WisdomTree Investments, Inc. Balance Sheet
WT / Financials|15 years of annual SEC 10-K data (FY2011-FY2025)
Shows total assets, cash and equivalents, receivables, property and equipment, total debt, and shareholders' equity across 15 fiscal years. All figures from audited SEC 10-K filings.
WisdomTree Investments, Inc. had $1.5B in total assets and $414M in shareholders' equity as of FY2025.
Based on SEC 10-K filings.
Key Data Points
- Altman Z-Score 1.06 (distress zone, below 1.8 threshold)
- High earnings quality (cash-backed earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
| Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 | FY2015 | FY2014 | FY2013 | FY2012 | FY2011 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | - | - | $129.3M | $132.1M | $140.7M | $73.4M | $75.0M | $77.8M | $54.2M | $92.7M | $104.3M | $41.2M | $25.6M | $14.2M | $11.5M |
| Accounts Receivable | $64.5M | $44.9M | $35.5M | $30.5M | $31.9M | $29.5M | $26.8M | $25.8M | $21.3M | $17.7M | $27.6M | $18.2M | $18.1M | $9.3M | $5.6M |
| Current Assets | $492.4M | $318.4M | $229.8M | $294.0M | $304.0M | $141.9M | $123.1M | $118.3M | $154.3M | $177.2M | $240.5M | $189.0M | $123.7M | $51.9M | $32.9M |
| PP&E (Net) | $431.0K | $336.0K | $427.0K | $544.0K | $557.0K | $7.6M | $8.1M | $9.1M | $10.7M | $11.7M | $12.0M | $10.4M | $6.3M | $480.0K | $597.0K |
| Goodwill | $228.6M | $86.8M | $86.8M | $85.9M | $85.9M | $85.9M | $85.9M | $85.9M | $1.8M | $1.8M | $1.7M | $1.7M | - | - | - |
| Total Assets | $1.5B | $1.0B | $944.1M | $1.0B | $1.0B | $896.7M | $935.2M | $937.5M | $255.0M | $249.8M | $292.7M | $220.8M | $141.8M | $63.4M | $42.6M |
| Current Liabilities | $282.1M | $109.2M | $103.2M | $148.4M | $83.7M | $74.0M | $79.0M | $62.8M | $57.3M | $43.5M | $49.1M | $29.4M | $29.1M | $12.4M | $16.6M |
| Total Debt | - | - | - | $321.2M | $318.6M | $166.6M | $176.0M | $194.6M | - | - | - | - | - | - | - |
| Shareholders' Equity | $413.7M | $400.0M | $409.1M | $305.6M | $269.4M | $266.3M | $337.4M | $358.3M | $193.0M | $201.3M | $109.0M | $51.1M | $25.9M | $17.2M | $16.0M |