Growth Metrics

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

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

WisdomTree (WT) has 15 years of Long-Term Investments data on file, last reported 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.
  • Across five years, Long-Term Investments topped out at $29.1 million in Q4 2025 and bottomed at $237000.0 in Q3 2023.
  • The 5-year median for Long-Term Investments is $9.7 million (2023), against an average of $13.2 million.
  • The widest annual swing landed in 2022, when Long-Term Investments sank 98.05%; it then soared 6509.39% in 2023.
  • A 5-year view of Long-Term Investments shows it stood at $13.6 million in 2022, then decreased by 28.86% to $9.7 million in 2023, then fell by 7.87% to $8.9 million in 2024, then surged by 225.88% to $29.1 million in 2025, then fell 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 158.51 Bn 148.89 Bn - 14.57 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 32.75 Bn
3 Kkr 84.94 Bn 132.45 Bn - 77.47 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 2.39 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 3.10 Bn
6 State Street 44.42 Bn 18.75 Bn - 586.00 Mn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 2.51 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - -1.48 Bn
10 WisdomTree 2.65 Bn 2.02 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 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
Mar 31, 2021 13.85 Mn
Dec 31, 2020 8.11 Mn
Mar 31, 2020 10.86 Mn
Dec 31, 2019 16.86 Mn
Sep 30, 2019 28.08 Mn
Jun 30, 2019 28.08 Mn
Mar 31, 2019 28.08 Mn
Dec 31, 2018 20.18 Mn
Sep 30, 2018 35.19 Mn
Jun 30, 2018 35.19 Mn
Mar 31, 2018 20.26 Mn
Dec 31, 2017 20.30 Mn
Sep 30, 2017 31.91 Mn
Jun 30, 2017 18.15 Mn
Mar 31, 2017 19.21 Mn
Dec 31, 2016 20.00 Mn
Sep 30, 2016 14.24 Mn
Dec 31, 2015 23.69 Mn
Sep 30, 2012 9.41 Mn
Jun 30, 2012 9.79 Mn
Mar 31, 2012 10.09 Mn
Dec 31, 2011 9.06 Mn
Sep 30, 2011 9.23 Mn
Jun 30, 2011 7.88 Mn
Dec 31, 2010 7.30 Mn