Asset management firm WisdomTree (NYSE: WT) reported revenue ahead of Wall Streets expectations in Q4 CY2025, with sales up 33.4% year on year to $147.4 million. Its non-GAAP profit of $0.29 per share was 23.4% above analysts’ consensus estimates.

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“We closed 2025 with strong momentum, delivering $8.5 billion in net inflows, approximately 8% organic growth, and meaningful margin expansion. Model portfolios and SMAs continue to be a major growth engine, with model AUA surpassing $6 billion as adoption deepens across our client base. Combined with continued strength in ETFs and early traction in digital assets and private markets, we enter 2026 well positioned for sustained growth.”

Company Overview

Originally founded as a financial media company before pivoting to ETF management in 2006, WisdomTree (NYSE: WT) is a financial services company that creates and manages exchange-traded funds (ETFs) and other investment products for individual and institutional investors.

Revenue Growth

A company’s long-term performance is an indicator of its overall quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. Over the last five years, WisdomTree grew its revenue at an impressive 14.6% compounded annual growth rate. Its growth surpassed the average financials company and shows its offerings resonate with customers, a great starting point for our analysis.

We at StockStory place the most emphasis on long-term growth, but within financials, a half-decade historical view may miss recent interest rate changes, market returns, and industry trends. WisdomTree’s annualized revenue growth of 18.9% over the last two years is above its five-year trend, suggesting its demand was strong and recently accelerated. Note: Quarters not shown were determined to be outliers, impacted by outsized investment gains/losses that are not indicative of the recurring fundamentals of the business.

This quarter, WisdomTree reported wonderful year-on-year revenue growth of 33.4%, and its $147.4 million of revenue exceeded Wall Street’s estimates by 3%.

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Assets Under Management (AUM)

Assets Under Management (AUM) represents the total value of investments that a financial institution manages for its clients. These assets generate steady income through management fees, creating predictable revenue streams that remain stable so long as clients remain invested with the firm.

WisdomTree’s AUM has grown at an annual rate of 17.3% over the last five years, better than the broader financials industry and faster than its total revenue. When analyzing WisdomTree’s AUM over the last two years, we can paint a similar picture as it recorded 17.6% annual growth. Fundraising or short-term investment performance were net detractors to the company over this shorter period since assets grew slower than total revenue. That said, assets aren't the be-all and end-all due to their unpredictable and cyclical nature.

In Q4, WisdomTree’s AUM was $144.5 billion, beating analysts’ expectations by 1.7%. This print was 31.6% higher than the same quarter last year.

Key Takeaways from WisdomTree’s Q4 Results

It was good to see WisdomTree beat analysts’ EPS expectations this quarter. We were also happy its AUM outperformed Wall Street’s estimates. Zooming out, we think this was a solid print. The stock traded up 2.1% to $16.90 immediately after reporting.

WisdomTree had an encouraging quarter, but one earnings result doesn’t necessarily make the stock a buy. Let’s see if this is a good investment. The latest quarter does matter, but not nearly as much as longer-term fundamentals and valuation, when deciding if the stock is a buy. We cover that in our actionable full research report which you can read here (it’s free).