WisdomTree (WT) Cash & Current Investments (2010 - 2026)
WisdomTree's Cash & Current Investments came in at $294.81 million for Q2 2026, up 52.2% from $193.67 million a year earlier but down 52.9% from the prior quarter.
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Analysis
WisdomTree (WT) Cash & Current Investments (2010 - 2026) Analysis & Trends
At the end of FY2025, WisdomTree's Cash & Current Investments was $311.73 million, up 72.0% from FY2024.
- Cash & Current Investments carries a five-year compound annual growth rate of 23.5% (FY2020 to FY2025).
- Going back by year, Cash & Current Investments was $181.19 million in FY2024 (+40.1%), $129.31 million in FY2023 (-2.1%), $132.1 million in FY2022 (-50.7%) and $267.88 million in FY2021 (+147.3%).
- The five-year range for quarterly Cash & Current Investments is $83.74 million (Q2 2023) to $625.51 million (Q1 2026).
- Year-over-year, Cash & Current Investments has increased for nine consecutive quarters, with growth averaging 104.5% over the last eight quarters.
- The fastest year-over-year change in Cash & Current Investments over five years came in Q1 2026 (growth of 267.1%), and the weakest in Q3 2023 (a decline of 65.3%).
- Business Quant data shows WT's Cash & Current Investments at $625.51 million (Q1 2026), $311.73 million (Q4 2025) and $555.85 million (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 172.15 Bn | 118.28 Bn | - | 13.87 Bn |
| 2 | Spdr Gold Trust | 132.45 Bn | -425.56 Bn | - | 130.10 Bn |
| 3 | Blackstone | 93.01 Bn | 82.99 Bn | - | 2.51 Bn |
| 4 | Brookfield | 84.65 Bn | -98.67 Bn | - | 47.40 Bn |
| 5 | Kkr | 81.68 Bn | 1.83 Bn | - | 21.08 Bn |
| 6 | Brookfield Asset Management | 74.95 Bn | 69.76 Bn | - | 1.50 Bn |
| 7 | Apollo Global Management | 66.49 Bn | -16.31 Bn | 10.56 Bn | 26.82 Bn |
| 8 | Wheaton Precious Metals | 55.02 Bn | 50.44 Bn | 687.86 Mn | 100.19 Mn |
| 9 | Ameriprise Financial | 45.02 Bn | 6.44 Bn | 4.72 Bn | 10.25 Bn |
| 10 | WisdomTree | 3.13 Bn | 1.35 Bn | - | 294.81 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 294.81 Mn |
| 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 | 247.31 Mn |
API Access
WisdomTree Cash & Current Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=cash-and-current-investments&ticker=WT&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "cash-and-current-investments", "ticker": "WT", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=cash-and-current-investments&ticker=WT&period=max&api_key=YOUR_API_KEY");
const data = await res.json();