WisdomTree, Inc.
Financial ServicesNYSE:WT · New York Stock Exchange
+$0.69 today
Vol 2.54M · Avg 3.29M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
26.4%
avg 13.8%
ROIC
9.7%
avg -38.4%
ROA
7.2%
avg 7.4%
Analysis
ROE is currently the strongest return metric at 26.4% versus its period average of 13.8%. 2 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Jonathan Laurence Steinberg | Founder, Chief Executive Officer & Director | $3.20M | — | 62 | $42,880.00 | 0.03% |
Robert Jarrett Lilien | President & Chief Operating Officer | $2.36M | — | 64 | $1.11M | 0.73% |
Alexis Marinof | Chief Executive Officer of Europe | $1.36M | — | 51 | $5,223.00 | <0.01% |
Bryan Joseph Edmiston | Chief Financial Officer | $1.17M | — | 50 | $4,247.00 | <0.01% |
Jeremy D. Schwartz | Global Chief Investment Officer | $1.14M | — | 45 | $692,496.00 | 0.45% |
Marci Jill Frankenthaler | Chief Legal Officer & Secretary | $1.08M | — | 57 | $3,725.00 | <0.01% |
Peter Michael Ziemba | Senior Advisor to the Chief Executive Officer & Chief Administrative Officer | $1.01M | — | 69 | $885,686.00 | 0.58% |
David Yates | Chief Information Officer | — | — | 46 | $157,499.00 | 0.10% |
Jeremy Edward Campbell | Director of Investor Relations | — | — | — | $692,496.00 | 0.45% |
Will Abbott | Head of RIA & PWM Distribution | — | — | — | — | — |
Beena Joseph | Global Head of Human Resources | — | — | — | — | — |
Jessica Zaloom | Head of Corporate Communications & Public Relations | — | — | — | — | — |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
3
$1,944.58
Sells
9
$4.28M
Net Sentiment
$4.28M
Net selling
Most Active
Lilien R Jarrett
6 transactions
1–10 of 12
Analysis
Insiders reported 3 buys worth $1,944.58 and 9 sells worth $4.28M over the last 12 months. That adds up to net selling of $4.28M. Lilien R Jarrett was the most active insider with 6 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | +93.5% | +6.8% (13yr)1 analysts |
| Revenue | N/A | N/A | +52.2% | +7.9% (13yr)2 analysts |
| Net Income | N/A | N/A | +93.6% | +7.2% (13yr)2 analysts |
| EBIT | N/A | N/A | +111.1% | +3.9% (13yr)2 analysts |
Analysis
Recent growth has been strongest in EBIT at +111.1% over three years. Forward estimates point to Revenue at +7.9% (13yr), giving you a quick check on whether expectations are accelerating or cooling.
Competitors
Peer companies in the same sector
Grab Holdings Limited
NASDAQ:GRAB
$13.08B
PACS Group, Inc.
NYSE:PACS
$5.74B
Acadian Asset Management
NYSE:AAMI
$2.80B
Nicolet Bankshares, Inc.
NYSE:NIC
$2.34B
Northwest Bancshares, Inc.
NASDAQ:NWBI
$2.16B
Tri-Continental Corporation
NYSE:TY
$1.87B
Sixth Street Specialty Lending, Inc.
NYSE:TSLX
$1.61B
Central Securities Corp.
AMEX:CET
$1.57B
General American Investors Company, Inc.
NYSE:GAM
$1.52B
Oxford Lane Capital Corp.
NASDAQ:OXLC
$885.23M
Who manages WT?
WisdomTree, Inc. (WT) lists 12 active executives. The top listed executive is Alexis Marinof, Chief Executive Officer of Europe.
Are WT insiders buying or selling?
Recent insider activity shows net selling of $37.42M.
Explore More
Continue the stock analysis
Jump to another research area for this company.