WisdomTree (WT) Assets Average (2011 - 2026)

WisdomTree (WT) posted Assets Average of $1.6 billion for Q1 2026, up 11.38% on a QoQ basis from $1.5 billion in Q4 2025, and up 60.32% year-over-year from $1.0 billion in Q1 2025.

WisdomTree (WT) Assets Average (2011 - 2026) Analysis & Trends

WisdomTree's Assets Average history runs 16 years deep, the most recent figure standing at $1.6 billion for 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 was $1.6 billion for Q1 2026 at WisdomTree, up from $1.5 billion in the prior quarter.
  • Across five years, Assets Average topped out at $1.6 billion in Q1 2026 and bottomed at $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 declined 8.57% — and 2026, when it surged 60.32%.
  • WisdomTree's Assets Average stood at $1.0 billion in 2022, then slipped by 7.52% to $948.0 million in 2023, then advanced by 8.28% to $1.0 billion in 2024, then jumped by 44.18% to $1.5 billion in 2025, then climbed by 11.38% to $1.6 billion in 2026.
  • Business Quant data shows WT's Assets Average at $1.6 billion in Q1 2026, $1.5 billion in Q4 2025, and $1.3 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - 170.12 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 48.02 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 464.24 Bn
5 State Street 51.30 Bn 51.30 Bn - 379.11 Bn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 187.68 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - 175.85 Bn
8 Raymond James Financial 32.59 Bn 17.67 Bn - 90.35 Bn
9 Price T Rowe 24.70 Bn 21.13 Bn - 14.37 Bn
10 WisdomTree 2.72 Bn 2.09 Bn - 1.65 Bn

Historic Data

Download Data
DateValue
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
Jun 30, 2021 953.80 Mn