WisdomTree (WT) Tax Rate (2011 - 2026)

WisdomTree (WT) posted Tax Rate of 58.63% for Q1 2026, down 412.87% on a QoQ basis from 18.74% in Q4 2025, and down 7753.0% year-over-year from 0.77% in Q1 2025.

WisdomTree (WT) Tax Rate (2011 - 2026) Analysis & Trends

WisdomTree's Tax Rate history runs 14 years deep, the most recent figure standing at 58.63% for Q1 2026.

  • Quarterly Tax Rate fell 7753.0% year-over-year to 58.63% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 35.89% (up 655.0% YoY) and the FY2025 annual result came in at 22.57%, down 752.0% from the prior year.
  • Tax Rate was 58.63% for Q1 2026 at WisdomTree, down from 18.74% in the prior quarter.
  • Across five years, Tax Rate topped out at 216.01% in Q3 2024 and bottomed at 58.63% in Q1 2026.
  • A 5-year average of 28.03% and a median of 20.5% in 2024 frame the typical range for Tax Rate.
  • Annual changes were most pronounced in 2024 — Tax Rate surged 18500 bps — and 2025, when it slumped 18276 bps.
  • WisdomTree's Tax Rate stood at 0.07% in 2022, then jumped by 30863 bps to 22.97% in 2023, then slipped by 12 bps to 20.15% in 2024, then slipped by 7 bps to 18.74% in 2025, then sank by 413 bps to 58.63% in 2026.
  • Business Quant data shows WT's Tax Rate at 58.63% in Q1 2026, 18.74% in Q4 2025, and 33.26% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -1.22%
2 BlackRock 161.01 Bn 148.08 Bn - 18.16%
3 Blackstone 97.77 Bn 96.72 Bn - 13.55%
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 598.59%
5 State Street 51.30 Bn 51.30 Bn - 21.16%
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 20.02%
7 Northern Trust 32.93 Bn 32.93 Bn - 24.99%
8 Raymond James Financial 32.59 Bn 17.67 Bn - 25.99%
9 Price T Rowe 24.70 Bn 21.13 Bn - 23.43%
10 WisdomTree 2.72 Bn 2.09 Bn - -58.63%

Historic Data

Download Data
DateValue
Mar 31, 2026 -58.63%
Mar 31, 2026 -58.63%
Mar 31, 2026 -58.63%
Dec 31, 2025 18.74%
Dec 31, 2025 18.74%
Dec 31, 2025 18.74%
Sep 30, 2025 33.26%
Sep 30, 2025 33.26%
Sep 30, 2025 33.26%
Jun 30, 2025 22.26%
Jun 30, 2025 22.26%
Jun 30, 2025 22.26%
Mar 31, 2025 18.90%
Mar 31, 2025 18.90%
Mar 31, 2025 18.90%
Dec 31, 2024 20.15%
Dec 31, 2024 20.15%
Dec 31, 2024 20.15%
Sep 30, 2024 216.01%
Sep 30, 2024 216.01%