| P/E (FY) | 25.9 | Sales (TTM) | $545.1M |
| Earnings (TTM) | $61.4M | ROE | 26.83% |
| Net Margin | 22.10% | ROIC | — |
| Debt / Equity | — | TD / EBITDA | — |
| EPS Growth 3Y | 34.25% | Sales Growth 3Y | 17.89% |
WisdomTree, Inc., through its subsidiaries, operates as an exchange-traded funds sponsor and asset manager. It offers ETFs across equities, currency, fixed income, and alternatives asset classes, and licenses its fundamentally weighted indexes to third parties for proprietary products. The company also provides a platform to promote its ETFs in 401(k) plans and offers investment advisory services.
| Market Cap | $2.97B | Trading Days | 928 |
| 52W High | 21.23 |
| 52W Low | 10.69 |
| % Off High | −8.57% |
| YTD | 59.78% | 1Y | 44.21% |
| 3Y | 198.40% | Since incept. (ann.) | 44.27% |
US 62% · JE 31% · IE 7%
| Ann. Volatility (1Y) | 37.87% | Ann. Volatility (3Y) | 33.77% |
| Sharpe (1Y) | 1.17 | Sharpe (3Y) | 1.23 |
| Max Drawdown (1Y) | −26.67% | Max Drawdown (3Y) | −36.94% |
| Beta (3Y, vs SPY) | 1.57 |
| Ticker | Name | Mkt cap | P/E |
|---|---|---|---|
| BULL | Webull Corp | $2.89B | — |
| MKTX | MARKETAXESS HOLDINGS INC | $4.34B | 18.4 |
| MIAX | MIAMI INTERNATIONAL HOLDINGS, INC. | $4.38B | — |
| VIRT | Virtu Financial, Inc. | $5.01B | 11.4 |
| PIPR | PIPER SANDLER COMPANIES | $5.50B | 19.6 |
| OPY | OPPENHEIMER HOLDINGS INC | $1.27B | 8.6 |
| SF | STIFEL FINANCIAL CORP | $9.31B | 14.4 |
| FRHC | Freedom Holding Corp. | $9.48B | 61.6 |
| GLXY | Galaxy Digital Inc. | $9.84B | — |
| NAVI | NAVIENT CORP | $822.3M | — |
| JEF | Jefferies Financial Group Inc. | $11.70B | 20.2 |
| ACGP | Associated Capital Group, Inc. |
| $714.7M |
| 16.1 |
