WisdomTree annual return on equity
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
WisdomTree Return on Equity (ROE) Growth & History (WT)
WisdomTree's return on equity was 26.83% for fiscal 2025.
View full WisdomTree company overviewWisdomTree annual return on equity history
| Fiscal year | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| 2025 | 2025-12-31 | 26.83% | +10.34 pp |
| 2024 | 2024-12-31 | 16.49% | −12.21 pp |
| 2023 | 2023-12-31 | 28.69% | +11.07 pp |
| 2022 | 2022-12-31 | 17.63% | −0.96 pp |
| 2021 | 2021-12-31 | 18.59% | +30.40 pp |
| 2020 | 2020-12-31 | −11.81% | −8.82 pp |
| 2019 | 2019-12-31 | −3.00% | −16.29 pp |
| 2018 | 2018-12-31 | 13.29% | −0.51 pp |
| 2017 | 2017-12-31 | 13.80% | +1.79 pp |
| 2016 | 2016-12-31 | 12.00% | −26.23 pp |
| 2015 | 2015-12-31 | 38.23% | −3.40 pp |
| 2014 | 2014-12-31 | 41.63% | −22.76 pp |
| 2013 | 2013-12-31 | 64.39% | +35.70 pp |
| 2012 | 2012-12-31 | 28.68% | +14.33 pp |
| 2011 | 2011-12-31 | 14.35% | +59.74 pp |
| 2010 | 2010-12-31 | −45.39% | — |
WisdomTree quarterly return on equity
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Q3.18
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Q2.23
Q3.23
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Q2.25
Q3.25
Q4.25
Q1.26
Q2.26
| Fiscal quarter | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| Q2 2026 | 2026-06-30 | 9.91% | +4.15 pp |
| Q1 2026 | 2026-03-31 | −5.21% | −11.25 pp |
| Q4 2025 | 2025-12-31 | 10.17% | +3.12 pp |
| Q3 2025 | 2025-09-30 | 4.81% | +5.91 pp |
| Q2 2025 | 2025-06-30 | 5.76% | +0.75 pp |
| Q1 2025 | 2025-03-31 | 6.04% | +0.73 pp |
| Q4 2024 | 2024-12-31 | 7.05% | +2.71 pp |
| Q3 2024 | 2024-09-30 | −1.09% | −3.89 pp |
| Q2 2024 | 2024-06-30 | 5.01% | −8.95 pp |
| Q1 2024 | 2024-03-31 | 5.31% | +0.11 pp |
| Q4 2023 | 2023-12-31 | 4.34% | +13.21 pp |
| Q3 2023 | 2023-09-30 | 2.80% | −24.75 pp |
| Q2 2023 | 2023-06-30 | 13.96% | +10.82 pp |
| Q1 2023 | 2023-03-31 | 5.20% | +9.13 pp |
| Q4 2022 | 2022-12-31 | −8.87% | −13.09 pp |
| Q3 2022 | 2022-09-30 | 27.55% | +25.30 pp |
| Q2 2022 | 2022-06-30 | 3.14% | −3.49 pp |
| Q1 2022 | 2022-03-31 | −3.93% | −9.53 pp |
| Q4 2021 | 2021-12-31 | 4.22% | +9.15 pp |
| Q3 2021 | 2021-09-30 | 2.25% | +2.34 pp |
| Q2 2021 | 2021-06-30 | 6.63% | +10.96 pp |
| Q1 2021 | 2021-03-31 | 5.61% | +8.21 pp |
| Q4 2020 | 2020-12-31 | −4.93% | +2.45 pp |
| Q3 2020 | 2020-09-30 | −0.09% | −1.23 pp |
| Q2 2020 | 2020-06-30 | −4.33% | −5.01 pp |
| Q1 2020 | 2020-03-31 | −2.61% | −5.05 pp |
| Q4 2019 | 2019-12-31 | −7.37% | −4.21 pp |
| Q3 2019 | 2019-09-30 | 1.14% | −4.93 pp |
| Q2 2019 | 2019-06-30 | 0.68% | −5.35 pp |
| Q1 2019 | 2019-03-31 | 2.45% | −2.33 pp |
| Q4 2018 | 2018-12-31 | −3.16% | −3.28 pp |
| Q3 2018 | 2018-09-30 | 6.07% | +2.14 pp |
| Q2 2018 | 2018-06-30 | 6.03% | −0.02 pp |
| Q1 2018 | 2018-03-31 | 4.78% | +1.33 pp |
| Q4 2017 | 2017-12-31 | 0.12% | −1.10 pp |
| Q3 2017 | 2017-09-30 | 3.93% | +0.09 pp |
| Q2 2017 | 2017-06-30 | 6.05% | +4.28 pp |
| Q1 2017 | 2017-03-31 | 3.45% | −2.06 pp |
| Q4 2016 | 2016-12-31 | 1.22% | −7.34 pp |
| Q3 2016 | 2016-09-30 | 3.85% | −6.22 pp |
| Q2 2016 | 2016-06-30 | 1.77% | −10.36 pp |
| Q1 2016 | 2016-03-31 | 5.51% | −1.10 pp |
| Q4 2015 | 2015-12-31 | 8.56% | +3.19 pp |
| Q3 2015 | 2015-09-30 | 10.07% | +3.59 pp |
| Q2 2015 | 2015-06-30 | 12.13% | +4.82 pp |
| Q1 2015 | 2015-03-31 | 6.60% | −18.06 pp |
| Q4 2014 | 2014-12-31 | 5.37% | −11.09 pp |
| Q3 2014 | 2014-09-30 | 6.47% | −11.49 pp |
| Q2 2014 | 2014-06-30 | 7.32% | −10.62 pp |
| Q1 2014 | 2014-03-31 | 24.66% | +10.66 pp |
| Q4 2013 | 2013-12-31 | 16.45% | +5.47 pp |
| Q3 2013 | 2013-09-30 | 17.96% | +6.88 pp |
| Q2 2013 | 2013-06-30 | 17.94% | +17.57 pp |
| Q1 2013 | 2013-03-31 | 14.00% | +10.28 pp |
| Q4 2012 | 2012-12-31 | 10.98% | +7.35 pp |
| Q3 2012 | 2012-09-30 | 11.08% | +4.75 pp |
| Q2 2012 | 2012-06-30 | 0.36% | −3.35 pp |
| Q1 2012 | 2012-03-31 | 3.72% | — |
| Q4 2011 | 2011-12-31 | 3.64% | — |
| Q3 2011 | 2011-09-30 | 6.33% | — |
| Q2 2011 | 2011-06-30 | 3.71% | — |
WisdomTree return on equity trends
Over the last five fiscal years, WisdomTree's return on equity increased from −11.81% to 26.83%, a change of +38.64 percentage points. The latest reported quarter, Q2 2026, shows 9.91%.
About the metric
What return on equity (ROE) means
Return on equity (ROE) measures how much net income a company generates relative to shareholders’ equity. It can help evaluate how efficiently equity capital is used, but unusually high or negative values may reflect leverage, losses, or a small equity base.
Calculation and source
How return on equity is calculated
TickerStat calculates ROE as SEC-reported net income divided by average stockholders’ equity at the beginning and end of the fiscal period. Periods with missing or non-positive average equity are omitted. Quarterly ROE uses quarterly net income and is not annualized. Fiscal periods can differ from calendar years, so exact period-end dates are included.
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