WisdomTree (WT) Tax Rate (2011 - 2026)
WisdomTree (WT) reported Tax Rate of 58.63% for Q1 2026, down 7753.0% on a YoY basis from 0.77% in Q1 2025, and down 383.46% quarter-over-quarter from 20.68% in Q4 2025.
WisdomTree (WT) Tax Rate (2011 - 2026) Analysis & Trends
WisdomTree has reported Tax Rate for 14 years, with the latest figure at 58.63% in Q1 2026.
- For the quarter ending Q1 2026, Tax Rate fell 7753.0% year-over-year to 58.63%; the trailing twelve-month figure through Mar 2026 stood at 36.9% (up 756.0% YoY), and the FY2025 full-year result was 23.26%, down 683.0% from the prior year.
- Tax Rate for Q1 2026 stood at 58.63%, down from 20.68% in the prior quarter.
- The five-year high for Tax Rate was 216.01% in Q3 2024, with the low at 58.63% in Q1 2026.
- Historically, Tax Rate has averaged 27.99% across 5 years, with a median of 20.68% in 2025.
- Annual changes were most pronounced in 2024 — Tax Rate surged 18500 bps — and 2025, when it tumbled 18276 bps.
- WisdomTree's Tax Rate stood at 4.5% in 2022, then soared by 653 bps to 24.91% in 2023, then declined by 19 bps to 20.15% in 2024, then grew by 3 bps to 20.68% in 2025, then plunged by 383 bps to 58.63% in 2026.
- The last three Tax Rate figures came in at 58.63% (Q1 2026), 20.68% (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 | 163.18 Bn | 153.56 Bn | - | 18.16 |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 13.55 |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 40.05 |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 598.59 |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 21.16 |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 20.02 |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 24.99 |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | - |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 19.13 |
| 10 | WisdomTree | 2.52 Bn | 1.89 Bn | - | -58.63 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -58.63% |
| Mar 31, 2026 | -58.63% |
| Dec 31, 2025 | 20.68% |
| Dec 31, 2025 | 20.68% |
| Sep 30, 2025 | 33.26% |
| Sep 30, 2025 | 33.26% |
| Jun 30, 2025 | 22.26% |
| Jun 30, 2025 | 22.26% |
| Mar 31, 2025 | 18.90% |
| Mar 31, 2025 | 18.90% |
| Dec 31, 2024 | 20.15% |
| Dec 31, 2024 | 20.15% |
| Sep 30, 2024 | 216.01% |
| Sep 30, 2024 | 216.01% |
| Jun 30, 2024 | 26.31% |
| Jun 30, 2024 | 26.31% |
| Mar 31, 2024 | 20.50% |
| Mar 31, 2024 | 20.50% |
| Dec 31, 2023 | 24.91% |
| Dec 31, 2023 | 24.91% |