WisdomTree (WT) Return on Invested Capital [ROIC] (2018 - 2026)
WisdomTree (WT) posted Return on Invested Capital [ROIC] of 31.30% for Q2 2026, up 11.47 percentage points from 19.83% a year earlier and up 8.70 percentage points from the prior quarter.
Powered by 
Analysis
WisdomTree (WT) Return on Invested Capital [ROIC] (2018 - 2026) Analysis & Trends
For FY2025, WisdomTree's Return on Invested Capital [ROIC] came in at 27.00%, up 5.07 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] shows a three-year change of +8.05 percentage points (FY2022 to FY2025).
- In prior years, WisdomTree's Return on Invested Capital [ROIC] was 21.93% in FY2024 (+3.39 pp), 18.54% in FY2023 (-0.40 pp) and 18.95% in FY2022.
- The Q2 2026 figure stands as the highest quarterly Return on Invested Capital [ROIC] in data going back to Q3 2022.
- On a year-over-year basis, Return on Invested Capital [ROIC] increased in five of the last six quarters, with an average year-over-year change of +2.95 percentage points.
- The strongest year-over-year quarter for Return on Invested Capital [ROIC] in the past five years was Q2 2026, with a gain of 11.47 percentage points; the weakest was Q1 2026, with a drop of 0.71 percentage points.
- According to Business Quant data, Return on Invested Capital [ROIC] for the three prior quarters was 22.60% (Q1 2026), 24.31% (Q4 2025) and 20.01% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 174.92 Bn | 121.05 Bn | - | 9.86% |
| 2 | Spdr Gold Trust | 136.71 Bn | -421.29 Bn | - | - |
| 3 | Blackstone | 88.22 Bn | 78.20 Bn | - | 21.55% |
| 4 | Brookfield | 83.92 Bn | -99.40 Bn | - | - |
| 5 | Kkr | 79.85 Bn | -3.72 Mn | - | 5.98% |
| 6 | Brookfield Asset Management | 73.42 Bn | 68.22 Bn | - | 26.84% |
| 7 | Apollo Global Management | 65.92 Bn | -16.87 Bn | 10.56 Bn | 2.82% |
| 8 | Wheaton Precious Metals | 59.50 Bn | 54.92 Bn | 687.86 Mn | 18.69% |
| 9 | Franco Nevada | 46.38 Bn | 43.74 Bn | 451.00 Mn | - |
| 10 | WisdomTree | 3.22 Bn | 1.43 Bn | - | 31.30% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 31.30% |
| Mar 31, 2026 | 22.60% |
| Dec 31, 2025 | 24.31% |
| Sep 30, 2025 | 20.01% |
| Jun 30, 2025 | 19.83% |
| Mar 31, 2025 | 23.31% |
| Dec 31, 2024 | 22.77% |
| Sep 30, 2024 | 19.91% |
| Jun 30, 2024 | 19.13% |
| Mar 31, 2024 | 18.72% |
| Jun 30, 2023 | 13.74% |
| Mar 31, 2023 | 14.49% |
| Dec 31, 2022 | 13.80% |
| Sep 30, 2022 | 15.14% |
| Dec 31, 2020 | 15.43% |
| Mar 31, 2020 | 11.58% |
| Dec 31, 2019 | 0.00% |
| Sep 30, 2019 | 3.60% |
| Jun 30, 2019 | 7.60% |
| Mar 31, 2019 | 8.48% |
API Access
WisdomTree Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=WT&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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-invested-capital-%5Broic%5D&ticker=WT&period=max&api_key=YOUR_API_KEY");
const data = await res.json();