WisdomTree WT
NYSE WT
$23.51 +0.86 (+3.80%)
At close: Aug 21, 2026 · 4:00 PM EDT

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

WisdomTree's (WT) quarterly Cash & Current Investments came in at $625.5 million in Q1 2026, up 267.14% YoY from $170.4 million in Q1 2025, and up 100.65% on a QoQ basis from $311.7 million in Q4 2025.

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

WisdomTree (WT) has 17 years of Cash & Current Investments data on file, last reported at $625.5 million in 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 improved to $625.5 million in Q1 2026, from $311.7 million in the prior quarter.
  • In the past five years, Cash & Current Investments ranged from a high of $625.5 million in Q1 2026 to a low of $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 tumbled 65.29%.
  • Tracing WT's Cash & Current Investments over 5 years: 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 179.54 Bn 165.67 Bn - 13.87 Bn
2 Blackstone 114.83 Bn 112.32 Bn - 2.51 Bn
3 Kkr 97.26 Bn -179.81 Bn - 277.07 Bn
4 Brookfield 93.07 Bn 45.66 Bn - 47.40 Bn
5 Brookfield Asset Management 83.46 Bn 81.96 Bn - 1.50 Bn
6 Apollo Global Management 78.41 Bn 53.04 Bn 10.54 Bn 25.37 Bn
7 State Street 51.66 Bn 51.66 Bn - -
8 Ameriprise Financial 51.12 Bn 40.07 Bn 4.72 Bn 11.05 Bn
9 Raymond James Financial 33.99 Bn 20.74 Bn - 13.25 Bn
10 WisdomTree 3.48 Bn 3.19 Bn - 294.81 Mn

Historic Data

Download Data
DateValue
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 139.53 Mn