WisdomTree (WT) Return on Equity (ROE)

Price: $8.68
Market Cap: $1.28B
Avg Volume: 1.69M
Country: US
Industry: Asset Management
Sector: Financial Services
Beta: 1.255
52W Range: $7.47-12.45
Website: WisdomTree

Return on Equity (ROE) Summary

WisdomTree's ROE measures the return generated on shareholders' equity:

  • Annual: 16.67%
  • Quarterly: 6.83%
  • TTM: 13.98%

What is Return on Equity (ROE)?

Return on Equity measures a company's ability to generate profits from its shareholders' equity. It indicates how effectively the management is using the company’s assets to create profits. A higher ROE generally reflects well on the company’s management and its ability to generate profits without needing as much capital.

Related Metrics

Other important metrics to assess WisdomTree's profitability include:

  • ROIC (Return on Invested Capital) - measures how effectively the company uses its invested capital to generate profits:
    • Annual: 10.38%
    • Quarterly: 3.02%
    • TTM: 10.38%
  • ROA (Return on Assets) - measures the return generated on the company's assets:
    • Annual: 6.45%
    • Quarterly: 2.64%
    • TTM: 6.45%
  • Profit Margin - indicates the profitability of the company relative to its revenue:
    • Annual: 15.59%
    • Quarterly: 24.67%
    • TTM: 15.59%

These metrics provide insights into WisdomTree's profitability and efficiency in using its capital and assets to generate returns. Comparing these ratios with industry benchmarks can offer a deeper understanding of the company's performance.

Annual ROE

16.67%

Quarterly ROE

6.83%

TTM ROE

13.98%

WisdomTree Historical ROE
34.14%34.14%24.63%24.63%15.13%15.13%5.62%5.62%-3.89%-3.89%-13.39%-13.39%ROE20162016201720172018201820192019202020202021202120222022202320232024202420252025
Historical ROIC
33.91%33.91%27.13%27.13%20.35%20.35%13.56%13.56%6.78%6.78%0.00%0.00%ROIC20162016201720172018201820192019202020202021202120222022202320232024202420252025
Historical ROA
27.35%27.35%21.06%21.06%14.77%14.77%8.48%8.48%2.19%2.19%-4.10%-4.10%ROA20162016201720172018201820192019202020202021202120222022202320232024202420252025

WisdomTree Historical Profitability Metrics

The table below shows various profitability metrics for each year, with the latest data available for the last fiscal year 2024.

Year ROE ROIC ROA Profit Margin
2024 16.67% 10.38% 6.45% 15.59%
2023 18.93% 8.95% 10.86% 29.38%
2022 16.58% 6.75% 4.90% 16.82%
2021 18.48% 8.39% 4.90% 16.36%
2020 -13.39% 9.33% -4.10% -14.05%
2019 5.36% 4.07% 2.11% 7.34%
2018 10.22% 6.53% 4.06% 13.36%
2017 14.10% 13.76% 10.67% 11.46%
2016 13.06% 16.61% 10.47% 11.92%
2015 34.14% 33.91% 27.35% 26.78%

Related Metrics

Explore detailed financial metrics and analysis for WT.