WisdomTree (WT) Assets Average (2011 - 2026)
WisdomTree (WT) reported Assets Average of $1.6 billion for Q1 2026, up 60.32% on a YoY basis from $1.0 billion in Q1 2025, and up 11.38% quarter-over-quarter from $1.5 billion in Q4 2025.
WisdomTree (WT) Assets Average (2011 - 2026) Analysis & Trends
WisdomTree has reported Assets Average for 16 years, with the latest figure at $1.6 billion in Q1 2026.
- For the quarter ending Q1 2026, Assets Average rose 60.32% year-over-year to $1.6 billion; the trailing twelve-month figure through Mar 2026 stood at $1.6 billion (up 60.32% YoY), and the FY2025 full-year result was $1.3 billion, up 28.76% from the prior year.
- Assets Average for Q1 2026 stood at $1.6 billion, up from $1.5 billion in the prior quarter.
- The five-year high for Assets Average was $1.6 billion in Q1 2026, with the low at $937.9 million in Q1 2024.
- Historically, Assets Average has averaged $1.1 billion across 5 years, with a median of $1.0 billion in 2022.
- Annual changes were most pronounced in 2024 — Assets Average decreased 8.57% — and 2026, when it surged 60.32%.
- WisdomTree's Assets Average 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 | 154.03 Bn | 144.41 Bn | - | 170.12 Bn |
| 2 | Blackstone | 89.67 Bn | 88.62 Bn | - | 48.02 Bn |
| 3 | Kkr | 82.99 Bn | 130.50 Bn | - | 411.11 Bn |
| 4 | Apollo Global Management | 75.96 Bn | 94.69 Bn | 5.04 Bn | 464.24 Bn |
| 5 | State Street | 45.12 Bn | 19.44 Bn | - | 379.11 Bn |
| 6 | Ameriprise Financial | 41.87 Bn | 41.74 Bn | 4.57 Bn | 187.68 Bn |
| 7 | Northern Trust | 31.37 Bn | 31.37 Bn | - | 175.85 Bn |
| 8 | Raymond James Financial | 29.45 Bn | 18.21 Bn | - | 90.35 Bn |
| 9 | Ares Management | 28.36 Bn | 31.73 Bn | - | 28.51 Bn |
| 10 | WisdomTree | 2.43 Bn | 1.80 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 |