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WisdomTree share price today

WisdomTree, Inc. · WT · Financials · Asset Management · price as of the 4 November 2026 close, updated every trading day · results updated weekly · All US stock lists

WisdomTree share price: $20.03 at the close on 4 November 2026, +73.0% in a year.

MixedBusiness trend from the last 12 quarters
$20.03Price +73.0% in a year
6.6×P/BV higher than 94% of the last 5.3 years
$177 MRevenue (Jun 2026) +57.3% on a year ago
$44.3 MProfit (Jun 2026) +78.7% on a year ago
25.0%Net margin +3.0 points on a year ago
27%ROE FY25
10.84%ROA latest

WisdomTree, Inc.'s earnings have grown faster than its share price. Earnings per share grew +123.6% in a year while the price moved +73.0%.

The main question: yearly earnings per share moved +123.6% while the share price moved +73.0%.

The price has been rising for 33 weeks, and the P/BV is higher than 94% of its own last 5.3 years. Over the last four quarters, results have been improving, with profit +78.7% on a year earlier, with the net margin at 25.0%. What will decide it: whether the price catches up with earnings that have already grown.

What is the WisdomTree share price today?

WisdomTree, Inc.'s share price was $20.03 at the close on 4 November 2026. It has been rising for 33 weeks. That is 4.6% above its average price over the last 200 trading days. In the last 52 weeks it traded between $11 and $25, and at that close it sat 65% of the way up from that low.

A share price tends to move through four phases: moving sideways (stage 1), rising (stage 2), stalling near a high (stage 3) and falling (stage 4). Today WisdomTree, Inc. is in stage 2. The phase helps read everything below.

Over the past 13 weeks it has done worse than the S&P 500, and it has been behind for 1 week running.

1Y

Nov 2026: $20.03, 4.6% above its 200-day average. The price has been rising for 33 weeks.

  • Price $20.03
  • 50-day avg $22.88
  • 200-day avg $19.14
Nov 2026: $20.03, 4.6% above its 200-day average. The price has been rising for 33 weeks.
WeekPrice50-day avg200-day avg
31 Oct 2025$11.96$13.41$11.02
7 Nov 2025$11.58$13.25$11.07
14 Nov 2025$11.23$13.05$11.11
21 Nov 2025$10.94$12.76$11.14
28 Nov 2025$11.04$12.52$11.17
5 Dec 2025$11.49$12.18$11.21
12 Dec 2025$11.83$11.98$11.27
19 Dec 2025$12.44$11.82$11.35
26 Dec 2025$12.40$11.77$11.43
2 Jan 2026$12.51$11.72$11.51
9 Jan 2026$13.45$11.82$11.62
16 Jan 2026$15.16$12.05$11.74
23 Jan 2026$16.28$12.38$11.89
30 Jan 2026$16.20$12.88$12.10
6 Feb 2026$15.74$13.39$12.30
13 Feb 2026$16.36$13.91$12.48
20 Feb 2026$16.38$14.32$12.64
27 Feb 2026$17.11$14.86$12.83
6 Mar 2026$16.62$15.36$13.02
13 Mar 2026$15.26$15.69$13.18
20 Mar 2026$13.24$15.82$13.29
27 Mar 2026$13.90$15.89$13.40
2 Apr 2026$14.45$15.83$13.48
10 Apr 2026$15.84$15.74$13.61
17 Apr 2026$17.46$15.80$13.75
24 Apr 2026$16.37$15.94$13.87
1 May 2026$16.62$15.94$13.97
8 May 2026$19.10$16.10$14.11
15 May 2026$19.41$16.32$14.25
22 May 2026$19.08$16.62$14.41
29 May 2026$19.05$16.94$14.52
5 Jun 2026$18.18$17.43$14.65
12 Jun 2026$17.97$17.74$14.76
18 Jun 2026$18.31$18.00$14.85
26 Jun 2026$17.20$18.14$14.96
2 Jul 2026$18.04$18.14$15.03
10 Jul 2026$19.22$18.35$15.14
17 Jul 2026$20.05$18.62$15.28
24 Jul 2026$19.45$18.72$15.44
31 Jul 2026$19.37$18.69$15.59
7 Aug 2026$21.25$18.95$15.80
14 Aug 2026$22.81$19.31$16.05
21 Aug 2026$23.51$19.83$16.33
28 Aug 2026$24.43$20.48$16.65
4 Sep 2026$24.89$21.11$16.97
11 Sep 2026$23.93$21.66$17.23
18 Sep 2026$23.07$22.04$17.52
25 Sep 2026$24.33$22.47$17.84
2 Oct 2026$24.38$22.88$18.15
9 Oct 2026$22.61$23.32$18.43
16 Oct 2026$21.39$23.35$18.66
23 Oct 2026$21.20$23.27$18.87
30 Oct 2026$20.71$23.11$19.06
4 Nov 2026$20.03$22.88$19.14
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 1-year window.

3Y

Nov 2026: $20.03, 4.6% above its 200-day average. The price has been rising for 33 weeks.

  • Price $20.03
  • 50-day avg $22.88
  • 200-day avg $19.14
Nov 2026: $20.03, 4.6% above its 200-day average. The price has been rising for 33 weeks.
WeekPrice50-day avg200-day avg
3 Nov 2023$6.42$6.92$6.58
10 Nov 2023$6.60$6.85$6.60
17 Nov 2023$6.58$6.79$6.62
24 Nov 2023$6.60$6.75$6.63
1 Dec 2023$6.59$6.67$6.64
8 Dec 2023$6.48$6.63$6.66
15 Dec 2023$6.34$6.58$6.67
22 Dec 2023$6.69$6.54$6.68
29 Dec 2023$6.93$6.54$6.71
5 Jan 2024$6.87$6.55$6.73
12 Jan 2024$7.00$6.61$6.76
19 Jan 2024$7.39$6.68$6.79
26 Jan 2024$7.06$6.76$6.82
2 Feb 2024$6.81$6.78$6.83
9 Feb 2024$7.07$6.83$6.85
16 Feb 2024$7.30$6.90$6.87
23 Feb 2024$7.64$6.98$6.89
1 Mar 2024$8.04$7.13$6.92
8 Mar 2024$8.42$7.29$6.95
15 Mar 2024$8.93$7.47$7.00
22 Mar 2024$8.82$7.67$7.05
28 Mar 2024$9.19$7.82$7.08
5 Apr 2024$9.60$8.02$7.14
12 Apr 2024$9.05$8.24$7.19
19 Apr 2024$8.73$8.43$7.24
26 Apr 2024$8.65$8.60$7.29
3 May 2024$9.26$8.77$7.34
10 May 2024$9.05$8.90$7.39
17 May 2024$9.45$9.02$7.45
24 May 2024$9.89$9.14$7.53
31 May 2024$9.97$9.22$7.60
7 Jun 2024$9.65$9.32$7.67
14 Jun 2024$9.44$9.36$7.73
21 Jun 2024$9.67$9.38$7.78
28 Jun 2024$9.91$9.47$7.85
5 Jul 2024$9.87$9.55$7.90
12 Jul 2024$10.31$9.68$7.98
19 Jul 2024$10.72$9.83$8.07
26 Jul 2024$11.62$10.01$8.17
2 Aug 2024$10.90$10.22$8.29
9 Aug 2024$9.88$10.21$8.36
16 Aug 2024$9.74$10.20$8.45
23 Aug 2024$10.23$10.22$8.54
30 Aug 2024$10.14$10.28$8.63
6 Sep 2024$9.25$10.27$8.69
13 Sep 2024$9.55$10.22$8.76
20 Sep 2024$10.09$10.21$8.84
27 Sep 2024$10.08$10.16$8.93
4 Oct 2024$9.89$10.06$9.02
11 Oct 2024$9.91$9.88$9.10
18 Oct 2024$10.39$9.90$9.19
25 Oct 2024$10.47$9.96$9.27
1 Nov 2024$10.26$10.01$9.35
8 Nov 2024$10.81$10.05$9.44
15 Nov 2024$11.53$10.22$9.55
22 Nov 2024$12.00$10.46$9.67
29 Nov 2024$11.95$10.62$9.76
6 Dec 2024$11.38$10.76$9.87
13 Dec 2024$11.39$10.91$9.96
20 Dec 2024$10.65$11.01$10.02
27 Dec 2024$10.57$11.05$10.07
3 Jan 2025$10.15$11.04$10.10
10 Jan 2025$9.35$10.99$10.11
17 Jan 2025$9.62$10.90$10.12
24 Jan 2025$9.94$10.84$10.13
31 Jan 2025$9.79$10.68$10.15
7 Feb 2025$9.53$10.47$10.17
14 Feb 2025$9.76$10.26$10.19
21 Feb 2025$9.28$10.09$10.20
28 Feb 2025$9.12$9.86$10.20
7 Mar 2025$8.66$9.65$10.18
14 Mar 2025$8.55$9.44$10.15
21 Mar 2025$8.69$9.29$10.12
28 Mar 2025$8.96$9.26$10.10
4 Apr 2025$7.93$9.16$10.08
11 Apr 2025$8.21$8.97$10.03
17 Apr 2025$8.23$8.85$10.00
25 Apr 2025$8.68$8.73$9.97
2 May 2025$9.13$8.66$9.93
9 May 2025$9.44$8.67$9.89
16 May 2025$9.65$8.74$9.84
23 May 2025$9.37$8.85$9.81
30 May 2025$9.44$8.93$9.81
6 Jun 2025$9.91$9.00$9.80
13 Jun 2025$10.06$9.10$9.81
20 Jun 2025$10.34$9.29$9.81
27 Jun 2025$11.42$9.55$9.84
3 Jul 2025$12.48$9.85$9.89
11 Jul 2025$12.73$10.23$9.96
18 Jul 2025$12.95$10.61$10.02
25 Jul 2025$13.66$11.01$10.11
1 Aug 2025$12.35$11.37$10.20
8 Aug 2025$13.07$11.71$10.26
15 Aug 2025$13.41$12.10$10.34
22 Aug 2025$13.23$12.43$10.41
29 Aug 2025$13.61$12.75$10.49
5 Sep 2025$13.43$12.99$10.53
12 Sep 2025$14.33$13.22$10.58
19 Sep 2025$14.67$13.39$10.64
26 Sep 2025$13.90$13.55$10.71
3 Oct 2025$13.60$13.59$10.76
10 Oct 2025$13.04$13.59$10.83
17 Oct 2025$12.90$13.63$10.89
24 Oct 2025$12.18$13.55$10.96
31 Oct 2025$11.96$13.41$11.02
7 Nov 2025$11.58$13.25$11.07
14 Nov 2025$11.23$13.05$11.11
21 Nov 2025$10.94$12.76$11.14
28 Nov 2025$11.04$12.52$11.17
5 Dec 2025$11.49$12.18$11.21
12 Dec 2025$11.83$11.98$11.27
19 Dec 2025$12.44$11.82$11.35
26 Dec 2025$12.40$11.77$11.43
2 Jan 2026$12.51$11.72$11.51
9 Jan 2026$13.45$11.82$11.62
16 Jan 2026$15.16$12.05$11.74
23 Jan 2026$16.28$12.38$11.89
30 Jan 2026$16.20$12.88$12.10
6 Feb 2026$15.74$13.39$12.30
13 Feb 2026$16.36$13.91$12.48
20 Feb 2026$16.38$14.32$12.64
27 Feb 2026$17.11$14.86$12.83
6 Mar 2026$16.62$15.36$13.02
13 Mar 2026$15.26$15.69$13.18
20 Mar 2026$13.24$15.82$13.29
27 Mar 2026$13.90$15.89$13.40
2 Apr 2026$14.45$15.83$13.48
10 Apr 2026$15.84$15.74$13.61
17 Apr 2026$17.46$15.80$13.75
24 Apr 2026$16.37$15.94$13.87
1 May 2026$16.62$15.94$13.97
8 May 2026$19.10$16.10$14.11
15 May 2026$19.41$16.32$14.25
22 May 2026$19.08$16.62$14.41
29 May 2026$19.05$16.94$14.52
5 Jun 2026$18.18$17.43$14.65
12 Jun 2026$17.97$17.74$14.76
18 Jun 2026$18.31$18.00$14.85
26 Jun 2026$17.20$18.14$14.96
2 Jul 2026$18.04$18.14$15.03
10 Jul 2026$19.22$18.35$15.14
17 Jul 2026$20.05$18.62$15.28
24 Jul 2026$19.45$18.72$15.44
31 Jul 2026$19.37$18.69$15.59
7 Aug 2026$21.25$18.95$15.80
14 Aug 2026$22.81$19.31$16.05
21 Aug 2026$23.51$19.83$16.33
28 Aug 2026$24.43$20.48$16.65
4 Sep 2026$24.89$21.11$16.97
11 Sep 2026$23.93$21.66$17.23
18 Sep 2026$23.07$22.04$17.52
25 Sep 2026$24.33$22.47$17.84
2 Oct 2026$24.38$22.88$18.15
9 Oct 2026$22.61$23.32$18.43
16 Oct 2026$21.39$23.35$18.66
23 Oct 2026$21.20$23.27$18.87
30 Oct 2026$20.71$23.11$19.06
4 Nov 2026$20.03$22.88$19.14
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 3-year window.

5Y

Nov 2026: $20.03, 4.6% above its 200-day average. The price has been rising for 33 weeks.

  • Price $20.03
  • 50-day avg $22.88
  • 200-day avg $19.14
Nov 2026: $20.03, 4.6% above its 200-day average. The price has been rising for 33 weeks.
WeekPrice50-day avg200-day avg
29 Oct 2021$6.39$5.95$6.15
12 Nov 2021$6.86$6.04$6.22
26 Nov 2021$6.23$6.14$6.27
10 Dec 2021$6.38$6.23$6.29
23 Dec 2021$6.09$6.31$6.30
7 Jan 2022$6.46$6.36$6.31
21 Jan 2022$5.77$6.29$6.30
4 Feb 2022$5.65$6.09$6.26
18 Feb 2022$5.61$5.98$6.21
4 Mar 2022$5.20$5.87$6.16
18 Mar 2022$5.52$5.69$6.08
1 Apr 2022$5.87$5.57$6.03
14 Apr 2022$6.11$5.62$6.01
29 Apr 2022$5.83$5.70$6.01
13 May 2022$5.43$5.69$5.98
27 May 2022$6.06$5.78$5.95
10 Jun 2022$5.69$5.85$5.94
24 Jun 2022$5.46$5.75$5.90
8 Jul 2022$5.12$5.57$5.87
22 Jul 2022$5.24$5.45$5.83
5 Aug 2022$5.39$5.40$5.81
19 Aug 2022$5.10$5.26$5.77
2 Sep 2022$5.06$5.18$5.68
16 Sep 2022$4.97$5.17$5.62
30 Sep 2022$4.68$5.12$5.55
14 Oct 2022$4.80$5.04$5.49
28 Oct 2022$5.40$4.99$5.43
11 Nov 2022$5.38$5.04$5.40
25 Nov 2022$5.22$5.04$5.37
9 Dec 2022$5.33$5.14$5.36
23 Dec 2022$5.38$5.25$5.36
6 Jan 2023$5.66$5.33$5.36
20 Jan 2023$5.75$5.41$5.37
3 Feb 2023$5.83$5.51$5.35
17 Feb 2023$6.29$5.66$5.35
3 Mar 2023$5.96$5.78$5.38
17 Mar 2023$5.62$5.85$5.38
31 Mar 2023$5.86$5.85$5.37
14 Apr 2023$6.42$5.92$5.40
28 Apr 2023$6.24$6.00$5.47
12 May 2023$7.00$6.10$5.54
26 May 2023$6.84$6.32$5.62
9 Jun 2023$7.16$6.56$5.70
23 Jun 2023$6.82$6.77$5.79
7 Jul 2023$6.82$6.84$5.87
21 Jul 2023$7.16$6.99$5.98
4 Aug 2023$6.49$6.97$6.08
18 Aug 2023$7.23$6.94$6.16
1 Sep 2023$7.34$6.94$6.26
15 Sep 2023$7.21$6.99$6.35
29 Sep 2023$7.00$6.99$6.43
13 Oct 2023$6.83$7.00$6.51
27 Oct 2023$6.21$7.00$6.57
10 Nov 2023$6.60$6.85$6.60
24 Nov 2023$6.60$6.75$6.63
8 Dec 2023$6.48$6.63$6.66
22 Dec 2023$6.69$6.54$6.68
5 Jan 2024$6.87$6.55$6.73
19 Jan 2024$7.39$6.68$6.79
2 Feb 2024$6.81$6.78$6.83
16 Feb 2024$7.30$6.90$6.87
1 Mar 2024$8.04$7.13$6.92
15 Mar 2024$8.93$7.47$7.00
28 Mar 2024$9.19$7.82$7.08
12 Apr 2024$9.05$8.24$7.19
26 Apr 2024$8.65$8.60$7.29
10 May 2024$9.05$8.90$7.39
24 May 2024$9.89$9.14$7.53
7 Jun 2024$9.65$9.32$7.67
21 Jun 2024$9.67$9.38$7.78
5 Jul 2024$9.87$9.55$7.90
19 Jul 2024$10.72$9.83$8.07
2 Aug 2024$10.90$10.22$8.29
16 Aug 2024$9.74$10.20$8.45
30 Aug 2024$10.14$10.28$8.63
13 Sep 2024$9.55$10.22$8.76
27 Sep 2024$10.08$10.16$8.93
11 Oct 2024$9.91$9.88$9.10
25 Oct 2024$10.47$9.96$9.27
8 Nov 2024$10.81$10.05$9.44
22 Nov 2024$12.00$10.46$9.67
6 Dec 2024$11.38$10.76$9.87
20 Dec 2024$10.65$11.01$10.02
3 Jan 2025$10.15$11.04$10.10
17 Jan 2025$9.62$10.90$10.12
31 Jan 2025$9.79$10.68$10.15
14 Feb 2025$9.76$10.26$10.19
28 Feb 2025$9.12$9.86$10.20
14 Mar 2025$8.55$9.44$10.15
28 Mar 2025$8.96$9.26$10.10
11 Apr 2025$8.21$8.97$10.03
25 Apr 2025$8.68$8.73$9.97
9 May 2025$9.44$8.67$9.89
23 May 2025$9.37$8.85$9.81
6 Jun 2025$9.91$9.00$9.80
20 Jun 2025$10.34$9.29$9.81
3 Jul 2025$12.48$9.85$9.89
18 Jul 2025$12.95$10.61$10.02
1 Aug 2025$12.35$11.37$10.20
15 Aug 2025$13.41$12.10$10.34
29 Aug 2025$13.61$12.75$10.49
12 Sep 2025$14.33$13.22$10.58
26 Sep 2025$13.90$13.55$10.71
10 Oct 2025$13.04$13.59$10.83
24 Oct 2025$12.18$13.55$10.96
7 Nov 2025$11.58$13.25$11.07
21 Nov 2025$10.94$12.76$11.14
5 Dec 2025$11.49$12.18$11.21
19 Dec 2025$12.44$11.82$11.35
2 Jan 2026$12.51$11.72$11.51
16 Jan 2026$15.16$12.05$11.74
30 Jan 2026$16.20$12.88$12.10
13 Feb 2026$16.36$13.91$12.48
27 Feb 2026$17.11$14.86$12.83
13 Mar 2026$15.26$15.69$13.18
27 Mar 2026$13.90$15.89$13.40
10 Apr 2026$15.84$15.74$13.61
24 Apr 2026$16.37$15.94$13.87
8 May 2026$19.10$16.10$14.11
22 May 2026$19.08$16.62$14.41
5 Jun 2026$18.18$17.43$14.65
18 Jun 2026$18.31$18.00$14.85
2 Jul 2026$18.04$18.14$15.03
17 Jul 2026$20.05$18.62$15.28
31 Jul 2026$19.37$18.69$15.59
14 Aug 2026$22.81$19.31$16.05
28 Aug 2026$24.43$20.48$16.65
11 Sep 2026$23.93$21.66$17.23
25 Sep 2026$24.33$22.47$17.84
9 Oct 2026$22.61$23.32$18.43
23 Oct 2026$21.20$23.27$18.87
4 Nov 2026$20.03$22.88$19.14
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 5-year window.

10Y

Nov 2026: $20.03, 4.6% above its 200-day average. The price has been rising for 33 weeks.

  • Price $20.03
  • 50-day avg $22.88
  • 200-day avg $19.14
Nov 2026: $20.03, 4.6% above its 200-day average. The price has been rising for 33 weeks.
WeekPrice50-day avg200-day avg
28 Oct 2016$9.04$10.08–
18 Nov 2016$9.84$9.71–
9 Dec 2016$12.82$10.02–
30 Dec 2016$11.14$10.56–
20 Jan 2017$10.64$11.13–
10 Feb 2017$8.75$11.09–
3 Mar 2017$9.22$10.27–
24 Mar 2017$8.59$9.49–
13 Apr 2017$8.22$8.98–
5 May 2017$8.49$8.82$9.96
26 May 2017$9.46$8.85$9.86
16 Jun 2017$9.93$9.09$9.82
7 Jul 2017$10.52$9.51$9.80
28 Jul 2017$10.13$10.04$9.83
18 Aug 2017$8.91$10.06$9.84
8 Sep 2017$8.89$9.80$9.83
29 Sep 2017$10.18$9.47$9.66
20 Oct 2017$11.41$9.65$9.58
10 Nov 2017$11.94$10.42$9.64
1 Dec 2017$11.73$11.05$9.78
22 Dec 2017$12.66$11.55$9.99
12 Jan 2018$13.23$11.94$10.24
2 Feb 2018$10.75$12.13$10.48
23 Feb 2018$10.07$11.72$10.59
16 Mar 2018$9.69$11.01$10.62
6 Apr 2018$8.80$9.98$10.58
27 Apr 2018$10.35$9.55$10.52
18 May 2018$11.59$9.95$10.58
8 Jun 2018$11.38$10.42$10.71
29 Jun 2018$9.08$10.83$10.81
20 Jul 2018$9.09$10.50$10.80
10 Aug 2018$7.98$9.66$10.63
31 Aug 2018$8.22$8.79$10.36
21 Sep 2018$8.19$8.35$10.13
12 Oct 2018$7.27$8.06$9.83
2 Nov 2018$7.79$7.85$9.43
23 Nov 2018$7.41$7.72$9.16
14 Dec 2018$6.52$7.36$8.94
4 Jan 2019$6.54$7.07$8.72
25 Jan 2019$6.42$6.81$8.55
15 Feb 2019$6.92$6.49$8.31
8 Mar 2019$7.26$6.79$8.03
29 Mar 2019$7.06$6.94$7.73
18 Apr 2019$7.86$7.23$7.54
10 May 2019$6.96$7.34$7.39
31 May 2019$6.01$7.09$7.25
21 Jun 2019$6.23$6.76$7.10
12 Jul 2019$6.36$6.38$6.97
2 Aug 2019$5.94$6.22$6.84
23 Aug 2019$4.97$6.01$6.69
13 Sep 2019$5.55$5.66$6.51
4 Oct 2019$5.00$5.36$6.40
25 Oct 2019$5.28$5.10$6.28
15 Nov 2019$5.10$5.15$6.18
6 Dec 2019$4.85$5.02$6.06
27 Dec 2019$4.87$5.00$5.88
17 Jan 2020$4.33$4.81$5.69
7 Feb 2020$4.31$4.52$5.44
28 Feb 2020$4.06$4.48$5.27
20 Mar 2020$2.49$4.00$5.04
9 Apr 2020$2.80$3.55$4.78
1 May 2020$3.05$3.04$4.52
22 May 2020$2.78$2.71$4.28
12 Jun 2020$3.43$2.95$4.14
2 Jul 2020$3.43$3.18$4.02
24 Jul 2020$3.59$3.38$3.90
14 Aug 2020$3.92$3.62$3.82
4 Sep 2020$3.64$3.70$3.71
25 Sep 2020$3.14$3.64$3.60
16 Oct 2020$4.16$3.66$3.51
6 Nov 2020$3.77$3.61$3.48
27 Nov 2020$4.37$3.76$3.46
18 Dec 2020$5.09$4.22$3.49
8 Jan 2021$5.60$4.62$3.68
29 Jan 2021$5.33$5.06$3.88
19 Feb 2021$5.75$5.41$4.07
12 Mar 2021$6.17$5.61$4.29
1 Apr 2021$6.45$5.81$4.48
23 Apr 2021$6.46$6.10$4.71
14 May 2021$6.65$6.40$4.94
4 Jun 2021$6.98$6.58$5.14
25 Jun 2021$6.29$6.63$5.35
16 Jul 2021$6.10$6.53$5.56
6 Aug 2021$6.55$6.39$5.74
27 Aug 2021$6.35$6.23$5.93
17 Sep 2021$5.95$6.18$6.06
8 Oct 2021$5.57$6.08$6.12
29 Oct 2021$6.39$5.95$6.15
19 Nov 2021$6.50$6.10$6.25
10 Dec 2021$6.38$6.23$6.29
31 Dec 2021$6.12$6.34$6.30
21 Jan 2022$5.77$6.29$6.30
11 Feb 2022$5.68$6.03$6.23
4 Mar 2022$5.20$5.87$6.16
25 Mar 2022$5.58$5.60$6.05
14 Apr 2022$6.11$5.62$6.01
6 May 2022$5.54$5.71$6.00
27 May 2022$6.06$5.78$5.95
17 Jun 2022$5.32$5.79$5.91
8 Jul 2022$5.12$5.57$5.87
29 Jul 2022$5.20$5.43$5.82
19 Aug 2022$5.10$5.26$5.77
9 Sep 2022$5.29$5.18$5.65
30 Sep 2022$4.68$5.12$5.55
21 Oct 2022$5.00$4.99$5.46
11 Nov 2022$5.38$5.04$5.40
2 Dec 2022$5.45$5.08$5.36
23 Dec 2022$5.38$5.25$5.36
13 Jan 2023$5.76$5.37$5.37
3 Feb 2023$5.83$5.51$5.35
24 Feb 2023$6.08$5.72$5.36
17 Mar 2023$5.62$5.85$5.38
6 Apr 2023$5.95$5.87$5.38
28 Apr 2023$6.24$6.00$5.47
19 May 2023$7.01$6.21$5.58
9 Jun 2023$7.16$6.56$5.70
30 Jun 2023$6.86$6.81$5.83
21 Jul 2023$7.16$6.99$5.98
11 Aug 2023$6.70$6.95$6.12
1 Sep 2023$7.34$6.94$6.26
22 Sep 2023$7.09$7.02$6.39
13 Oct 2023$6.83$7.00$6.51
3 Nov 2023$6.42$6.92$6.58
24 Nov 2023$6.60$6.75$6.63
15 Dec 2023$6.34$6.58$6.67
5 Jan 2024$6.87$6.55$6.73
26 Jan 2024$7.06$6.76$6.82
16 Feb 2024$7.30$6.90$6.87
8 Mar 2024$8.42$7.29$6.95
28 Mar 2024$9.19$7.82$7.08
19 Apr 2024$8.73$8.43$7.24
10 May 2024$9.05$8.90$7.39
31 May 2024$9.97$9.22$7.60
21 Jun 2024$9.67$9.38$7.78
12 Jul 2024$10.31$9.68$7.98
2 Aug 2024$10.90$10.22$8.29
23 Aug 2024$10.23$10.22$8.54
13 Sep 2024$9.55$10.22$8.76
4 Oct 2024$9.89$10.06$9.02
25 Oct 2024$10.47$9.96$9.27
15 Nov 2024$11.53$10.22$9.55
6 Dec 2024$11.38$10.76$9.87
27 Dec 2024$10.57$11.05$10.07
17 Jan 2025$9.62$10.90$10.12
7 Feb 2025$9.53$10.47$10.17
28 Feb 2025$9.12$9.86$10.20
21 Mar 2025$8.69$9.29$10.12
11 Apr 2025$8.21$8.97$10.03
2 May 2025$9.13$8.66$9.93
23 May 2025$9.37$8.85$9.81
13 Jun 2025$10.06$9.10$9.81
3 Jul 2025$12.48$9.85$9.89
25 Jul 2025$13.66$11.01$10.11
15 Aug 2025$13.41$12.10$10.34
5 Sep 2025$13.43$12.99$10.53
26 Sep 2025$13.90$13.55$10.71
17 Oct 2025$12.90$13.63$10.89
7 Nov 2025$11.58$13.25$11.07
28 Nov 2025$11.04$12.52$11.17
19 Dec 2025$12.44$11.82$11.35
9 Jan 2026$13.45$11.82$11.62
30 Jan 2026$16.20$12.88$12.10
20 Feb 2026$16.38$14.32$12.64
13 Mar 2026$15.26$15.69$13.18
2 Apr 2026$14.45$15.83$13.48
24 Apr 2026$16.37$15.94$13.87
15 May 2026$19.41$16.32$14.25
5 Jun 2026$18.18$17.43$14.65
26 Jun 2026$17.20$18.14$14.96
17 Jul 2026$20.05$18.62$15.28
7 Aug 2026$21.25$18.95$15.80
28 Aug 2026$24.43$20.48$16.65
18 Sep 2026$23.07$22.04$17.52
9 Oct 2026$22.61$23.32$18.43
30 Oct 2026$20.71$23.11$19.06
4 Nov 2026$20.03$22.88$19.14
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 10-year window.

Price stage: Rising from Oct 2025 to Nov 2026.

Price stage: Sideways from Nov 2023 to Dec 2023; Rising from Dec 2023 to Jan 2025; Sideways from Jan 2025 to May 2025; Rising in Jun 2025; Sideways from Jun 2025 to Jul 2025; Rising from Aug 2025 to Nov 2026.

Price stage: Sideways from Oct 2021 to May 2022; Falling from Jun 2022 to Dec 2022; Sideways from Dec 2022 to May 2023; Rising from May 2023 to Jan 2025; Sideways from Jan 2025 to Jul 2025; Rising from Aug 2025 to Nov 2026.

Price stage: Rising from Dec 2017 to Feb 2018; Sideways from Feb 2018 to Aug 2018; Falling from Aug 2018 to Sep 2020; Sideways from Oct 2020 to Jan 2021; Rising from Feb 2021 to Dec 2021; Sideways from Dec 2021 to May 2022; Falling from Jun 2022 to Nov 2022; Sideways from Dec 2022 to Apr 2023; Rising from May 2023 to Oct 2023; Sideways from Nov 2023 to Dec 2023; Rising from Jan 2024 to Dec 2024; Sideways from Jan 2025 to Jul 2025; Rising from Aug 2025 to Nov 2026.

Week by week since 2016: did it beat the S&P 500 over the past 13 weeks?

Ahead in 260 of 527 weeks

Week by week since 2016: did it beat the S&P 500 over the past 13 weeks?
Week13-week return vs S&P 500
8 Jul 2016no S&P 500 reading
15 Jul 2016no S&P 500 reading
22 Jul 2016no S&P 500 reading
29 Jul 2016no S&P 500 reading
5 Aug 2016no S&P 500 reading
12 Aug 2016no S&P 500 reading
19 Aug 2016no S&P 500 reading
26 Aug 2016no S&P 500 reading
2 Sep 2016no S&P 500 reading
9 Sep 2016no S&P 500 reading
16 Sep 2016no S&P 500 reading
23 Sep 2016no S&P 500 reading
30 Sep 2016no S&P 500 reading
7 Oct 2016+4.0%
14 Oct 2016−16.1%
21 Oct 2016−17.4%
28 Oct 2016−6.9%
4 Nov 2016−15.2%
11 Nov 2016−11.6%
18 Nov 2016−2.7%
25 Nov 2016+9.3%
2 Dec 2016+7.3%
9 Dec 2016+20.9%
16 Dec 2016+5.5%
23 Dec 2016+8.2%
30 Dec 2016+4.9%
6 Jan 2017+7.6%
13 Jan 2017+13.4%
20 Jan 2017+4.9%
27 Jan 2017+5.5%
3 Feb 2017−3.2%
10 Feb 2017−10.9%
17 Feb 2017−15.6%
24 Feb 2017−24.7%
3 Mar 2017−26.1%
10 Mar 2017−34.9%
17 Mar 2017−30.0%
24 Mar 2017−28.7%
31 Mar 2017−24.0%
7 Apr 2017−25.4%
13 Apr 2017−30.2%
21 Apr 2017−23.1%
28 Apr 2017−22.4%
5 May 2017−9.7%
12 May 2017−0.1%
19 May 2017+5.7%
26 May 2017+2.4%
2 Jun 2017+4.6%
9 Jun 2017+6.4%
16 Jun 2017+7.5%
23 Jun 2017+12.2%
30 Jun 2017+9.4%
7 Jul 2017+13.3%
14 Jul 2017+22.1%
21 Jul 2017+18.0%
28 Jul 2017+17.6%
4 Aug 2017+13.3%
11 Aug 2017+1.0%
18 Aug 2017−9.9%
25 Aug 2017−4.0%
1 Sep 2017−8.4%
8 Sep 2017−10.3%
15 Sep 2017−11.3%
22 Sep 2017−9.9%
29 Sep 2017−3.8%
6 Oct 2017−4.1%
13 Oct 2017+0.8%
20 Oct 2017+4.1%
27 Oct 2017+9.7%
3 Nov 2017+17.8%
10 Nov 2017+22.7%
17 Nov 2017+16.7%
24 Nov 2017+15.0%
1 Dec 2017+20.9%
8 Dec 2017+26.9%
15 Dec 2017+22.5%
22 Dec 2017+29.6%
29 Dec 2017+17.1%
5 Jan 2018+12.7%
12 Jan 2018+11.4%
19 Jan 2018+4.0%
26 Jan 2018−4.5%
2 Feb 2018−17.7%
9 Feb 2018−17.2%
16 Feb 2018−10.8%
23 Feb 2018−15.3%
2 Mar 2018−19.1%
9 Mar 2018−21.3%
16 Mar 2018−20.4%
23 Mar 2018−25.8%
29 Mar 2018−25.5%
6 Apr 2018−26.0%
13 Apr 2018−28.1%
20 Apr 2018−21.8%
27 Apr 2018−9.1%
4 May 2018+6.3%
11 May 2018+10.9%
18 May 2018+12.0%
25 May 2018+12.1%
1 Jun 2018+10.6%
8 Jun 2018+13.8%
15 Jun 2018+10.6%
22 Jun 2018+9.1%
29 Jun 2018−4.1%
6 Jul 2018+2.5%
13 Jul 2018−3.1%
20 Jul 2018−8.7%
27 Jul 2018−14.7%
3 Aug 2018−33.0%
10 Aug 2018−34.9%
17 Aug 2018−35.3%
24 Aug 2018−33.5%
31 Aug 2018−30.6%
7 Sep 2018−33.9%
14 Sep 2018−30.1%
21 Sep 2018−27.0%
28 Sep 2018−13.8%
5 Oct 2018−19.5%
12 Oct 2018−19.0%
19 Oct 2018−19.7%
26 Oct 2018−14.3%
2 Nov 2018−0.2%
9 Nov 2018−1.4%
16 Nov 2018−4.1%
23 Nov 2018+0.3%
30 Nov 2018−8.7%
7 Dec 2018−8.5%
14 Dec 2018−9.1%
21 Dec 2018−5.4%
28 Dec 2018−7.7%
4 Jan 2019−7.1%
11 Jan 2019−4.2%
18 Jan 2019−1.2%
25 Jan 2019−14.9%
1 Feb 2019−22.0%
8 Feb 2019−20.0%
15 Feb 2019−8.3%
22 Feb 2019−6.7%
1 Mar 2019+11.0%
8 Mar 2019+6.2%
15 Mar 2019+0.6%
22 Mar 2019−4.0%
29 Mar 2019−6.6%
5 Apr 2019−0.4%
12 Apr 2019+6.4%
18 Apr 2019+5.9%
26 Apr 2019+7.8%
3 May 2019+10.1%
10 May 2019+10.1%
17 May 2019−7.1%
24 May 2019−16.4%
31 May 2019−22.9%
7 Jun 2019−21.9%
14 Jun 2019−15.3%
21 Jun 2019−17.2%
28 Jun 2019−16.3%
5 Jul 2019−19.1%
12 Jul 2019−21.2%
19 Jul 2019−20.4%
26 Jul 2019−19.7%
2 Aug 2019−16.6%
9 Aug 2019−23.9%
16 Aug 2019−18.1%
23 Aug 2019−21.2%
30 Aug 2019−26.2%
6 Sep 2019−21.4%
13 Sep 2019−14.6%
20 Sep 2019−12.0%
27 Sep 2019−15.7%
4 Oct 2019−19.0%
11 Oct 2019−22.1%
18 Oct 2019−24.1%
25 Oct 2019−16.3%
1 Nov 2019−17.4%
8 Nov 2019−6.3%
15 Nov 2019−15.4%
22 Nov 2019−10.2%
29 Nov 2019−6.4%
6 Dec 2019−7.7%
13 Dec 2019−20.2%
20 Dec 2019−21.2%
27 Dec 2019−16.5%
3 Jan 2020−17.9%
10 Jan 2020−23.3%
17 Jan 2020−23.2%
24 Jan 2020−36.7%
31 Jan 2020−23.8%
7 Feb 2020−27.1%
14 Feb 2020−14.0%
21 Feb 2020−4.2%
28 Feb 2020−10.7%
6 Mar 2020−16.3%
13 Mar 2020−14.5%
20 Mar 2020−19.6%
27 Mar 2020−27.2%
3 Apr 2020−27.4%
9 Apr 2020−18.9%
17 Apr 2020−22.1%
24 Apr 2020−9.6%
1 May 2020−15.5%
8 May 2020−16.6%
15 May 2020−30.7%
22 May 2020−33.8%
29 May 2020−29.1%
5 Jun 2020−10.8%
12 Jun 2020−10.0%
19 Jun 2020+10.1%
26 Jun 2020+9.2%
2 Jul 2020+25.3%
10 Jul 2020+10.1%
17 Jul 2020+21.2%
24 Jul 2020+9.5%
31 Jul 2020+2.6%
7 Aug 2020+24.9%
14 Aug 2020+33.1%
21 Aug 2020+19.6%
28 Aug 2020+14.2%
4 Sep 2020−7.8%
11 Sep 2020−14.5%
18 Sep 2020−12.1%
25 Sep 2020−11.1%
2 Oct 2020−10.4%
9 Oct 2020+4.9%
16 Oct 2020+4.2%
23 Oct 2020+2.5%
30 Oct 2020+1.1%
6 Nov 2020−16.8%
13 Nov 2020−6.8%
20 Nov 2020+8.7%
27 Nov 2020+9.2%
4 Dec 2020+32.4%
11 Dec 2020+41.1%
18 Dec 2020+36.7%
24 Dec 2020+62.9%
31 Dec 2020+49.6%
8 Jan 2021+31.1%
15 Jan 2021+18.5%
22 Jan 2021+26.4%
29 Jan 2021+33.1%
5 Feb 2021+34.6%
12 Feb 2021+40.1%
19 Feb 2021+25.8%
26 Feb 2021+16.7%
5 Mar 2021+13.7%
12 Mar 2021+17.6%
19 Mar 2021+19.3%
26 Mar 2021+8.3%
1 Apr 2021+13.4%
9 Apr 2021+9.6%
16 Apr 2021+13.4%
23 Apr 2021+10.1%
30 Apr 2021+14.6%
7 May 2021+20.0%
14 May 2021+7.8%
21 May 2021+13.3%
28 May 2021+16.0%
4 Jun 2021+6.2%
11 Jun 2021+5.5%
18 Jun 2021−9.4%
25 Jun 2021−8.8%
2 Jul 2021−9.5%
9 Jul 2021−11.0%
16 Jul 2021−10.4%
23 Jul 2021−15.0%
30 Jul 2021−14.1%
6 Aug 2021−12.0%
13 Aug 2021−12.5%
20 Aug 2021−18.0%
27 Aug 2021−12.4%
3 Sep 2021−18.1%
10 Sep 2021−18.6%
17 Sep 2021−9.9%
24 Sep 2021−8.7%
1 Oct 2021−9.2%
8 Oct 2021−11.3%
15 Oct 2021−9.8%
22 Oct 2021−0.9%
29 Oct 2021−1.3%
5 Nov 2021−3.3%
12 Nov 2021+4.3%
19 Nov 2021+0.6%
26 Nov 2021−3.8%
3 Dec 2021−2.8%
10 Dec 2021+0.1%
17 Dec 2021−4.7%
23 Dec 2021−4.5%
31 Dec 2021−3.7%
7 Jan 2022+9.5%
14 Jan 2022+7.7%
21 Jan 2022+0.0%
28 Jan 2022−8.6%
4 Feb 2022−11.7%
11 Feb 2022−11.5%
18 Feb 2022−6.3%
25 Feb 2022−2.9%
4 Mar 2022−9.4%
11 Mar 2022−8.0%
18 Mar 2022−3.4%
25 Mar 2022−4.6%
1 Apr 2022+0.6%
8 Apr 2022−5.9%
14 Apr 2022+1.4%
22 Apr 2022+9.7%
29 Apr 2022+10.9%
6 May 2022+6.4%
13 May 2022+4.4%
20 May 2022+10.3%
27 May 2022+10.3%
3 Jun 2022+21.5%
10 Jun 2022+17.1%
17 Jun 2022+14.1%
24 Jun 2022+11.7%
1 Jul 2022+3.2%
8 Jul 2022+1.1%
15 Jul 2022−5.2%
22 Jul 2022−7.8%
29 Jul 2022−10.8%
5 Aug 2022−3.2%
12 Aug 2022−7.2%
19 Aug 2022−17.4%
26 Aug 2022−14.6%
2 Sep 2022−12.0%
9 Sep 2022−11.3%
16 Sep 2022−12.0%
23 Sep 2022−7.1%
30 Sep 2022−2.5%
7 Oct 2022+0.0%
14 Oct 2022+2.0%
21 Oct 2022+0.7%
28 Oct 2022+9.4%
4 Nov 2022+6.6%
11 Nov 2022+6.7%
18 Nov 2022+5.6%
25 Nov 2022+4.5%
2 Dec 2022+4.0%
9 Dec 2022+4.0%
16 Dec 2022+7.8%
23 Dec 2022+9.0%
30 Dec 2022+9.4%
6 Jan 2023+11.4%
13 Jan 2023+8.6%
20 Jan 2023+9.2%
27 Jan 2023−0.8%
3 Feb 2023+1.3%
10 Feb 2023+9.5%
17 Feb 2023+21.2%
24 Feb 2023+18.0%
3 Mar 2023+10.0%
10 Mar 2023+10.7%
17 Mar 2023+3.7%
24 Mar 2023+4.6%
31 Mar 2023+0.5%
6 Apr 2023−0.3%
14 Apr 2023+8.0%
21 Apr 2023+8.7%
28 Apr 2023+9.1%
5 May 2023+12.3%
12 May 2023+15.4%
19 May 2023+8.7%
26 May 2023+6.5%
2 Jun 2023+11.7%
9 Jun 2023+12.0%
16 Jun 2023+11.3%
23 Jun 2023+7.9%
30 Jun 2023+8.8%
7 Jul 2023+7.4%
14 Jul 2023+0.9%
21 Jul 2023+0.6%
28 Jul 2023−1.7%
4 Aug 2023−9.2%
11 Aug 2023−12.6%
18 Aug 2023−1.1%
25 Aug 2023−2.4%
1 Sep 2023−0.7%
8 Sep 2023−3.9%
15 Sep 2023+2.6%
22 Sep 2023+4.6%
29 Sep 2023+5.6%
6 Oct 2023+5.1%
13 Oct 2023+0.8%
20 Oct 2023+1.3%
27 Oct 2023+2.1%
3 Nov 2023+1.6%
10 Nov 2023−0.4%
17 Nov 2023−12.3%
24 Nov 2023−9.2%
1 Dec 2023−12.0%
8 Dec 2023−12.5%
15 Dec 2023−17.9%
22 Dec 2023−15.7%
29 Dec 2023−12.2%
5 Jan 2024−11.2%
12 Jan 2024−8.0%
19 Jan 2024−5.2%
26 Jan 2024−5.0%
2 Feb 2024−7.6%
9 Feb 2024−6.6%
16 Feb 2024+0.1%
23 Feb 2024+4.2%
1 Mar 2024+10.3%
8 Mar 2024+18.7%
15 Mar 2024+32.2%
22 Mar 2024+21.8%
28 Mar 2024+22.6%
5 Apr 2024+28.9%
12 Apr 2024+22.1%
19 Apr 2024+15.5%
26 Apr 2024+18.2%
3 May 2024+32.5%
10 May 2024+24.1%
17 May 2024+23.5%
24 May 2024+25.2%
31 May 2024+21.2%
7 Jun 2024+10.3%
14 Jun 2024−0.8%
21 Jun 2024+5.2%
28 Jun 2024+3.8%
5 Jul 2024−4.2%
12 Jul 2024+4.3%
19 Jul 2024+11.9%
26 Jul 2024+27.2%
2 Aug 2024+13.5%
9 Aug 2024+6.8%
16 Aug 2024−1.6%
23 Aug 2024−2.7%
30 Aug 2024−5.2%
6 Sep 2024−5.3%
13 Sep 2024−2.4%
20 Sep 2024+0.0%
27 Sep 2024−3.3%
4 Oct 2024−3.1%
11 Oct 2024−7.4%
18 Oct 2024−9.6%
25 Oct 2024−16.3%
1 Nov 2024−13.0%
8 Nov 2024−2.8%
15 Nov 2024+12.7%
22 Nov 2024+11.4%
29 Nov 2024+11.0%
6 Dec 2024+10.5%
13 Dec 2024+11.8%
20 Dec 2024+1.5%
27 Dec 2024+0.7%
3 Jan 2025−0.7%
10 Jan 2025−5.8%
17 Jan 2025−9.6%
24 Jan 2025−10.1%
31 Jan 2025−10.0%
7 Feb 2025−12.3%
14 Feb 2025−19.4%
21 Feb 2025−23.4%
28 Feb 2025−22.3%
7 Mar 2025−18.7%
14 Mar 2025−18.1%
21 Mar 2025−13.8%
28 Mar 2025−8.6%
4 Apr 2025−7.2%
11 Apr 2025−4.2%
17 Apr 2025−2.5%
25 Apr 2025−3.2%
2 May 2025−0.9%
9 May 2025+5.1%
16 May 2025+1.4%
23 May 2025+4.4%
30 May 2025+4.3%
6 Jun 2025+10.4%
13 Jun 2025+11.6%
20 Jun 2025+13.6%
27 Jun 2025+16.8%
3 Jul 2025+33.6%
11 Jul 2025+38.3%
18 Jul 2025+38.1%
25 Jul 2025+41.7%
1 Aug 2025+25.6%
8 Aug 2025+25.5%
15 Aug 2025+30.7%
22 Aug 2025+29.8%
29 Aug 2025+34.7%
5 Sep 2025+27.5%
12 Sep 2025+32.3%
19 Sep 2025+30.2%
26 Sep 2025+14.1%
3 Oct 2025+2.0%
10 Oct 2025−2.3%
17 Oct 2025−6.3%
24 Oct 2025−17.1%
31 Oct 2025−12.9%
7 Nov 2025−16.7%
14 Nov 2025−20.7%
21 Nov 2025−19.4%
28 Nov 2025−24.8%
5 Dec 2025−20.4%
12 Dec 2025−21.1%
19 Dec 2025−17.7%
26 Dec 2025−15.1%
2 Jan 2026−10.1%
9 Jan 2026−3.1%
16 Jan 2026+13.4%
23 Jan 2026+31.9%
30 Jan 2026+34.0%
6 Feb 2026+33.0%
13 Feb 2026+44.2%
20 Feb 2026+45.1%
27 Feb 2026+54.6%
6 Mar 2026+46.6%
13 Mar 2026+31.8%
20 Mar 2026+11.1%
27 Mar 2026+20.2%
2 Apr 2026+19.5%
10 Apr 2026+19.9%
17 Apr 2026+12.5%
24 Apr 2026−3.0%
1 May 2026−1.6%
8 May 2026+14.5%
15 May 2026+10.2%
22 May 2026+8.3%
29 May 2026+1.1%
5 Jun 2026−0.3%
12 Jun 2026+5.8%
18 Jun 2026+23.2%
26 Jun 2026+8.8%
2 Jul 2026+11.3%
10 Jul 2026+10.2%
17 Jul 2026+10.2%
24 Jul 2026+15.3%
31 Jul 2026+12.9%
7 Aug 2026+6.4%
14 Aug 2026+12.5%
21 Aug 2026+20.5%
28 Aug 2026+26.5%
4 Sep 2026+32.5%
11 Sep 2026+30.1%
18 Sep 2026+24.0%
25 Sep 2026+35.6%
2 Oct 2026+31.8%
9 Oct 2026+14.5%
16 Oct 2026+4.0%
23 Oct 2026+6.2%
30 Oct 2026+5.8%
4 Nov 2026−4.9%
Each bar is one week, from 2016 to now (527 weeks with a reading). Green means the stock's return over the previous 13 weeks beat the S&P 500; red means it trailed. The colour is strongest at a gap of 25 percentage points or more. A gap means there is no reading for that week.

Over the last 10 years the share price moved +106% while the S&P 500 moved +261%, so it is behind the index over that whole period. It was last ahead over 13 weeks in the week of 30 October 2026. The chart above shows the 13-week comparison for every week.

This page treats a rise as over when the price closes below its 200-day average on two Fridays in a row.

What dividend does WisdomTree pay?

WisdomTree, Inc. paid $0.12 per share over the last four reported quarters. The most recent declaration was $0.03 for Jun 2026. At today's price of $20.03 that is a yield of 0.60%, based on dividends already paid, not a forecast.

A dividend is cash paid out for each share. The 12-month total is the four most recent quarters added together.

Dividend per share each quarter: latest $0.03 (Jun 2026)

  • Dividend per share $0.03
Dividend per share each quarter: latest $0.03 (Jun 2026)
QuarterDividend per share
Sep 2023$0.03
Dec 2023$0.03
Mar 2024$0.03
Jun 2024$0.03
Sep 2024$0.03
Dec 2024$0.03
Mar 2025$0.03
Jun 2025$0.03
Sep 2025$0.03
Dec 2025$0.03
Mar 2026$0.03
Jun 2026$0.03
Declared dividend per share, $ a share, each reported quarter. 12 quarters on file.

Which stock lists is WisdomTree on?

WisdomTree is not in the Nasdaq 100, the S&P 500 or the Dow Jones 30, and is not on the US tech stocks list.

Is WisdomTree profitable?

WisdomTree, Inc. earned $44.3 M of net profit in the Jun 2026 quarter, +78.7% on the same quarter a year earlier. Full-year FY25 profit was $108 M. Over 4 years profit has grown 25.1% a year on average. That is 25.0% of the quarter's revenue. The same quarter a year earlier earned $24.8 M.

Net profit is what is left after every cost, interest and tax. Earnings per share, dividends and book value all grow from it.

2 of the last 12 reported quarters were loss-making.

For the full year, FY25 profit was $108 M (+117.4% on the year before).

FY25 profit $108 M (+117.4% on the year before), 25.1% a year over 4 years

  • Net profit $108 M
FY25 profit $108 M (+117.4% on the year before), 25.1% a year over 4 years
QuarterNet profit
FY21$44.3 M
FY22$45.0 M
FY23$95.1 M
FY24$49.9 M
FY25$108 M

Growth on a year earlier

  • Growth on a year earlier 117.4%
Growth on a year earlier
QuarterGrowth on a year earlier
FY21–
FY221.6%
FY23111.4%
FY24−47.5%
FY25117.4%
Top: net profit each year, $ M. Below: growth on the year before, %. 5-year window. A grey bar is lower than the year before.

Jun 2026: $44.3 M (+78.7% on a year earlier)

  • Net profit (quarterly) $44.3 M
Jun 2026: $44.3 M (+78.7% on a year earlier)
QuarterNet profit (quarterly)
Sep 2023$10.8 M
Dec 2023$23.1 M
Mar 2024$20.0 M
Jun 2024$21.9 M
Sep 2024−$18.2 M
Dec 2024$26.2 M
Mar 2025$24.7 M
Jun 2025$24.8 M
Sep 2025$19.0 M
Dec 2025$40.0 M
Mar 2026−$23.1 M
Jun 2026$44.3 M

Growth on a year earlier

  • Growth on a year earlier 78.7%
Growth on a year earlier
QuarterGrowth on a year earlier
Sep 2023−85%
Dec 2023–
Mar 202437.6%
Jun 2024−53.2%
Sep 2024−268.7%
Dec 202413.4%
Mar 202523.3%
Jun 202513.4%
Sep 2025–
Dec 202552.7%
Mar 2026−193.8%
Jun 202678.7%
Top: net profit each quarter, $ M. Below: growth on the same quarter a year earlier, %. Last 12 quarters. A grey bar is lower than the quarter before.

Why profit moved: revenue changed +57.3% on a year earlier and the margin moved +3.0 percentage points. Most of the change came from keeping more of each sale.

On average over the last four quarters, profit changed −20.8% and revenue +37.3%. Profit is growing slower than sales: rising costs are taking part of the growth.

How much revenue does WisdomTree make, and is it growing?

WisdomTree, Inc. reported $177 M of income in the Jun 2026 quarter, +57.3% on the same quarter a year earlier. That is the 12th quarter in a row with growth on the year before. Over 4 years it has grown 12.9% a year on average. The last full year, FY25, came in at $494 M.

For a bank, revenue is everything it earns: interest on its loans plus fees from its businesses.

The last four reported quarters add to $610 M.

FY25 revenue was $494 M, +15.4% on the year before.

FY25 revenue $494 M (+15.4% on the year before), 12.9% a year over 4 years

  • Revenue $494 M
FY25 revenue $494 M (+15.4% on the year before), 12.9% a year over 4 years
QuarterRevenue
FY21$304 M
FY22$301 M
FY23$349 M
FY24$428 M
FY25$494 M

Growth on a year earlier

  • Growth on a year earlier 15.4%
Growth on a year earlier
QuarterGrowth on a year earlier
FY21–
FY22−1%
FY2315.8%
FY2422.5%
FY2515.4%
Top: revenue each year, $ M. Below: growth on the year before, %. 5-year window. A grey bar is lower than the year before.

Jun 2026: $177 M (+57.3% on a year earlier), the 12th quarter in a row of growth

  • Revenue (quarterly) $177 M
Jun 2026: $177 M (+57.3% on a year earlier), the 12th quarter in a row of growth
QuarterRevenue (quarterly)
Sep 2023$90.4 M
Dec 2023$90.8 M
Mar 2024$96.8 M
Jun 2024$107 M
Sep 2024$113 M
Dec 2024$111 M
Mar 2025$108 M
Jun 2025$113 M
Sep 2025$126 M
Dec 2025$147 M
Mar 2026$159 M
Jun 2026$177 M

Growth on a year earlier

  • Growth on a year earlier 57.3%
Growth on a year earlier
QuarterGrowth on a year earlier
Sep 202324.9%
Dec 202323.9%
Mar 202418%
Jun 202424.9%
Sep 202425.2%
Dec 202421.9%
Mar 202511.6%
Jun 20255.2%
Sep 202511%
Dec 202533.2%
Mar 202647.5%
Jun 202657.3%
Top: revenue each quarter, $ M. Below: growth on the same quarter a year earlier, %. Last 12 quarters. A grey bar is lower than the quarter before.

Recent pace: the last four quarters grew +37.3% on average, against 12.9% a year over the longer run, so this year is growing faster than its own long-run rate.

Is growth speeding up? Revenue over the last 12 months grew +37.1%, against +25.8% a year over the last 8 quarters (accelerating); profit over the last 12 months grew +39.5%, against +2.9% a year (accelerating).

How much does WisdomTree keep from what it earns?

WisdomTree, Inc.'s net margin was 25.0% in the Jun 2026 quarter, 3.0 percentage points higher than the same quarter a year ago. Across 5 years it has been between 11.7% and 27.2%. The latest quarter is within that range.

Net margin is what the bank keeps from every $100 of revenue after every cost, provision for bad loans and tax. With big fee businesses in the mix, it is the clearest margin we can read for this bank.

Why: the net margin move is clear, but the cost details behind it are not in our data, so we show the move without guessing the reason.

FY25: 22.0%, within a range of 11.7% to 27.2% over 5 years

  • Net margin 22.0%
FY25: 22.0%, within a range of 11.7% to 27.2% over 5 years
QuarterNet margin
FY2114.5%
FY2214.9%
FY2327.2%
FY2411.7%
FY2522%

Change on the year before (points)

  • Change on the year before (points) +10.3 pts
Change on the year before (points)
QuarterChange on the year before (points)
FY21–
FY22+0.4 pts
FY23+12.3 pts
FY24−15.5 pts
FY25+10.3 pts
Net margin each year, % (top). Below: change on the year before, in percentage points. 5-year window.

Jun 2026: net margin 25.0% (+3.0 points on a year earlier)

  • Net margin 25.0%
Jun 2026: net margin 25.0% (+3.0 points on a year earlier)
QuarterNet margin
Sep 202311.9%
Dec 202325.4%
Mar 202420.6%
Jun 202420.4%
Sep 2024−16.1%
Dec 202423.7%
Mar 202522.8%
Jun 202522%
Sep 202515.1%
Dec 202527.1%
Mar 2026−14.5%
Jun 202625%

Change on a year earlier (points)

  • Change on a year earlier (points) +3.0 pts
Change on a year earlier (points)
QuarterChange on a year earlier (points)
Sep 2023−87.7 pts
Dec 2023+59.6 pts
Mar 2024+2.9 pts
Jun 2024−34.1 pts
Sep 2024−28.0 pts
Dec 2024−1.7 pts
Mar 2025+2.2 pts
Jun 2025+1.6 pts
Sep 2025+31.2 pts
Dec 2025+3.4 pts
Mar 2026−37.3 pts
Jun 2026+3.0 pts
Top: quarterly net margin, %. Below: change on the same quarter a year earlier, in percentage points. Last 12 quarters. Net profit as a share of total revenue, each quarter.

How many of WisdomTree's loans have gone bad?

WisdomTree, Inc. does not report loan-quality figures this page can read, so this section says so rather than guess. No bad-loan figures are filed in a form this page can read, and none are guessed from the profit line. The income, margin and return sections carry what this business does report.

Gross NPA is the share of the loan book where repayments have stopped. Net NPA is what is left after the money the lender has already set aside for those loans. Falling is good; rising is a warning.

Why: loan quality drives a lender, but its details (new bad loans, recoveries, money set aside) are not in our data for this company. The sections around this one carry what we can back up.

How fast is WisdomTree's loan book growing?

WisdomTree, Inc.'s revenue was $494 M in FY25, +15.4% on the year before, so the loan book is growing. The latest quarter was +57.3% on a year earlier. The net margin on that income is 25.0%, +3.0 percentage points on a year ago.

We read the loan book through revenue: when the book and the businesses grow, revenue grows with them. It is only a rough guide, because interest-rate changes and fee swings can move it a few points in any year.

Interest income stands in for the size of the loan book; changes in interest rates can move it a few points in any year.

FY25: revenue $494 M (+15.4% on the year before), net margin 22.0%

  • Revenue $494 M
FY25: revenue $494 M (+15.4% on the year before), net margin 22.0%
QuarterRevenue
FY21$304 M
FY22$301 M
FY23$349 M
FY24$428 M
FY25$494 M

Net margin

  • Net margin 22%
Net margin
QuarterNet margin
FY2114.5%
FY2214.9%
FY2327.2%
FY2411.7%
FY2522%
Top: revenue each year, $ M. Below: net margin, %. 5-year window. A grey bar is lower than the year before.

In short: a lender grows well when its loan book grows, its margin stays steady and its loans stay clean. Quarterly loan-quality figures are missing here, so revenue growth and margin are the two we watch.

What is WisdomTree's P/BV ratio, and how does it compare with its own history?

WisdomTree, Inc.'s P/BV is 6.6×, near the high end of its own history: higher than 94% of past readings. Its usual P/BV (the middle reading) is 3.2×, over 5.3 years of weekly prices. This compares the share price with the company’s own past. It does not say what the business is worth.

For a bank or lender we compare the price with book value, the net worth on its balance sheet. P/BV is how many dollars the market pays for each $1 of that net worth. Below 1× means the market values it at less than its net worth.

P/BV 6.6× against a usual 3.2×: near the high end of its own history: higher than 94% of past readings

  • P/BV 7.08×
  • Median 3.22×
P/BV 6.6× against a usual 3.2×: near the high end of its own history: higher than 94% of past readings
WeekP/BVMedian
2 Jul 20212.62×3.22×
16 Jul 20212.50×3.22×
30 Jul 20212.54×3.22×
13 Aug 20212.58×3.22×
27 Aug 20212.61×3.22×
10 Sep 20212.48×3.22×
24 Sep 20212.46×3.22×
8 Oct 20213.03×3.22×
22 Oct 20213.25×3.22×
5 Nov 20213.66×3.22×
19 Nov 20213.54×3.22×
3 Dec 20213.29×3.22×
17 Dec 20213.22×3.22×
31 Dec 20213.23×3.22×
14 Jan 20223.37×3.22×
28 Jan 20222.95×3.22×
11 Feb 20223.00×3.22×
25 Feb 20223.04×3.22×
11 Mar 20222.73×3.22×
25 Mar 20222.94×3.22×
8 Apr 20223.29×3.22×
22 Apr 20223.48×3.22×
6 May 20223.13×3.22×
20 May 20223.17×3.22×
3 Jun 20223.42×3.22×
17 Jun 20223.00×3.22×
1 Jul 20222.85×3.22×
15 Jul 20222.81×3.22×
29 Jul 20222.89×3.22×
12 Aug 20222.99×3.22×
26 Aug 20222.80×3.22×
9 Sep 20222.94×3.22×
23 Sep 20222.65×3.22×
7 Oct 20222.06×3.22×
21 Oct 20222.15×3.22×
4 Nov 20222.26×3.22×
18 Nov 20222.18×3.22×
2 Dec 20222.35×3.22×
16 Dec 20222.30×3.22×
30 Dec 20222.35×3.22×
13 Jan 20232.70×3.22×
27 Jan 20232.62×3.22×
10 Feb 20232.82×3.22×
24 Feb 20232.85×3.22×
10 Mar 20232.72×3.22×
24 Mar 20232.72×3.22×
6 Apr 20232.69×3.22×
21 Apr 20232.94×3.22×
5 May 20232.96×3.22×
19 May 20233.17×3.22×
2 Jun 20233.17×3.22×
16 Jun 20233.15×3.22×
30 Jun 20232.17×3.22×
14 Jul 20232.23×3.22×
28 Jul 20232.14×3.22×
11 Aug 20232.12×3.22×
25 Aug 20232.22×3.22×
8 Sep 20232.26×3.22×
22 Sep 20232.24×3.22×
6 Oct 20232.18×3.22×
20 Oct 20232.09×3.22×
3 Nov 20231.99×3.22×
17 Nov 20232.04×3.22×
1 Dec 20232.04×3.22×
15 Dec 20231.96×3.22×
29 Dec 20232.15×3.22×
12 Jan 20242.49×3.22×
26 Jan 20242.51×3.22×
9 Feb 20242.51×3.22×
23 Feb 20242.71×3.22×
8 Mar 20242.99×3.22×
22 Mar 20243.13×3.22×
5 Apr 20243.33×3.22×
19 Apr 20243.03×3.22×
3 May 20243.21×3.22×
17 May 20243.28×3.22×
31 May 20243.46×3.22×
14 Jun 20243.28×3.22×
28 Jun 20243.44×3.22×
12 Jul 20243.40×3.22×
26 Jul 20243.83×3.22×
9 Aug 20243.26×3.22×
23 Aug 20243.37×3.22×
6 Sep 20243.05×3.22×
20 Sep 20243.33×3.22×
4 Oct 20243.73×3.22×
18 Oct 20243.92×3.22×
1 Nov 20243.87×3.22×
15 Nov 20244.34×3.22×
29 Nov 20244.50×3.22×
13 Dec 20244.29×3.22×
27 Dec 20243.98×3.22×
10 Jan 20253.30×3.22×
24 Jan 20253.51×3.22×
7 Feb 20253.37×3.22×
21 Feb 20253.28×3.22×
7 Mar 20253.06×3.22×
21 Mar 20253.07×3.22×
4 Apr 20252.73×3.22×
17 Apr 20252.83×3.22×
2 May 20253.14×3.22×
16 May 20253.32×3.22×
30 May 20253.25×3.22×
13 Jun 20253.46×3.22×
27 Jun 20253.93×3.22×
11 Jul 20254.09×3.22×
25 Jul 20254.39×3.22×
8 Aug 20254.20×3.22×
22 Aug 20254.25×3.22×
5 Sep 20254.32×3.22×
19 Sep 20254.72×3.22×
3 Oct 20254.97×3.22×
17 Oct 20254.71×3.22×
31 Oct 20254.37×3.22×
14 Nov 20254.10×3.22×
28 Nov 20254.03×3.22×
12 Dec 20254.32×3.22×
26 Dec 20254.53×3.22×
9 Jan 20264.43×3.22×
23 Jan 20265.37×3.22×
6 Feb 20265.19×3.22×
20 Feb 20265.40×3.22×
6 Mar 20265.48×3.22×
20 Mar 20264.36×3.22×
2 Apr 20264.54×3.22×
17 Apr 20265.49×3.22×
1 May 20265.22×3.22×
15 May 20266.10×3.22×
29 May 20265.99×3.22×
12 Jun 20265.65×3.22×
26 Jun 20265.41×3.22×
10 Jul 20266.79×3.22×
24 Jul 20266.87×3.22×
7 Aug 20267.51×3.22×
21 Aug 20268.30×3.22×
4 Sep 20268.30×3.22×
18 Sep 20268.15×3.22×
2 Oct 20268.30×3.22×
16 Oct 20267.56×3.22×
30 Oct 20267.32×3.22×
4 Nov 20267.08×3.22×

Book value per share

  • Book value per share $2.83
Book value per share
WeekBook value per share
2 Jul 2021–
16 Jul 2021–
30 Jul 2021–
13 Aug 2021–
27 Aug 2021–
10 Sep 2021–
24 Sep 2021$2.44
8 Oct 2021$2.44
22 Oct 2021$2.44
5 Nov 2021$2.44
19 Nov 2021$2.44
3 Dec 2021$2.44
17 Dec 2021$2.44
31 Dec 2021$1.90
14 Jan 2022$1.90
28 Jan 2022$1.90
11 Feb 2022$1.90
25 Feb 2022$1.90
11 Mar 2022$1.90
25 Mar 2022$1.90
8 Apr 2022$1.90
22 Apr 2022$1.90
6 May 2022$1.90
20 May 2022$1.90
3 Jun 2022$1.90
17 Jun 2022$1.77
1 Jul 2022$1.77
15 Jul 2022$1.77
29 Jul 2022$1.77
12 Aug 2022$1.77
26 Aug 2022$1.77
9 Sep 2022$1.77
23 Sep 2022$2.32
7 Oct 2022$2.32
21 Oct 2022$2.32
4 Nov 2022$2.32
18 Nov 2022$2.32
2 Dec 2022$2.32
16 Dec 2022$2.32
30 Dec 2022$2.32
13 Jan 2023$2.32
27 Jan 2023$2.32
10 Feb 2023$2.32
24 Feb 2023$2.32
10 Mar 2023$2.32
24 Mar 2023$2.32
6 Apr 2023$2.21
21 Apr 2023$2.21
5 May 2023$2.21
19 May 2023$2.21
2 Jun 2023$2.21
16 Jun 2023$2.21
30 Jun 2023$3.16
14 Jul 2023$3.16
28 Jul 2023$3.16
11 Aug 2023$3.16
25 Aug 2023$3.16
8 Sep 2023$3.16
22 Sep 2023$3.16
6 Oct 2023$3.16
20 Oct 2023$3.16
3 Nov 2023$3.16
17 Nov 2023$3.16
1 Dec 2023$3.16
15 Dec 2023$3.16
29 Dec 2023$3.23
12 Jan 2024$3.23
26 Jan 2024$3.23
9 Feb 2024$3.23
23 Feb 2024$3.23
8 Mar 2024$3.23
22 Mar 2024$2.82
5 Apr 2024$2.82
19 Apr 2024$2.82
3 May 2024$2.82
17 May 2024$2.82
31 May 2024$2.82
14 Jun 2024$2.82
28 Jun 2024$2.88
12 Jul 2024$2.88
26 Jul 2024$2.88
9 Aug 2024$2.88
23 Aug 2024$2.88
6 Sep 2024$2.88
20 Sep 2024$3.03
4 Oct 2024$3.03
18 Oct 2024$3.03
1 Nov 2024$3.03
15 Nov 2024$3.03
29 Nov 2024$3.03
13 Dec 2024$3.03
27 Dec 2024$2.65
10 Jan 2025$2.65
24 Jan 2025$2.65
7 Feb 2025$2.65
21 Feb 2025$2.65
7 Mar 2025$2.65
21 Mar 2025$2.65
4 Apr 2025$2.83
17 Apr 2025$2.83
2 May 2025$2.83
16 May 2025$2.83
30 May 2025$2.83
13 Jun 2025$2.83
27 Jun 2025$2.91
11 Jul 2025$2.91
25 Jul 2025$2.91
8 Aug 2025$2.91
22 Aug 2025$2.91
5 Sep 2025$2.91
19 Sep 2025$3.11
3 Oct 2025$3.11
17 Oct 2025$3.11
31 Oct 2025$3.11
14 Nov 2025$3.11
28 Nov 2025$3.11
12 Dec 2025$3.11
26 Dec 2025$2.74
9 Jan 2026$2.74
23 Jan 2026$2.74
6 Feb 2026$2.74
20 Feb 2026$2.74
6 Mar 2026$2.74
20 Mar 2026$2.74
2 Apr 2026$3.03
17 Apr 2026$3.03
1 May 2026$3.03
15 May 2026$3.03
29 May 2026$3.03
12 Jun 2026$3.03
26 Jun 2026$3.18
10 Jul 2026$3.18
24 Jul 2026$3.18
7 Aug 2026$3.18
21 Aug 2026$3.18
4 Sep 2026$3.18
18 Sep 2026$2.83
2 Oct 2026$2.83
16 Oct 2026$2.83
30 Oct 2026$2.83
4 Nov 2026$2.83
Top: P/BV each week. Below: book value per share, quarterly steps drawn, a step line that moves once a quarter; 5.3 years of history; short peaks above 8.3× are drawn at the top edge.

PEG 11.83 at the Jun 2026 quarter end: above 1.0, so the P/E is bigger than the earnings growth rate

  • PEG 6.00×
  • PEG = 1.0 1.00×
PEG 11.83 at the Jun 2026 quarter end: above 1.0, so the P/E is bigger than the earnings growth rate
QuarterPEGPEG = 1.0
Sep 20211.06×1.00×
Dec 20210.97×1.00×
Mar 20224.32×1.00×
Jun 20221.58×1.00×
Sep 20222.86×1.00×
Dec 20226.00×1.00×
Mar 20236.00×1.00×
Jun 20236.00×1.00×
Sep 20236.00×1.00×
Dec 20236.00×1.00×
Mar 20246.00×1.00×
Jun 20246.00×1.00×
Sep 20246.00×1.00×
Dec 20246.00×1.00×
Mar 20256.00×1.00×
Jun 20256.00×1.00×
Sep 20256.00×1.00×
Dec 20256.00×1.00×
Mar 20266.00×1.00×
Jun 20266.00×1.00×
PEG each quarter: the P/E divided by the yearly growth rate of earnings. The flat line marks 1.0. Below it the P/E is smaller than the growth rate; above it the P/E is bigger. Last 20 quarters; values above 6 are drawn at the top edge.
6.6×P/BV · higher than 94% of its last 5.3 years
1.32PEG · today, derived from 3-year earnings growth

Why the multiple is where it is: over the past year book value grew while the price moved +73.0%. The price ran ahead of book value, which pushed the multiple up within its own range.

Where the price move came from: over 5 years the price moved +24.4% a year; about +9.0% a year came from book-value growth and about +15.4 percentage points from the multiple (the market paying more). The split is approximate (price return minus book-value growth). It shows how much of the move came from the market paying a different multiple.

In short: the multiple is high against its own past, so the book value trend underneath matters more than the multiple.

Is the WisdomTree business getting better or worse?

WisdomTree, Inc.'s business is giving mixed signals. Growth is slowing from a very fast pace: profit growth has eased from +102.4% at its peak to +39.5%, but the business is still expanding, with ROE falling at 19.2%. This is based on 12 quarters of 4 measures.

Every business is somewhere on a path of getting better or worse, and this section names where. The last 12 quarters of growth in revenue, profit and earnings per share, plus the return the business earns on its capital, are read as lines. Getting worse: the lines are falling. Turning around: a low point has just formed and the last few quarters are rising from it. Getting better: the rise from the low has lasted. Growing steadily: steady growth with healthy returns. Slowing from a peak: still high, but slowing. When the lines disagree the result is mixed; too little history means no reading. CAGR (compound annual growth rate) is the steady yearly rate that would turn the starting value into the latest one. It is the fairest way to compare growth over different periods. If the 1-year figure is much bigger than the 10-year one, recent growth is running faster than the long-run trend. A dash means there is no figure for that period, or the starting year was a loss, where a growth rate means nothing.

Growth year by year: revenue +15.4% in FY25, profit +117.4%

  • Revenue growth 15.4%
Growth year by year: revenue +15.4% in FY25, profit +117.4%
QuarterRevenue growth
FY21–
FY22−1%
FY2315.8%
FY2422.5%
FY2515.4%

Profit growth, EPS growth

  • Profit growth 117.4%
  • EPS growth 123.6%
Profit growth, EPS growth
QuarterProfit growthEPS growth
FY21––
FY221.6%2.8%
FY23111.4%105.4%
FY24−47.5%−48.1%
FY25117.4%123.6%
Growth on the year before, each year, %. Top: revenue. Below: net profit and earnings per share, on their own scale because profit growth swings much more. Zero line drawn.

Three growth lines over twelve quarters: revenue accelerating, profit accelerating

  • Revenue 37.1%
Three growth lines over twelve quarters: revenue accelerating, profit accelerating
QuarterRevenue
Sep 20237.9%
Dec 202315.8%
Mar 202419.3%
Jun 202422.9%
Sep 202423%
Dec 202422.5%
Mar 202520.7%
Jun 202515.4%
Sep 202512%
Dec 202515.4%
Mar 202624.2%
Jun 202637.1%

Profit, EPS

  • Profit 39.5%
  • EPS 35.6%
Profit, EPS
QuarterProfitEPS
Sep 2023−41.3%−42.1%
Dec 2023111.5%104%
Mar 202443.1%35.1%
Jun 2024−30%−36%
Sep 2024−0.4%−13.1%
Dec 2024−47.6%−49.5%
Mar 2025−45.8%−46.8%
Jun 2025−24.2%−19.3%
Sep 2025102.4%135.4%
Dec 2025117.5%136.8%
Mar 202611.2%17.6%
Jun 202639.5%35.6%
Growth on a year earlier, % at each quarter end. Top: revenue. Below: profit and earnings per share, on their own scale because they swing much more. Each is measured over the last 12 months. A gap means there is no reading for that quarter.

ROE: the return line, worked out each quarter

  • ROE 19.2%
ROE: the return line, worked out each quarter
QuarterROE
Sep 20237.8%
Dec 202317.6%
Mar 202418.1%
Jun 202413.1%
Sep 202412.5%
Dec 202412.5%
Mar 202513.1%
Jun 202512.9%
Sep 202525.3%
Dec 202526.2%
Mar 202612.8%
Jun 202619.2%
Net profit over the last 12 months as a share of equity at the quarter end, %.
RisingRevenue growth · latest +37.1%, range +7.9% to +37.1%
Turning downProfit growth · latest +39.5%, range −47.6% to +117.5%
Turning downEPS growth · latest +35.6%, range −49.5% to +136.8%
Turning downROE · latest 19.2%, range 7.8% to 26.2%

Why it matters: when the lines disagree, each line above matters more than any single label.

Compound annual growth rate (%)

Compound annual growth rate over each period, %. Revenue, profit and EPS come from yearly figures; the stock price row is price growth over the same periods. A dash means no figure for that period, or the starting year was a loss.

Compound annual growth rate (%)
Measure1yr3yr5yr10yr
Revenue+15.4%+17.9%——
Profit+117.4%+34.1%——
EPS+123.6%+33.6%——
Stock price+73.0%+46.1%+24.4%+9.1%
+57.3%Revenue growth (Jun 2026) · latest quarter against a year ago
+78.7%Profit growth (Jun 2026) · latest quarter against a year ago
12.9%Revenue, 4 years · yearly growth over the long run

How much does WisdomTree earn on its equity and assets?

WisdomTree, Inc. earned a return on equity of 26% in FY25. Its lowest yearly reading on file was 10% in FY22. On its assets, every $100 earned about $10.84, before the effect of borrowing. For a lender the balance sheet is the business, so the return on equity and on assets have to be read together.

Two numbers rate a bank: ROE, what it earns on shareholders’ money, and ROA, what it earns on all its assets. An ROE above about 13 to 15% is healthy; below that, net worth grows slowly.

That is above the level a bank needs to grow its net worth steadily.

FY25: ROE 26%, ROA 8.80%, up from a FY22 low of 10%

  • ROE 26.2%
FY25: ROE 26%, ROA 8.80%, up from a FY22 low of 10%
QuarterROE
FY2111%
FY2210.3%
FY2317.5%
FY2412.5%
FY2526.2%

ROA

  • ROA 8.8%
ROA
QuarterROA
FY215.8%
FY223.6%
FY235.5%
FY248.7%
FY258.8%
Return on equity each year, % (top); return on assets, % (below). 5-year window. A lender is judged on ROE and ROA; return on capital used (ROIC) does not apply to a bank.

Jun 2026: ROE 62.2% (last 12 months), ROA 9.30%

  • ROE (12 months) 62.2%
Jun 2026: ROE 62.2% (last 12 months), ROA 9.30%
QuarterROE (12 months)
Sep 2023107.1%
Dec 202339.8%
Mar 202478.2%
Jun 202479.7%
Sep 202453.5%
Dec 202441%
Mar 202555.9%
Jun 202564%
Sep 202571.6%
Dec 202594.7%
Mar 2026107.2%
Jun 202662.2%

ROA (12 months)

  • ROA (12 months) 9.3%
ROA (12 months)
QuarterROA (12 months)
Sep 20234.7%
Dec 20237.1%
Mar 20246.9%
Jun 20247.4%
Sep 20248.8%
Dec 202410.3%
Mar 20258.5%
Jun 20258.3%
Sep 20258.8%
Dec 20259.6%
Mar 202610.1%
Jun 20269.3%
Return on equity over the last 12 months (top) and on assets (below), each quarter, %. Last 12 quarters, lined up with the yearly figure.

Why ROE moved: profit grew 25.1% a year over 4 years while net worth grew more slowly. When earnings recover faster than net worth builds up, ROE climbs off its low.

Does WisdomTree have too much debt?

For a bank, borrowing is the raw material of the business, not a warning sign: it borrows money in order to lend it out. Its safety is read through its returns and its loans. Its safety is read from the bad-loan figures and the return on equity instead.

For a manufacturer, debt is a claim on its profits. For a lender it is the stock it trades in, so the usual debt-to-equity test would mislead and is not used here.

What is the WisdomTree shareholding pattern?

11.5% of WisdomTree, Inc.'s tradable shares are in short positions, which are bets that the price will fall, so a large group of traders is betting against it. At normal trading volumes, closing those positions would take about 5.2 days. US companies do not publish a quarter-by-quarter list of owners, so this page uses short interest instead.

There is no quarter-by-quarter list of owners here, so we look at short interest: the share of tradable shares held in short positions, which gain if the price falls.

It is a single reading at one point in time; we do not have its history.

11.5%Short interest · of the tradable float
5.2Days to cover · at typical volumes

Why it is at this level: the figure does not say who has the short positions or why, so we show the level without guessing the story.

How far is WisdomTree from balance-sheet trouble?

For WisdomTree, Inc., the Z-score is not used, because it was built for manufacturers, not lenders. For a lender, safety is read from its capital and bad-loan figures instead.

The Z-score estimates how far a company is from balance-sheet trouble. Above about 3 is safe; below about 1.8 is the danger zone. It was built for manufacturers, so it is not used for banks and lenders.

How does WisdomTree rank in its industry?

There is no score against its industry: WisdomTree, Inc. is not among the largest members shown in this industry comparison for Asset Management.

The score ranks a company within its industry: each measure is scored against the other members. Without that group there is no score, so none is shown.

Which companies is WisdomTree compared with?

No sector comparison is shown here, not among the largest members shown in this industry comparison.

Which companies are close to WisdomTree in size?

WisdomTree is the 43rd largest of 90 Asset Management companies on Sector Alpha by market value (scores of 4 November 2026). Just above it: FS KKR Capital Corp., Hercules Capital, Inc. and DigitalBridge Group, Inc. Just below it: Sprott Inc., GCM Grosvenor Inc. and Strive, Inc.

Asset Management companies close in size

  1. FS KKR Capital Corp. $3.2 billion
  2. Hercules Capital, Inc. $3.1 billion
  3. DigitalBridge Group, Inc. $3 billion
  4. WisdomTree, Inc. $3 billion
  5. Sprott Inc. $2.9 billion
  6. GCM Grosvenor Inc. $2.6 billion
  7. Strive, Inc. $2 billion

All 90 Asset Management companies, largest first

Companies close in size in other industries

  1. Cipher Digital Inc. $3 billion · Information Technology Services
  2. Callaway Golf Company $3 billion · Leisure
  3. WisdomTree, Inc. $3 billion
  4. Banc of California, Inc. $2.9 billion · Banks - Regional
  5. MGE Energy, Inc. $2.9 billion · Utilities - Regulated Electric

What else do people ask about WisdomTree?

What were WisdomTree's latest quarterly results?

WisdomTree, Inc. reported total income of $177 M and net profit of $44.3 M for the Jun 2026 quarter. Income rose 57.3% and profit rose 78.7% compared with a year earlier. Earnings per share were $0.28.

The net margin was 25.0%, 3.0 percentage points higher than a year earlier (as of 4 November 2026).

What is WisdomTree's market cap?

WisdomTree, Inc.'s market capitalisation is $3.0 B at a stock price of $20.03. Market cap is the share price times the number of shares, so it changes whenever the price moves (as of 4 November 2026).

How is WisdomTree performing?

WisdomTree, Inc.'s share price has been rising for 33 weeks. In its latest quarter, income rose 57.3% and profit rose 78.7% compared with a year earlier. Over the past 13 weeks it has done worse than the S&P 500, for 1 week running (as of 4 November 2026).

Will WisdomTree's stock price go up?

This page does not forecast WisdomTree, Inc.'s stock price. What it shows instead: the stock price is $20.03, and it has been rising for 33 weeks. Its P/BV of 6.6× is higher than 94% of its own last 5 years (as of 4 November 2026).

Where is WisdomTree in its business cycle?

WisdomTree, Inc.'s FY25 net margin was 22.0%, against a 5-year range of 11.7% to 27.2%: the middle of its own range, neither a peak nor a low. The latest quarter was 25.0%.

Comparing margins with a company's own long history is a good way to see where it is in its cycle (as of 4 November 2026).

What could break the WisdomTree story?

The main question: yearly earnings per share moved +123.6% while the share price moved +73.0%. On price, this page treats a rise as over when the share price closes below its 200-day average on two Fridays in a row (as of 4 November 2026).

Is WisdomTree a stock worth studying right now?

What the numbers show: WisdomTree, Inc.'s earnings have grown faster than its share price. Earnings per share grew +123.6% in a year while the price moved +73.0%. The main open question: whether the price catches up with earnings that have already grown.

Every number on this page is worked out by code from the published figures, with no forecasts and no price opinions (as of 4 November 2026).

Where do these numbers come from?

Sector Alpha, written by code from the published numbers. Data as of 4 November 2026.

Every chart on this page is drawn by code from the published figures, with no forecasts and no price opinions.

See the plain-text version of this page.

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