WisdomTree, Inc.

WisdomTree, Inc.verified

WT

Price:

$17.97

Market Cap:

$2.75B

WisdomTree, Inc., an investment firm operating through its subsidiaries, primarily functions as a sponsor and manager of exchange-traded funds (ETFs). These ETFs span a diverse range of asset classes, including equities, currencies, fixed income, and alternative investments. Beyond fund management, the company extends its reach by licensing its unique, fundamentally weighted indexes to external entities for use in their own bespoke financial products. It also facilitates the integration of WisdomTree ETFs into 401(k) retirement plans through a dedicated platform. Additionally, WisdomTree provides specialized investment advisory services. Established in 1985, the company maintains its headqua...[Read more]

Industry

Asset Management

IPO Date

1993-03-04

Stock Exchange

NYSE

Ticker

WT

The ROE as of June 2026 (TTM) for WisdomTree, Inc. (WT) is 14.38%

According to WisdomTree, Inc.’s latest financial reports and current stock price. The company's current ROE is 14.38%. This represents a change of 267.56% compared to the average of 3.91% of the last 4 quarters.

WisdomTree, Inc. (WT) Historical ROE (quarterly & annually)

How has WT ROE performed in the past?

The mean historical ROE of WisdomTree, Inc. over the last ten years is 11.82%. The current 14.38% ROE has changed 21.65% with respect to the historical average. Over the past ten years (40 quarters), WT's ROE was at its highest in in the September 2022 quarter at 24.44%. The ROE was at its lowest in in the December 2022 quarter at -9.26%.

Quarterly (TTM)
Annual

Average

11.82%

Median

15.34%

Minimum

-13.39%

Maximum

26.38%

WisdomTree, Inc. (WT) ROE by Quarter and Year

Discovering the peaks and valleys of WisdomTree, Inc. ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 372.11%

Maximum Annual ROE = 26.38%

Minimum Annual Increase = -238.03%

Minimum Annual ROE = -13.39%

Quarterly (TTM)
Annual
YearROEChange
202526.38%58.22%
202416.67%-11.92%
202318.93%14.14%
202216.58%-10.27%
202118.48%-238.03%
2020-13.39%372.11%
2019-2.84%-127.74%
201810.22%-27.48%
201714.10%7.94%
201613.06%-61.74%

WisdomTree, Inc. (WT) Average ROE

How has WT ROE performed in the past?

The current ROE of WisdomTree, Inc. (WT) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

20.66%

5-year avg

19.41%

10-year avg

11.82%

WisdomTree, Inc. (WT) ROE vs. Peers

How is WT’s ROE compared to its peers?

WisdomTree, Inc.’s ROE is less than Acadian Asset Management (200.83%), less than Tri-Continental Corporation (13.09%), less than Grab Holdings Limited (5.81%), greater than Oxford Lane Capital Corp. (-40.42%), less than General American Investors Company, Inc. (10.59%), less than Central Securities Corp. (15.36%), less than PACS Group, Inc. (26.63%), less than Nicolet Bankshares, Inc. (9.01%), less than Northwest Bancshares, Inc. (7.30%), greater than Sixth Street Specialty Lending, Inc. (0.03%),

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