WisdomTree (WT) Interest & Investment Income (2017 - 2026)
WisdomTree's (WT) quarterly Interest & Investment Income came in at $3.2 million in Q2 2026, up 53.25% on a YoY basis from $2.1 million in Q2 2025, and up 23.57% quarter-over-quarter from $2.6 million in Q1 2026.
Analysis
WisdomTree (WT) Interest & Investment Income (2017 - 2026) Analysis & Trends
WisdomTree (WT) has reported Interest & Investment Income for 10 consecutive years, with $3.2 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Interest & Investment Income rose 53.25% year-over-year to $3.2 million; the trailing twelve-month figure through Jun 2026 stood at $12.8 million (up 61.12% YoY), and the FY2025 full-year result was $11.0 million, up 61.8% from the prior year.
- Interest & Investment Income advanced to $3.2 million in Q2 2026 per WT's latest filing, from $2.6 million in the prior quarter.
- Across five years, Interest & Investment Income topped out at $4.0 million in Q3 2025 and bottomed at $770000.0 in Q2 2022.
- Historically, Interest & Investment Income has averaged $1.7 million across 5 years, with a median of $1.4 million in 2024.
- The sharpest annual moves came in 2022 and 2023: Interest & Investment Income surged 243.72% in 2022, then decreased 2.47% in 2023.
- Over 5 years, Interest & Investment Income stood at $945000.0 in 2022, then grew by 29.63% to $1.2 million in 2023, then soared by 75.27% to $2.1 million in 2024, then soared by 38.1% to $3.0 million in 2025, then rose by 8.03% to $3.2 million in 2026.
- According to Business Quant data, Interest & Investment Income over the past three periods registered $3.2 million, $2.6 million, and $3.0 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 166.84 Bn | 152.97 Bn | - | 109.00 Mn |
| 2 | Spdr Gold Trust | 146.01 Bn | -412.00 Bn | - | - |
| 3 | Ishares Gold Trust | 30.54 Bn | -29.57 Bn | - | - |
| 4 | World Gold Trust | 29.53 Bn | -73.54 Bn | - | - |
| 5 | Principal Financial | 24.58 Bn | -28.39 Bn | 1.91 Bn | - |
| 6 | iShares Silver Trust | 22.65 Bn | -5.56 Bn | - | - |
| 7 | Franklin Resources | 17.60 Bn | 13.88 Bn | - | - |
| 8 | Invesco | 14.52 Bn | 13.60 Bn | 1.79 Bn | 9.90 Mn |
| 9 | Affiliated Managers | 9.42 Bn | 9.01 Bn | - | 13.90 Mn |
| 10 | WisdomTree | 3.59 Bn | 3.30 Bn | - | 3.20 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 3.20 Mn |
| Mar 31, 2026 | 2.59 Mn |
| Dec 31, 2025 | 2.97 Mn |
| Sep 30, 2025 | 4.02 Mn |
| Jun 30, 2025 | 2.09 Mn |
| Mar 31, 2025 | 1.90 Mn |
| Dec 31, 2024 | 2.15 Mn |
| Sep 30, 2024 | 1.80 Mn |
| Jun 30, 2024 | 1.44 Mn |
| Mar 31, 2024 | 1.40 Mn |
| Dec 31, 2023 | 1.23 Mn |
| Sep 30, 2023 | 791,000.00 |
| Jun 30, 2023 | 1.00 Mn |
| Mar 31, 2023 | 1.08 Mn |
| Dec 31, 2022 | 945,000.00 |
| Sep 30, 2022 | 811,000.00 |
| Jun 30, 2022 | 770,000.00 |
| Mar 31, 2022 | 794,000.00 |
| Dec 31, 2021 | 864,000.00 |
| Sep 30, 2021 | 689,000.00 |