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

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

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

WisdomTree's Return on Capital Employed history runs 16 years deep, the most recent figure standing at 13.47% for Q1 2026.

  • Quarterly Return on Capital Employed fell 169.0% year-over-year to 13.47% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 13.47% (down 169.0% YoY) and the FY2025 annual result came in at 17.57%, up 197.0% from the prior year.
  • Return on Capital Employed was 13.47% for Q1 2026 at WisdomTree, down from 14.54% in the prior quarter.
  • Across five years, Return on Capital Employed topped out at 18.06% in Q2 2025 and bottomed at 6.59% in Q1 2023.
  • A 5-year average of 11.67% and a median of 11.47% in 2024 frame the typical range for Return on Capital Employed.
  • Annual changes were most pronounced in 2023 — Return on Capital Employed plunged 377 bps — and 2024, when it jumped 647 bps.
  • WisdomTree's Return on Capital Employed stood at 6.85% in 2022, then surged by 51 bps to 10.36% in 2023, then soared by 45 bps to 14.97% in 2024, then dropped by 3 bps to 14.54% in 2025, then fell by 7 bps to 13.47% in 2026.
  • Business Quant data shows WT's Return on Capital Employed at 13.47% in Q1 2026, 14.54% in Q4 2025, and 14.91% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROCE (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - -
3 Blackstone 97.77 Bn 96.72 Bn - -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn -
5 State Street 51.30 Bn 51.30 Bn - -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn -
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - -
9 Price T Rowe 24.70 Bn 21.13 Bn - -
10 WisdomTree 2.72 Bn 2.09 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 8.44%
Jun 30, 2023 6.76%
Mar 31, 2023 6.59%
Dec 31, 2022 6.85%
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%