← WisdomTree, Inc.
| Annual Trend | FY 2016 | FY 2017 | FY 2018 | FY 2019 | FY 2020 | FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | $219.4m |
$237.4m
+8.18%
|
$274.1m
+15.47%
|
$268.4m
-2.08%
|
$253.7m
-5.48%
|
$304.3m
+19.95%
|
$301.3m
-0.98%
|
$349.0m
+15.83%
|
$427.7m
+22.55%
|
$493.8m
+15.43%
|
$609.7m
+23.48%
|
|
| Other Cost of Operating Revenue | — | — | — | — | — | — | — | — | $423.4m | $493.8m | — | |
| Cost of Revenue | $41.1m |
$42.1m
+2.58%
|
$56.7m
+34.51%
|
— | — | — | — | — | $206.5m |
$230.4m
+11.59%
|
$264.6m
+14.84%
|
|
| Gross Profit (Calculated) (derived) | $178.4m |
$195.3m
+9.47%
|
$217.4m
+11.36%
|
— | — | — | — | — | $221.3m |
$263.3m
+19.02%
|
— | |
| Marketing and Advertising Expense | $15.6m | $14.4m | $13.9m | $12.2m | $11.1m | $14.1m | $15.3m | $17.3m | $20.5m | $20.5m | — | |
| Labor and Related Expense | $63.3m | $81.5m | $74.5m | $80.8m | $74.7m | $88.2m | $97.9m | $109.5m | $121.3m | $137.7m | — | |
| General and Administrative Expense | — | — | — | — | — | — | — | — | $84.0m | $89.1m | $22.2m | |
| Operating Expenses | $163.9m | $179.2m | $212.8m | $214.9m | $198.6m | $215.3m | $241.3m | $261.5m | $290.4m | $319.6m | $367.3m | |
| Operating Income (Loss) | $63.5m |
$49.1m
-22.64%
|
$61.3m
+24.83%
|
$53.5m
-12.64%
|
$55.1m
+2.89%
|
$89.1m
+61.68%
|
$60.1m
-32.53%
|
$87.5m
+45.61%
|
$137.3m
+56.92%
|
$174.2m
+26.88%
|
$242.3m
+39.12%
|
|
| Interest Expense, Debt | — | — | — | — | — | — | — | $297k | $2.6m | $1.8m | $45.4m | |
| Investment Income, Interest | — | — | $3.1m | $3.3m | $744k | $2.0m | $3.3m | $4.1m | $6.8m | $11.0m | — | |
| Gain (Loss) Related to Litigation Settlement | — | $6.9m | — | — | — | — | — | — | — | — | — | |
| Gain (Loss) on Derivative Instruments, Net, Pretax | — | — | — | — | — | — | — | — | — | $1.9m | — | |
| Other Nonoperating Income (Expense) | — | — | — | — | — | — | — | — | $874k | $2.0m | — | |
| Interest Expense (non-operating) | — | — | $8.0m | $11.2m | $9.7m | $12.3m | $14.9m | $15.2m | $18.9m | $30.4m | $45.4m | |
| Other Expenses | $6.9m | $7.1m | $8.5m | $8.1m | $6.9m | $6.9m | $8.7m | $9.9m | $10.5m | $11.8m | — | |
| Other Income | $981k | $2.7m | — | — | — | — | — | $1k | $1.9m | — | — | |
| Income (Loss) from Continuing Operations before Income Taxes, Domestic | — | — | $43.7m | $6.8m | ($5.2m) | $16.0m | ($4.1m) | — | — | — | $123.9m | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest | $55.6m | $58.2m | $51.0m | $121k | ($35.2m) | $56.7m | $40.0m | $119.0m | $95.4m | $142.2m | $123.9m | |
| Current Income Tax Expense (Benefit) | $16.5m | $22.2m | $20.5m | $10.9m | $2.6m | $6.6m | ($9.4m) | $16.9m | $29.1m | $32.1m | $43.1m | |
| Income Tax Expense (Benefit) | $29.4m | $31.0m | $14.4m | $10.5m | $433k | $6.9m | ($10.7m) | $16.5m | $28.7m | $33.1m | $43.1m | |
| Net Income (Loss) Attributable to Parent | $26.2m |
$27.2m
+3.99%
|
$36.6m
+34.69%
|
($10.4m)
-128.46%
|
($35.7m)
-242.01%
|
$49.8m
+239.66%
|
$50.7m
+1.78%
|
$102.5m
+102.32%
|
$66.7m
-34.96%
|
$109.1m
+63.63%
|
$80.2m
-26.55%
|
|
| Net Income (Loss) Available to Common Stockholders, Basic | $26.2m |
$27.2m
+3.99%
|
$33.6m
+23.64%
|
($12.6m)
-137.43%
|
($37.9m)
-200.85%
|
$44.3m
+216.85%
|
$45.0m
+1.62%
|
$95.1m
+111.39%
|
$49.9m
-47.55%
|
$108.4m
+117.38%
|
$80.2m
-26.04%
|
|
| Undistributed Earnings (Loss) Allocated to Participating Securities, Basic | — | — | ($1.4m) | — | — | $3.4m | $3.5m | $12.7m | ($2.2m) | ($27k) | — | |
| Earnings Per Share, Basic | $0.19 | $0.20 | $0.23 | ($0.08) | ($0.25) | $0.31 | $0.31 | $0.66 | $0.34 | $0.77 | $0.57 | |
| Earnings Per Share, Diluted | $0.19 | $0.20 | $0.23 | ($0.08) | ($0.25) | $0.31 | $0.31 | $0.64 | $0.33 | $0.75 | $0.55 | |
| Common Stock, Dividends, Per Share, Declared | $0.32 | $0.32 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | — | |
| Weighted Average Number of Shares Outstanding, Basic | 134.4m | 134.6m | 146.6m | 151.8m | 148.7m | 143.8m | 143.0m | 145k | 145k | 140.4m | 140.7m | |
| Weighted Average Number of Shares Outstanding, Diluted | 135.5m | 136.0m | 158.4m | 151.8m | 148.7m | 161.3m | 158.9m | 170k | 159k | 144.9m | 148.9m | |
| Additional Financial Items | ||||||||||||
| Business Combination, Acquisition Related Costs | $6.7m | — | $11.5m | — | — | — | — | — | — | $4.7m | — | |
| Goodwill, Impairment Loss | $1.7m | — | $17.4m | — | — | — | — | $7.9m | — | — | — |