WisdomTree (WT) Invested Capital (2018 - 2026)
WisdomTree (WT) reported Invested Capital of $436.37 million for Q2 2026, down 28.2% from $607.34 million a year earlier and down 20.7% from the prior quarter.
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Analysis
WisdomTree (WT) Invested Capital (2018 - 2026) Analysis & Trends
For FY2025, WisdomTree posted Invested Capital of $563.28 million, up 31.9% from FY2024.
- Invested Capital has a four-year compound annual growth rate of 20.2% (FY2021 to FY2025).
- By year, Invested Capital came in at $426.94 million in FY2024 (-4.8%), $448.27 million in FY2023 (+22.9%), $364.81 million in FY2022 (+35.4%) and $269.42 million in FY2021.
- The Q2 2026 figure ranks as the lowest quarterly Invested Capital since Q4 2024.
- Year over year, Invested Capital gained in five of the last seven quarters, with growth averaging 12.2%.
- The high point for year-over-year Invested Capital in five years was Q4 2022 (growth of 35.4%); the low point was Q2 2026 (a decline of 28.2%).
- Per Business Quant data, the three quarters before Q2 2026 came in at $549.93 million (Q1 2026), $563.28 million (Q4 2025) and $536.37 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 177.60 Bn | 123.73 Bn | - | 70.58 Bn |
| 2 | Spdr Gold Trust | 137.16 Bn | -420.84 Bn | - | - |
| 3 | Blackstone | 89.30 Bn | 79.28 Bn | - | 34.26 Bn |
| 4 | Brookfield | 84.07 Bn | -99.25 Bn | - | 18.80 Bn |
| 5 | Kkr | 80.21 Bn | 358.99 Mn | - | 130.86 Bn |
| 6 | Brookfield Asset Management | 73.87 Bn | 68.68 Bn | - | 12.65 Bn |
| 7 | Apollo Global Management | 66.69 Bn | -16.10 Bn | 10.56 Bn | 55.21 Bn |
| 8 | Wheaton Precious Metals | 60.16 Bn | 55.59 Bn | 687.86 Mn | 11.68 Bn |
| 9 | Franco Nevada | 46.77 Bn | 44.13 Bn | 451.00 Mn | - |
| 10 | WisdomTree | 3.26 Bn | 1.47 Bn | - | 436.37 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 436.37 Mn |
| Mar 31, 2026 | 549.93 Mn |
| Dec 31, 2025 | 563.28 Mn |
| Sep 30, 2025 | 536.37 Mn |
| Jun 30, 2025 | 607.34 Mn |
| Mar 31, 2025 | 443.05 Mn |
| Dec 31, 2024 | 426.94 Mn |
| Sep 30, 2024 | 416.09 Mn |
| Jun 30, 2024 | 460.37 Mn |
| Mar 31, 2024 | 438.04 Mn |
| Dec 31, 2023 | 448.27 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 |
| Dec 31, 2021 | 269.42 Mn |
| Dec 31, 2020 | 266.27 Mn |
| Sep 30, 2020 | 447.49 Mn |
| Mar 31, 2020 | 496.32 Mn |
API Access
WisdomTree Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=WT&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "WT", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=WT&period=max&api_key=YOUR_API_KEY");
const data = await res.json();