WisdomTree (WT) Interest & Investment Income (2017 - 2026)
WisdomTree's (WT) quarterly Interest & Investment Income came in at $2.6 million in Q1 2026, up 36.64% YoY from $1.9 million in Q1 2025, and down 12.58% on a QoQ basis from $3.0 million in Q4 2025.
WisdomTree (WT) Interest & Investment Income (2017 - 2026) Analysis & Trends
WisdomTree (WT) has 10 years of Interest & Investment Income data on file, last reported at $2.6 million in Q1 2026.
- Quarterly Interest & Investment Income rose 36.64% year-over-year to $2.6 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $11.7 million (up 60.26% YoY) and the FY2025 annual result came in at $11.0 million, up 61.8% from the prior year.
- Interest & Investment Income eased to $2.6 million in Q1 2026, from $3.0 million in the prior quarter.
- In the past five years, Interest & Investment Income ranged from a high of $4.0 million in Q3 2025 to a low of $770000.0 in Q2 2022.
- A 5-year average of $1.6 million and a median of $1.4 million in 2024 frame the typical range for Interest & Investment Income.
- Annual changes were most pronounced in 2022 — Interest & Investment Income jumped 243.72% — and 2023, when it retreated 2.47%.
- Tracing WT's Interest & Investment Income over 5 years: stood at $945000.0 in 2022, then advanced by 29.63% to $1.2 million in 2023, then jumped by 75.27% to $2.1 million in 2024, then jumped by 38.1% to $3.0 million in 2025, then dropped by 12.58% to $2.6 million in 2026.
- The last three Interest & Investment Income figures came in at $2.6 million (Q1 2026), $3.0 million (Q4 2025), and $4.0 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 109.00 Mn |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 134.22 Mn |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | 732.79 Mn |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | - |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | - |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | - |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | - |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | - |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | - |
| 10 | WisdomTree | 3.37 Bn | 3.07 Bn | - | 3.20 Mn |
Historic Data
Download 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 |