WisdomTree (WT) Invested Capital (2010 - 2026)
WisdomTree posted quarterly Invested Capital of $475.0 million for Q1 2026, up 14.29% year-on-year from $415.6 million in Q1 2025, and up 14.83% on a QoQ basis from $413.7 million in Q4 2025.
WisdomTree (WT) has 17 years of Invested Capital data on file, last reported 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.
- Across five years, Invested Capital topped out at $506.1 million in Q3 2022 and bottomed at $253.4 million in Q1 2022.
- The 5-year median for Invested Capital is $415.6 million (2025), against an average of $414.0 million.
- The widest annual swing landed in 2022, when Invested Capital soared 94.02%; it then retreated 20.12% in 2024.
- A 5-year view of Invested Capital shows it stood at $364.8 million in 2022, then grew by 12.15% to $409.1 million in 2023, then decreased by 2.24% to $400.0 million in 2024, then gained by 3.42% to $413.7 million in 2025, then gained 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 | 158.51 Bn | 148.89 Bn | - | 69.22 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 8.37 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 30.50 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.59 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 53.75 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 8.75 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.99 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 12.75 Bn |
| 10 | WisdomTree | 2.65 Bn | 2.02 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 |
| Mar 31, 2021 | 274.18 Mn |
| Dec 31, 2020 | 266.27 Mn |
| Sep 30, 2020 | 447.49 Mn |
| Jun 30, 2020 | 287.53 Mn |
| Mar 31, 2020 | 496.32 Mn |
| Dec 31, 2019 | 513.37 Mn |
| Sep 30, 2019 | 545.90 Mn |
| Jun 30, 2019 | 559.58 Mn |
| Mar 31, 2019 | 558.61 Mn |
| Dec 31, 2018 | 552.93 Mn |
| Sep 30, 2018 | 567.08 Mn |
| Jun 30, 2018 | 546.73 Mn |
| Mar 31, 2018 | 201.61 Mn |
| Dec 31, 2017 | 192.95 Mn |
| Sep 30, 2017 | 202.98 Mn |
| Jun 30, 2017 | 202.50 Mn |
| Mar 31, 2017 | 197.61 Mn |
| Dec 31, 2016 | 204.88 Mn |
| Sep 30, 2016 | 209.55 Mn |
| Jun 30, 2016 | 207.78 Mn |
| Mar 31, 2016 | 203.92 Mn |
| Dec 31, 2015 | 234.50 Mn |
| Sep 30, 2015 | 245.21 Mn |
| Jun 30, 2015 | 217.39 Mn |
| Mar 31, 2015 | 181.05 Mn |
| Dec 31, 2014 | 184.29 Mn |
| Sep 30, 2014 | 174.30 Mn |
| Jun 30, 2014 | 153.86 Mn |
| Mar 31, 2014 | 135.90 Mn |
| Dec 31, 2013 | 109.03 Mn |
| Sep 30, 2013 | 91.24 Mn |
| Jun 30, 2013 | 75.39 Mn |
| Mar 31, 2013 | 61.13 Mn |
| Dec 31, 2012 | 51.06 Mn |
| Sep 30, 2012 | 44.60 Mn |
| Jun 30, 2012 | 37.20 Mn |
| Mar 31, 2012 | 34.03 Mn |
| Dec 31, 2011 | 25.85 Mn |
| Sep 30, 2011 | 23.06 Mn |
| Jun 30, 2011 | 19.88 Mn |
| Dec 31, 2010 | 17.24 Mn |