WisdomTree Inc. (WT) — Strategic Asset Allocation Index
WisdomTree Inc. (WT) has a Strategic Asset Allocation Index of 6.8% as of December 2025. Strategic assets (PP&E of $3.19 Million plus long-term investments of $29.07 Million) total $32.27 Million, measured against net assets of $475.02 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check WT financial resilience to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
WisdomTree Inc. Strategic Asset Allocation Index (2016–2025)
This chart shows how WisdomTree Inc.'s Strategic Asset Allocation Index has evolved across 10 annual periods from 2016 to 2025. As of December 2025, the index stands at 6.8%, representing strategic assets of $32.27 Million against net assets of $475.02 Million USD. See WT free cash flow debt coverage to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for WisdomTree Inc. (2016–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for WisdomTree Inc. from 2016 to 2025, covering 10 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see WisdomTree Inc. market cap and net worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 7.8% | $32.27 Million | $3.19 Million | $29.07 Million | $413.67 Million | ▲ +5.2 pp |
| 2024 | 2.6% | $10.34 Million | $1.22 Million | $9.13 Million | $399.98 Million | ▲ +0.6 pp |
| 2023 | 2.0% | $10.90 Million | $990.00K | $9.91 Million | $541.71 Million | ▼ -10.4 pp |
| 2022 | 12.4% | $37.97 Million | $1.99 Million | $35.98 Million | $305.61 Million | ▲ +6.6 pp |
| 2021 | 5.8% | $15.62 Million | $1.08 Million | $14.55 Million | $269.42 Million | ▼ -6.4 pp |
| 2020 | 12.2% | $32.47 Million | $23.91 Million | $8.56 Million | $266.26 Million | ▼ -2.6 pp |
| 2019 | 14.8% | $54.34 Million | $26.29 Million | $28.05 Million | $367.55 Million | ▼ -1.2 pp |
| 2018 | 16.0% | $57.38 Million | $9.12 Million | $48.26 Million | $358.33 Million | ▲ +10.5 pp |
| 2017 | 5.5% | $10.69 Million | $10.69 Million | $- | $192.95 Million | ▼ -0.3 pp |
| 2016 | 5.9% | $11.75 Million | $11.75 Million | $- | $200.27 Million | — |