WisdomTree, Inc. revenue by segment WT

Annual Quarterly

WisdomTree, Inc. splits its revenue into 4 lines in its filings. The largest line in Q3 of fiscal 2026, the quarter ended Sep 30, 2026 was Investment Advisory Management And Administrative Service at $151.6 million, 85% of the total.

USD in millions. The percent under a figure is the change from the same quarter a year earlier.

Line	TTM Sep 30, 2026	Q3 FY2026 Sep 30, 2026	Q2 FY2026 Jun 30, 2026	Q1 FY2026 Mar 31, 2026	Q4 FY2025 Dec 31, 2025	Q3 FY2025 Sep 30, 2025	Q2 FY2025 Jun 30, 2025	Q1 FY2025 Mar 31, 2025	Q4 FY2024 Dec 31, 2024
Revenue	663	179	177	159	147	126	113	108	111
Investment Advisory Management And Administrative Service	—	152 +32.4% share 84.5%	146 +41.7% share 82.6%	135 +35.5% share 84.6%	123 +20.0% share 83.2%	114 share 91.1%	103 share 91.7%	100 share 92.1%	102 share 92.4%
Other Services Income	—	19 +66.6% share 10.3%	20 +108.2% share 11.0%	16 +92.2% share 10.3%	13 share 8.6%	11 share 8.9%	9 share 8.3%	9 share 7.9%	—
Management Fees	—	5 share 3.0%	5 share 3.0%	5 share 3.3%	—	—	—	—	—
Performance Fees	—	4 share 2.1%	6 share 3.4%	3 share 1.9%	—	—	—	—	—

How these figures are calculated

Quarterly columns are single-quarter amounts. When a 10-Q reports only a year-to-date total, as cash flow statements do, the quarter is that total minus the previous quarter's year-to-date total. The fourth quarter is the annual report's full year minus the first nine months. A column marked YTD is a year-to-date total, shown when the earlier report needed for the single quarter is missing. USD in millions. Each group is a separate split of total revenue, so the groups are not added together. Share of revenue is that line divided by total revenue. The first column adds the latest year-to-date segment amount to the last fiscal year and subtracts the year-ago year-to-date amount. More on our methodology.

Company profile

Industry: Security Brokers, Dealers & Flotation Companies (SIC 6211)
Listed as: WT (NYSE)
Fiscal year ends: December 31
Incorporated in: DE
Headquarters: New York, NY
SEC filer status: Large accelerated filer
SEC CIK: 880631
Former names: WisdomTree Investments, Inc. (until Nov 4, 2022); INDEX DEVELOPMENT PARTNERS INC (until Jun 1, 2006); INDIVIDUAL INVESTOR GROUP INC (until Jun 25, 2002)

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Source: SEC EDGAR filings. This is company-reported data, not investment advice.