WisdomTree Inc. trailing returns
WisdomTree Inc.'s 10-year return is +10.7% a year (CAGR) (+175.3% cumulative). How WisdomTree Inc. (WT) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through October 20, 2026 — price return and dividends side by side, with the worst drop inside each window.
Trailing returns by period#
To 2026-10-20. Price return + dividends = total return. Per year (CAGR) for windows of a year or more, with the cumulative total return beneath. Worst drop: the deepest fall in the price from a high inside the window, and when it bottomed.
| Period | Price | DivsDividends | Total | Worst drop |
|---|---|---|---|---|
| 1 day | +1.3% | +0.0% | +1.3% | — |
| 5 days | +0.0% | +0.0% | +0.0% | -2.5%Oct 14 |
| 1 month | -6.3% | +0.0% | -6.3% | -13.8%Oct 14 |
| YTD | +77.3% | +0.9% | +78.1% | -24.4%Mar 20 |
| 1 year | +65.7% | +1.2% | +66.9% | -24.4%Mar 2026 |
| 5 years | +29.5% | +1.9% | +31.5%+292.6% | -37.1%Apr 2025 |
| 10 years | +8.5% | +2.2% | +10.7%+175.3% | -84.6%Mar 2020 |
| 20 years | +7.8% | +1.4% | +9.1%+471.8% | -94.2%Mar 2009 |
| Since inception (2004) | +12.9% | +1.3% | +14.2%+1748.7% | -94.2%Mar 2009 |
Growth of WT#
Actual level with dividends reinvested (solid); dashed lines are each window's constant-rate path from start to today.
- 5 years+31.5%/year · +292.6%
- 10 years+10.7%/year · +175.3%
- 20 years+9.1%/year · +471.8%
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-10-20). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Price return is the change in WT's closing price; total return reinvests dividends (from its split- and dividend-adjusted closes); the dividends column is the difference between the two. The worst drop is the largest fall in the closing price from a high to a later low inside the window, the way a drawdown is usually quoted. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
FAQ#
- What is WisdomTree Inc.'s 10-year return?
- Over the last 10 years, WisdomTree Inc. (WT) returned about +10.7% a year annualized (+175.3% cumulative total return).
- What is WisdomTree Inc.'s 20-year annualized return?
- Over the last 20 years, WisdomTree Inc. (WT) compounded at about +9.1% a year (+471.8% cumulative).
- What is WisdomTree Inc.'s return since inception?
- Since 2004, WisdomTree Inc. (WT) has compounded at about +14.2% a year — +1748.7% in total.