WisdomTree (WT) Tax Rate (2011 - 2026)
WisdomTree (WT) posted Tax Rate of 58.63% for Q1 2026, down 412.87% on a QoQ basis from 18.74% in Q4 2025, and down 7753.0% year-over-year from 0.77% in Q1 2025.
WisdomTree (WT) Tax Rate (2011 - 2026) Analysis & Trends
WisdomTree's Tax Rate history runs 14 years deep, the most recent figure standing at 58.63% for 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 was 58.63% for Q1 2026 at WisdomTree, down from 18.74% 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.
- 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 slumped 18276 bps.
- WisdomTree's Tax Rate stood at 0.07% in 2022, then jumped by 30863 bps to 22.97% in 2023, then slipped by 12 bps to 20.15% in 2024, then slipped by 7 bps to 18.74% in 2025, then sank by 413 bps to 58.63% in 2026.
- Business Quant data shows WT's Tax Rate at 58.63% in Q1 2026, 18.74% in Q4 2025, and 33.26% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | -1.22% |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 18.16% |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 13.55% |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 598.59% |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 21.16% |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 20.02% |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 24.99% |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 25.99% |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 23.43% |
| 10 | WisdomTree | 2.72 Bn | 2.09 Bn | - | -58.63% |
Historic Data
Download Data| Date | Value |
|---|---|
| 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% |
| Dec 31, 2024 | 20.15% |
| Sep 30, 2024 | 216.01% |
| Sep 30, 2024 | 216.01% |