WisdomTree (WT) Return on Capital Employed (2011 - 2026)

WisdomTree (WT) reported Return on Capital Employed of 13.47% for Q1 2026, down 169.0% on a YoY basis from 19.52% in Q1 2025, and down 7.37% quarter-over-quarter from 14.54% in Q4 2025.

WisdomTree (WT) Return on Capital Employed (2011 - 2026) Analysis & Trends

WisdomTree has reported Return on Capital Employed for 16 years, with the latest figure at 13.47% in Q1 2026.

  • For the quarter ending Q1 2026, Return on Capital Employed fell 169.0% year-over-year to 13.47%; the trailing twelve-month figure through Mar 2026 stood at 13.47% (down 169.0% YoY), and the FY2025 full-year result was 17.57%, up 197.0% from the prior year.
  • Return on Capital Employed for Q1 2026 stood at 13.47%, down from 14.54% in the prior quarter.
  • The five-year high for Return on Capital Employed was 18.06% in Q2 2025, with the low at 0.81% in Q1 2023.
  • Historically, Return on Capital Employed has averaged 10.3% across 5 years, with a median of 11.47% in 2024.
  • Annual changes were most pronounced in 2023 — Return on Capital Employed tumbled 947 bps — and 2024, when it jumped 1217 bps.
  • WisdomTree's Return on Capital Employed stood at 0.96% in 2022, then surged by 983 bps to 10.36% in 2023, then jumped by 45 bps to 14.97% in 2024, then decreased by 3 bps to 14.54% in 2025, then dropped by 7 bps to 13.47% in 2026.
  • The last three Return on Capital Employed figures came in at 13.47% (Q1 2026), 14.54% (Q4 2025), and 14.91% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROCE (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - -
2 Blackstone 96.85 Bn 95.80 Bn - -
3 Kkr 86.45 Bn 133.96 Bn - -
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn -
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn -
7 Northern Trust 31.92 Bn 31.92 Bn - -
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - -
10 WisdomTree 2.52 Bn 1.89 Bn - 13.47%

Historic Data

Download Data
DateValue
Mar 31, 2026 13.47%
Dec 31, 2025 14.54%
Sep 30, 2025 14.91%
Jun 30, 2025 18.06%
Mar 31, 2025 15.16%
Dec 31, 2024 14.97%
Sep 30, 2024 14.49%
Jun 30, 2024 13.23%
Mar 31, 2024 11.47%
Dec 31, 2023 10.36%
Sep 30, 2023 2.48%
Jun 30, 2023 1.06%
Mar 31, 2023 0.81%
Dec 31, 2022 0.96%
Sep 30, 2022 9.36%
Jun 30, 2022 10.53%
Mar 31, 2022 9.25%
Dec 31, 2021 9.43%
Sep 30, 2021 8.41%
Jun 30, 2021 7.87%