Growth Metrics

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

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

WisdomTree (WT) has 16 years of Return on Capital Employed data on file, last reported 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.
  • Across five years, Return on Capital Employed topped out at 18.06% in Q2 2025 and bottomed at 0.81% in Q1 2023.
  • The 5-year median for Return on Capital Employed is 11.47% (2024), against an average of 10.3%.
  • The widest annual swing landed in 2023, when Return on Capital Employed sank 947 bps; it then jumped 1217 bps in 2024.
  • A 5-year view of Return on Capital Employed shows it stood at 0.96% in 2022, then soared by 983 bps to 10.36% in 2023, then surged by 45 bps to 14.97% in 2024, then slipped by 3 bps to 14.54% in 2025, then declined 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 158.51 Bn 148.89 Bn - -
2 Blackstone 92.68 Bn 91.63 Bn - -
3 Kkr 84.94 Bn 132.45 Bn - -
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - -
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn -
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn -
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - -
10 WisdomTree 2.65 Bn 2.02 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%
Mar 31, 2021 6.96%
Dec 31, 2020 6.76%
Mar 31, 2020 6.83%
Dec 31, 2019 6.19%
Sep 30, 2019 5.73%
Jun 30, 2019 6.31%
Mar 31, 2019 6.66%
Dec 31, 2018 6.97%
Sep 30, 2018 6.24%
Jun 30, 2018 9.30%
Mar 31, 2018 22.79%
Dec 31, 2017 25.94%
Sep 30, 2017 26.04%
Jun 30, 2017 26.18%
Mar 31, 2017 23.01%
Dec 31, 2016 27.03%
Sep 30, 2016 39.31%
Jun 30, 2016 52.02%
Mar 31, 2016 57.15%
Dec 31, 2015 56.35%
Sep 30, 2015 49.39%
Jun 30, 2015 49.15%
Mar 31, 2015 41.16%
Dec 31, 2014 40.40%
Sep 30, 2014 43.04%
Jun 30, 2014 45.27%
Mar 31, 2014 45.83%
Dec 31, 2013 51.02%
Sep 30, 2013 48.18%
Jun 30, 2013 46.06%
Mar 31, 2013 32.42%
Dec 31, 2012 22.17%
Sep 30, 2012 15.16%
Jun 30, 2012 10.49%
Mar 31, 2012 13.63%
Dec 31, 2011 13.06%
Sep 30, 2011 7.89%