WisdomTree operates as an exchange-traded funds (ETFs) sponsor and asset manager offering a broad range of ETF products across equities, fixed income, currencies, and alternative asset classes. The company develops and manages these funds using a fundamentally weighted index methodology, differentiating its approach from traditional market-cap-weighted indexing. Beyond direct ETF offerings, WisdomTree generates revenue through licensing its proprietary indexes to third parties for use in their own investment products and provides investment advisory services to institutional and retail clients.
The company maintains a platform designed to facilitate the adoption of WisdomTree ETFs within 401(k) retirement plans, serving as an additional distribution channel. WisdomTree was founded in 1985 and operates with approximately 360 full-time employees from its headquarters in New York, New York. The company is listed on the NYSE and incorporated in Delaware.
Fiscal years are as reported by the company and may not align with the calendar year. For example, Apple's FY 2024 ends in September 2024.
| Fiscal Year | EPS Diluted | EPS Basic | YoY | |
|---|---|---|---|---|
| 2025 | $0.75 | $0.77 | +127.3% | |
| 2024 | $0.33 | $0.34 | -48.4% | |
| 2023 | $0.64 | $0.66 | +106.5% | |
| 2022 | $0.31 | $0.31 | +342.9% | |
| 2021 | $0.07 | $0.07 | +170.0% | |
| 2020 | $-0.10 | $-0.10 | +41.2% | |
| 2019 | $-0.17 | $-0.17 | -173.9% | |
| 2018 | $0.23 | $0.23 | +15.0% | |
| 2017 | $0.20 | $0.20 | +5.3% | |
| 2016 | $0.19 | $0.19 | -67.2% | |
| 2015 | $0.58 | $0.58 | +31.8% | |
| 2014 | $0.44 | $0.46 | +18.9% | |
| 2013 | $0.37 | $0.41 | +362.5% | |
| 2012 | $0.08 | $0.09 | +300.0% | |
| 2011 | $0.02 | $0.03 | — |
| Report Date | Filed | Accession Number | |
|---|---|---|---|
| 2025-12-31 | 2026-02-25 | 0001214659-26-002458 | SEC ↗ |
| 2024-12-31 | 2025-02-26 | 0001214659-25-003503 | SEC ↗ |
| 2023-12-31 | 2024-02-23 | 0001214659-24-003435 | SEC ↗ |
| 2022-12-31 | 2023-02-28 | 0001193125-23-054126 | SEC ↗ |
| 2021-12-31 | 2022-02-25 | 0001193125-22-053552 | SEC ↗ |
| 2020-12-31 | 2021-02-19 | 0001193125-21-049000 | SEC ↗ |
| 2019-12-31 | 2020-02-28 | 0001193125-20-055331 | SEC ↗ |
| 2018-12-31 | 2019-03-01 | 0001193125-19-060708 | SEC ↗ |
| 2017-12-31 | 2018-03-01 | 0001193125-18-066712 | SEC ↗ |
| 2016-12-31 | 2017-03-01 | 0001193125-17-065534 | SEC ↗ |
| 2015-12-31 | 2016-02-29 | 0001193125-16-485095 | SEC ↗ |
| 2014-12-31 | 2015-03-02 | 0001193125-15-073255 | SEC ↗ |
| 2013-12-31 | 2014-03-03 | 0001193125-14-079689 | SEC ↗ |
| 2012-12-31 | 2013-03-15 | 0001193125-13-109598 | SEC ↗ |