Quick Takeaways
- WT - WisdomTree, Inc. has 24 insiders with reported activity on this page.
- Net insider value flow over the last year: -$1,508,935.
- Recent transaction rows are available for direct filing-level review.
- Info
- Insider Trading
- Financials
- Holders
Insider Transactions Reported by 24 Insiders of WisdomTree, Inc.
- Symbol
- WT on NYSE
- Location
- New York, NY
What Changed
- Buy value: $2,387; sell value: $1,511,322.
- Net share flow: -111,629.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Official SEC Source
Insider trading overview
Last 12 monthsNet insider flow leans to selling over the last 12 months. Net value: -$1,508,935.
Buys
$2,387
Shares: 191
Insiders: 1
Sells
$1,511,322
Shares: 111,820
Insiders: 2
Net
-$1,508,935
Shares: -111,629
Insiders: -1
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 44.34 | 30,000 | $751 | $505,200 | -$504,449 |
| 3-6 | 67.79 | 44,320 | $749 | $507,748 | -$506,998 |
| 6-9 | 33.06 | 37,500 | $444 | $498,375 | -$497,931 |
| 9-12 | 46.01 | 0 | $442 | $0 | +$442 |
WisdomTree, Inc. executives and other stock owners filed with the SEC include:
| 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 | $19,201,725 | -$1,435,450 | -7% | Filing P/S | 25 Feb 2026 |
| Peter M. Ziemba | Chief Administrative Officer | $12,015,512 | Mixed | 23 Feb 2026 | ||
| Anthony Bossone | Director | $6,137,649 | Mixed | 17 Jun 2025 | ||
| Marci Frankenthaler | Chief Legal Officer | $3,843,165 | Mixed | 23 Feb 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 | $2,206,557 | -$75,873 | -3.3% | Mixed | 23 Feb 2026 |
| Frank Salerno | Director | $1,963,422 | Mixed | 25 Jul 2022 | ||
| 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 | $735,769 | Mixed | 17 Jun 2025 | ||
| Tonia L. Pankopf | Director | $592,424 | +$2,387 | +0.4% | Filing P/S | 17 Jun 2025 |
| Susan J. Cosgrove | Director | $556,850 | Mixed | 25 Jul 2022 | ||
| Lynn S. Blake | Director | $527,995 | Mixed | 17 Jun 2025 | ||
| Daniela Mielke | Director | $488,091 | Mixed | 17 Jun 2025 | ||
| Shamla Naidoo | Director | $329,854 | Mixed | 17 Jun 2025 | ||
| Rilla S. Delorier | Director | $302,903 | Mixed | 17 Jun 2025 | ||
| Harold Singleton III | Director | $285,923 | Mixed | 26 Jun 2023 | ||
| Radev Petranka Lvanova Badova | Chief Accounting Officer | $148,794 | Mixed | 28 Jan 2026 | ||
| Deborah Fuhr | Director | $144,047 | Mixed | 25 Jul 2022 |
Top shareholders of WisdomTree, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
|
Company |
13%
|
19,039,434
|
$232,090,704 | — | 31 Dec 2025 | |
| FMR LLC |
13D/G
13F
|
Company |
12%
|
17,076,661
|
$208,164,497 | +$23,343,009 | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
9.9%
|
14,001,755
|
$170,681,393 | — | 31 Dec 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13D/G
13F
|
Company |
8.2%
|
11,592,215
|
$154,987,915 | +$25,638,111 | 31 Dec 2025 | |
| ETFS Capital Limited. |
3/4/5
13D/G
|
Other* |
3.6%
from 13D/G
|
12,250,000
|
$138,915,000 | — | 02 Dec 2024 | |
| Jonathan L. Steinberg |
3/4/5
|
Chief Executive Officer, Director |
—
mixed-class rows
|
9,806,996
mixed-class rows
|
$119,024,573 | — | 23 Feb 2026 | |
| Azora Capital LP |
13D/G
13F
|
Company |
4.8%
|
7,069,860
|
$89,433,729 | -$25,297,242 | 30 Jun 2025 | |
| Simcoe Capital Management, LLC |
13F
|
Company |
3.7%
|
5,253,340
|
$64,038,215 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
3.7%
|
5,219,013
|
$63,619,768 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.6%
|
3,642,042
|
$44,399,022 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
2.4%
|
3,389,653
|
$41,319,866 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
2.4%
|
3,339,718
|
$40,711,163 | — | 31 Dec 2025 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
2.1%
|
2,929,333
|
$35,708,569 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2%
|
2,796,512
|
$34,092,512 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.9%
|
2,688,475
|
$32,772,528 | — | 31 Dec 2025 | |
| Lion Point Capital, LP |
3/4/5
|
Other* |
—
class O/S missing
|
4,521,979
|
$31,263,606 | — | 08 Mar 2022 | |
| Capital World Investors |
13F
|
Company |
1.8%
|
2,529,511
|
$30,834,739 | — | 31 Dec 2025 | |
| ArrowMark Colorado Holdings LLC |
13F
|
Company |
1.7%
|
2,407,738
|
$29,350,326 | — | 31 Dec 2025 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
1.7%
|
2,361,965
|
$28,792,353 | — | 31 Dec 2025 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
1.5%
|
2,127,858
|
$25,938,877 | — | 31 Dec 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
1.5%
|
2,122,090
|
$25,868,277 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
1.2%
|
1,759,129
|
$21,443,783 | — | 31 Dec 2025 | |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. |
13F
|
Company |
1.2%
|
1,696,879
|
$20,685,000 | — | 31 Dec 2025 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
1.2%
|
1,673,058
|
$20,394,577 | — | 31 Dec 2025 | |
| R. Jarrett Lilien |
3/4/5
|
President and COO |
—
mixed-class rows
|
1,165,465
mixed-class rows
|
$19,201,725 | -$1,435,450 | 25 Feb 2026 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
1.1%
|
1,514,372
|
$18,460,203 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1%
|
1,483,826
|
$18,087,839 | — | 31 Dec 2025 | |
| Tidal Investments LLC |
13F
|
Company |
0.99%
|
1,404,322
|
$17,118,685 | — | 31 Dec 2025 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.98%
|
1,388,837
|
$16,929,923 | — | 31 Dec 2025 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.95%
|
1,339,127
|
$16,323,958 | — | 31 Dec 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.89%
|
1,251,581
|
$15,256,772 | — | 31 Dec 2025 | |
| Crawford Fund Management, LLC |
13F
|
Company |
0.88%
|
1,241,269
|
$15,131,069 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.85%
|
1,198,669
|
$14,611,775 | — | 31 Dec 2025 | |
| HRT FINANCIAL LP |
13F
|
Company |
0.82%
|
1,157,245
|
$14,106,000 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.8%
|
1,133,254
|
$13,814,366 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.73%
|
1,026,432
|
$12,512,206 | — | 31 Dec 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.7%
|
995,898
|
$12,139,997 | — | 31 Dec 2025 | |
| Peter M. Ziemba |
3/4/5
|
Chief Administrative Officer |
—
mixed-class rows
|
988,732
mixed-class rows
|
$12,015,512 | — | 23 Feb 2026 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.69%
|
978,562
|
$11,928,667 | — | 31 Dec 2025 | |
| KORNITZER CAPITAL MANAGEMENT INC /KS |
13F
|
Company |
0.69%
|
971,380
|
$11,841,122 | — | 31 Dec 2025 | |
| DRIEHAUS CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.62%
|
875,774
|
$10,675,685 | — | 31 Dec 2025 | |
| CITIGROUP INC |
13F
|
Company |
0.61%
|
865,266
|
$10,547,592 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.61%
|
857,948
|
$10,458,389 | — | 31 Dec 2025 | |
| Squarepoint Ops LLC |
13F
|
Company |
0.61%
|
855,686
|
$10,430,812 | — | 31 Dec 2025 | |
| Invenomic Capital Management LP |
13F
|
Company |
0.57%
|
809,902
|
$9,872,705 | — | 31 Dec 2025 | |
| Interval Partners, LP |
13F
|
Company |
0.57%
|
806,939
|
$9,836,586 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.53%
|
747,094
|
$9,107,076 | — | 31 Dec 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.51%
|
720,691
|
$8,785,225 | — | 31 Dec 2025 | |
| Man Group plc |
13F
|
Company |
0.5%
|
708,971
|
$8,642,356 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.5%
|
701,137
|
$8,546,860 | — | 31 Dec 2025 |
Recent Insider Transactions by Companies or Individuals for WisdomTree, Inc.
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |||
| Peter M. Ziemba | WT | Performance Based Restricted Stock Units | Award | 5,571 | 5,571 | 25 Jan 2026 | Direct | |||
| R. Jarrett Lilien | WT | Performance Based Restricted Stock Units | Award | 46,131 | 46,131 | 25 Jan 2026 | Direct | |||
| Jonathan L. Steinberg | WT | Performance-Based Restricted Stock Units | Award | 78,437 | 78,437 | 25 Jan 2026 | Direct | |||
| David M. Yates | WT | Common Stock | Sale | -4.29% | $75,872 | $11.12 | -6,820 | 152,123 | 02 Dec 2025 | Direct |
| David M. Yates | WT | Common Stock | Gift | -5.42% | -9,100 | 158,943 | 02 Dec 2025 | Direct | ||
| Tonia L. Pankopf | WT | Common Stock | Purchase | 0.19% | $749 | $11.05 | 67.79 | 34,918 | 26 Nov 2025 | Direct |
| R. Jarrett Lilien | WT | Common Stock | Sale | -1.24% | $137,625 | $11.01 | -12,500 | 998,638 | 25 Nov 2025 | Direct |
| R. Jarrett Lilien | WT | Common Stock | Sale | -2.41% | $294,250 | $11.77 | -25,000 | 1,011,138 | 12 Nov 2025 | Direct |
| Tonia L. Pankopf | WT | Common Stock | Purchase | 0.09% | $444 | $13.42 | 33.06 | 34,850 | 27 Aug 2025 | Direct |
| R. Jarrett Lilien | WT | Common Stock | Sale | -1.19% | $165,125 | $13.21 | -12,500 | 1,036,138 | 26 Aug 2025 | Direct |
| R. Jarrett Lilien | WT | Common Stock | Sale | -2.33% | $333,250 | $13.33 | -25,000 | 1,048,638 | 12 Aug 2025 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.