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
DateValue
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%