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