WisdomTree, Inc. (WT) Spending and interest coverage
- R&D / revenue · 12 months: Value (m); Formula and calculation Research and development expense / revenue. Period ending 2026-06-30..
- Stock-based compensation / revenue · 12 months: Value 4.27%; Formula and calculation Share-based compensation / revenue. Period ending 2026-06-30..
- Interest coverage · 12 months: Value (m); Formula and calculation Estimated: average term debt × dated USD coupon proxy + average commercial paper × matching-currency disclosed rate at or before period end. Swaps, foreign-exchange, lease interest and amortization are not quantified..
Spending and interest coverage
Overview →Financial period ending 2026-06-30; current quote (m). Amounts retain their stated periods and units.
| Metric | Value | Formula and calculation |
|---|---|---|
| R&D / revenue · 12 months | (m) | Research and development expense / revenue. Period ending 2026-06-30. Calculation unavailable: missing inputs remain (m). |
| Stock-based compensation / revenue · 12 months | 4.27% | Share-based compensation / revenue. Period ending 2026-06-30. $26.06M ÷ $609.68M × 100 ≈ 4.27% |
| Interest coverage · 12 months | (m) | Estimated: average term debt × dated USD coupon proxy + average commercial paper × matching-currency disclosed rate at or before period end. Swaps, foreign-exchange, lease interest and amortization are not quantified. Calculation unavailable: missing inputs remain (m). |
Calculation inputs
| Input | Amount with unit | Raw financial data |
|---|---|---|
| Research and development spending | (m) | |
| Revenue | 609.68M USD | Revenue from Contract with Customer, Excluding Assessed Tax |
| Stock-based compensation | 26.06M USD | Share-based Payment Arrangement, Noncash Expense |
| Operating income | 236.56M USD | Operating Income (Loss) |
| Interest expense · reported / estimated | (m) | Interest Expense · Estimated expense assumptions |
Latest interest expense basis: (m). Estimated values carry *; expand each history row’s basis for its dated balances and rate assumptions.
Calculated history
Changes compare with the next older row (previous quarter), unless explicitly labeled otherwise. Rolling 12-month growth compares two successive quarter-end rolling totals; it is not year-over-year growth.
| Period ending | Research and development spending (USD) | Revenue (USD) | Stock-based compensation (USD) | Operating income (USD) | Interest expense · reported / estimated (USD) | R&D / revenue | SBC / revenue | Interest coverage | Interest expense basis |
|---|---|---|---|---|---|---|---|---|---|
| 2026-06-30 | (m) | $609.68M | $26.06M | $236.56M | (m) | (m) | 4.27% | (m) | (m) |
| 2026-03-31 | (m) | $545.14M | $23.81M | $199.38M | (m) | (m) | 4.37% | (m) | (m) |
| 2025-12-31 | (m) | $493.75M | $21.62M | $174.19M | (m) | (m) | 4.38% | (m) | (m) |
| 2025-09-30 | (m) | $457.02M | $21.38M | $149.49M | (m) | (m) | 4.68% | (m) | (m) |
| 2025-06-30 | (m) | $444.57M | $21.70M | $144.63M | (m) | (m) | 4.88% | (m) | (m) |
| 2025-03-31 | (m) | $438.98M | $21.77M | $143.50M | (m) | (m) | 4.96% | (m) | (m) |
| 2024-12-31 | (m) | $427.74M | $20.69M | $137.29M | (m) | (m) | 4.84% | (m) | (m) |
| 2024-09-30 | (m) | $407.88M | $19.72M | $128.29M | (m) | (m) | 4.83% | (m) | (m) |
| 2024-06-30 | (m) | $385.14M | $18.44M | $114.20M | $15.49M | (m) | 4.79% | 7.37× | Reported |
| 2024-03-31 | (m) | $363.83M | $16.82M | $98.87M | $15.37M | (m) | 4.62% | 6.43× | Reported |
| 2023-12-31 | (m) | $349.04M | $16.19M | $87.49M | $15.24M | (m) | 4.64% | 5.74× | Reported |
| 2023-09-30 | (m) | (m) | $14.98M | $73.18M | $15.22M | (m) | (m) | 4.81× | Reported |
| 2023-06-30 | (m) | (m) | $13.52M | $61.34M | $15.49M | (m) | (m) | 3.96× | Reported |
| 2023-03-31 | (m) | (m) | $11.98M | $58.97M | $15.21M | (m) | (m) | 3.88× | Reported |
| 2022-12-31 | (m) | (m) | $10.38M | $60.09M | $14.94M | (m) | (m) | 4.02× | Reported |
| 2022-09-30 | (m) | (m) | $10.16M | $70.93M | $14.94M | (m) | (m) | 4.75× | Reported |
| 2022-06-30 | (m) | (m) | $10.10M | $80.26M | $14.93M | (m) | (m) | 5.37× | Reported |
| 2022-03-31 | (m) | (m) | $9.79M | $88.14M | $13.77M | (m) | (m) | 6.40× | Reported |
| 2021-12-31 | (m) | (m) | $10.00M | $89.06M | $12.33M | (m) | (m) | 7.22× | Reported |
| 2021-09-30 | (m) | (m) | $10.36M | $79.40M | $11.29M | (m) | (m) | 7.04× | Reported |
| 2021-06-30 | (m) | (m) | $10.81M | $69.94M | $10.07M | (m) | (m) | 6.95× | Reported |
| 2021-03-31 | (m) | (m) | $11.61M | $58.05M | $9.54M | (m) | (m) | 6.08× | Reported |
| 2020-12-31 | (m) | (m) | $11.71M | $55.08M | $9.67M | (m) | (m) | 5.70× | Reported |
| 2020-09-30 | (m) | (m) | $12.01M | $56.98M | $9.58M | (m) | (m) | 5.95× | Reported |
| 2020-06-30 | (m) | (m) | $11.54M | $58.37M | $9.90M | (m) | (m) | 5.90× | Reported |
| 2020-03-31 | (m) | (m) | $11.76M | $58.48M | $10.77M | (m) | (m) | 5.43× | Reported |
| 2019-12-31 | (m) | (m) | $11.59M | $53.53M | $11.24M | (m) | (m) | 4.76× | Reported |
| 2019-09-30 | (m) | (m) | $11.76M | $50.54M | $11.49M | (m) | (m) | 4.40× | Reported |
| 2019-06-30 | (m) | $272.21M | $12.62M | $56.12M | $11.41M | (m) | 4.64% | 4.92× | Reported |
| 2019-03-31 | (m) | $280.85M | $13.02M | $58.74M | $10.85M | (m) | 4.64% | 5.41× | Reported |
| 2018-12-31 | (m) | $274.12M | $13.26M | $61.28M | $7.96M | (m) | 4.84% | 7.70× | Reported |
| 2018-09-30 | (m) | $276.33M | $14.24M | (m) | (m) | (m) | 5.15% | (m) | (m) |
| 2018-06-30 | (m) | $261.47M | $14.60M | (m) | (m) | (m) | 5.59% | (m) | (m) |
| 2018-03-31 | (m) | $241.56M | $14.61M | (m) | (m) | (m) | 6.05% | (m) | (m) |
| 2017-12-31 | (m) | $237.40M | $14.72M | (m) | (m) | (m) | 6.20% | (m) | (m) |
| 2017-09-30 | (m) | $226.81M | $14.36M | (m) | (m) | (m) | 6.33% | (m) | (m) |
| 2017-06-30 | (m) | $220.61M | $14.57M | (m) | (m) | (m) | 6.61% | (m) | (m) |
| 2017-03-31 | (m) | $213.17M | $14.81M | (m) | (m) | (m) | 6.95% | (m) | (m) |
| 2016-12-31 | (m) | $219.45M | $14.89M | (m) | (m) | (m) | 6.79% | (m) | (m) |
| 2016-09-30 | (m) | $245.14M | $14.11M | (m) | (m) | (m) | 5.76% | (m) | (m) |
| 2016-06-30 | (m) | $274.10M | $13.22M | (m) | (m) | (m) | 4.82% | (m) | (m) |
| 2016-03-31 | (m) | $299.68M | $12.06M | (m) | (m) | (m) | 4.02% | (m) | (m) |
| 2015-12-31 | (m) | $298.94M | $10.90M | (m) | (m) | (m) | 3.65% | (m) | (m) |
| 2015-09-30 | (m) | $272.05M | $9.89M | (m) | (m) | (m) | 3.64% | (m) | (m) |
| 2015-06-30 | (m) | $238.41M | $9.04M | (m) | (m) | (m) | 3.79% | (m) | (m) |
| 2015-03-31 | (m) | $200.98M | $8.47M | (m) | (m) | (m) | 4.21% | (m) | (m) |
| 2014-12-31 | (m) | $183.76M | $8.14M | (m) | (m) | (m) | 4.43% | (m) | (m) |
| 2014-09-30 | (m) | $177.33M | $7.39M | (m) | (m) | (m) | 4.17% | (m) | (m) |
| 2014-06-30 | (m) | $169.84M | $7.10M | (m) | (m) | (m) | 4.18% | (m) | (m) |
| 2014-03-31 | (m) | $163.05M | $6.76M | (m) | (m) | (m) | 4.15% | (m) | (m) |
| 2013-12-31 | (m) | $149.47M | $6.46M | (m) | (m) | (m) | 4.32% | (m) | (m) |
| 2013-09-30 | (m) | $129.88M | $6.72M | (m) | (m) | (m) | 5.17% | (m) | (m) |
| 2013-06-30 | (m) | $111.91M | $6.81M | (m) | (m) | (m) | 6.08% | (m) | (m) |
| 2013-03-31 | (m) | $94.97M | $7.04M | (m) | (m) | (m) | 7.41% | (m) | (m) |
| 2012-12-31 | (m) | $84.80M | $7.44M | (m) | (m) | (m) | 8.77% | (m) | (m) |
| 2012-09-30 | (m) | $77.40M | $7.62M | (m) | (m) | (m) | 9.84% | (m) | (m) |
| 2012-06-30 | (m) | $73.47M | $7.55M | (m) | (m) | (m) | 10.28% | (m) | (m) |
| 2012-03-31 | (m) | $69.80M | $7.14M | (m) | (m) | (m) | 10.23% | (m) | (m) |
| 2011-12-31 | (m) | $65.16M | $7.14M | (m) | (m) | (m) | 10.96% | (m) | (m) |
| 2011-09-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2011-06-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2011-03-31 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2010-12-31 | (m) | $41.61M | $8.76M | (m) | (m) | (m) | 21.04% | (m) | (m) |
| 2010-09-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2010-06-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2009-12-31 | (m) | $22.09M | $10.21M | (m) | (m) | (m) | 46.21% | (m) | (m) |
(m) means missing inputs. Historical market-based ratios use the saved close on or immediately before period ending and that period’s reported shares; current quotes are not substituted. Five-year projections repeat historical CAGR, not analyst forecasts.
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