WisdomTree (WT) Tax Rate (2011 - 2026)
WisdomTree (WT) recorded Tax Rate of 24.36% in Q2 2026, up 2.11 percentage points from 22.26% a year earlier and up 82.99 percentage points from the prior quarter.
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Analysis
WisdomTree (WT) Tax Rate (2011 - 2026) Analysis & Trends
On a TTM basis, WisdomTree's Tax Rate came in at 34.75% as of Jun 30, 2026, up 6.76 percentage points year-over-year; for FY2025, it was 23.26%, down 6.83 percentage points from FY2024.
- Annual Tax Rate has a five-year change of +24.49 percentage points (FY2020 to FY2025).
- Across earlier years, Tax Rate came in at 30.09% in FY2024 (+16.26 pp), 13.83% in FY2023 (+40.70 pp), -26.87% in FY2022 (-39.00 pp) and 12.13% in FY2021 (+13.36 pp).
- Quarterly Tax Rate has ranged from -58.63% in Q1 2026 to 216.01% in Q3 2024 over the past five years.
- On a year-over-year basis, Tax Rate rose in three of the last eight quarters, with an average year-over-year change of -10.14 percentage points.
- Peak year-over-year performance for Tax Rate in the last five years was a gain of 185.00 percentage points in Q3 2024, against a drop of 182.76 percentage points in Q3 2025 at the low end.
- Per Business Quant, the preceding three quarters came in at -58.63% (Q1 2026), 20.68% (Q4 2025) and 33.26% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 177.74 Bn | 123.87 Bn | - | 24.90% |
| 2 | Spdr Gold Trust | 137.34 Bn | -420.66 Bn | - | - |
| 3 | Blackstone | 89.53 Bn | 79.51 Bn | - | 16.11% |
| 4 | Brookfield | 84.42 Bn | -98.89 Bn | - | - |
| 5 | Kkr | 80.73 Bn | 878.42 Mn | - | 17.91% |
| 6 | Brookfield Asset Management | 74.22 Bn | 69.03 Bn | - | 12.14% |
| 7 | Apollo Global Management | 67.11 Bn | -15.68 Bn | 10.56 Bn | 15.94% |
| 8 | Wheaton Precious Metals | 60.43 Bn | 55.85 Bn | 687.86 Mn | 15.78% |
| 9 | Franco Nevada | 46.51 Bn | 43.88 Bn | 451.00 Mn | 22.86% |
| 10 | WisdomTree | 3.26 Bn | 1.47 Bn | - | 24.36% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 24.36% |
| Dec 31, 2025 | 20.68% |
| Sep 30, 2025 | 33.26% |
| Jun 30, 2025 | 22.26% |
| Mar 31, 2025 | 18.90% |
| Dec 31, 2024 | 20.15% |
| Sep 30, 2024 | 216.01% |
| Jun 30, 2024 | 26.31% |
| Mar 31, 2024 | 20.50% |
| Dec 31, 2023 | 22.97% |
| Sep 30, 2023 | 31.01% |
| Jun 30, 2023 | 6.15% |
| Mar 31, 2023 | 7.85% |
| Sep 30, 2022 | 3.93% |
| Jun 30, 2022 | 25.03% |
| Dec 31, 2021 | 26.74% |
| Sep 30, 2021 | 7.90% |
| Jun 30, 2021 | 19.46% |
| Sep 30, 2020 | 123.73% |
| Sep 30, 2019 | 51.92% |
API Access
WisdomTree Tax Rate 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=tax-rate&ticker=WT&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "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=tax-rate&ticker=WT&period=max&api_key=YOUR_API_KEY");
const data = await res.json();