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| Date | Value |
|---|---|
| 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% |