Company / Return on Equity (ROE)
WisdomTree Investments, Inc. Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
26.4%
FY2025
5-year range
16.6% / 26.4%
FY2021-FY2025
Trend
+58.2%
vs FY2024
Sector context
#44 of 390
Financials
What the data says
WisdomTree Investments, Inc.'s return on equity (roe) of 26.4% is higher than 89% of companies in the Financials sector (FY2025). Return on Equity (ROE) has fluctuated over the past 10 years, ranging from -13.4% in FY2020 to 26.4% in FY2025.
Based on SEC 10-K filings.
26.4% in FY2025 with a 5-year CAGR of +39.8%. Top quartile in the Financials sector.
Improved from 25.1% to 26.4% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- +9.8pp
- 5-Year Change
- +39.8pp
- 10-Year Change
- -
Sector benchmark
+50.2% above sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) increased 58.2% year-over-year.
- Currently 8.8pp above the Financials sector average.
- Lowest return on equity (roe) in the period was in FY2020.
Company context
Key Data Points
- Altman Z-Score 1.06 (distress zone, below 1.8 threshold)
- High earnings quality (cash-backed earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 26.4% | +58.2% |
| FY2024 | 16.7% | -33.5% |
| FY2023 | 25.1% | +51.1% |
| FY2022 | 16.6% | -10.3% |
| FY2021 | 18.5% | +238.0% |
| FY2020 | -13.4% | -333.3% |
| FY2019 | -3.1% | -130.2% |
| FY2018 | 10.2% | -27.5% |
| FY2017 | 14.1% | +8.5% |
| FY2016 | 13.0% | -72.5% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026