StageWise Strategies (STWI) Assets Average (2024 - 2026)

StageWise Strategies' (STWI) quarterly Assets Average came in at $143489.5 in Q1 2026, down 26.67% year-on-year from $195685.5 in Q1 2025, and down 6.67% quarter-over-quarter from $153742.0 in Q4 2025.

StageWise Strategies (STWI) Assets Average (2024 - 2026) Analysis & Trends

StageWise Strategies has disclosed Assets Average across 3 years of filings, most recently posting $143489.5 for Q1 2026.

  • Assets Average for Q1 2026 came in at $143489.5, down 26.67% year-over-year; the trailing twelve-month figure through Mar 2026 was $143489.5 (down 26.67% YoY), and the FY2025 annual result was $140305.5, up 93.32% from the prior year.
  • Assets Average came in at $143489.5 for Q1 2026 at StageWise Strategies, down from $153742.0 in the prior quarter.
  • In the past five years, Assets Average ranged from a high of $203874.5 in Q2 2025 to a low of $88295.0 in Q3 2024.
  • The 3-year median for Assets Average is $153742.0 (2025), against an average of $158705.0.
  • Across the five-year window, Assets Average soared 103.07% in 2025 and retreated 26.67% in 2026, its largest moves.
  • StageWise Strategies' Assets Average stood at $146549.0 in 2024, then increased by 4.91% to $153742.0 in 2025, then slipped by 6.67% to $143489.5 in 2026.
  • The last three Assets Average figures came in at $143489.5 (Q1 2026), $153742.0 (Q4 2025), and $179299.5 (Q3 2025), per Business Quant data.

Peer Comparison

Historic Data

Download Data
DateValue
Mar 31, 2026 143,489.50
Dec 31, 2025 153,742.00
Sep 30, 2025 179,299.50
Jun 30, 2025 203,874.50
Mar 31, 2025 195,685.50
Dec 31, 2024 146,549.00
Sep 30, 2024 88,295.00