Jonathan L. Steinberg - 27 Jan 2026 Form 4 Insider Report for WisdomTree, Inc. (WT)

Signature
/s/ Marci Frankenthaler, Attorney-in-Fact
Issuer symbol
WT
Transactions as of
27 Jan 2026
Net transactions value
$0
Form type
4
Filing time
29 Jan 2026, 16:38:22 UTC
Previous filing
24 Feb 2026
Next filing
25 Feb 2026

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Steinberg Jonathan L Chief Executive Officer, Director C/O WISDOMTREE, INC., 250 WEST 34TH STREET, 3RD FLOOR, NEW YORK /s/ Marci Frankenthaler, Attorney-in-Fact 29 Jan 2026 0000934992

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction WT Common Stock Options Exercise $0 +573,813 +6.1% $0.000000 10,056,470 27 Jan 2026 Direct F1, F2, F3
transaction WT Common Stock Tax liability $0 -293,152 -2.9% $0.000000 9,763,318 27 Jan 2026 Direct F3, F4
holding WT Common Stock 798 27 Jan 2026 By Spouse

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction WT Performance Based Restricted Stock Units Options Exercise $0 -573,813 -100% $0.000000 0 27 Jan 2026 Common Stock 573,813 Direct F1, F2, F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Each performance-based restricted stock unit ("PRSU") represented the right to receive, on the vesting date, one share of common stock for each such unit that vested.
F2 Includes the reinvestment of dividend equivalents into 24,096 PRSUs between the grant date and vesting date.
F3 Includes restricted stock awards vesting as to (i) 189,055 shares on January 25, 2027, (ii) 99,253 shares on January 25, 2028 and (iii) 40,439 shares on January 25, 2029.
F4 Shares withheld by the Issuer upon vesting of PRSUs to cover withholding taxes.
F5 These PRSUs were granted by the Issuer on January 25, 2023 and vested on January 25, 2026. The ultimate number of shares that could have vested was between 0 and 200% of the previously reported target number of PRSUs based on the total shareholder return ("TSR") of the Issuer's common stock relative to the respective TSRs of the stocks of a peer group of companies, each measured over a 3-year period from the grant date ("Relative TSR"). Based on a report issued by an independent valuation specialist and certified by the Issuer's compensation committee on January 27, 2026, the Relative TSR measured in the 84.62nd percentile, resulting in the vesting of 199% of the target number of PRSUs.