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$ 2.23BEnterprise Value
VS
Market
60
Sector
58
Industry
53
History
95
$ 13.55Close
$ 7.67 - $ 14.67 52-Week Range
Ticker Information

Ticker

WT

Company Name

WISDOMTREE INC

Sector

Financial Services

Industry

Asset Management

Exchange

NYSE

WISDOMTREE INC - Enterprise Value Chart Analysis (TTM)

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WT - EV Historical data
DateCash and EquivalentsTotal DebtEnterprise ValueMarket Capitalization
6/30/2025$ 193.67M$ 515.38M$ 2.23B$ 1.91B
3/31/2025$ 170.37M$ 513.24M$ 1.73B$ 1.39B
12/31/2024$ 181.19M$ 512.91M$ 1.67B$ 1.34B
9/30/2024$ 176.48M$ 512.63M$ 1.9B$ 1.57B
6/30/2024$ 132.46M$ 276.49M$ 1.8B$ 1.66B
3/31/2024$ 116.93M$ 275.51M$ 1.56B$ 1.4B
12/31/2023$ 129.31M$ 275.47M$ 1.31B$ 1.16B
9/30/2023$ 89.48M$ 275.4M$ 1.13B$ 942.6M
6/30/2023$ 83.73M$ 274.99M$ 1.17B$ 975.61M
3/31/2023$ 119.1M$ 334.81M$ 1.21B$ 991.11M
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Key Performance Insights, Last 5 Years

  • WISDOMTREE INC's latest trailing twelve months (TTM) EV stands at $ 684.14M.
  • Over the past 5 years, WISDOMTREE INC's average EV has been $ 1.3B.
  • The median EV for WISDOMTREE INC during this period was $ 1.17B
  • WISDOMTREE INC reached its highest EV over the past 5 years at $ 2.23B.
  • The lowest EV recorded by WISDOMTREE INC in the same timeframe $ 684.14M

WISDOMTREE INC's EV vs. competitors

We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue

EV Benchmarks
CompanyEV
TSLX : SIXTH STREET SPECIALTY LENDING INC $ 3.92BAAMI : ACADIAN ASSET MANAGEMENT INC $ 1.85BBRDG : BRIDGE INVESTMENT GROUP HOLDINGS INC $ 1.61BGCMG : GCM GROSVENOR INC $ 2.69BGSBD : GOLDMAN SACHS BDC INC $ 2.95BPX : P10 INC $ 1.74BNMFC : NEW MOUNTAIN FINANCE CORP $ 2.81BSII : SPROTT INC $ 1.67BMFIC : MIDCAP FINANCIAL INVESTMENT CORP $ 3.16BFCF : FIRST COMMONWEALTH FINANCIAL CORP $ 2.03B

Definition of Enterprise Value

[Calculation] Enterprise value (EV) refers to the total value of a business and is frequently used as a more elaborate substitute for market capitalization. EV is calculated as a company's [MarketCap] plus its [Debt] minus cash and cash equivalents [CashnEq].
Market Cap + Debt - CashnEq
(=) EV
EV for WISDOMTREE INC is calculated as follows: Market Cap [ $ 560.91M ] + Debt [ $ 186.79M ] - CashnEq [ $ 63.56M ]
(=) EV [ $ 684.14M ]

WT - Enterprise Value, Last 5 years

$ 684.14M

Minimum

Sep 30, 2020

$ 2.23B

Maximum

Jun 30, 2025

$ 1.3B

Average

$ 1.17B

Median

EV Benchmark Analysis

The chart above depicts the distribution of EV for companies in the Total Stock Market. The average EV of the companies is $ 1.25B with a standard deviation of $ 1.67B.
The following table provides additional summary stats:
EV in the Market:
filtered constituents3.32K
min$ -1.69B
max$ 6.88B
average$ 1.25B
median$ 439.6M
std$ 1.67B