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| Date | Value |
|---|---|
| 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 |