Growth Metrics

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 🔒
DateValue
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