Company profile

Ticker
WETF
Exchange
CEO
Jonathan Laurence Steinberg
Employees
Incorporated in
Location
Fiscal year end
Former names
Index Development Partners Inc, Individual Investor Group Inc
SEC CIK
IRS number
133487784

WETF stock data

(
)
FINRA relative short interest over last month (20 trading days) ?

Investment data

Data from SEC filings
Securities sold
Number of investors

Calendar

1 Nov 19
25 Feb 20
31 Dec 20

News

Company financial data Financial data

Quarter (USD) Sep 19 Jun 19 Mar 19 Dec 18
Revenue 66.29M 65.49M 67.87M
Net income 4.15M 2.48M 8.82M -11.56M
Diluted EPS 0.02 0.01 0.05 -0.08
Net profit margin 3.74% 13.47% -17.04%
Operating income 16.13M 11.91M 10.68M 11.82M
Net change in cash 8.96M 669K 1.16M 659K
Cash on hand 88.58M 79.61M 78.94M 77.78M
Cost of revenue 15.58M 15.17M 15.86M
Annual (USD) Dec 18 Dec 17 Dec 16 Dec 15
Revenue 274.12M 228.3M 218.92M 298.94M
Net income 36.63M 27.2M 26.16M 80.05M
Diluted EPS 0.23 0.2 0.19 0.58
Net profit margin 13.36% 11.91% 11.95% 26.78%
Operating income 61.28M 49.09M 63.45M
Net change in cash 23.59M -38.53M -117.35M 44.79M
Cash on hand 77.78M 54.19M 92.72M 210.07M
Cost of revenue 56.69M 42.14M 41.08M

Financial data from company earnings reports

21.4% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 381 678 -43.8%
Opened positions 87 566 -84.6%
Closed positions 384 15 +2460.0%
Increased positions 30 100 -70.0%
Reduced positions 253 12 +2008.3%
13F shares
Current Prev Q Change
Total value 1.9B 12.26B -84.5%
Total shares 33.15M 171.44M -80.7%
Total puts 84.8K 57.1K +48.5%
Total calls 157.9K 60.9K +159.3%
Total put/call ratio 0.5 0.9 -42.7%
Largest owners
Shares Value Change
BAC Bank of America 4.67M $219.9M -74.7%
MS Morgan Stanley 3.99M $208.03M -74.7%
Creative Planning 2.33M $106.97M -79.5%
WFC Wells Fargo & Co. 2.28M $108.12M -65.4%
UBS UBS 2.11M $107.51M -78.5%
Avantax Advisory Services 1.9M $87.13M +0.0%
AMP Ameriprise Financial 770.85K $38.81M -86.6%
RY Royal Bank of Canada 492.65K $24.85M -81.8%
LPLA LPL Financial 465.72K $24.65M -87.4%
FUKOKU MUTUAL LIFE INSURANCE 458K $20.96M -49.6%
Largest transactions
Shares Bought/sold Change
BAC Bank of America 4.67M -13.76M -74.7%
MS Morgan Stanley 3.99M -11.8M -74.7%
Creative Planning 2.33M -9.04M -79.5%
UBS UBS 2.11M -7.72M -78.5%
AMP Ameriprise Financial 770.85K -4.99M -86.6%
WFC Wells Fargo & Co. 2.28M -4.32M -65.4%
Linscomb & Williams 241.06K -4.21M -94.6%
LPLA LPL Financial 465.72K -3.23M -87.4%
SVA Wealth Management 0 -3.18M EXIT
Raymond James Financial Services Advisors 225.13K -2.46M -91.6%

Financial report summary

?
Competition
CITIcaCITCITFrank
Content analysis ?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
8th grade Avg
New words: bps, broader, creation, distinction, easing, entry, field, format, gravitate, Multi, ofSeptember, ofthe, online, playing, pound, procedure, promote, repay, safe, steepening, trailing, twelve, uniform, view, wake, Wider, WMAI, WTMAML
Removed: assuming, BI, BML, China, diversified, excluded, experienced, space, sterling, theme, weakening