WisdomTree (WT) Return on Equity [ROE] (2011 - 2026)
WisdomTree (WT) reported Return on Equity [ROE] of 18.10% for Q2 2026, up 1.32 percentage points from 16.78% a year earlier and up 4.29 percentage points from the prior quarter.
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Analysis
WisdomTree (WT) Return on Equity [ROE] (2011 - 2026) Analysis & Trends
For FY2025, WisdomTree posted Return on Equity [ROE] of 26.83%, up 10.34 percentage points from FY2024.
- Return on Equity [ROE] has a five-year change of +38.64 percentage points (FY2020 to FY2025).
- By year, Return on Equity [ROE] came in at 16.49% in FY2024 (-12.21 pp), 28.69% in FY2023 (+11.07 pp), 17.63% in FY2022 (-0.96 pp) and 18.59% in FY2021 (+30.40 pp).
- Five-year quarterly Return on Equity [ROE] spans a low of 5.78% in Q2 2022 and a high of 31.76% in Q2 2023.
- Year over year, Return on Equity [ROE] gained in four of the last eight quarters, with an average year-over-year change of +0.55 percentage points.
- The high point for year-over-year Return on Equity [ROE] in five years was Q4 2021 (a gain of 31.80 percentage points); the low point was Q3 2023 (a drop of 18.69 percentage points).
- Per Business Quant data, the three quarters before Q2 2026 came in at 13.81% (Q1 2026), 27.73% (Q4 2025) and 23.56% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 174.75 Bn | 120.88 Bn | - | 12.43% |
| 2 | Spdr Gold Trust | 137.39 Bn | -420.61 Bn | - | 16.25% |
| 3 | Blackstone | 85.63 Bn | 75.61 Bn | - | 33.23% |
| 4 | Brookfield | 81.94 Bn | -101.37 Bn | - | 4.27% |
| 5 | Kkr | 77.88 Bn | -1.97 Bn | - | 7.09% |
| 6 | Brookfield Asset Management | 72.12 Bn | 66.93 Bn | - | 34.49% |
| 7 | Apollo Global Management | 65.73 Bn | -17.07 Bn | 10.56 Bn | 10.61% |
| 8 | Wheaton Precious Metals | 59.93 Bn | 55.35 Bn | 687.86 Mn | 21.54% |
| 9 | Franco Nevada | 46.57 Bn | 43.94 Bn | 451.00 Mn | 18.08% |
| 10 | WisdomTree | 3.18 Bn | 1.39 Bn | - | 18.10% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 18.10% |
| Mar 31, 2026 | 13.81% |
| Dec 31, 2025 | 27.73% |
| Sep 30, 2025 | 23.56% |
| Jun 30, 2025 | 16.78% |
| Mar 31, 2025 | 16.97% |
| Dec 31, 2024 | 17.21% |
| Sep 30, 2024 | 14.25% |
| Jun 30, 2024 | 17.48% |
| Mar 31, 2024 | 26.05% |
| Dec 31, 2023 | 23.35% |
| Sep 30, 2023 | 11.89% |
| Jun 30, 2023 | 31.76% |
| Mar 31, 2023 | 24.73% |
| Dec 31, 2022 | 15.89% |
| Sep 30, 2022 | 30.58% |
| Jun 30, 2022 | 5.78% |
| Mar 31, 2022 | 9.33% |
| Dec 31, 2021 | 18.78% |
| Sep 30, 2021 | 9.68% |
API Access
WisdomTree Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=WT&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=WT&period=max&api_key=YOUR_API_KEY");
const data = await res.json();