WisdomTree (WT) Equity Average (2011 - 2026)

WisdomTree (WT) reported Equity Average of $444.3 million for Q1 2026, up 8.96% on a YoY basis from $407.8 million in Q1 2025, and up 12.91% quarter-over-quarter from $393.5 million in Q4 2025.

WisdomTree (WT) Equity Average (2011 - 2026) Analysis & Trends

WisdomTree has reported Equity Average for 16 years, with the latest figure at $444.3 million in Q1 2026.

  • For the quarter ending Q1 2026, Equity Average rose 8.96% year-over-year to $444.3 million; the trailing twelve-month figure through Mar 2026 stood at $444.3 million (up 8.96% YoY), and the FY2025 full-year result was $406.8 million, up 0.56% from the prior year.
  • Equity Average for Q1 2026 stood at $444.3 million, up from $393.5 million in the prior quarter.
  • The five-year high for Equity Average was $464.1 million in Q3 2023, with the low at $255.3 million in Q2 2022.
  • Historically, Equity Average has averaged $380.5 million across 5 years, with a median of $407.8 million in 2025.
  • Annual changes were most pronounced in 2023 — Equity Average jumped 57.41% — and 2024, when it decreased 11.79%.
  • WisdomTree's Equity Average stood at $319.0 million in 2022, then soared by 37.7% to $439.3 million in 2023, then fell by 11.79% to $387.4 million in 2024, then grew by 1.57% to $393.5 million in 2025, then gained by 12.91% to $444.3 million in 2026.
  • The last three Equity Average figures came in at $444.3 million (Q1 2026), $393.5 million (Q4 2025), and $409.3 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Avg. (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 56.51 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 14.44 Bn
3 Kkr 86.45 Bn 133.96 Bn - 54.71 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 41.02 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 6.38 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 12.97 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 6.29 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 6.32 Bn
10 WisdomTree 2.52 Bn 1.89 Bn - 444.35 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 444.35 Mn
Dec 31, 2025 393.55 Mn
Sep 30, 2025 409.25 Mn
Jun 30, 2025 430.36 Mn
Mar 31, 2025 407.81 Mn
Dec 31, 2024 387.45 Mn
Sep 30, 2024 410.24 Mn
Jun 30, 2024 434.40 Mn
Mar 31, 2024 416.19 Mn
Dec 31, 2023 439.26 Mn
Sep 30, 2023 464.08 Mn
Jun 30, 2023 388.66 Mn
Mar 31, 2023 312.07 Mn
Dec 31, 2022 319.00 Mn
Sep 30, 2022 294.82 Mn
Jun 30, 2022 255.32 Mn
Mar 31, 2022 261.40 Mn
Dec 31, 2021 265.15 Mn
Sep 30, 2021 259.30 Mn
Jun 30, 2021 265.96 Mn