WisdomTree (WT) Tax Rate (2011 - 2026)
WisdomTree posted quarterly Tax Rate of 58.63% for Q1 2026, down 7753.0% year-on-year from 0.77% in Q1 2025, and down 383.46% on a QoQ basis from 20.68% in Q4 2025.
WisdomTree (WT) has 14 years of Tax Rate data on file, last reported 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.
- Across five years, Tax Rate topped out at 216.01% in Q3 2024 and bottomed at 58.63% in Q1 2026.
- The 5-year median for Tax Rate is 20.68% (2025), against an average of 27.99%.
- The widest annual swing landed in 2024, when Tax Rate surged 18500 bps; it then sank 18276 bps in 2025.
- A 5-year view of Tax Rate shows it stood at 4.5% in 2022, then jumped by 653 bps to 24.91% in 2023, then fell by 19 bps to 20.15% in 2024, then increased by 3 bps to 20.68% in 2025, then tumbled 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 | 158.51 Bn | 148.89 Bn | - | 18.16 |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 13.55 |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 40.05 |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 15.80 |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 598.59 |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 21.16 |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 20.02 |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 24.99 |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 19.13 |
| 10 | WisdomTree | 2.65 Bn | 2.02 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 |
| Sep 30, 2023 | 31.01 |
| Sep 30, 2023 | 31.01 |
| Jun 30, 2023 | 6.15 |
| Jun 30, 2023 | 6.15 |
| Mar 31, 2023 | 7.85 |
| Mar 31, 2023 | 7.85 |
| Dec 31, 2022 | -4.50 |
| Dec 31, 2022 | -4.50 |
| Sep 30, 2022 | 3.93 |
| Sep 30, 2022 | 3.93 |
| Jun 30, 2022 | 25.03 |
| Jun 30, 2022 | 25.03 |
| Mar 31, 2022 | 61.96 |
| Mar 31, 2022 | 61.96 |
| Dec 31, 2021 | 24.67 |
| Dec 31, 2021 | 24.67 |
| Sep 30, 2021 | 7.90 |
| Sep 30, 2021 | 7.90 |
| Jun 30, 2021 | 19.46 |
| Jun 30, 2021 | 19.46 |
| Mar 31, 2021 | -14.94 |
| Mar 31, 2021 | -14.94 |
| Dec 31, 2020 | -19.47 |
| Dec 31, 2020 | -19.47 |
| Sep 30, 2020 | 123.73 |
| Sep 30, 2020 | 123.73 |
| Jun 30, 2020 | 5.72 |
| Jun 30, 2020 | 5.72 |
| Mar 31, 2020 | 21.54 |
| Mar 31, 2020 | 21.54 |
| Dec 31, 2019 | -15.77 |
| Dec 31, 2019 | -15.77 |
| Sep 30, 2019 | 51.92 |
| Sep 30, 2019 | 51.92 |
| Jun 30, 2019 | 59.13 |
| Jun 30, 2019 | 59.13 |
| Mar 31, 2019 | -13.49 |
| Mar 31, 2019 | -13.49 |
| Dec 31, 2018 | 8.20 |
| Dec 31, 2018 | 8.20 |
| Sep 30, 2018 | 19.91 |
| Sep 30, 2018 | 19.91 |
| Jun 30, 2018 | 24.61 |
| Jun 30, 2018 | 24.61 |
| Mar 31, 2018 | 32.31 |
| Mar 31, 2018 | 32.31 |
| Dec 31, 2017 | 95.79 |
| Dec 31, 2017 | 95.79 |
| Sep 30, 2017 | 48.53 |
| Sep 30, 2017 | 48.53 |
| Jun 30, 2017 | 45.53 |
| Jun 30, 2017 | 45.53 |
| Mar 31, 2017 | 53.58 |
| Mar 31, 2017 | 53.58 |
| Dec 31, 2016 | 70.89 |
| Dec 31, 2016 | 70.89 |
| Sep 30, 2016 | 44.08 |
| Sep 30, 2016 | 44.08 |
| Jun 30, 2016 | 67.27 |
| Jun 30, 2016 | 67.27 |
| Mar 31, 2016 | 44.30 |
| Mar 31, 2016 | 44.30 |
| Dec 31, 2015 | 42.48 |
| Dec 31, 2015 | 42.48 |
| Sep 30, 2015 | 41.09 |
| Sep 30, 2015 | 41.09 |
| Jun 30, 2015 | 40.95 |
| Jun 30, 2015 | 40.95 |
| Mar 31, 2015 | 42.62 |
| Mar 31, 2015 | 42.62 |
| Dec 31, 2014 | -32.05 |
| Dec 31, 2014 | -32.05 |
| Sep 30, 2014 | 47.56 |
| Sep 30, 2014 | 47.56 |
| Jun 30, 2014 | 47.34 |
| Jun 30, 2014 | 47.34 |
| Mar 31, 2014 | -83.29 |
| Mar 31, 2014 | -83.29 |
| Sep 30, 2011 | -45.99 |
| Sep 30, 2011 | -45.99 |
| Jun 30, 2011 | -46.01 |
| Jun 30, 2011 | -46.01 |