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| Date | Value |
|---|---|
| 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 |