WisdomTree (WT) Equity Ratio (2010 - 2026)

WisdomTree (WT) reported Equity Ratio of 0.27 for Q1 2026, down 34.47% on a YoY basis from 0.41 in Q1 2025, and down 2.61% quarter-over-quarter from 0.27 in Q4 2025.

WisdomTree (WT) Equity Ratio (2010 - 2026) Analysis & Trends

WisdomTree has reported Equity Ratio for 17 years, with the latest figure at 0.27 in Q1 2026.

  • For the quarter ending Q1 2026, Equity Ratio fell 34.47% year-over-year to 0.27; the trailing twelve-month figure through Mar 2026 stood at 0.27 (down 34.47% YoY), and the FY2025 full-year result was 0.27, down 29.35% from the prior year.
  • Equity Ratio for Q1 2026 stood at 0.27, down from 0.27 in the prior quarter.
  • The five-year high for Equity Ratio was 0.49 in Q3 2023, with the low at 0.25 in Q1 2022.
  • Historically, Equity Ratio has averaged 0.36 across 5 years, with a median of 0.37 in 2024.
  • Annual changes were most pronounced in 2023 — Equity Ratio surged 92.22% — and 2026, when it tumbled 34.47%.
  • WisdomTree's Equity Ratio stood at 0.3 in 2022, then soared by 46.59% to 0.43 in 2023, then retreated by 10.69% to 0.39 in 2024, then declined by 29.35% to 0.27 in 2025, then fell by 2.61% to 0.27 in 2026.
  • The last three Equity Ratio figures came in at 0.27 (Q1 2026), 0.27 (Q4 2025), and 0.26 (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 0.33
2 Blackstone 96.85 Bn 95.80 Bn - 0.17
3 Kkr 86.45 Bn 133.96 Bn - 0.07
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 0.08
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 0.03
7 Northern Trust 31.92 Bn 31.92 Bn - 0.07
8 Raymond James Financial 30.62 Bn 19.37 Bn - 0.14
9 Ares Management 29.04 Bn 32.41 Bn - 0.29
10 WisdomTree 2.52 Bn 1.89 Bn - 0.27

Historic Data

Download Data
DateValue
Mar 31, 2026 0.27
Dec 31, 2025 0.27
Sep 30, 2025 0.26
Jun 30, 2025 0.42
Mar 31, 2025 0.41
Dec 31, 2024 0.39
Sep 30, 2024 0.37
Jun 30, 2024 0.46
Mar 31, 2024 0.45
Dec 31, 2023 0.43
Sep 30, 2023 0.49
Jun 30, 2023 0.49
Mar 31, 2023 0.31
Dec 31, 2022 0.30
Sep 30, 2022 0.33
Jun 30, 2022 0.26
Mar 31, 2022 0.25
Dec 31, 2021 0.26
Sep 30, 2021 0.26
Jun 30, 2021 0.25