WisdomTree (WT) Return on Capital Employed (2011 - 2026)
WisdomTree's (WT) quarterly Return on Capital Employed came in at 13.47% in Q1 2026, down 169.0% YoY from 19.52% in Q1 2025, and down 7.37% on a QoQ basis from 14.54% in Q4 2025.
WisdomTree (WT) Return on Capital Employed (2011 - 2026) Analysis & Trends
WisdomTree (WT) has 16 years of Return on Capital Employed data on file, last reported at 13.47% in 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 slipped to 13.47% in Q1 2026, from 14.54% in the prior quarter.
- In the past five years, Return on Capital Employed ranged from a high of 18.06% in Q2 2025 to a low of 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 sank 377 bps — and 2024, when it jumped 647 bps.
- Tracing WT's Return on Capital Employed over 5 years: stood at 6.85% in 2022, then soared by 51 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.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROCE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.58 Bn | 165.71 Bn | - | - |
| 2 | Blackstone | 115.48 Bn | 112.97 Bn | - | - |
| 3 | Kkr | 97.76 Bn | -179.31 Bn | - | - |
| 4 | Brookfield | 93.64 Bn | 46.23 Bn | - | - |
| 5 | Brookfield Asset Management | 83.98 Bn | 82.47 Bn | - | - |
| 6 | Apollo Global Management | 78.99 Bn | 53.62 Bn | 10.54 Bn | - |
| 7 | State Street | 51.56 Bn | 51.56 Bn | - | - |
| 8 | Ameriprise Financial | 51.36 Bn | 40.31 Bn | 4.72 Bn | - |
| 9 | Northern Trust | 34.14 Bn | 34.14 Bn | - | - |
| 10 | WisdomTree | 3.46 Bn | 3.16 Bn | - | 15.04% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 15.04% |
| 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% |