WisdomTree (WT) Tax Rate (2011 - 2026)
WisdomTree's (WT) quarterly Tax Rate came in at 58.63% in Q1 2026, down 7753.0% YoY from 0.77% in Q1 2025, and down 412.87% on a QoQ basis from 18.74% in Q4 2025.
WisdomTree (WT) Tax Rate (2011 - 2026) Analysis & Trends
WisdomTree (WT) has 14 years of Tax Rate data on file, last reported at 58.63% in 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 declined to 58.63% in Q1 2026, from 18.74% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 216.01% in Q3 2024 to a low of 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 tumbled 18276 bps.
- Tracing WT's Tax Rate over 5 years: stood at 0.07% in 2022, then surged by 30863 bps to 22.97% in 2023, then retreated by 12 bps to 20.15% in 2024, then retreated by 7 bps to 18.74% in 2025, then tumbled by 413 bps to 58.63% in 2026.
- The last three Tax Rate figures came in at 58.63% (Q1 2026), 18.74% (Q4 2025), and 33.26% (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 24.90% |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 16.11% |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | 17.91% |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | - |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 12.14% |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 15.94% |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 21.96% |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 22.82% |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 25.59% |
| 10 | WisdomTree | 3.37 Bn | 3.07 Bn | - | 24.36% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 24.36% |
| Jun 30, 2026 | 24.36% |
| Jun 30, 2026 | 24.36% |
| 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% |