Latest revenue
$159.5M
as of 2026-03-31
Latest net income
$-23.1M
as of 2026-03-31
Net margin
-14.5%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $2.92B
- Enterprise value
- $2.92B
- P/E (trailing)
- 26.7×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.6%
- 52-wk high
- $19.85
- 52-wk low
- $9.36
- Beta
- —
- Shares out
- 152.9M
5-year trend
What this company does
ITEM 1.BUSINESS Our Company We are a global financial innovator, offering a diverse suite of ETPs, models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, we continue to broaden our capabilities beyond our core ETP business. We offer next-generation digital products and services related to tokenized real world assets and stablecoins, including tokenized…
AI summary unavailable — showing raw filing excerpt
Generated from WT's filing dated 2026-02-25
Key risks
ITEM 1A.RISK FACTORS Any investment in our common stock involves a high degree of risk. You should carefully consider the specific risk factors described below in addition to the other information contained in this Report before making a decision to invest in our common stock. If any of these risks actually occur, our business, operating results, financial condition and prospects could be harmed. This could cause the trading price of our common stock to decline and a loss of all or part of your investment. Certain statements below are forward-looking statements. See the section entitled “Cautionary Note Regarding Forward-Looking Statements.” Summary of Risk Factors Our business faces…
AI summary unavailable — showing raw filing excerpt
Generated from WT's filing dated 2026-02-25
Profitability
Operating margin
35.3%
9.9%Net margin
22.1%
41.8%Return on equity
26.4%
58.2%Return on assets
7.2%
11.8%Leverage
Debt / equity
2.66×
67.8%Long-term debt / equity
0.03×
48.9%Debt / assets
72.7%
18.5%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $159.5M | +47.5% | $-23.1M | -193.9% | -14.5% |
Q4 2025 2025-12-31 | $147.4M | +33.2% | $40.0M | +46.6% | 27.1% |
Q3 2025 2025-09-30 | $125.6M | +11.0% | $19.7M | +539.3% | 15.7% |
Q2 2025 2025-06-30 | $112.6M | +5.2% | $24.8M | +13.9% | 22.0% |
Q1 2025 2025-03-31 | $108.1M | +11.6% | $24.6M | +11.4% | 22.8% |
Q4 2024 2024-12-31 | $110.7M | — | $27.3M | — | 24.7% |
Q3 2024 2024-09-30 | $113.2M | +25.2% | $-4.5M | -134.5% | -4.0% |
Q2 2024 2024-06-30 | $107.0M | +24.9% | $21.8M | -59.9% | 20.3% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Security Brokers, Dealers & Flotation Companies · SIC 6211
Your notes
Keep private notes on WT — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$2.4K
Insider selling
$4.3M
Net activity
−$4.3M
Distinct insiders
4
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns WT
Institutional value
$1.01B
Total shares held
70.0M
Distinct holders
177
-111 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 17.7M | $257.1M | -1.4M (-7.3%) | Trimmed |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8.0M | $117.2M | — | New |
| 3 | Capital World Investors | 6.8M | $99.2M | +4.3M (+169.3%) | Added |
| 4 | Invesco Ltd. | 5.8M | $84.6M | +2.5M (+74.1%) | Added |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 5.6M | $80.9M | — | New |
| 6 | DIMENSIONAL FUND ADVISORS LP | 3.6M | $52.8M | -17.6K (-0.5%) | Trimmed |
| 7 | PRINCIPAL FINANCIAL GROUP INC | 2.0M | $29.3M | +1.0M (+101.8%) | Added |
| 8 | Nuveen, LLC | 1.6M | $23.2M | -162.7K (-9.3%) | Trimmed |
| 9 | JANE STREET GROUP, LLC | 1.5M | $22.0M | — | New |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 1.1M | $15.6M | +93.5K (+9.6%) | Added |
| 11 | Bank of New York Mellon Corp | 985.5K | $14.3M | +127.6K (+14.9%) | Added |
| 12 | KORNITZER CAPITAL MANAGEMENT INC /KS | 951.0K | $13.8M | -20.4K (-2.1%) | Trimmed |
| 13 | VANGUARD FIDUCIARY TRUST CO | 817.2K | $11.9M | — | New |
| 14 | CITIGROUP INC | 810.6K | $11.8M | -54.6K (-6.3%) | Trimmed |
| 15 | DANSKE BANK A/S | 692.6K | $10.1M | — | New |
| 16 | JPMORGAN CHASE & CO | 713.2K | $9.9M | +12.0K (+1.7%) | Added |
| 17 | WOLVERINE ASSET MANAGEMENT LLC | 514.7K | $7.5M | — | New |
| 18 | Voya Investment Management LLC | 476.3K | $6.9M | -20.3K (-4.1%) | Trimmed |
| 19 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 460.0K | $6.7M | +446.9K (+3403.1%) | Added |
| 20 | NORDEA INVESTMENT MANAGEMENT AB | 441.0K | $6.3M | -16.5K (-3.6%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once WT's latest filing finishes processing.