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

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

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

WisdomTree's Cash & Current Investments history runs 17 years deep, the most recent figure standing at $625.5 million for Q1 2026.

  • Quarterly Cash & Current Investments rose 267.14% year-over-year to $625.5 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $625.5 million (up 267.14% YoY) and the FY2025 annual result came in at $311.7 million, up 72.05% from the prior year.
  • Cash & Current Investments was $625.5 million for Q1 2026 at WisdomTree, up from $311.7 million in the prior quarter.
  • Across five years, Cash & Current Investments topped out at $625.5 million in Q1 2026 and bottomed at $83.7 million in Q2 2023.
  • A 5-year average of $221.1 million and a median of $176.5 million in 2024 frame the typical range for Cash & Current Investments.
  • Annual changes were most pronounced in 2022 — Cash & Current Investments jumped 592.43% — and 2023, when it slumped 65.29%.
  • WisdomTree's Cash & Current Investments stood at $132.1 million in 2022, then decreased by 2.12% to $129.3 million in 2023, then soared by 40.13% to $181.2 million in 2024, then soared by 72.05% to $311.7 million in 2025, then jumped by 100.65% to $625.5 million in 2026.
  • Business Quant data shows WT's Cash & Current Investments at $625.5 million in Q1 2026, $311.7 million in Q4 2025, and $555.9 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cash & Current Investments (Qtr)
1 Brookfield 1,261.80 Bn 1,217.21 Bn 18.56 Bn 44.59 Bn
2 BlackRock 165.12 Bn 151.98 Bn - 13.15 Bn
3 Blackstone 103.58 Bn 101.13 Bn - 2.45 Bn
4 Brookfield Asset Management 76.31 Bn 75.26 Bn - 1.05 Bn
5 Apollo Global Management 73.95 Bn 73.95 Bn -409.00 Mn -
6 State Street 51.18 Bn 51.18 Bn - -
7 Ameriprise Financial 50.08 Bn 40.82 Bn 4.57 Bn 9.27 Bn
8 Raymond James Financial 34.03 Bn 19.06 Bn - 14.96 Bn
9 Northern Trust 33.84 Bn 33.84 Bn - -
10 WisdomTree 2.71 Bn 2.08 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 257.81 Mn
Jun 30, 2022 238.59 Mn
Mar 31, 2022 244.24 Mn
Dec 31, 2021 267.88 Mn
Sep 30, 2021 139.53 Mn
Jun 30, 2021 140.34 Mn