format the SEC requires for machine-readable financial disclosures. Values shown are as reported — negative figures indicate a loss and are shown in red.
Revenue
Total revenue from all business activities — the top line of the income statement. Represents all money earned before any expenses are deducted.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $493.75M | Feb 25, 2026 |
| FY2025 | Dec 31, 2024 | $427.74M | Feb 25, 2026 |
| FY2025 | Dec 31, 2023 | $349.04M | Feb 25, 2026 |
| FY2024 | Dec 31, 2022 | $301.35M | Feb 26, 2025 |
| FY2023 | Dec 31, 2021 | $304.32M | Feb 23, 2024 |
| FY2018 | Dec 31, 2018 | $274.12M | Mar 1, 2019 |
| FY2018 | Dec 31, 2017 | $228.30M | Mar 1, 2019 |
| FY2018 | Dec 31, 2016 | $218.92M | Mar 1, 2019 |
| FY2017 | Dec 31, 2015 | $298.94M | Mar 1, 2018 |
| FY2016 | Dec 31, 2014 | $183.76M | Mar 1, 2017 |
Net Income
The bottom-line profit — what remains after all operating expenses, interest, taxes, and other costs are deducted. A negative value means the company reported a net loss for the year.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $109.13M | Feb 25, 2026 |
| FY2025 | Dec 31, 2024 | $66.69M | Feb 25, 2026 |
| FY2025 | Dec 31, 2023 | $102.55M | Feb 25, 2026 |
| FY2024 | Dec 31, 2022 | $50.68M | Feb 26, 2025 |
| FY2021 | Dec 31, 2021 | $11.19M | Feb 25, 2022 |
| FY2021 | Sep 30, 2021 | $5.83M | Feb 25, 2022 |
| FY2021 | Jun 30, 2021 | $17.63M | Feb 25, 2022 |
| FY2021 | Mar 31, 2021 | $15.15M | Feb 25, 2022 |
| FY2021 | Dec 31, 2020 | ($13.50M) | Feb 25, 2022 |
| FY2021 | Sep 30, 2020 | ($270.0K) | Feb 25, 2022 |
Operating Income
Profit from core business operations before interest expense and income taxes (also known as EBIT). Excludes non-operating items, making it a cleaner measure of operational efficiency than net income.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $174.20M | Feb 25, 2026 |
| FY2025 | Dec 31, 2024 | $137.29M | Feb 25, 2026 |
| FY2025 | Dec 31, 2023 | $87.49M | Feb 25, 2026 |
| FY2024 | Dec 31, 2022 | $60.09M | Feb 26, 2025 |
| FY2021 | Dec 31, 2021 | $22.56M | Feb 25, 2022 |
| FY2021 | Sep 30, 2021 | $24.20M | Feb 25, 2022 |
| FY2021 | Jun 30, 2021 | $23.69M | Feb 25, 2022 |
| FY2021 | Mar 31, 2021 | $18.61M | Feb 25, 2022 |
| FY2021 | Dec 31, 2020 | $12.91M | Feb 25, 2022 |
| FY2021 | Sep 30, 2020 | $14.74M | Feb 25, 2022 |
Operating Cash Flow
Cash generated from core business operations — a more reliable measure of financial health than net income because it strips out non-cash items like depreciation and one-time charges.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $147.95M | Feb 25, 2026 |
| FY2025 | Dec 31, 2024 | $113.46M | Feb 25, 2026 |
| FY2025 | Dec 31, 2023 | $85.60M | Feb 25, 2026 |
| FY2024 | Dec 31, 2022 | $55.09M | Feb 26, 2025 |
| FY2023 | Dec 31, 2021 | $75.32M | Feb 23, 2024 |
| FY2022 | Dec 31, 2020 | $47.14M | Feb 28, 2023 |
| FY2021 | Dec 31, 2019 | $57.49M | Feb 25, 2022 |
| FY2020 | Dec 31, 2018 | $37.47M | Feb 19, 2021 |
| FY2019 | Dec 31, 2017 | $48.51M | Feb 28, 2020 |
| FY2018 | Dec 31, 2016 | $54.91M | Mar 1, 2019 |
Capital Expenditures (Capex)
Cash spent on acquiring or upgrading physical assets — property, equipment, and infrastructure. High capex businesses include manufacturing, telecom, and energy companies.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $215.0K | Feb 25, 2026 |
| FY2025 | Dec 31, 2024 | $141.0K | Feb 25, 2026 |
| FY2025 | Dec 31, 2023 | $113.0K | Feb 25, 2026 |
| FY2024 | Dec 31, 2022 | $220.0K | Feb 26, 2025 |
| FY2023 | Dec 31, 2021 | $293.0K | Feb 23, 2024 |
| FY2022 | Dec 31, 2020 | $472.0K | Feb 28, 2023 |
| FY2021 | Dec 31, 2019 | $47.0K | Feb 25, 2022 |
| FY2020 | Dec 31, 2018 | $71.0K | Feb 19, 2021 |
| FY2019 | Dec 31, 2017 | $295.0K | Feb 28, 2020 |
| FY2018 | Dec 31, 2016 | $1.07M | Mar 1, 2019 |
Total Assets
The total value of everything the company owns or controls — cash, investments, receivables, property, equipment, and intangibles. Reported as of fiscal year end.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $1.51B | Feb 25, 2026 |
| FY2025 | Dec 31, 2024 | $1.03B | Feb 25, 2026 |
| FY2024 | Dec 31, 2023 | $944.14M | Feb 26, 2025 |
| FY2023 | Dec 31, 2022 | $1.03B | Feb 23, 2024 |
| FY2022 | Dec 31, 2021 | $1.04B | Feb 28, 2023 |
| FY2021 | Dec 31, 2020 | $896.69M | Feb 25, 2022 |
| FY2020 | Dec 31, 2019 | $935.21M | Feb 19, 2021 |
| FY2019 | Dec 31, 2018 | $937.52M | Feb 28, 2020 |
| FY2018 | Dec 31, 2017 | $254.99M | Mar 1, 2019 |
| FY2017 | Dec 31, 2016 | $249.77M | Mar 1, 2018 |
Total Liabilities
All financial obligations owed to outside parties — including debt, accounts payable, accrued expenses, and deferred revenue. Subtracting liabilities from total assets gives stockholders' equity.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $1.10B | Feb 25, 2026 |
| FY2025 | Dec 31, 2024 | $633.56M | Feb 25, 2026 |
| FY2024 | Dec 31, 2023 | $402.43M | Feb 26, 2025 |
| FY2023 | Dec 31, 2022 | $595.64M | Feb 23, 2024 |
| FY2022 | Dec 31, 2021 | $635.87M | Feb 28, 2023 |
| FY2021 | Dec 31, 2020 | $497.86M | Feb 25, 2022 |
| FY2020 | Dec 31, 2019 | $465.23M | Feb 19, 2021 |
| FY2019 | Dec 31, 2018 | $446.61M | Feb 28, 2020 |
| FY2018 | Dec 31, 2017 | $62.03M | Mar 1, 2019 |
| FY2017 | Dec 31, 2016 | $48.42M | Mar 1, 2018 |
Stockholders Equity
The net worth attributable to shareholders: total assets minus total liabilities. Also called book value. Can be negative if liabilities exceed assets, which is common in capital-intensive industries.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $413.67M | Feb 25, 2026 |
| FY2025 | Dec 31, 2024 | $399.98M | Feb 25, 2026 |
| FY2025 | Dec 31, 2023 | $409.14M | Feb 25, 2026 |
| FY2025 | Dec 31, 2022 | $305.61M | Feb 25, 2026 |
| FY2024 | Dec 31, 2021 | $269.42M | Feb 26, 2025 |
| FY2023 | Dec 31, 2020 | $266.27M | Feb 23, 2024 |
| FY2022 | Dec 31, 2019 | $337.41M | Feb 28, 2023 |
| FY2021 | Dec 31, 2018 | $358.34M | Feb 25, 2022 |
| FY2020 | Dec 31, 2017 | $192.95M | Feb 19, 2021 |
| FY2019 | Dec 31, 2016 | $201.34M | Feb 28, 2020 |
Goodwill
An intangible asset representing the premium paid above fair value when acquiring another company. A large goodwill balance signals a history of acquisitions at premium prices.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $228.62M | Feb 25, 2026 |
| FY2025 | Dec 31, 2024 | $86.84M | Feb 25, 2026 |
| FY2024 | Dec 31, 2023 | $86.84M | Feb 26, 2025 |
| FY2023 | Dec 31, 2022 | $85.86M | Feb 23, 2024 |
| FY2022 | Dec 31, 2021 | $85.86M | Feb 28, 2023 |
| FY2021 | Dec 31, 2020 | $85.86M | Feb 25, 2022 |
| FY2020 | Dec 31, 2019 | $85.86M | Feb 19, 2021 |
| FY2019 | Dec 31, 2018 | $85.86M | Feb 28, 2020 |
| FY2018 | Dec 31, 2017 | $1.80M | Mar 1, 2019 |
| FY2017 | Dec 31, 2016 | $1.80M | Mar 1, 2018 |
Retained Earnings
Cumulative net income kept by the company rather than distributed as dividends. A growing retained earnings balance indicates consistent profitability; a deficit indicates cumulative losses.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | $220.79M | Feb 25, 2026 |
| FY2025 | Dec 31, 2024 | $129.82M | Feb 25, 2026 |
| FY2024 | Dec 31, 2023 | $95.74M | Feb 26, 2025 |
| FY2023 | Dec 31, 2022 | $13.72M | Feb 23, 2024 |
| FY2022 | Dec 31, 2021 | ($22.45M) | Feb 28, 2023 |
| FY2023 | Jan 1, 2021 | $616.0K | Feb 23, 2024 |
| FY2021 | Dec 31, 2020 | ($53.40M) | Feb 25, 2022 |
| FY2020 | Dec 31, 2019 | ($17.74M) | Feb 19, 2021 |
| FY2019 | Dec 31, 2018 | ($7.32M) | Feb 28, 2020 |
| FY2018 | Dec 31, 2017 | ($24.72M) | Mar 1, 2019 |
Cash & Equivalents
Highly liquid assets the company holds — cash on hand, bank balances, and short-term investments with maturities of three months or less. A key indicator of short-term financial health.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2023 | Dec 31, 2023 | $129.31M | Feb 23, 2024 |
| FY2023 | Dec 31, 2022 | $132.10M | Feb 23, 2024 |
| FY2022 | Dec 31, 2021 | $140.71M | Feb 28, 2023 |
| FY2021 | Dec 31, 2020 | $73.43M | Feb 25, 2022 |
| FY2021 | Dec 31, 2019 | $74.97M | Feb 25, 2022 |
| FY2021 | Dec 31, 2018 | $77.78M | Feb 25, 2022 |
| FY2020 | Dec 31, 2017 | $54.19M | Feb 19, 2021 |
| FY2019 | Dec 31, 2016 | $92.72M | Feb 28, 2020 |
| FY2018 | Dec 31, 2015 | $210.07M | Mar 1, 2019 |
| FY2017 | Dec 31, 2014 | $165.28M | Mar 1, 2018 |
Long-Term Debt
Debt obligations due more than one year from the balance sheet date — bonds, term loans, and notes payable. High long-term debt relative to equity can signal elevated financial leverage.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2022 | Dec 31, 2022 | $321.22M | Feb 28, 2023 |
| FY2022 | Dec 31, 2021 | $318.62M | Feb 28, 2023 |
| FY2021 | Dec 31, 2020 | $166.65M | Feb 25, 2022 |
| FY2020 | Dec 31, 2019 | $175.96M | Feb 19, 2021 |
| FY2019 | Dec 31, 2018 | $194.59M | Feb 28, 2020 |
EPS (Basic)
Net income divided by the weighted average shares outstanding. Basic EPS does not account for dilutive securities like options or convertible bonds — use diluted EPS for a more conservative view.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | 0 | Feb 25, 2026 |
| FY2025 | Dec 31, 2024 | 0 | Feb 25, 2026 |
| FY2025 | Dec 31, 2023 | 0 | Feb 25, 2026 |
| FY2024 | Dec 31, 2022 | 0 | Feb 26, 2025 |
| FY2021 | Dec 31, 2021 | 0 | Feb 25, 2022 |
| FY2021 | Sep 30, 2021 | 0 | Feb 25, 2022 |
| FY2021 | Jun 30, 2021 | 0 | Feb 25, 2022 |
| FY2021 | Mar 31, 2021 | 0 | Feb 25, 2022 |
| FY2021 | Dec 31, 2020 | 0 | Feb 25, 2022 |
| FY2021 | Sep 30, 2020 | 0 | Feb 25, 2022 |
EPS (Diluted)
Net income divided by the fully diluted share count — including all potential shares from options, warrants, and convertible instruments. The more conservative and widely cited EPS figure.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | 0 | Feb 25, 2026 |
| FY2025 | Dec 31, 2024 | 0 | Feb 25, 2026 |
| FY2025 | Dec 31, 2023 | 0 | Feb 25, 2026 |
| FY2024 | Dec 31, 2022 | 0 | Feb 26, 2025 |
| FY2021 | Dec 31, 2021 | 0 | Feb 25, 2022 |
| FY2021 | Sep 30, 2021 | 0 | Feb 25, 2022 |
| FY2021 | Jun 30, 2021 | 0 | Feb 25, 2022 |
| FY2021 | Mar 31, 2021 | 0 | Feb 25, 2022 |
| FY2021 | Dec 31, 2020 | 0 | Feb 25, 2022 |
| FY2021 | Sep 30, 2020 | 0 | Feb 25, 2022 |
Shares Outstanding
Total common shares issued and held by all shareholders, excluding treasury shares. Combined with market price gives market capitalization.
| Fiscal Year | Period End | Value | Filed |
|---|---|---|---|
| FY2025 | Dec 31, 2025 | 140.71M | Feb 25, 2026 |
| FY2025 | Dec 31, 2024 | 146.10M | Feb 25, 2026 |
| FY2024 | Dec 31, 2023 | 150.33M | Feb 26, 2025 |
| FY2023 | Dec 31, 2022 | 146,517 | Feb 23, 2024 |
| FY2022 | Dec 31, 2021 | 145.11M | Feb 28, 2023 |
| FY2021 | Dec 31, 2020 | 148.72M | Feb 25, 2022 |
| FY2020 | Dec 31, 2019 | 155.26M | Feb 19, 2021 |
| FY2019 | Dec 31, 2018 | 153.20M | Feb 28, 2020 |
| FY2018 | Dec 31, 2017 | 137.00M | Mar 1, 2019 |
| FY2017 | Dec 31, 2016 | 136.48M | Mar 1, 2018 |