1. Home
  2. Companies
  3. WisdomTree Investments
  4. Financial Ratios
  5. ROA Ratio
WisdomTree Investments logo
WisdomTree Investments WETF

Quarterly report 2026-Q1
added 05-06-2026

report update icon

WisdomTree Investments ROA Ratio 2011-2026 | WETF

Annual ROA Ratio WisdomTree Investments

2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
7.47 6.45 10.86 4.9 4.8 -3.98 -1.11 3.91 10.67 10.47 27.35 27.66 36.35 17.39 7.26 -25.9 - -

All numbers in USD currency

Indicator range from annual reports

Maximum Minimum Average
36.35 -25.9 9.03

Quarterly ROA Ratio WisdomTree Investments

2026-Q1 2025-Q3 2025-Q2 2025-Q1 2024-Q4 2024-Q3 2024-Q2 2024-Q1 2023-Q4 2023-Q3 2023-Q2 2023-Q1 2022-Q4 2022-Q3 2022-Q2 2022-Q1 2021-Q4 2021-Q3 2021-Q2 2021-Q1 2020-Q4 2020-Q3 2020-Q2 2020-Q1 2019-Q4 2019-Q3 2019-Q2 2019-Q1 2018-Q4 2018-Q3 2018-Q2 2018-Q1 2017-Q4 2017-Q3 2017-Q2 2017-Q1 2016-Q4 2016-Q3 2016-Q2 2016-Q1 2015-Q4 2015-Q3 2015-Q2 2015-Q1 2014-Q4 2014-Q3 2014-Q2 2014-Q1 2013-Q4 2013-Q3 2013-Q2 2013-Q1 2012-Q4 2012-Q3 2012-Q2 2012-Q1 2011-Q4 2011-Q3 2011-Q2 2011-Q1
4.8 5.65 6.55 6.6 4.19 5.55 11.8 11.14 8.77 16.76 14.37 9.64 8.04 8.62 0.63 2.35 5.09 2.5 1.9 -1.3 -3.98 -5.24 -4.76 -3.02 -1.11 0.42 2.33 3.85 3.91 8.27 10.66 11.58 10.57 13.76 12.09 12.18 9.48 17.44 22.51 25.17 20.34 25.15 21.99 27.42 23.3 33.85 37.67 38.41 24.73 31.87 21.52 14.65 9.11 12.3 6.77 6.93 5.18 3.19 1.62 0.36

All numbers in USD currency

Indicator range from quarterly reporting

Maximum Minimum Average
38.41 -5.24 10.77

ROA Ratio of other stocks in the Diversified financials industry

Issuer ROA Ratio Price % 24h Market Cap Country
Puyi Puyi
PUYI
 		-5.82 - 33.93 % $ 811 M chinaChina
Бест Эффортс Банк Бест Эффортс Банк
ALBK
 		1.54 - - - russiaRussia
Арсагера Арсагера
ARSA
 		7.22 - - - russiaRussia
Jupai Holdings Limited Jupai Holdings Limited
JP
 		-2.58 - 0.98 % $ 12.7 M -
AssetMark Financial Holdings AssetMark Financial Holdings
AMK
 		7.6 - - $ 2.61 B usaUSA
Altisource Asset Management Corporation Altisource Asset Management Corporation
AAMC
 		-127.44 - -1.53 % $ 3.77 M usaUSA
CI Financial Corp CI Financial Corp
CIXX
 		4.76 - -0.7 % $ 2.9 B -
Ashford Ashford
AINC
 		-0.66 - 0.2 % $ 15.3 M usaUSA
Oaktree Strategic Income Corporation Oaktree Strategic Income Corporation
OCSI
 		-0.23 - - $ 251 M usaUSA
МЕРИДИАН МЕРИДИАН
MERF
 		-11.55 - - - russiaRussia
Русс-Инвест Русс-Инвест
RUSI
 		8.74 - - - russiaRussia
Сафмар Сафмар
SFIN
 		-0.87 - - - russiaRussia
Объединенные Кредитные Системы Объединенные Кредитные Системы
UCSS
 		3.38 - - - russiaRussia
Brookfield Asset Management Brookfield Asset Management
BAM
 		0.62 $ 46.18 -1.13 % $ 104 B canadaCanada
Daxor Corporation Daxor Corporation
DXR
 		-10.3 $ 10.6 -4.39 % $ 61.9 M usaUSA
Blucora Blucora
BCOR
 		43.62 - -0.29 % $ 1.31 B usaUSA
Equus Total Return, Inc. Equus Total Return, Inc.
EQS
 		-0.0 $ 1.37 -2.14 % $ 18.5 M usaUSA
Hennessy Advisors Hennessy Advisors
HNNA
 		6.21 $ 9.78 -0.2 % $ 76.2 M usaUSA
Atlas Corp. Atlas Corp.
ATCO
 		3.92 - -0.1 % $ 4.45 B chinaChina
Investcorp Credit Management BDC, Inc. Investcorp Credit Management BDC, Inc.
ICMB
 		-8.31 $ 1.2 -0.41 % $ 16.5 M usaUSA
BrightSphere Investment Group BrightSphere Investment Group
BSIG
 		11.82 - -0.11 % $ 1.09 B britainBritain
FS KKR Capital Corp. FS KKR Capital Corp.
FSK
 		-5.6 $ 10.7 -2.46 % $ 1.32 B usaUSA
Tekla Healthcare Investors Tekla Healthcare Investors
HQH
 		21.06 $ 19.12 -0.42 % $ 819 M usaUSA
Tekla Life Sciences Investors Tekla Life Sciences Investors
HQL
 		20.07 $ 16.92 -2.03 % $ 392 M usaUSA
KKR & Co. KKR & Co.
KKR
 		0.58 $ 93.4 -2.16 % $ 83.3 B usaUSA
Capital Southwest Corporation Capital Southwest Corporation
CSWC
 		1.26 $ 23.21 -1.44 % $ 1.31 B usaUSA
Golub Capital BDC, Inc. Golub Capital BDC, Inc.
GBDC
 		1.23 $ 13.04 -1.14 % $ 1.94 B usaUSA
Apollo Investment Corporation Apollo Investment Corporation
AINV
 		-4.04 - 0.52 % $ 730 M usaUSA
BlackRock Capital Investment Corporation BlackRock Capital Investment Corporation
BKCC
 		-20.29 - - $ 257 M usaUSA
Ares Management Corporation Ares Management Corporation
ARES
 		1.49 $ 125.65 -3.72 % $ 41.4 B usaUSA
Central Securities Corp. Central Securities Corp.
CET
 		7.11 - 1.35 % $ 930 M usaUSA
Capitala Finance Corp. Capitala Finance Corp.
CPTA
 		-10.81 - 2.17 % $ 68.9 M usaUSA
BNY Mellon Municipal Income, Inc. BNY Mellon Municipal Income, Inc.
DMF
 		0.94 - -0.29 % $ 144 M usaUSA
Eaton Vance Corp. Eaton Vance Corp.
EV
 		2.8 - -0.98 % $ 8.58 B usaUSA
First Eagle Alternative Capital BDC, Inc. First Eagle Alternative Capital BDC, Inc.
FCRD
 		-5.97 - -3.61 % $ 141 M usaUSA
Diamond Hill Investment Group Diamond Hill Investment Group
DHIL
 		18.73 - - $ 483 M usaUSA
Harvest Capital Credit Corporation Harvest Capital Credit Corporation
HCAP
 		44.63 - - $ 57.7 M usaUSA
Medley Management Inc. Medley Management Inc.
MDLY
 		-7.49 - - $ 18.3 M usaUSA
Puhui Wealth Investment Management Co., Ltd. Puhui Wealth Investment Management Co., Ltd.
PHCF
 		-60.72 - - $ 5.54 M chinaChina
PennantPark Floating Rate Capital Ltd. PennantPark Floating Rate Capital Ltd.
PFLT
 		1.6 $ 8.09 -2.82 % $ 314 M usaUSA
PennantPark Investment Corporation PennantPark Investment Corporation
PNNT
 		-1.43 $ 3.86 -4.22 % $ 259 M usaUSA
Prospect Capital Corporation Prospect Capital Corporation
PSEC
 		-0.31 $ 2.23 -2.19 % $ 904 M usaUSA
180 Degree Capital Corp. 180 Degree Capital Corp.
TURN
 		1.11 - 5.13 % $ 51.9 M usaUSA
Rand Capital Corporation Rand Capital Corporation
RAND
 		1.22 $ 10.15 -2.65 % $ 23 M usaUSA
Waddell & Reed Financial, Inc. Waddell & Reed Financial, Inc.
WDR
 		6.3 - -0.04 % $ 1.55 B usaUSA
Affiliated Managers Group Affiliated Managers Group
AMG
 		7.78 $ 336.81 0.59 % $ 9.6 B usaUSA
Franklin Resources Franklin Resources
BEN
 		1.62 $ 31.33 -2.0 % $ 16.2 B usaUSA
Oxford Lane Capital Corp. Oxford Lane Capital Corp.
OXLC
 		-54.73 $ 9.64 -2.18 % $ 678 M usaUSA