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
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