WisdomTree Inc. Strategic Asset Allocation Index
WisdomTree Inc. strategic asset allocation index. WisdomTree Inc. (WT) has a Strategic Asset Allocation Index of 6.8% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $28.64 Million) total $28.64 Million, measured against net assets of $418.52 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See net asset quality index of WisdomTree Inc. to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of WisdomTree Inc. (2016–2025)
Strategic asset allocation index of WisdomTree Inc. from 2016 to 2025. This chart shows how WisdomTree Inc.'s Strategic Asset Allocation Index has evolved across 10 annual periods from 2016 to 2025. As of June 2026, the index stands at 6.8%, representing strategic assets of $28.64 Million against net assets of $418.52 Million USD. Check how tangible is WisdomTree Inc.'s equity to evaluate the tangible quality of the company's equity base.
WisdomTree Inc. Strategic Asset Allocation Index by Year (2016–2025)
WisdomTree Inc. strategic asset allocation index by year from 2016 to 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 live market cap and overall valuation, see WT market cap overview.
| 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 | — |