R. Jarrett Lilien - 20 May 2026 Form 4 Insider Report for WisdomTree, Inc. (WT)

Reporting relationship: President and COO
Issuer ticker: WT
Reported as of: 20 May 2026
Net transaction value: -$569,700
SEC form: 4
Accepted by SEC: 21 May 2026, 16:07:44 UTC
Prior SEC filing: 26 Feb 2026
Source filing: View source filing
Reporting owner signature: /s/ Marci Frankenthaler, Attorney-in-Fact

Key filing fact

R. Jarrett Lilien filed Form 4 for WisdomTree, Inc. (WT) on 21 May 2026.

Key facts

This page summarizes R. Jarrett Lilien's Form 4 filing for WisdomTree, Inc. (WT).
1 reported transaction and 0 derivative rows are listed below.
Accepted by SEC: 21 May 2026, 16:07.

Change

Previous filing in this sequence was filed on 26 Feb 2026.
Current net transaction value: -$569,700.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001197950 Primary reporting owner

Lilien R Jarrett

Relationship: President and COO
Address: 250 WEST 34TH STREET, 3RD FLOOR, C/O WISDOMTREE, INC., NEW YORK
Signature: /s/ Marci Frankenthaler, Attorney-in-Fact
Signature date: 21 May 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

WT transaction

Common Stock

Sale

Transaction value: $569,700
Shares: -30,000
Change %: -2.6%
Price: $18.99
Shares after: 1,110,245
Date: 20 May 2026
Ownership: Direct
Footnotes: F1, F2

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Rule 10b5-1 trading plan

These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.

Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).

Explanation of responses 2 footnotes

Footnote F1

The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan established by the reporting person on November 24, 2025. Accordingly, the reporting person had no discretion with regard to the timing of the transaction. All sales by the reporting person are subject to the Issuer's equity ownership requirements.

Footnote F2

Includes restricted stock awards vesting as to (i) 114,570 shares on January 25, 2027, (ii) 59,724 shares on January 25, 2028 and (iii) 23,785 shares on January 25, 2029.