WisdomTree (WT) Return on Assets [ROA] (2011 - 2026)
WisdomTree (WT) recorded Return on Assets [ROA] of 4.72% in Q2 2026, down 2.20 percentage points from 6.91% a year earlier but up 0.99 percentage points from the prior quarter.
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Analysis
WisdomTree (WT) Return on Assets [ROA] (2011 - 2026) Analysis & Trends
For FY2025, WisdomTree reported Return on Assets [ROA] of 8.57%, up 1.83 percentage points from FY2024.
- Annual Return on Assets [ROA] has a five-year change of +12.46 percentage points (FY2020 to FY2025).
- Across earlier years, Return on Assets [ROA] came in at 6.74% in FY2024 (-3.62 pp), 10.37% in FY2023 (+5.48 pp), 4.89% in FY2022 (-0.26 pp) and 5.15% in FY2021 (+9.04 pp).
- Quarterly Return on Assets [ROA] has ranged from 1.47% in Q2 2022 to 12.65% in Q2 2023 over the past five years.
- On a year-over-year basis, Return on Assets [ROA] rose in three of the last eight quarters, with an average year-over-year change of -1.59 percentage points.
- Peak year-over-year performance for Return on Assets [ROA] in the last five years was a gain of 11.18 percentage points in Q2 2023, against a drop of 4.83 percentage points in Q1 2025 at the low end.
- Per Business Quant, the preceding three quarters came in at 3.72% (Q1 2026), 7.37% (Q4 2025) and 7.67% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 174.75 Bn | 120.88 Bn | - | 4.12% |
| 2 | Spdr Gold Trust | 137.39 Bn | -420.61 Bn | - | 16.25% |
| 3 | Blackstone | 85.63 Bn | 75.61 Bn | - | 13.90% |
| 4 | Brookfield | 81.94 Bn | -101.37 Bn | - | 0.71% |
| 5 | Kkr | 77.88 Bn | -1.97 Bn | - | 1.33% |
| 6 | Brookfield Asset Management | 72.12 Bn | 66.93 Bn | - | 16.12% |
| 7 | Apollo Global Management | 65.73 Bn | -17.07 Bn | 10.56 Bn | 0.89% |
| 8 | Wheaton Precious Metals | 59.93 Bn | 55.35 Bn | 687.86 Mn | 18.53% |
| 9 | Franco Nevada | 46.57 Bn | 43.94 Bn | 451.00 Mn | 16.68% |
| 10 | WisdomTree | 3.18 Bn | 1.39 Bn | - | 4.72% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 4.72% |
| Mar 31, 2026 | 3.72% |
| Dec 31, 2025 | 7.37% |
| Sep 30, 2025 | 7.67% |
| Jun 30, 2025 | 6.91% |
| Mar 31, 2025 | 6.73% |
| Dec 31, 2024 | 6.50% |
| Sep 30, 2024 | 5.89% |
| Jun 30, 2024 | 8.01% |
| Mar 31, 2024 | 11.56% |
| Dec 31, 2023 | 10.82% |
| Sep 30, 2023 | 5.85% |
| Jun 30, 2023 | 12.65% |
| Mar 31, 2023 | 7.52% |
| Dec 31, 2022 | 4.94% |
| Sep 30, 2022 | 8.91% |
| Jun 30, 2022 | 1.47% |
| Mar 31, 2022 | 2.39% |
| Dec 31, 2021 | 4.84% |
| Sep 30, 2021 | 2.46% |
API Access
WisdomTree Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=WT&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "WT", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=WT&period=max&api_key=YOUR_API_KEY");
const data = await res.json();