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| 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 | 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% |