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
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