WisdomTree (WT) Invested Capital (2010 - 2026)
WisdomTree (WT) reported Invested Capital of $475.0 million for Q1 2026, up 14.29% on a YoY basis from $415.6 million in Q1 2025, and up 14.83% quarter-over-quarter from $413.7 million in Q4 2025.
WisdomTree (WT) Invested Capital (2010 - 2026) Analysis & Trends
WisdomTree has reported Invested Capital for 17 years, with the latest figure at $475.0 million in Q1 2026.
- For the quarter ending Q1 2026, Invested Capital rose 14.29% year-over-year to $475.0 million; the trailing twelve-month figure through Mar 2026 stood at $475.0 million (up 14.29% YoY), and the FY2025 full-year result was $413.7 million, up 3.42% from the prior year.
- Invested Capital for Q1 2026 stood at $475.0 million, up from $413.7 million in the prior quarter.
- The five-year high for Invested Capital was $506.1 million in Q3 2022, with the low at $253.4 million in Q1 2022.
- Historically, Invested Capital has averaged $414.0 million across 5 years, with a median of $415.6 million in 2025.
- Annual changes were most pronounced in 2022 — Invested Capital soared 94.02% — and 2024, when it retreated 20.12%.
- WisdomTree's Invested Capital stood at $364.8 million in 2022, then climbed by 12.15% to $409.1 million in 2023, then retreated by 2.24% to $400.0 million in 2024, then rose by 3.42% to $413.7 million in 2025, then rose by 14.83% to $475.0 million in 2026.
- The last three Invested Capital figures came in at $475.0 million (Q1 2026), $413.7 million (Q4 2025), and $373.4 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 69.22 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 8.37 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 30.50 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 53.75 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 8.75 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 12.99 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 12.57 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 12.75 Bn |
| 10 | WisdomTree | 2.52 Bn | 1.89 Bn | - | 475.02 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 475.02 Mn |
| Dec 31, 2025 | 413.67 Mn |
| Sep 30, 2025 | 373.42 Mn |
| Jun 30, 2025 | 445.09 Mn |
| Mar 31, 2025 | 415.63 Mn |
| Dec 31, 2024 | 399.98 Mn |
| Sep 30, 2024 | 374.92 Mn |
| Jun 30, 2024 | 445.56 Mn |
| Mar 31, 2024 | 423.24 Mn |
| Dec 31, 2023 | 409.14 Mn |
| Sep 30, 2023 | 469.38 Mn |
| Jun 30, 2023 | 458.79 Mn |
| Mar 31, 2023 | 378.42 Mn |
| Dec 31, 2022 | 364.81 Mn |
| Sep 30, 2022 | 506.15 Mn |
| Jun 30, 2022 | 430.58 Mn |
| Mar 31, 2022 | 253.38 Mn |
| Dec 31, 2021 | 269.42 Mn |
| Sep 30, 2021 | 260.87 Mn |
| Jun 30, 2021 | 257.74 Mn |