WisdomTree (WT) Accumulated Expenses (2010 - 2026)

WisdomTree (WT) posted Accumulated Expenses of $23.9 million for Q1 2026, down 26.81% on a QoQ basis from $32.7 million in Q4 2025, and up 18.26% year-over-year from $20.3 million in Q1 2025.

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

WisdomTree's Accumulated Expenses history runs 17 years deep, the most recent figure standing at $23.9 million for 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 was $23.9 million for Q1 2026 at WisdomTree, down from $32.7 million in the prior quarter.
  • Across five years, Accumulated Expenses topped out at $39.7 million in Q4 2024 and bottomed at $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 sank 72.32% — and 2024, when it soared 151.72%.
  • WisdomTree's Accumulated Expenses stood at $9.1 million in 2022, then surged by 73.8% to $15.8 million in 2023, then jumped by 151.72% to $39.7 million in 2024, then declined by 17.58% to $32.7 million in 2025, then retreated by 26.81% to $23.9 million in 2026.
  • Business Quant data shows WT's Accumulated Expenses at $23.9 million in Q1 2026, $32.7 million in Q4 2025, and $34.3 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Brookfield 1,261.80 Bn 1,217.21 Bn 18.56 Bn
2 BlackRock 165.12 Bn 151.98 Bn -
3 Blackstone 103.58 Bn 101.13 Bn -
4 Brookfield Asset Management 76.31 Bn 75.26 Bn -
5 Apollo Global Management 73.95 Bn 73.95 Bn -409.00 Mn
6 State Street 51.18 Bn 51.18 Bn -
7 Ameriprise Financial 50.08 Bn 40.82 Bn 4.57 Bn
8 Raymond James Financial 34.03 Bn 19.06 Bn -
9 Northern Trust 33.84 Bn 33.84 Bn -
10 WisdomTree 2.71 Bn 2.08 Bn -

Historic Data

Download Data
DateValue
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
Jun 30, 2021 11.32 Mn