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