WisdomTree (WT) Long-Term Investments (2010 - 2026)

WisdomTree (WT) posted Long-Term Investments of $28.6 million for Q1 2026, down 1.55% on a QoQ basis from $29.1 million in Q4 2025, and up 209.87% year-over-year from $9.2 million in Q1 2025.

WisdomTree (WT) Long-Term Investments (2010 - 2026) Analysis & Trends

WisdomTree's Long-Term Investments history runs 16 years deep, the most recent figure standing at $28.6 million for Q1 2026.

  • Quarterly Long-Term Investments rose 209.87% year-over-year to $28.6 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $28.6 million (up 209.87% YoY) and the FY2025 annual result came in at $29.1 million, up 225.88% from the prior year.
  • Long-Term Investments was $28.6 million for Q1 2026 at WisdomTree, down from $29.1 million in the prior quarter.
  • Across five years, Long-Term Investments topped out at $36.9 million in Q3 2023 and bottomed at $8.3 million in Q2 2024.
  • A 5-year average of $19.7 million and a median of $18.3 million in 2023 frame the typical range for Long-Term Investments.
  • Annual changes were most pronounced in 2022 — Long-Term Investments soared 11497.73% — and 2024, when it tumbled 76.23%.
  • WisdomTree's Long-Term Investments stood at $35.7 million in 2022, then tumbled by 72.89% to $9.7 million in 2023, then retreated by 7.87% to $8.9 million in 2024, then soared by 225.88% to $29.1 million in 2025, then retreated by 1.55% to $28.6 million in 2026.
  • Business Quant data shows WT's Long-Term Investments at $28.6 million in Q1 2026, $29.1 million in Q4 2025, and $26.5 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Brookfield 1,261.80 Bn 1,217.21 Bn 18.56 Bn 82.87 Bn
2 BlackRock 165.12 Bn 151.98 Bn - 14.57 Bn
3 Blackstone 103.58 Bn 101.13 Bn - 32.75 Bn
4 Brookfield Asset Management 76.31 Bn 75.26 Bn - 9.51 Bn
5 Apollo Global Management 73.95 Bn 73.95 Bn -409.00 Mn 2.28 Bn
6 State Street 51.18 Bn 51.18 Bn - 3.88 Bn
7 Ameriprise Financial 50.08 Bn 40.82 Bn 4.57 Bn 58.97 Bn
8 Raymond James Financial 34.03 Bn 19.06 Bn - 399.00 Mn
9 Northern Trust 33.84 Bn 33.84 Bn - -
10 WisdomTree 2.71 Bn 2.08 Bn - 28.62 Mn

Historic Data

Download Data
DateValue
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 18.31 Mn
Mar 31, 2023 18.31 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 308,000.00
Sep 30, 2021 14.24 Mn
Jun 30, 2021 370,000.00