Jonathan L. Steinberg - 23 Feb 2026 Form 4 Insider Report for WisdomTree, Inc. (WT)

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
25 Feb 2026, 16:51:12 UTC
Prior SEC filing
29 Jan 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Marci Frankenthaler, Attorney-in-Fact

Key filing fact

Jonathan L. Steinberg filed Form 4 for WisdomTree, Inc. (WT) on 25 Feb 2026.

Key facts

  • This page summarizes Jonathan L. Steinberg's Form 4 filing for WisdomTree, Inc. (WT).
  • 1 reported transaction and 1 derivative row are listed below.
  • Accepted by SEC: 25 Feb 2026, 16:51.

Change

  • Previous filing in this sequence was filed on 29 Jan 2026.
  • Current net transaction value: $0.

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 0000934992 Primary reporting owner

Steinberg Jonathan L

Relationship
Chief Executive Officer, Director
Address
250 WEST 34TH STREET, 3RD FLOOR, C/O WISDOMTREE, INC., NEW YORK
Signature
/s/ Marci Frankenthaler, Attorney-in-Fact
Signature date
25 Feb 2026

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

WT transaction Derivative

Performance Based Restricted Stock Units

Award

Transaction value
$0
Shares
+42,880
Change %
Price
$0.000000
Shares after
42,880
Date
23 Feb 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
42,880
Exercise price
Footnotes
F1, F2, F3
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

On January 25, 2026, the Compensation Committee of the Issuer's Board of Directors approved a grant of performance-based restricted stock units ("PRSUs") initially reported on a Form 4 filed January 27, 2026 and amended February 24, 2026 ("Prior Form 4"), with the target number of PRSUs determined based on the grant-date fair value calculated using a Monte Carlo valuation methodology. On February 23, 2026, the Compensation Committee approved a change in the methodology for determining PRSU target shares to one based on the Issuer's grant date closing stock price and, in connection with that change, approved a separate, additional grant of PRSUs to the Reporting Person equal to the difference between (i) the target number of PRSUs reported in the Prior Form 4 and (ii) the target number of PRSUs determined using the Issuer's closing stock price on January 25, 2026. This grant is intended to qualify for the Rule 16b-3 exemption under the Securities Exchange Act of 1934.

Footnote F2

Each performance-based restricted stock unit represents the right to receive, on the vesting date, one share of common stock for each unit that vests.

Footnote F3

These PRSUs are scheduled to vest on February 23, 2029. The target number of PRSUs is reported on this form. Between 0% and 200% of the target number of PRSUs may vest and the number of shares of the Issuer's common stock ("Common Stock") to be issued will be determined based on the total shareholder return ("TSR") of the 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. If the Reporting Person's employment is terminated under certain circumstances or a change of control occurs prior to the 3rd anniversary of the grant date, all or a portion of the PRSUs will vest and the number of shares of Common Stock to be issued will be determined at such time based on the respective TSRs of the Common Stock and the stock of the peer group, each measured from the grant date to the accelerated vesting date.

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