Comparable stake leader
FMR LLC
SEC ownership of WisdomTree, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000880631.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
17 Jun 2026
- Public ticker
- WT on NYSE
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
FMR LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
FMR LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
17 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000880631
- Issuer location
- New York, NY
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of WisdomTree, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
FMR LLC
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
17 Jun 2026
13D/G
13F
3/4/5
Lead comparable stake: 9.4%
13D/G row: FMR LLC
Showing 1-8 of 50 holder rows.
Quick read
FMR LLC leads the comparable SEC ownership view at 9.4%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens FMR LLC's linked filing trail.
Comparable ownership
Top 5
FMR LLC
9.4%
WELLINGTON MANAGEMENT GROUP LLP
8.2%
VANGUARD PORTFOLIO MANAGEMENT LLC
5.8%
Azora Capital LP
4.8%
ETFS Capital Limited.
3.6%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| FMR LLC |
13D/G
13F
Company
|
9.4%
|
$218,669,152
13,349,765 shares
|
-$61,046,556 | 31 Mar 2026 |
| WELLINGTON MANAGEMENT GROUP LLP |
13D/G
13F
Company
|
8.2%
|
$154,987,915
11,592,215 shares
|
+$25,638,111 | 31 Dec 2025 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
Vanguard Portfolio Management · Company
|
5.8%
|
$118,740,105
8,155,227 shares
|
$0 | 31 Mar 2026 |
| Azora Capital LP |
13D/G
13F
Company
|
4.8%
|
$89,433,729
7,069,860 shares
|
-$25,297,242 | 30 Jun 2025 |
| ETFS Capital Limited. |
3/4/5
13D/G
Other*
|
3.6%
from 13D/G
|
$138,915,000
12,250,000 shares
|
— | 02 Dec 2024 |
| Anthony Bossone |
3/4/5
Director
|
0.46%
|
$9,477,074
650,898 shares
|
— | 17 Jun 2026 |
| Frank Salerno |
3/4/5
Director
|
0.16%
|
$3,324,703
228,345 shares
|
— | 17 Jun 2026 |
| Win J. Neuger |
3/4/5
Director
|
0.11%
|
$1,504,529
158,205 shares
|
— | 17 Jun 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$4,280,978.
Buys
$1,945
Insiders: 1
Sells
$4,282,922
Insiders: 3
Net
-$4,280,978
Shares: -256,675
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 145
Shares: 256,820
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 145,000 | $0 | $2,771,600 | -$2,771,600 |
| 3-6 | 44.34 | 30,000 | $751 | $505,200 | -$504,449 |
| 6-9 | 67.79 | 44,320 | $749 | $507,748 | -$506,998 |
| 9-12 | 33.06 | 37,500 | $444 | $498,375 | -$497,931 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 24 reporting-owner rows connected to WisdomTree, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
24
Largest Forms 3/4/5 holder
ETFS Capital Limited.
Net 12M change
-$4,280,978
Latest report
17 Jun 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| ETFS Capital Limited. | Other* | $138,915,000 | Filing P/S | 02 Dec 2024 | ||
| Jonathan L. Steinberg | Chief Executive Officer, Director | $119,024,573 | Mixed | 23 Feb 2026 | ||
| Lion Point Capital, LP | Other* | $31,263,606 | Mixed | 08 Mar 2022 | ||
| R. Jarrett Lilien | President and COO | $21,083,552 | -$2,005,150 | -8.7% | Filing P/S | 20 May 2026 |
| Peter M. Ziemba | Chief Administrative Officer | $17,102,596 | -$1,931,000 | -10% | Filing P/S | 19 May 2026 |
| Anthony Bossone | Director | $9,477,074 | Mixed | 17 Jun 2026 | ||
| Marci Frankenthaler | Chief Legal Officer | $3,843,165 | Mixed | 23 Feb 2026 | ||
| Frank Salerno | Director | $3,324,703 | Mixed | 17 Jun 2026 | ||
| Bryan Edmiston | Chief Financial Officer | $3,311,620 | Mixed | 23 Feb 2026 | ||
| Alexis Marinof | CEO, Europe | $3,123,955 | Mixed | 23 Feb 2026 | ||
| William Bradley Peck | Head of Digital Assets | $2,964,217 | Mixed | 23 Feb 2026 | ||
| David M. Yates | Chief Information Officer | $2,948,226 | -$346,773 | -11% | Mixed | 05 May 2026 |
| Bruce I. Lavine | Director | $1,624,886 | Mixed | 17 Jun 2021 | ||
| Win J. Neuger | Director | $1,504,529 | Mixed | 17 Jun 2025 | ||
| Smita Conjeevaram | Director | $1,206,689 | Mixed | 17 Jun 2026 | ||
| Lynn S. Blake | Director | $911,033 | Mixed | 17 Jun 2026 | ||
| Daniela Mielke | Director | $827,488 | Mixed | 17 Jun 2026 | ||
| Tonia L. Pankopf | Director | $589,257 | +$1,945 | +0.33% | Mixed | 17 Jun 2026 |
| Shamla Naidoo | Director | $585,224 | Mixed | 17 Jun 2026 | ||
| Susan J. Cosgrove | Director | $556,850 | Mixed | 25 Jul 2022 |
Recent insider transactions for WisdomTree, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Frank Salerno | WT | Common Stock | Award | 2.47% | 5,509 | 228,345 | 17 Jun 2026 | Direct | ||
| Tonia L. Pankopf | WT | Common Stock | Award | 15.8% | 5,509 | 40,471 | 17 Jun 2026 | Direct | ||
| Shamla Naidoo | WT | Common Stock | Award | 15.9% | 5,509 | 40,194 | 17 Jun 2026 | Direct | ||
| Daniela Mielke | WT | Common Stock | Award | 10.7% | 5,509 | 56,833 | 17 Jun 2026 | Direct | ||
| Rilla S. Delorier | WT | Common Stock | Award | 17.3% | 5,509 | 37,360 | 17 Jun 2026 | Direct | ||
| Smita Conjeevaram | WT | Common Stock | Award | 7.12% | 5,509 | 82,877 | 17 Jun 2026 | Direct | ||
| Anthony Bossone | WT | Common Stock | Award | 0.85% | 5,509 | 650,898 | 17 Jun 2026 | Direct | ||
| Lynn S. Blake | WT | Common stock | Award | 9.65% | 5,509 | 62,571 | 17 Jun 2026 | Direct | ||
| R. Jarrett Lilien | WT | Common Stock | Sale | -2.63% | $569,700 | $18.99 | -30,000 | 1,110,245 | 20 May 2026 | Direct |
| Peter M. Ziemba | WT | Common Stock | Sale | -10.2% | $1,931,000 | $19.31 | -100,000 | 885,686 | 19 May 2026 | Direct |
| David M. Yates | WT | Common Stock | Sale | -8.7% | $270,900 | $18.06 | -15,000 | 157,499 | 05 May 2026 | Direct |
| Tonia L. Pankopf | WT | Common Stock | Purchase | 0.13% | $751 | $16.94 | 44.34 | 34,962 | 25 Feb 2026 | Direct |
| R. Jarrett Lilien | WT | Common Stock | Sale | -2.56% | $505,200 | $16.84 | -30,000 | 1,140,245 | 25 Feb 2026 | Direct |
| Alexis Marinof | WT | Performance Based Restricted Stock Units | Award | 5,223 | 5,223 | 23 Feb 2026 | Direct | |||
| David M. Yates | WT | Performance Based Restricted Stock Units | Award | 2,673 | 2,673 | 23 Feb 2026 | Direct | |||
| Bryan Edmiston | WT | Performance Based Restricted Stock Units | Award | 4,247 | 4,247 | 23 Feb 2026 | Direct | |||
| William Bradley Peck | WT | Performance Based Restricted Stock Units | Award | 2,673 | 2,673 | 23 Feb 2026 | Direct | |||
| Peter M. Ziemba | WT | Performance Based Restricted Stock Units | Award | 3,046 | 3,046 | 23 Feb 2026 | Direct | |||
| R. Jarrett Lilien | WT | Performance Based Restricted Stock Units | Award | 25,220 | 25,220 | 23 Feb 2026 | Direct | |||
| Jonathan L. Steinberg | WT | Performance Based Restricted Stock Units | Award | 42,880 | 42,880 | 23 Feb 2026 | Direct | |||
| Marci Frankenthaler | WT | Performance Based Restricted Stock Units | Award | 3,725 | 3,725 | 23 Feb 2026 | Direct | |||
| David M. Yates | WT | Common Stock | Tax liability | -10.3% | -19,816 | 172,499 | 27 Jan 2026 | Direct | ||
| David M. Yates | WT | Common Stock | Options Exercise | 24.6% | 37,997 | 192,315 | 27 Jan 2026 | Direct | ||
| David M. Yates | WT | Performance Based Restricted Stock Units | Options Exercise | -100% | -37,997 | 0 | 27 Jan 2026 | Direct | ||
| William Bradley Peck | WT | Common Stock | Tax liability | -8.08% | -21,372 | 243,168 | 27 Jan 2026 | Direct | ||
| William Bradley Peck | WT | Common Stock | Options Exercise | 17.8% | 39,996 | 264,540 | 27 Jan 2026 | Direct | ||
| William Bradley Peck | WT | Performance Based Restricted Stock Units | Options Exercise | -100% | -39,996 | 0 | 27 Jan 2026 | Direct | ||
| Alexis Marinof | WT | Common Stock | Tax liability | -7.74% | -21,486 | 256,272 | 27 Jan 2026 | Direct | ||
| Alexis Marinof | WT | Common Stock | Options Exercise | 19.7% | 45,713 | 277,758 | 27 Jan 2026 | Direct | ||
| Alexis Marinof | WT | Performance Based Restricted Stock Units | Options Exercise | -100% | -45,713 | 0 | 27 Jan 2026 | Direct | ||
| Marci Frankenthaler | WT | Common Stock | Tax liability | -6.77% | -22,889 | 315,272 | 27 Jan 2026 | Direct | ||
| Marci Frankenthaler | WT | Common Stock | Options Exercise | 15% | 43,998 | 338,161 | 27 Jan 2026 | Direct | ||
| Marci Frankenthaler | WT | Performance Based Restricted Stock Units | Options Exercise | -100% | -43,998 | 0 | 27 Jan 2026 | Direct | ||
| Bryan Edmiston | WT | Common Stock | Tax liability | -7.77% | -22,888 | 271,667 | 27 Jan 2026 | Direct | ||
| Bryan Edmiston | WT | Common Stock | Options Exercise | 17.6% | 43,998 | 294,555 | 27 Jan 2026 | Direct | ||
| Bryan Edmiston | WT | Performance Based Restricted Stock Units | Options Exercise | -100% | -43,998 | 0 | 27 Jan 2026 | Direct | ||
| R. Jarrett Lilien | WT | Common Stock | Tax liability | -13.3% | -179,207 | 1,170,245 | 27 Jan 2026 | Direct | ||
| R. Jarrett Lilien | WT | Common Stock | Options Exercise | 35.1% | 350,395 | 1,349,452 | 27 Jan 2026 | Direct | ||
| R. Jarrett Lilien | WT | Performance Based Restricted Stock Units | Options Exercise | -100% | -350,395 | 0 | 27 Jan 2026 | Direct | ||
| Peter M. Ziemba | WT | Common Stock | Tax liability | -3.1% | -31,563 | 985,686 | 27 Jan 2026 | Direct | ||
| Peter M. Ziemba | WT | Common Stock | Options Exercise | 6.38% | 61,005 | 1,017,249 | 27 Jan 2026 | Direct | ||
| Peter M. Ziemba | WT | Performance Based Restricted Stock Units | Options Exercise | -100% | -61,005 | 0 | 27 Jan 2026 | Direct | ||
| Jonathan L. Steinberg | WT | Common Stock | Tax liability | -2.92% | -293,152 | 9,763,318 | 27 Jan 2026 | Direct | ||
| Jonathan L. Steinberg | WT | Common Stock | Options Exercise | 6.05% | 573,813 | 10,056,470 | 27 Jan 2026 | Direct | ||
| Jonathan L. Steinberg | WT | Performance Based Restricted Stock Units | Options Exercise | -100% | -573,813 | 0 | 27 Jan 2026 | Direct | ||
| Alexis Marinof | WT | Performance Based Restricted Stock Units | Award | 9,554 | 9,554 | 25 Jan 2026 | Direct | |||
| David M. Yates | WT | Performance Based Restricted Stock Units | Award | 4,889 | 4,889 | 25 Jan 2026 | Direct | |||
| Bryan Edmiston | WT | Performance Based Restricted Stock Units | Award | 7,769 | 7,769 | 25 Jan 2026 | Direct | |||
| William Bradley Peck | WT | Performance Based Restricted Stock Units | Award | 4,889 | 4,889 | 25 Jan 2026 | Direct | |||
| Marci Frankenthaler | WT | Performance Based Restricted Stock Units | Award | 6,812 | 6,812 | 25 Jan 2026 | Direct |
* marks a reported price that did not pass the local price check.