StageWise Strategies (STWI) Assets (2023 - 2026)

StageWise Strategies' (STWI) quarterly Assets came in at $144362.0 in Q1 2026, down 32.55% year-on-year from $214017.0 in Q1 2025, and up 1.22% quarter-over-quarter from $142617.0 in Q4 2025.

StageWise Strategies (STWI) Assets (2023 - 2026) Analysis & Trends

StageWise Strategies has disclosed Assets across 4 years of filings, most recently posting $144362.0 for Q1 2026.

  • Assets for Q1 2026 came in at $144362.0, down 32.55% year-over-year; the trailing twelve-month figure through Mar 2026 was $144362.0 (down 32.55% YoY), and the FY2025 annual result was $164867.0, up 42.44% from the prior year.
  • Assets came in at $144362.0 for Q1 2026 at StageWise Strategies, up from $142617.0 in the prior quarter.
  • In the past five years, Assets ranged from a high of $214017.0 in Q1 2025 to a low of $29410.0 in Q3 2023.
  • The 4-year median for Assets is $144362.0 (2026), against an average of $138105.4.
  • Across the five-year window, Assets surged 293.55% in 2024 and slumped 32.55% in 2026, its largest moves.
  • StageWise Strategies' Assets stood at $29410.0 in 2023, then surged by 503.04% to $177354.0 in 2024, then declined by 19.59% to $142617.0 in 2025, then rose by 1.22% to $144362.0 in 2026.
  • The last three Assets figures came in at $144362.0 (Q1 2026), $142617.0 (Q4 2025), and $164867.0 (Q3 2025), per Business Quant data.

Peer Comparison

Historic Data

Download Data
DateValue
Mar 31, 2026 144,362.00
Dec 31, 2025 142,617.00
Sep 30, 2025 164,867.00
Jun 30, 2025 193,732.00
Mar 31, 2025 214,017.00
Dec 31, 2024 177,354.00
Sep 30, 2024 115,744.00
Jun 30, 2024 60,846.00
Sep 30, 2023 29,410.00