WisdomTree (WT) Tax Rate (2011 - 2026)
WisdomTree's (WT) quarterly Tax Rate came in at 24.36% in Q2 2026, up 211.0% on a YoY basis from 7.83% in Q2 2025, and up 141.55% quarter-over-quarter from 58.63% in Q1 2026.
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WisdomTree (WT) Tax Rate (2011 - 2026) Analysis & Trends
WisdomTree (WT) has reported Tax Rate for 14 consecutive years, with 24.36% the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Tax Rate rose 211.0% year-over-year to 24.36%; the trailing twelve-month figure through Jun 2026 stood at 34.75% (up 636.0% YoY), and the FY2025 full-year result was 23.26%, down 725.0% from the prior year.
- Tax Rate advanced to 24.36% in Q2 2026 per WT's latest filing, from 58.63% 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.
- Historically, Tax Rate has averaged 29.91% across 5 years, with a median of 21.78% in 2024.
- The sharpest annual moves came in 2024 and 2025: Tax Rate soared 18500 bps in 2024, then plunged 18276 bps in 2025.
- Over 5 years, Tax Rate stood at 0.07% in 2022, then jumped by 77296 bps to 57.41% in 2023, then sank by 63 bps to 21.31% in 2024, then declined by 3 bps to 20.68% in 2025, then climbed by 18 bps to 24.36% in 2026.
- According to Business Quant data, Tax Rate over the past three periods registered 24.36%, 58.63%, and 20.68% for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 166.84 Bn | 152.97 Bn | - | 24.90% |
| 2 | Spdr Gold Trust | 146.01 Bn | -412.00 Bn | - | - |
| 3 | Ishares Gold Trust | 30.54 Bn | -29.57 Bn | - | - |
| 4 | World Gold Trust | 29.53 Bn | -73.54 Bn | - | - |
| 5 | Principal Financial | 24.58 Bn | -28.39 Bn | 1.91 Bn | 13.30% |
| 6 | iShares Silver Trust | 22.65 Bn | -5.56 Bn | - | - |
| 7 | Franklin Resources | 17.60 Bn | 13.88 Bn | - | 31.17% |
| 8 | Invesco | 14.52 Bn | 13.60 Bn | 1.79 Bn | 25.58% |
| 9 | Affiliated Managers | 9.42 Bn | 9.01 Bn | - | 22.77% |
| 10 | WisdomTree | 3.59 Bn | 3.30 Bn | - | 24.36% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 24.36% |
| Mar 31, 2026 | -58.63% |
| Dec 31, 2025 | 20.68% |
| Sep 30, 2025 | 33.26% |
| Jun 30, 2025 | 22.26% |
| Mar 31, 2025 | 18.90% |
| Dec 31, 2024 | 21.31% |
| Sep 30, 2024 | 216.01% |
| Jun 30, 2024 | 26.31% |
| Mar 31, 2024 | 20.50% |
| Dec 31, 2023 | 57.41% |
| Sep 30, 2023 | 31.01% |
| Jun 30, 2023 | 6.15% |
| Mar 31, 2023 | 7.85% |
| Dec 31, 2022 | 0.07% |
| Sep 30, 2022 | 3.93% |
| Jun 30, 2022 | 25.03% |
| Mar 31, 2022 | 61.96% |
| Dec 31, 2021 | 59.66% |
| Sep 30, 2021 | 7.90% |