WisdomTree (WT) Cash & Current Investments (2010 - 2026)

WisdomTree (WT) reported Cash & Current Investments of $625.5 million for Q1 2026, up 267.14% on a YoY basis from $170.4 million in Q1 2025, and up 100.65% quarter-over-quarter from $311.7 million in Q4 2025.

WisdomTree (WT) Cash & Current Investments (2010 - 2026) Analysis & Trends

WisdomTree has reported Cash & Current Investments for 17 years, with the latest figure at $625.5 million in Q1 2026.

  • For the quarter ending Q1 2026, Cash & Current Investments rose 267.14% year-over-year to $625.5 million; the trailing twelve-month figure through Mar 2026 stood at $625.5 million (up 267.14% YoY), and the FY2025 full-year result was $311.7 million, up 72.05% from the prior year.
  • Cash & Current Investments for Q1 2026 stood at $625.5 million, up from $311.7 million in the prior quarter.
  • The five-year high for Cash & Current Investments was $625.5 million in Q1 2026, with the low at $449000.0 in Q1 2022.
  • Historically, Cash & Current Investments has averaged $185.5 million across 5 years, with a median of $132.5 million in 2024.
  • Annual changes were most pronounced in 2022 — Cash & Current Investments tumbled 98.81% — and 2023, when it surged 26425.39%.
  • WisdomTree's Cash & Current Investments stood at $132.1 million in 2022, then fell by 2.12% to $129.3 million in 2023, then jumped by 40.13% to $181.2 million in 2024, then jumped by 72.05% to $311.7 million in 2025, then surged by 100.65% to $625.5 million in 2026.
  • The last three Cash & Current Investments figures came in at $625.5 million (Q1 2026), $311.7 million (Q4 2025), and $555.9 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cash & Current Investments (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 9.84 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 2.45 Bn
3 Kkr 86.45 Bn 133.96 Bn - -
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 851.00 Mn
5 State Street 46.95 Bn 21.27 Bn - 8.49 Bn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 128.00 Mn
7 Northern Trust 31.92 Bn 31.92 Bn - -
8 Raymond James Financial 30.62 Bn 19.37 Bn - 11.29 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 869.31 Mn
10 WisdomTree 2.52 Bn 1.89 Bn - 625.51 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 625.51 Mn
Dec 31, 2025 311.73 Mn
Sep 30, 2025 555.85 Mn
Jun 30, 2025 193.67 Mn
Mar 31, 2025 170.37 Mn
Dec 31, 2024 181.19 Mn
Sep 30, 2024 176.48 Mn
Jun 30, 2024 132.46 Mn
Mar 31, 2024 116.93 Mn
Dec 31, 2023 129.31 Mn
Sep 30, 2023 89.48 Mn
Jun 30, 2023 83.74 Mn
Mar 31, 2023 119.10 Mn
Dec 31, 2022 132.10 Mn
Sep 30, 2022 132.70 Mn
Jun 30, 2022 2.00 Mn
Mar 31, 2022 449,000.00
Dec 31, 2021 140.71 Mn
Sep 30, 2021 20.14 Mn
Jun 30, 2021 167.64 Mn