WisdomTree Investments

WisdomTree launched its first ETFs in June of 2006, and is currently the industry's sixth largest ETF provider. WisdomTree sponsors 99 distinct ETFs that span asset classes and countries around the world. Categories include: U.S. and International Equity, Currency, Fixed Income and Alternatives. WisdomTree pioneered the concept of fundamentally weighted ETFs and active ETFs and is currently an industry leader in both categories. WisdomTree is the only publicly traded asset manager exclusively focused on the ETF industry. WisdomTree is listed on the NASDAQ Global Market under the ticker: WETF. For social media best practices go to http://www.wisdomtree.com/social-media/. Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. To obtain a prospectus containing this and other important information, please call 1-866-909-WISE (9473) or visit, wisdomtree.com to view or download a prospectus online. Read the prospectus carefully before you invest. There are risks involved with investing including the possible loss of principal. Past performance does not guarantee future results. There are risks associated with investing, including possible loss of principal. Foreign investing involves currency, political and economic risk. Funds focusing on a single country, sector and/or funds that emphasize investments in smaller companies may experience greater price volatility. Investments in emerging markets, real estate, currency, fixed income and alternative investments include additional risks. Due to the investment strategy of certain Funds, they may make higher capital gain distributions than other ETFs. Please see prospectus for discussion of risks. WisdomTree Funds are distributed by Foreside Fund Services, LLC.
Type
Public
HQ
New York, US
Founded
2006
Size (employees)
209 (est)+10%
WisdomTree Investments was founded in 2006 and is headquartered in New York, US

WisdomTree Investments Office Locations

WisdomTree Investments has an office in New York
New York, US (HQ)
245 Park Ave

WisdomTree Investments Data and Metrics

WisdomTree Investments Financial Metrics

WisdomTree Investments's revenue was reported to be $54.6 m in Q1, 2017
USD

Revenue (Q1, 2017)

54.6 m

Net income (Q1, 2017)

6.9 m

Market capitalization (25-Jul-2017)

1.4 b

Cash (31-Mar-2017)

79.6 m
WisdomTree Investments's current market capitalization is $1.4 b.
USDFY, 2010FY, 2011FY, 2012FY, 2013FY, 2014FY, 2015FY, 2016

Revenue

41.6 m65.2 m84.8 m149.5 m183.8 m298.9 m219.4 m

Revenue growth, %

57%30%76%23%63%(27%)

Sales and marketing expense

63.3 b

Operating expense total

97.9 m110.2 m161.8 m163.9 b

EBIT

51.5 m73.5 m137.2 m

EBIT margin, %

34%40%46%

Pre tax profit

51.5 m73.5 m137.2 m55.6 b

Income tax expense

12.5 m57.1 m29.4 b

Net Income

51.5 m61.1 m80.1 m26.2 m
USDQ2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017

Revenue

44.1 m47.1 m60.1 m81.6 m80.8 m60.9 m56 m51.8 m54.6 m

Sales and marketing expense

7.6 m10 m19.6 m18.7 m19.4 m15.2 m14.3 m15.3 m17.9 m

Operating expense total

7.6 m10 m19.6 m18.7 m19.4 m15.2 m14.3 m15.3 m17.9 m

Pre tax profit

20.1 m20.3 m21 m40.9 m39.5 m21.7 m11.2 m14.2 m14.8 m

Income tax expense

9.5 m9 m16.8 m16.2 m9.6 m7.5 m6.3 m7.9 m

Net Income

40.8 m51.4 m12.1 m36.2 m59.5 m12.1 m15.7 m23.7 m6.9 m
USDY, 2009Y, 2010Y, 2011Y, 2012Y, 2013Y, 2014Y, 2015FY, 2016

Cash

11.5 m14.2 m25.6 m41.2 m104.3 m165.3 m210.1 m92.7 m

Accounts Receivable

18.1 m18.2 m27.6 m17.7 m

Current Assets

123.7 m189 m240.5 m177.2 m

Goodwill

1.7 m1.7 m1.8 m

Total Assets

141.8 m220.8 m292.7 m249.8 m

Accounts Payable

4.4 m5.1 m8.1 m10.7 b

Current Liabilities

29.1 m29.4 m49.1 m43.5 m

Total Liabilities

48.4 m

Additional Paid-in Capital

184.2 m209.2 m258 m224.7 m

Retained Earnings

(76.5 m)(26.2 m)(24.7 m)(24.7 m)

Total Equity

109 m184.3 m234.5 m201.3 m

Financial Leverage

1.3 x1.2 x1.2 x1.2 x
USDQ2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017

Cash

128.8 m151.3 m151.7 m189.3 m212 m159.8 m174.9 m178.1 m79.6 m

Accounts Receivable

15.7 m16.3 m24.6 m28.7 m25.5 m20.7 m17.9 m17.3 m19.2 m

Current Assets

147.3 m169.8 m181 m228 m250.8 m184.1 m200.6 m201.5 m164.2 m

Goodwill

1.7 m1.7 m1.7 m1.7 m1.7 m3.5 m3.5 m3.5 m1.8 m

Total Assets

180.3 m202.2 m217.9 m265.2 m292.4 m237.7 m247.8 m248.5 m231.2 m

Current Liabilities

19.7 m20.9 m29.6 m40.4 m39.5 m24 m35 m37.6 m28.7 m

Additional Paid-in Capital

188.2 m198 m204.8 m228 m243.4 m225.9 m236.4 m237.4 m220.9 m

Retained Earnings

(35.7 m)(25.1 m)(25 m)(11.8 m)(23.6 m)(30.8 m)(33.8 m)(24.7 m)

Total Equity

153.9 m174.3 m181.1 m217.4 m245.2 m203.9 m207.8 m205.9 m197.6 m

Financial Leverage

1.2 x1.2 x1.2 x1.2 x1.2 x1.2 x1.2 x1.2 x1.2 x
USDFY, 2013FY, 2014FY, 2015FY, 2016

Net Income

51.5 m61.1 m80.1 m26.2 m

Depreciation and Amortization

439 k821 k1 m1.3 b

Accounts Receivable

(5.5 m)(369 k)(9.3 m)9.8 m

Accounts Payable

874 k(381 k)3 m(8 m)

Cash From Operating Activities

70.1 m82.6 m155.1 m54.9 m

Purchases of PP&E

(6.2 m)(4.9 m)(2.6 m)(1.1 m)

Cash From Investing Activities

(7 m)(5.8 m)(12.3 m)(89.3 m)

Dividends Paid

(10.8 m)(78.5 m)(43.7 m)

Cash From Financing Activities

(27 k)(15.8 m)(98.1 m)(82.8 m)

Income Taxes Paid

38 k66 k1.3 m15 m
USDQ2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017

Net Income

40.8 m51.4 m12.1 m36.2 m59.5 m12.1 m15.7 m23.7 m6.9 m

Depreciation and Amortization

201 k600 k220 k443 k696 k316 k646 k978 k337 k

Accounts Receivable

2.5 m2 m(6.4 m)(10.3 m)(7.3 m)7.1 m9.6 m10.2 m(1.6 m)

Accounts Payable

(553 k)(590 k)796 k316 k1.3 m(2.1 m)(710 k)1.3 m212 k

Cash From Operating Activities

32.7 m56.7 m16.9 m65.5 m110.1 m6.8 m29 m43.9 m2.4 m

Purchases of PP&E

(3.7 m)(4.6 m)(20 k)(364 k)(1.6 m)(336 k)(599 k)(654 k)(193 k)

Cash From Investing Activities

(2.8 m)(3.7 m)(7.7 m)(7.6 m)(11.3 m)(11 m)(7.4 m)(4.9 m)(1.2 m)

Dividends Paid

(10.8 m)(21.8 m)(32.9 m)(10.9 m)(21.8 m)(32.7 m)(10.9 m)

Cash From Financing Activities

(5.3 m)(5.9 m)(22.7 m)(33.8 m)(52.1 m)(46.4 m)(57.4 m)(71.8 m)(14.6 m)

Income Taxes Paid

21 k66 k350 k356 k551 k3.6 m3.7 m6.7 m1.2 m
USDY, 2017

Revenue/Employee

261.2 k

Financial Leverage

1.2 x

WisdomTree Investments Market Value History

WisdomTree Investments Online and Social Media Presence

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