WisdomTree (WT) Long-Term Investments (2010 - 2026)
WisdomTree (WT) reported Long-Term Investments of $28.6 million for Q1 2026, up 209.87% on a YoY basis from $9.2 million in Q1 2025, and down 1.55% quarter-over-quarter from $29.1 million in Q4 2025.
WisdomTree (WT) Long-Term Investments (2010 - 2026) Analysis & Trends
WisdomTree has reported Long-Term Investments for 15 years, with the latest figure at $28.6 million in Q1 2026.
- For the quarter ending Q1 2026, Long-Term Investments rose 209.87% year-over-year to $28.6 million; the trailing twelve-month figure through Mar 2026 stood at $28.6 million (up 209.87% YoY), and the FY2025 full-year result was $29.1 million, up 225.88% from the prior year.
- Long-Term Investments for Q1 2026 stood at $28.6 million, down from $29.1 million in the prior quarter.
- The five-year high for Long-Term Investments was $29.1 million in Q4 2025, with the low at $237000.0 in Q3 2023.
- Historically, Long-Term Investments has averaged $13.2 million across 5 years, with a median of $9.7 million in 2023.
- Annual changes were most pronounced in 2022 — Long-Term Investments tumbled 98.05% — and 2023, when it soared 6509.39%.
- WisdomTree's Long-Term Investments stood at $13.6 million in 2022, then retreated by 28.86% to $9.7 million in 2023, then declined by 7.87% to $8.9 million in 2024, then jumped by 225.88% to $29.1 million in 2025, then declined by 1.55% to $28.6 million in 2026.
- The last three Long-Term Investments figures came in at $28.6 million (Q1 2026), $29.1 million (Q4 2025), and $26.5 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 14.57 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 32.75 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 77.47 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 3.10 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 586.00 Mn |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 2.51 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | - |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 399.00 Mn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | -1.48 Bn |
| 10 | WisdomTree | 2.52 Bn | 1.89 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 | 237,000.00 |
| Jun 30, 2023 | 18.31 Mn |
| Mar 31, 2023 | 18.31 Mn |
| Dec 31, 2022 | 13.61 Mn |
| Sep 30, 2022 | 267,000.00 |
| Jun 30, 2022 | 277,000.00 |
| Mar 31, 2022 | 20.94 Mn |
| Dec 31, 2021 | 308,000.00 |
| Sep 30, 2021 | 331,000.00 |
| Jun 30, 2021 | 14.24 Mn |