WisdomTree (WT) Assets Average (2011 - 2026)
WisdomTree's (WT) quarterly Assets Average came in at $1.6 billion in Q1 2026, up 60.32% YoY from $1.0 billion in Q1 2025, and up 11.38% on a QoQ basis from $1.5 billion in Q4 2025.
WisdomTree (WT) Assets Average (2011 - 2026) Analysis & Trends
WisdomTree (WT) has 16 years of Assets Average data on file, last reported at $1.6 billion in Q1 2026.
- Quarterly Assets Average rose 60.32% year-over-year to $1.6 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.6 billion (up 60.32% YoY) and the FY2025 annual result came in at $1.3 billion, up 28.76% from the prior year.
- Assets Average rose to $1.6 billion in Q1 2026, from $1.5 billion in the prior quarter.
- In the past five years, Assets Average ranged from a high of $1.6 billion in Q1 2026 to a low of $937.9 million in Q1 2024.
- A 5-year average of $1.1 billion and a median of $1.0 billion in 2022 frame the typical range for Assets Average.
- Annual changes were most pronounced in 2024 — Assets Average decreased 8.57% — and 2026, when it surged 60.32%.
- Tracing WT's Assets Average over 5 years: stood at $1.0 billion in 2022, then retreated by 7.52% to $948.0 million in 2023, then rose by 8.28% to $1.0 billion in 2024, then surged by 44.18% to $1.5 billion in 2025, then gained by 11.38% to $1.6 billion in 2026.
- The last three Assets Average figures came in at $1.6 billion (Q1 2026), $1.5 billion (Q4 2025), and $1.3 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 173.06 Bn |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 49.11 Bn |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | - |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | - |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 19.01 Bn |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 480.79 Bn |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 405.27 Bn |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 191.16 Bn |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 176.94 Bn |
| 10 | WisdomTree | 3.37 Bn | 3.07 Bn | - | 1.71 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 1.71 Bn |
| Mar 31, 2026 | 1.65 Bn |
| Dec 31, 2025 | 1.48 Bn |
| Sep 30, 2025 | 1.26 Bn |
| Jun 30, 2025 | 1.04 Bn |
| Mar 31, 2025 | 1.03 Bn |
| Dec 31, 2024 | 1.03 Bn |
| Sep 30, 2024 | 991.78 Mn |
| Jun 30, 2024 | 947.89 Mn |
| Mar 31, 2024 | 937.89 Mn |
| Dec 31, 2023 | 947.98 Mn |
| Sep 30, 2023 | 942.80 Mn |
| Jun 30, 2023 | 975.77 Mn |
| Mar 31, 2023 | 1.03 Bn |
| Dec 31, 2022 | 1.03 Bn |
| Sep 30, 2022 | 1.01 Bn |
| Jun 30, 2022 | 1.00 Bn |
| Mar 31, 2022 | 1.02 Bn |
| Dec 31, 2021 | 1.03 Bn |
| Sep 30, 2021 | 1.02 Bn |