WisdomTree (WT) Long-Term Investments (2010 - 2026)
WisdomTree's Long-Term Investments was $28.64 million in Q2 2026, up 106.9% from $13.84 million a year earlier and up 0.1% from the prior quarter.
WisdomTree (WT) Long-Term Investments (2010 - 2026) Analysis & Trends
At the end of FY2025, Long-Term Investments at WisdomTree came in at $29.08 million, up 225.9% from FY2024.
- Long-Term Investments shows a five-year compound annual growth rate of 29.1% (FY2020 to FY2025).
- In earlier years, Long-Term Investments was $8.92 million in FY2024 (-7.9%), $9.68 million in FY2023 (-72.9%), $35.72 million in FY2022 (+150.9%) and $14.24 million in FY2021 (+75.5%).
- Quarterly Long-Term Investments has moved between $8.29 million (Q2 2024) and $40 million (Q2 2023) over five years.
- Compared with a year earlier, Long-Term Investments has increased for five straight quarters, with growth averaging 90.5% over the last eight quarters.
- The best year-over-year quarter for Long-Term Investments over five years was Q4 2025 (growth of 225.9%); the worst was Q2 2024 (a decline of 79.3%).
- Per Business Quant data, WT's Long-Term Investments in the three quarters before Q2 2026 was $28.62 million (Q1 2026), $29.08 million (Q4 2025) and $26.48 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 174.75 Bn | 120.88 Bn | - | 15.14 Bn |
| 2 | Spdr Gold Trust | 137.39 Bn | -420.61 Bn | - | - |
| 3 | Blackstone | 85.63 Bn | 75.61 Bn | - | 34.59 Bn |
| 4 | Brookfield | 81.94 Bn | -101.37 Bn | - | 87.68 Bn |
| 5 | Kkr | 77.88 Bn | -1.97 Bn | - | 316.77 Bn |
| 6 | Brookfield Asset Management | 72.12 Bn | 66.93 Bn | - | 10.36 Bn |
| 7 | Apollo Global Management | 65.73 Bn | -17.07 Bn | 10.56 Bn | 333.84 Bn |
| 8 | Wheaton Precious Metals | 59.93 Bn | 55.35 Bn | 687.86 Mn | 147.62 Mn |
| 9 | Franco Nevada | 46.57 Bn | 43.94 Bn | 451.00 Mn | 1.22 Bn |
| 10 | WisdomTree | 3.18 Bn | 1.39 Bn | - | 28.64 Mn |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 28.64 Mn |
| Mar 31, 2026 | 28.62 Mn |
| Dec 31, 2025 | 29.08 Mn |
| Sep 30, 2025 | 26.48 Mn |
| Jun 30, 2025 | 13.84 Mn |
| Mar 31, 2025 | 9.24 Mn |
| Dec 31, 2024 | 8.92 Mn |
| Sep 30, 2024 | 8.76 Mn |
| Jun 30, 2024 | 8.29 Mn |
| Mar 31, 2024 | 9.61 Mn |
| Dec 31, 2023 | 9.68 Mn |
| Sep 30, 2023 | 36.87 Mn |
| Jun 30, 2023 | 40.00 Mn |
| Mar 31, 2023 | 26.90 Mn |
| Dec 31, 2022 | 35.72 Mn |
| Sep 30, 2022 | 26.34 Mn |
| Jun 30, 2022 | 26.01 Mn |
| Mar 31, 2022 | 20.94 Mn |
| Dec 31, 2021 | 14.24 Mn |
| Sep 30, 2021 | 14.24 Mn |
WisdomTree Long-Term Investments 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=long-term-investments&ticker=WT&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "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=long-term-investments&ticker=WT&period=max&api_key=YOUR_API_KEY");
const data = await res.json();