Company / Total Assets
WisdomTree Investments, Inc. Total Assets History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Total Assets
$1.5B
FY2025
5-year range
$944.1M / $1.5B
FY2021-FY2025
Trend
+46.4%
vs FY2024
Sector context
#373 of 404
Financials
What the data says
Among 404 Financials companies, WisdomTree Investments, Inc. is in the bottom 8% for total assets. Total Assets has fluctuated over the past 10 years, ranging from $250M in FY2016 to $1.5B in FY2025.
Based on SEC 10-K filings.
$1.5B in FY2025 with a 5-year CAGR of +11.0%.
Improved from $944M to $1.5B over the past 2 years.
Financials sector context is included.
Total Assets over time
Growth rates
- 3-Year CAGR
- +13.5%
- 5-Year CAGR
- +11.0%
- 10-Year CAGR
- -
Sector benchmark
Bottom 8% in FinancialsTop 92% of 404This company $1.5B Sector average $91.9B
▼
-98.4% below sector average
Key checks
Key Insights
- 5-year CAGR of +11.0%, indicating consistent growth.
- In FY2025, total assets increased 46.4% year-over-year.
- Ranks #373 out of 404 companies in the Financials sector.
- Lowest total assets in the period was in FY2016.
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 | Total AssetsValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $1.5B | +46.4% |
| FY2024 | $1.0B | +9.5% |
| FY2023 | $944.1M | -8.7% |
| FY2022 | $1.0B | -0.4% |
| FY2021 | $1.0B | +15.7% |
| FY2020 | $896.7M | -4.1% |
| FY2019 | $935.2M | -0.2% |
| FY2018 | $937.5M | +267.7% |
| FY2017 | $255.0M | +2.1% |
| FY2016 | $249.8M | -14.7% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026