Company / Cash & Equivalents
WisdomTree Investments, Inc. Cash & Equivalents History
FY2016-FY2023 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Cash & Equivalents
$129.3M
FY2023
5-year range
$129.3M / $140.7M
FY2019-FY2023
Trend
-2.1%
vs FY2022
Sector context
#218 of 256
Financials
What the data says
WisdomTree Investments, Inc.'s cash & equivalents of $129M is lower than 85% of companies in the Financials sector (FY2023). Cash & Equivalents has fluctuated over the past 8 years, ranging from $54M in FY2017 to $141M in FY2021.
Based on SEC 10-K filings.
$129M in FY2023 with a 5-year CAGR of +10.7%.
Declined from $141M to $129M over the past 2 years.
Financials sector context is included.
Cash & Equivalents over time
Growth rates
- 3-Year CAGR
- +20.8%
- 5-Year CAGR
- +10.7%
- 10-Year CAGR
- -
Sector benchmark
Bottom 15% in FinancialsTop 85% of 256This company $129.3M Sector average $2.8B
▼
-95.4% below sector average
Key checks
Key Insights
- 5-year CAGR of +10.7%, indicating consistent growth.
- In FY2023, cash & equivalents decreased 2.1% year-over-year.
- Ranks #218 out of 256 companies in the Financials sector.
- Peak cash & equivalents was recorded in FY2021.
Company context
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.
Annual data
| Year | Cash & EquivalentsValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | - | - |
| FY2024 | - | - |
| FY2023 | $129.3M | -2.1% |
| FY2022 | $132.1M | -6.1% |
| FY2021 | $140.7M | +91.6% |
| FY2020 | $73.4M | -2.1% |
| FY2019 | $75.0M | -3.6% |
| FY2018 | $77.8M | +43.5% |
| FY2017 | $54.2M | -41.6% |
| FY2016 | $92.7M | -11.1% |
As of FY2023 · SEC 10-K · Updated Jun 30, 2026