WisdomTree (WT) Return on Capital Employed [ROCE] (2011 - 2026)
WisdomTree (WT) recorded Return on Capital Employed [ROCE] of 15.04% in Q2 2026, down 3.02 percentage points from 18.06% a year earlier but up 1.57 percentage points from the prior quarter.
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Analysis
WisdomTree (WT) Return on Capital Employed [ROCE] (2011 - 2026) Analysis & Trends
For FY2025, WisdomTree reported Return on Capital Employed [ROCE] of 17.57%, up 1.97 percentage points from FY2024.
- Annual Return on Capital Employed [ROCE] has increased for three straight years, with a five-year change of +11.03 percentage points (FY2020 to FY2025).
- Across earlier years, Return on Capital Employed [ROCE] came in at 15.61% in FY2024 (+5.73 pp), 9.88% in FY2023 (+3.11 pp), 6.77% in FY2022 (-3.31 pp) and 10.08% in FY2021 (+3.54 pp).
- Quarterly Return on Capital Employed [ROCE] has ranged from 6.59% in Q1 2023 to 18.06% in Q2 2025 over the past five years.
- On a year-over-year basis, Return on Capital Employed [ROCE] has declined for three consecutive quarters, with an average year-over-year change of +1.81 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Capital Employed [ROCE] in the last five years was a gain of 6.47 percentage points in Q2 2024, against a drop of 3.77 percentage points in Q2 2023 at the low end.
- Per Business Quant, the preceding three quarters came in at 13.47% (Q1 2026), 14.54% (Q4 2025) and 14.91% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROCE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 174.92 Bn | 121.05 Bn | - | - |
| 2 | Spdr Gold Trust | 136.71 Bn | -421.29 Bn | - | - |
| 3 | Blackstone | 88.22 Bn | 78.20 Bn | - | - |
| 4 | Brookfield | 83.92 Bn | -99.40 Bn | - | - |
| 5 | Kkr | 79.85 Bn | -3.72 Mn | - | - |
| 6 | Brookfield Asset Management | 73.42 Bn | 68.22 Bn | - | - |
| 7 | Apollo Global Management | 65.92 Bn | -16.87 Bn | 10.56 Bn | - |
| 8 | Wheaton Precious Metals | 59.50 Bn | 54.92 Bn | 687.86 Mn | 21.24% |
| 9 | Franco Nevada | 46.38 Bn | 43.74 Bn | 451.00 Mn | 20.87% |
| 10 | WisdomTree | 3.22 Bn | 1.43 Bn | - | 15.04% |
Historic Data
Download Data
Historic 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% |
API Access
WisdomTree Return on Capital Employed [ROCE] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-capital-employed-%5Broce%5D&ticker=WT&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-capital-employed-[roce]", "ticker": "WT", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-capital-employed-%5Broce%5D&ticker=WT&period=max&api_key=YOUR_API_KEY");
const data = await res.json();