WisdomTree (WT) Long-Term Investments (2010 - 2026)
WisdomTree's (WT) quarterly Long-Term Investments came in at $28.6 million in Q1 2026, up 209.87% YoY from $9.2 million in Q1 2025, and down 1.55% on a QoQ basis from $29.1 million in Q4 2025.
WisdomTree (WT) Long-Term Investments (2010 - 2026) Analysis & Trends
WisdomTree (WT) has 16 years of Long-Term Investments data on file, last reported at $28.6 million in 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 declined to $28.6 million in Q1 2026, from $29.1 million in the prior quarter.
- In the past five years, Long-Term Investments ranged from a high of $36.9 million in Q3 2023 to a low of $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 plunged 76.23%.
- Tracing WT's Long-Term Investments over 5 years: stood at $35.7 million in 2022, then sank by 72.89% 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.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 15.14 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 34.59 Bn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 837.70 Mn |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | 87.68 Bn |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 10.36 Bn |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 333.84 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 4.10 Bn |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 59.65 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 383.00 Mn |
| 10 | WisdomTree | 3.48 Bn | 3.19 Bn | - | 28.64 Mn |
Historic Data
Download 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 | 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 |