WisdomTree, Inc. (WT) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$28,477
Total Return
184.77%
CAGR
23.28%
Dividends
$960.88
Yield on Cost
9.61%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.92% |
| Median | +1.01% |
| Best | +36.77% |
| Worst | -19.98% |
| % of Windows Positive | 54.1% |
1-Year (252 Trading Days)
| Average | +24.66% |
| Median | +26.85% |
| Best | +118.94% |
| Worst | -24.32% |
| % of Windows Positive | 75.6% |
3-Year (756 Trading Days)
| Average | +107.03% |
| Median | +84.97% |
| Best | +206.30% |
| Worst | +34.71% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -36.98% |
| Average Drawdown | -13.62% |
| Drawdown Duration | 148 Trading Days |
| Sortino Ratio | 1.22 |
| Calmar Ratio | 0.63 |
| CVaR (5%) | -4.22% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +41.88% (+241.67% ann.) | +$4188.48 | $24.61 | $4.92 | $0.04 |
| 2025 | +17.12% | +$1712.32 | $114.69 | $22.94 | $0.18 |
| 2024 | +53.14% | +$5313.74 | $173.93 | $34.78 | $0.28 |
| 2023 | +29.08% | +$2907.60 | $221.44 | $44.29 | $0.36 |
| 2022 | -9.35% | $934.59 | $197.37 | $39.47 | $0.31 |
| 2021 | +16.13% | +$1613.06 | $225.62 | $45.12 | $0.36 |
| 2020 | +13.39% | +$1338.69 | $250.37 | $50.07 | $0.40 |
| 2019 | -26.04% | $2604.49 | $181.47 | $36.29 | $0.29 |
| 2018 | -46.45% | $4645.33 | $95.96 | $19.19 | $0.15 |
| 2017 | +15.66% | +$1566.37 | $290.39 | $58.08 | $0.47 |
| 2016 | -27.10% | $2709.74 | $205.96 | $41.19 | $0.33 |
| 2015 | +2.19% | +$218.98 | $365.96 | $73.19 | $0.59 |
| 2014 | -11.10% | $1109.99 | $45.17 | $9.03 | $0.07 |
| 2013 | +189.38% | +$18937.91 | $0.00 | $0.00 | $0.00 |
| 2012 | +1.16% | +$115.70 | $0.00 | $0.00 | $0.00 |
| 2011 | +45.78% | +$4578.31 | $0.00 | $0.00 | $0.00 |
| 2010 | +124.32% | +$12432.44 | $0.00 | $0.00 | $0.00 |
| 2009 | +164.29% | +$16428.55 | $0.00 | $0.00 | $0.00 |
| 2008 | -74.73% | $7472.92 | $0.00 | $0.00 | $0.00 |
| 2007 | -64.26% | $6425.81 | $0.00 | $0.00 | $0.00 |
| 2006 | +236.96% | +$23695.66 | $0.00 | $0.00 | $0.00 |
| 2005 | +32.95% | +$3294.80 | $0.00 | $0.00 | $0.00 |
| 2004 partial | +15.33% (+235.93% ann.) | +$1533.33 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | November 18, 2004 – October 9, 2007 | +170.00% | +41.04% | +$17000.00 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -85.90% | -75.01% | $8589.74 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +971.19% | +101.87% | +$97118.73 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | -15.43% | -2.19% | $1543.23 | $2520.88 | $504.17 | $4.04 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -53.33% | -99.98% | $5333.33 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +51.14% | +94.37% | +$5114.01 | $238.17 | $47.63 | $0.38 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +56.64% | +53.08% | +$5664.42 | $369.86 | $73.97 | $0.59 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -15.28% | -16.14% | $1527.82 | $196.72 | $39.34 | $0.31 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +82.20% | +38.22% | +$8219.68 | $383.26 | $76.65 | $0.61 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +77.36% | +44.09% | +$7735.82 | $183.60 | $36.72 | $0.30 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2014-11-07 | $0.0800 | 0.51% |
| 2015-02-13 | $0.0800 | 0.43% |
| 2015-05-11 | $0.0800 | 0.40% |
| 2015-08-10 | $0.0800 | 0.32% |
| 2015-11-06 | $0.3300 | 1.63% |
| 2016-02-12 | $0.0800 | 0.79% |
| 2016-05-09 | $0.0800 | 0.76% |
| 2016-08-08 | $0.0800 | 0.77% |
| 2016-11-07 | $0.0800 | 0.95% |
| 2017-02-13 | $0.0800 | 0.91% |
| 2017-05-08 | $0.0800 | 0.94% |
| 2017-08-07 | $0.0800 | 0.81% |
| 2017-11-07 | $0.0800 | 0.65% |
| 2018-02-13 | $0.0300 | 0.29% |
| 2018-05-08 | $0.0300 | 0.26% |
| 2018-08-07 | $0.0300 | 0.37% |
| 2018-11-06 | $0.0300 | 0.38% |
| 2019-02-12 | $0.0300 | 0.48% |
| 2019-05-07 | $0.0300 | 0.41% |
| 2019-08-06 | $0.0300 | 0.52% |
| 2019-11-05 | $0.0300 | 0.57% |
| 2020-02-11 | $0.0300 | 0.68% |
| 2020-05-12 | $0.0300 | 1.01% |
| 2020-08-11 | $0.0300 | 0.70% |
| 2020-11-09 | $0.0300 | 0.80% |
| 2021-02-09 | $0.0300 | 0.52% |
| 2021-05-11 | $0.0300 | 0.45% |
| 2021-08-10 | $0.0300 | 0.47% |
| 2021-11-09 | $0.0300 | 0.44% |
| 2022-02-08 | $0.0300 | 0.53% |
| 2022-05-10 | $0.0300 | 0.56% |
| 2022-08-09 | $0.0300 | 0.56% |
| 2022-11-08 | $0.0300 | 0.57% |
| 2023-02-14 | $0.0300 | 0.49% |
| 2023-05-09 | $0.0300 | 0.46% |
| 2023-08-08 | $0.0300 | 0.46% |
| 2023-11-07 | $0.0300 | 0.47% |
| 2024-02-13 | $0.0300 | 0.41% |
| 2024-05-07 | $0.0300 | 0.32% |
| 2024-08-07 | $0.0300 | 0.31% |
| 2024-11-06 | $0.0300 | 0.29% |
| 2025-02-12 | $0.0300 | 0.31% |
| 2025-05-14 | $0.0300 | 0.31% |
| 2025-08-13 | $0.0300 | 0.22% |
| 2025-11-12 | $0.0300 | 0.25% |
| 2026-02-11 | $0.0300 | 0.18% |
| Total | 46 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-11 | $46.37 | $9.27 | $0.08 | 5.6954 |
| 2021-08-10 | $46.54 | $9.31 | $0.08 | 5.7076 |
| 2021-11-09 | $46.71 | $9.34 | $0.08 | 5.5828 |
| 2022-02-08 | $46.88 | $9.38 | $0.08 | 6.6242 |
| 2022-05-10 | $47.08 | $9.41 | $0.08 | 7.0916 |
| 2022-08-09 | $47.29 | $9.46 | $0.08 | 7.0703 |
| 2022-11-08 | $47.50 | $9.50 | $0.08 | 7.3214 |
| 2023-02-14 | $47.72 | $9.54 | $0.08 | 6.2768 |
| 2023-05-09 | $47.91 | $9.58 | $0.08 | 5.7606 |
| 2023-08-08 | $48.08 | $9.62 | $0.08 | 5.9609 |
| 2023-11-07 | $48.26 | $9.65 | $0.08 | 6.0205 |
| 2024-02-13 | $48.44 | $9.69 | $0.08 | 5.3791 |
| 2024-05-07 | $48.60 | $9.72 | $0.08 | 4.2179 |
| 2024-08-07 | $48.73 | $9.75 | $0.08 | 4.0867 |
| 2024-11-06 | $48.85 | $9.77 | $0.08 | 3.6047 |
| 2025-02-12 | $48.96 | $9.79 | $0.08 | 4.0133 |
| 2025-05-14 | $49.08 | $9.82 | $0.08 | 4.1554 |
| 2025-08-13 | $49.20 | $9.84 | $0.08 | 2.8886 |
| 2025-11-12 | $49.29 | $9.86 | $0.08 | 3.3926 |
| 2026-02-11 | $49.39 | $9.88 | $0.08 | 2.4555 |
| Total | $960.88 | $192.17 | $1.54 | 103.3061 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.