What is WisdomTree's invested capital?

WisdomTree (WT) reported invested capital of -$148.15M in Q1 2026.

How has WisdomTree's invested capital changed year-over-year?

WisdomTree's invested capital decreased by 137.7% year-over-year, from $393.25M to -$148.15M.

What is the long-term trend for WisdomTree's invested capital?

Over 5 years (2020 to 2025), WisdomTree's invested capital has grown at a -13.3% compound annual growth rate (CAGR), from $213.41M to $104.72M.

What does invested capital mean?

Total debt plus shareholders' equity minus cash, at the quarter end. The capital actually put to work in the operating business — the denominator of return on invested capital (ROIC).

WisdomTree WT Invested capital

Discontinued — last reported Q1 '26

Invested capital at other companies

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18.8%+0.1pp

BeldenBDC

12.2%+0.5pp

Envista Holdings CorporationNVST

3.4%+1.8pp

Liberty Broadband CorporationLBRDK

-0.3%-0.1pp

Archer AviationACHR

-129.7%-62.3pp

Kiniksa Pharmaceuticals International, plcKNSA

17.5%+14.2pp

Other financials

Income statement

See full

Revenue$159.5M+47.5%

Operating income$59.4M+73.7%

Net income-$23.1M-194%

EPS (diluted)-$0.17-200%

Balance sheet

See full

Cash & equivalents$625.5M+1,658%

Total debt$2.3M-82.3%

Total equity$475.0M+14.3%

Total assets$1.8B+74.4%

Cash flow

See full

Operating cash flow$18.0M+182%

CapEx$28.0K-9.7%

Free cash flow$17.9M+183%

Valuation

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Market cap$2.8B+57.2%

Enterprise value$2.18B+11.6%

P/E45.7×+19.9×

P/S5.1×+1.1×

Profitability

See full

Gross margin82.5%—

Operating margin36.6%+3.9pp

Net margin11.3%-4.5pp

FCF margin29.2%+1.7pp

Returns & leverage

See full

Return on equity13.8%-2.7pp

Debt / equity0×0.0×

Current ratio4.6×+0.7×

Where this comes from

Calculated from WisdomTree’s reported figures.

$2.3Mtotal debt+$475.0Mtotal stockholders equity−$625.5Mcash and equivalents=-$148.15M

The official record: WisdomTree’s 10-Q, filed May 6, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is WisdomTree's invested capital?: WisdomTree (WT) reported invested capital of -$148.15M in Q1 2026.
How has WisdomTree's invested capital changed year-over-year?: WisdomTree's invested capital decreased by 137.7% year-over-year, from $393.25M to -$148.15M.
What is the long-term trend for WisdomTree's invested capital?: Over 5 years (2020 to 2025), WisdomTree's invested capital has grown at a -13.3% compound annual growth rate (CAGR), from $213.41M to $104.72M.
What does invested capital mean?: Total debt plus shareholders' equity minus cash, at the quarter end. The capital actually put to work in the operating business — the denominator of return on invested capital (ROIC).