Asset management firm WisdomTree (NYSE: WT) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 14.7% year on year to $125.6 million. Its non-GAAP profit of $0.23 per share was 10.4% above analysts’ consensus estimates.

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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

Reviewing a company’s long-term sales performance reveals insights into its quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. Thankfully, WisdomTree’s 12.5% annualized revenue growth over the last five years was solid. Its growth surpassed the average financials company and shows its offerings resonate with customers, a great starting point for our analysis.

Long-term growth is the most important, but within financials, a half-decade historical view may miss recent interest rate changes and market returns. WisdomTree’s annualized revenue growth of 17.4% 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 year-on-year revenue growth of 14.7%, and its $125.6 million of revenue exceeded Wall Street’s estimates by 2.2%.

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Assets Under Management (AUM)

Assets Under Management (AUM) is the total capital a firm oversees or manages on behalf of clients. Fees on this AUM, typically a small percentage, are contractually recurring and provide a high level of stability to revenue even if investment performance lags (although too much poor investment performance eventually hurts fundraising ability).

WisdomTree’s AUM has grown at an annual rate of 16% 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 16.5% annual growth. This performance aligned with its total revenue.

WisdomTree’s AUM punched in at $137.2 billion this quarter, beating analysts’ expectations by 1.6%. This print was 21.9% higher than the same quarter last year.

Key Takeaways from WisdomTree’s Q3 Results

It was good to see WisdomTree beat analysts’ EPS expectations this quarter. We were also happy its AUM outperformed Wall Street’s estimates. Overall, we think this was a solid quarter with some key areas of upside. The stock traded up 3.7% to $12.01 immediately after reporting.

Sure, WisdomTree had a solid quarter, but if we look at the bigger picture, is this stock a buy? If you’re making that decision, you should consider the bigger picture of valuation, business qualities, as well as the latest earnings. We cover that in our actionable full research report which you can read here, it’s free for active Edge members.