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10-Year Return on Invested Incremental Capital (10-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 10-year. WisdomTree's 10-Year ROIIC % for the quarter that ended in Dec. 2024 was 5.13%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for WisdomTree's 10-Year ROIIC % or its related term are showing as below:
The historical data trend for WisdomTree's 10-Year ROIIC % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
WisdomTree Annual Data | |||||||||||||||||||||
Trend | Dec15 | Dec16 | Dec17 | Dec18 | Dec19 | Dec20 | Dec21 | Dec22 | Dec23 | Dec24 | |||||||||||
10-Year ROIIC % | Get a 7-Day Free Trial |
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- | 12.05 | 10.32 | 4.18 | 5.13 |
WisdomTree Quarterly Data | ||||||||||||||||||||
Mar20 | Jun20 | Sep20 | Dec20 | Mar21 | Jun21 | Sep21 | Dec21 | Mar22 | Jun22 | Sep22 | Dec22 | Mar23 | Jun23 | Sep23 | Dec23 | Mar24 | Jun24 | Sep24 | Dec24 | |
10-Year ROIIC % | Get a 7-Day Free Trial |
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4.18 | - | - | - | 5.13 |
For the Asset Management subindustry, WisdomTree's 10-Year ROIIC %, along with its competitors' market caps and 10-Year ROIIC % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
For the Asset Management industry and Financial Services sector, WisdomTree's 10-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where WisdomTree's 10-Year ROIIC % falls into.
WisdomTree's 10-Year ROIIC % for the quarter that ended in Dec. 2024 is calculated as:
10-Year ROIIC % | = | 10-Year Incremental Net Operating Profit After Taxes (NOPAT)** | / | 10-Year Incremental Invested Capital** |
= | ( 95.9815363 (Dec. 2024) - 61.0521948 (Dec. 2014) ) | / | ( 715.871 (Dec. 2024) - 35.583 (Dec. 2014) ) | |
= | 34.9293415 | / | 680.288 | |
= | 5.13%*** |
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
** Annual data of NOPAT and Invested Capital was used to calculate 10-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
WisdomTree (NYSE:WT) 10-Year ROIIC % Explanation
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
Thank you for viewing the detailed overview of WisdomTree's 10-Year ROIIC % provided by GuruFocus.com. Please click on the following links to see related term pages.
Alexis Marinof | officer: Head of WisdomTree Europe | 250 WEST 34TH STREET, 3RD FLOOR, C/O WISDOMTREE, INC., NEW YORK NY 10119 |
Capital Limited. Etfs | 10 percent owner | Ordnance House, 31 Pier Road, St. Helier, Channel Islands Y9 JE4 8PW |
Peter M Ziemba | director | 250 WEST 34TH STREET, 3RD FLOOR, C/O WISDOMTREE, INC., NEW YORK NY 10119 |
Jonathan L Steinberg | director, officer: Chief Executive Officer | 250 WEST 34TH STREET, 3RD FLOOR, C/O WISDOMTREE, INC., NEW YORK NY 10119 |
Rilla S Delorier | director | 5415 EVERGREEN WAY, EVERETT WA 98203 |
Shamla Naidoo | director | 1104 LINNEA LN, SOUTHLAKE TX 76092 |
Tonia L Pankopf | director | 8 SOUND SHORE DR STE 215, GREENWICH CT 06830 |
Daniela Mielke | director | 8500 GOVERNORS HILL DRIVE, SYMMES TOWNSHIP OH 45249 |
Lynn S. Blake | director | 250 WEST 34TH STREET, 3RD FLOOR, C/O WISDOMTREE INVESTMENTS, INC., NEW YORK NY 10119 |
Deborah Fuhr | director | C/O LGBTQ LOYALTY HOLDINGS, INC.,, 2435 N DIXIE HWY, WILTON MANORS FL 33305 |
Didric Cederholm | other: See Explanation of Responses | 250 WEST 55TH STREET, 33RD FLOOR, NEW YORK NY 10019 |
Lion Point Holdings Gp, Llc | other: See Explanation of Responses | 250 WEST 55TH STREET, 33RD FLOOR, NEW YORK NY 10019 |
Lion Point Capital, Lp | other: See Explanation of Responses | 250 WEST 55TH STREET, 33RD FLOOR, NEW YORK NY 10019 |
David M Yates | officer: Chief Information Officer | 250 WEST 34TH STREET, 3RD FLOOR, C/O WISDOMTREE, INC., NEW YORK NY 10119 |
Harold Iii Singleton | director | C/O WISDOMTREE INVESTMENTS, INC., 230 PARK AVENUE, 3RD FLOOR WEST, NEW YORK NY 10169 |
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