Company / Shareholders' Equity
WisdomTree Investments, Inc. Shareholders' Equity History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Shareholders' Equity
$413.7M
FY2025
5-year range
$269.4M / $413.7M
FY2021-FY2025
Trend
+3.4%
vs FY2024
Sector context
#369 of 399
Financials
What the data says
Among 399 Financials companies, WisdomTree Investments, Inc. is in the bottom 8% for shareholders' equity. Shareholders' Equity has fluctuated over the past 10 years, ranging from $193M in FY2017 to $414M in FY2025.
Based on SEC 10-K filings.
$414M in FY2025 with a 5-year CAGR of +9.2%.
Remained stable around $414M over the past 2 years.
Financials sector context is included.
Shareholders' Equity over time
Growth rates
- 3-Year CAGR
- +10.6%
- 5-Year CAGR
- +9.2%
- 10-Year CAGR
- -
Sector benchmark
Bottom 8% in FinancialsTop 92% of 399This company $413.7M Sector average $11.4B
▼
-96.4% below sector average
Key checks
Key Insights
- 5-year CAGR of +9.2%, indicating consistent growth.
- In FY2025, shareholders' equity increased 3.4% year-over-year.
- Ranks #369 out of 399 companies in the Financials sector.
- Lowest shareholders' equity in the period was in FY2017.
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 | Shareholders' EquityValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $413.7M | +3.4% |
| FY2024 | $400.0M | -2.2% |
| FY2023 | $409.1M | +33.9% |
| FY2022 | $305.6M | +13.4% |
| FY2021 | $269.4M | +1.2% |
| FY2020 | $266.3M | -21.1% |
| FY2019 | $337.4M | -5.8% |
| FY2018 | $358.3M | +85.7% |
| FY2017 | $193.0M | -4.2% |
| FY2016 | $201.3M | +84.7% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026