WisdomTree WT
NYSE WT
$23.51 +0.86 (+3.80%)
At close: Aug 21, 2026 · 4:00 PM EDT

WisdomTree (WT) Accumulated Expenses (2010 - 2026)

WisdomTree's (WT) quarterly Accumulated Expenses came in at $23.9 million in Q1 2026, up 18.26% YoY from $20.3 million in Q1 2025, and down 26.81% on a QoQ basis from $32.7 million in Q4 2025.

WisdomTree (WT) Accumulated Expenses (2010 - 2026) Analysis & Trends

WisdomTree (WT) has 17 years of Accumulated Expenses data on file, last reported at $23.9 million in Q1 2026.

  • Quarterly Accumulated Expenses rose 18.26% year-over-year to $23.9 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $23.9 million (up 18.26% YoY) and the FY2025 annual result came in at $32.7 million, down 17.58% from the prior year.
  • Accumulated Expenses declined to $23.9 million in Q1 2026, from $32.7 million in the prior quarter.
  • In the past five years, Accumulated Expenses ranged from a high of $39.7 million in Q4 2024 to a low of $9.0 million in Q1 2022.
  • A 5-year average of $21.6 million and a median of $20.3 million in 2024 frame the typical range for Accumulated Expenses.
  • Annual changes were most pronounced in 2022 — Accumulated Expenses slumped 72.32% — and 2024, when it soared 151.72%.
  • Tracing WT's Accumulated Expenses over 5 years: stood at $9.1 million in 2022, then soared by 73.8% to $15.8 million in 2023, then surged by 151.72% to $39.7 million in 2024, then slipped by 17.58% to $32.7 million in 2025, then declined by 26.81% to $23.9 million in 2026.
  • The last three Accumulated Expenses figures came in at $23.9 million (Q1 2026), $32.7 million (Q4 2025), and $34.3 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 179.54 Bn 165.67 Bn -
2 Blackstone 114.83 Bn 112.32 Bn -
3 Kkr 97.26 Bn -179.81 Bn -
4 Brookfield 93.07 Bn 45.66 Bn -
5 Brookfield Asset Management 83.46 Bn 81.96 Bn -
6 Apollo Global Management 78.41 Bn 53.04 Bn 10.54 Bn
7 State Street 51.66 Bn 51.66 Bn -
8 Ameriprise Financial 51.12 Bn 40.07 Bn 4.72 Bn
9 Raymond James Financial 33.99 Bn 20.74 Bn -
10 WisdomTree 3.48 Bn 3.19 Bn -

Historic Data

Download Data
DateValue
Jun 30, 2026 42.27 Mn
Mar 31, 2026 23.95 Mn
Dec 31, 2025 32.72 Mn
Sep 30, 2025 34.29 Mn
Jun 30, 2025 22.22 Mn
Mar 31, 2025 20.25 Mn
Dec 31, 2024 39.70 Mn
Sep 30, 2024 30.09 Mn
Jun 30, 2024 20.32 Mn
Mar 31, 2024 17.11 Mn
Dec 31, 2023 15.77 Mn
Sep 30, 2023 27.79 Mn
Jun 30, 2023 17.80 Mn
Mar 31, 2023 9.34 Mn
Dec 31, 2022 9.08 Mn
Sep 30, 2022 26.46 Mn
Jun 30, 2022 11.14 Mn
Mar 31, 2022 8.99 Mn
Dec 31, 2021 32.78 Mn
Sep 30, 2021 12.74 Mn