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
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