Growth Metrics

WisdomTree (WT) Interest & Investment Income (2017 - 2026)

WisdomTree posted quarterly Interest & Investment Income of $2.6 million for Q1 2026, up 36.64% year-on-year from $1.9 million in Q1 2025, and down 12.58% on a QoQ basis from $3.0 million in Q4 2025.

WisdomTree (WT) has 10 years of Interest & Investment Income data on file, last reported at $2.6 million in Q1 2026.

  • For the quarter ending Q1 2026, Interest & Investment Income rose 36.64% year-over-year to $2.6 million; the trailing twelve-month figure through Mar 2026 stood at $11.7 million (up 60.26% YoY), and the FY2025 full-year result was $11.0 million, up 61.8% from the prior year.
  • Interest & Investment Income for Q1 2026 stood at $2.6 million, down from $3.0 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.
  • The 5-year median for Interest & Investment Income is $1.4 million (2024), against an average of $1.6 million.
  • The widest annual swing landed in 2022, when Interest & Investment Income jumped 243.72%; it then retreated 2.47% in 2023.
  • A 5-year view of Interest & Investment Income shows it stood at $945000.0 in 2022, then climbed by 29.63% to $1.2 million in 2023, then surged by 75.27% to $2.1 million in 2024, then surged by 38.1% to $3.0 million in 2025, then declined 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 158.51 Bn 148.89 Bn - 90.00 Mn
2 Blackstone 92.68 Bn 91.63 Bn - 107.94 Mn
3 Kkr 84.94 Bn 132.45 Bn - 268.02 Mn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - -
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn -
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn -
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - -
10 WisdomTree 2.65 Bn 2.02 Bn - 2.59 Mn

Historic Data

Download Data 🔒
DateValue
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
Jun 30, 2021 225,000.00
Mar 31, 2021 231,000.00
Dec 31, 2020 351,000.00
Sep 30, 2020 111,000.00
Jun 30, 2020 119,000.00
Mar 31, 2020 163,000.00
Dec 31, 2019 936,000.00
Sep 30, 2019 799,000.00
Jun 30, 2019 818,000.00
Mar 31, 2019 779,000.00
Dec 31, 2018 800,000.00
Sep 30, 2018 719,000.00
Jun 30, 2018 612,000.00
Mar 31, 2018 962,000.00
Dec 31, 2017 862,000.00
Sep 30, 2017 772,000.00
Jun 30, 2017 641,000.00