WT WisdomTree (WT) Insider Trading, Ownership & Congress Trades
Financial Services · Security brokers, dealers & flotation companies · CIK 0000880631
Form 144 · 1
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
1,159
13F, latest reported quarter
What the filings say about WT
Insiders, 180 days
-$3.5M net sold
3 sellers · 25% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$736.8K
1 notice
WisdomTree insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, WisdomTree, Inc. insiders sold a net $3.5M of stock across 23 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 6 earlier Form 4 trades (code P or S) here by this insider (6 sales), the last on May 20, 2026.
- The trade is 2.8% of the 1,080,245 shares held after it.
- No other insider sold within 30 days.
- 1,159 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President and COO Lilien R Jarrett sold about $736.8K of WT under a 10b5-1 plan on Sep 9, 2026; 1,159 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Feb 25, 2026.
- The trade is 2.7% of the 1,110,245 shares held after it.
- 2 other insiders sold within 30 days.
- 1,159 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President and COO Lilien R Jarrett sold about $569.7K of WT on May 20, 2026; 2 other insiders sold within 30 days and 1,159 funds added in the latest 13F quarter.Context
- 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Nov 15, 2024.
- The trade is 11.3% of the 885,686 shares held after it.
- 2 other insiders sold within 30 days.
- 1,159 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Administrative Officer Ziemba Peter M sold about $1.9M of WT on May 19, 2026, the largest insider sale at the company since 2024; 2 other insiders sold within 30 days and 1,159 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Dec 2, 2025.
- The trade is 9.5% of the 157,499 shares held after it.
- 2 other insiders sold within 30 days.
- 1,159 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Information Officer Yates David M sold about $270.9K of WT on May 5, 2026; 2 other insiders sold within 30 days and 1,159 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 buys), the last on Nov 26, 2025.
- +6.7% median (+12.5% mean) 90-day return after 5 previous buys.
- The trade is 0.1% of the 34,962 shares held after it.
- No other insider bought within 30 days.
- 1,159 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director PANKOPF TONIA L bought about $751 of WT on Feb 25, 2026, the largest insider purchase at the company since 2024; 1,159 funds added in the latest 13F quarter.23 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$3.5M over 180 days
-$736.8K over 90 days
below 65% of Financial Services
Congress
no House purchase disclosed in the last 12 months
Funds
1,159 funds bought in last quarter
more than 98% of Financial Services
Revenue
+15.4% year over year
more than 56% of Financial Services
Margin
22.1% net margin
more than 73% of Financial Services
Buybacks
$50.9M repurchased, FY to 2026-06-30
more than 54% of Financial Services
Short interest
11.4% of the float short (float per yahoo 2026-10-26) · 4.9 days to cover · settled 2026-09-30
more than 90% of Financial Services
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch WT
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+73.6%12M
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns WT: institutional holders (13F)
13F holdings, latest reported quarter
84,922,296 sh
$5.2B
72,218,842 sh
$4.7B
70,510,049 sh
$4.4B
24,373,968 sh
$1.6B
28,587,901 sh
$1.6B
Congress trades in WT
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
WT planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Lilien R Jarrett
Filed 2026-09-09
$736.8K
WT mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Goose Hollow Tactical Allocation ETF
$6.5M position · as of 2026-06-30
15.7%
FundX ETF
$19.1M position · as of 2026-06-30
10.0%
Frontier Asset Core Bond ETF
$4.0M position · as of 2026-07-31
10.0%
Potomac Tactical Rotation Fund
$27.8M position · as of 2026-06-30
9.9%
Potomac Tactical Rotation Fund
$27.7M position · as of 2026-06-30
9.9%
Frontier Asset Absolute Return ETF
$1.1M position · as of 2026-07-31
8.7%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr. Steinberg
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$6.7M
$9.9M
$2.6M
+148%
+111%
2024
$6.7M
$15.3M
$2.5M
+111%
+101%
2023
$6.7M
$9.9M
$2.4M
+38%
+45%
2022
$5.4M
$5.5M
$1.8M
+6%
+11%
2021
$4.3M
$4.3M
$1.4M
+17%
+48%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $3.5M sold by insiders over 180 days, 1,159 funds added last quarter, $736.8K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
WT financials
Revenue growth
+15.4%
XBRL, annual
Net margin
22.1%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$609.7M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM WT
| FY Dec 2025 | $493.8M |
| FY Dec 2024 | $427.7M |
| FY Dec 2023 | $349.0M |
| FY Dec 2022 | n/a |
| FY Dec 2021 | $272.2M |
| Jun 2026 | $177.2M |
| Mar 2026 | $159.5M |
| Dec 2025 | $147.4M |
| Sep 2025 | $125.6M |
| Jun 2025 | $112.6M |
| Mar 2025 | $108.1M |
| Dec 2024 | $110.7M |
| Sep 2024 | $113.2M |
At each fiscal year end
Single quarter
Net margin, TTM
+13.9%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM WT
| FY Dec 2025 | +22.9% |
| FY Dec 2024 | +15.6% |
| FY Dec 2023 | +29.4% |
| FY Dec 2022 | n/a |
| FY Dec 2021 | +18.3% |
| Jun 2026 | +25.0% |
| Mar 2026 | -14.5% |
| Dec 2025 | +29.7% |
| Sep 2025 | +15.7% |
| Jun 2025 | +22.0% |
| Mar 2025 | +22.8% |
| Dec 2024 | +24.7% |
| Sep 2024 | -4.0% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$195.9M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM WT
| FY Dec 2025 | $147.7M |
| FY Dec 2024 | $113.3M |
| FY Dec 2023 | $85.5M |
| FY Dec 2022 | $54.9M |
| FY Dec 2021 | $75.0M |
| Jun 2026 | $75.3M |
| Mar 2026 | $17.9M |
| Dec 2025 | $54.6M |
| Sep 2025 | $48.0M |
| Jun 2025 | $38.7M |
| Mar 2025 | $6.3M |
| Dec 2024 | $34.6M |
| Sep 2024 | $47.7M |
At each fiscal year end
Single quarter
Debt to equity
2.53x
long-term debt only, 2026-06-30; equity 2026-06-30
Debt to equity WT
| FY Dec 2025 | 1.94x |
| FY Dec 2024 | 1.28x |
| FY Dec 2023 | 0.67x |
| FY Dec 2022 | 1.05x |
| FY Dec 2021 | 1.18x |
| Jun 2026 | 2.53x |
| Mar 2026 | 2.37x |
| Dec 2025 | 1.94x |
| Sep 2025 | 2.16x |
| Jun 2025 | 0.82x |
| Mar 2025 | 1.23x |
| Dec 2024 | 1.28x |
| Sep 2024 | 1.36x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.19x
TTM operating cash flow over long-term debt only, 2026-06-30
Cash flow to debt WT
| FY Dec 2025 | 0.18x |
| FY Dec 2024 | 0.22x |
| FY Dec 2023 | 0.31x |
| FY Dec 2022 | 0.17x |
| FY Dec 2021 | 0.24x |
| Jun 2026 | 0.19x |
| Mar 2026 | 0.14x |
| Dec 2025 | 0.18x |
| Sep 2025 | 0.16x |
| Jun 2025 | 0.35x |
| Mar 2025 | 0.24x |
| Dec 2024 | 0.22x |
| Sep 2024 | 0.23x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+19.6%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity WT
| FY Dec 2025 | +27.8% |
| FY Dec 2024 | +16.5% |
| FY Dec 2023 | +28.7% |
| FY Dec 2022 | +17.6% |
| FY Dec 2021 | +18.6% |
| Jun 2026 | +19.6% |
| Mar 2026 | +14.6% |
| Dec 2025 | +27.8% |
| Sep 2025 | +25.8% |
| Jun 2025 | +16.2% |
| Mar 2025 | +16.5% |
| Dec 2024 | +16.5% |
| Sep 2024 | +13.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+6.2%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets WT
| FY Dec 2025 | +8.9% |
| FY Dec 2024 | +6.7% |
| FY Dec 2023 | +10.4% |
| FY Dec 2022 | +4.9% |
| FY Dec 2021 | +5.1% |
| Jun 2026 | +6.2% |
| Mar 2026 | +4.6% |
| Dec 2025 | +8.9% |
| Sep 2025 | +7.8% |
| Jun 2025 | +7.1% |
| Mar 2025 | +7.1% |
| Dec 2024 | +6.7% |
| Sep 2024 | +5.9% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+11.2%
operating income after a 34.7% effective tax rate, over long-term debt only, 2026-06-30 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital WT
| FY Dec 2025 | +12.1% |
| FY Dec 2024 | +11.9% |
| FY Dec 2023 | +15.0% |
| FY Dec 2022 | n/a |
| FY Dec 2021 | +16.3% |
| Jun 2026 | +11.2% |
| Mar 2026 | +8.6% |
| Dec 2025 | +12.1% |
| Sep 2025 | +10.7% |
| Jun 2025 | +14.8% |
| Mar 2025 | +12.3% |
| Dec 2024 | +11.9% |
| Sep 2024 | +10.6% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+20.3%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed WT
| FY Dec 2025 | +16.2% |
| FY Dec 2024 | +15.6% |
| FY Dec 2023 | +10.1% |
| FY Dec 2022 | +6.5% |
| FY Dec 2021 | +10.0% |
| Jun 2026 | +20.3% |
| Mar 2026 | +15.6% |
| Dec 2025 | +16.2% |
| Sep 2025 | +14.2% |
| Jun 2025 | +17.0% |
| Mar 2025 | +16.0% |
| Dec 2024 | +15.6% |
| Sep 2024 | +14.3% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
40.83x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing WT
| FY Dec 2025 | 16.25x |
| FY Dec 2024 | 35.00x |
| FY Dec 2023 | 10.83x |
| FY Dec 2022 | 18.79x |
| FY Dec 2021 | 19.74x |
| Jun 2026 | 32.58x |
| Mar 2026 | 35.51x |
| Dec 2025 | 16.25x |
| Sep 2025 | 21.72x |
| Jun 2025 | 30.29x |
| Mar 2025 | 26.24x |
| Dec 2024 | 35.00x |
| Sep 2024 | 35.68x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$4.1B
market value at close 2026-10-27 on 2026-08-03 shares, plus long-term debt only, 2026-06-30, minus cash 2024-06-30
Enterprise value WT
| FY Dec 2025 | $2.4B |
| FY Dec 2024 | $1.9B |
| FY Dec 2023 | $1.2B |
| FY Dec 2022 | $987.6M |
| FY Dec 2021 | $1.1B |
| Jun 2026 | $3.5B |
| Mar 2026 | $3.1B |
| Dec 2025 | $2.4B |
| Sep 2025 | $2.7B |
| Jun 2025 | $1.9B |
| Mar 2025 | $1.7B |
| Dec 2024 | $1.9B |
| Sep 2024 | $1.9B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+6.1%
TTM free cash flow over market value at close 2026-10-27
FCF yield WT
| FY Dec 2025 | +8.6% |
| FY Dec 2024 | +7.4% |
| FY Dec 2023 | +8.2% |
| FY Dec 2022 | +6.9% |
| FY Dec 2021 | +8.4% |
| Jun 2026 | +7.6% |
| Mar 2026 | +7.7% |
| Dec 2025 | +8.6% |
| Sep 2025 | +6.2% |
| Jun 2025 | +7.5% |
| Mar 2025 | +9.2% |
| Dec 2024 | +7.4% |
| Sep 2024 | +7.6% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
1.11x
P/E over trailing EPS growth of 37%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing WT
| FY Dec 2025 | 0.11x |
| FY Dec 2024 | n/a |
| FY Dec 2023 | 0.09x |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | 0.88x |
| Mar 2026 | 1.72x |
| Dec 2025 | 0.11x |
| Sep 2025 | 0.17x |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $493.8M | $427.7M | $349.0M | $301.3M |
| Operating income | $174.2M | $137.3M | $87.5M | $60.1M |
| Net income | $113.0M | $66.7M | $102.5M | $50.7M |
| EPS (diluted) | 0.75 | 0.33 | 0.64 | 0.31 |
| Operating cash flow | $147.9M | $113.5M | $85.6M | $55.1M |
| Cash | n/a | n/a | $129.3M | $132.1M |
| Long-term debt | $804.2M | $512.0M | $274.9M | $321.2M |
| Buybacks | $102.7M | $62.9M | $3.6M | $3.4M |
| Dividends paid | $17.3M | $19.0M | $20.1M | $19.4M |
SEC XBRL, fiscal years, as known on 2026-10-28
WT Stock Sonar score 6/7 axes
Find similar shapesCompareWT ranks highest on institutional and government (98th percentile) and profitability (70th), and lowest on insider conviction (18th), among Financial Services peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
WT filings, in plain words
Are WisdomTree insiders buying or selling WT?
In the 180 days to 2026-10-28, WisdomTree insiders were net sellers, a net $3.5M across purchases and sales reported on Form 4, by 3 sellers.
Are there planned insider sales of WT?
Yes. 1 Form 144 notice of planned insider sales was filed in the 90 days to 2026-10-28, covering $736.8K of stock; the latest, by Lilien R Jarrett, was filed 2026-09-09.
Read the full summary
In the 180 days to 2026-10-28, WisdomTree insiders were net sellers of WT, a net $3.5M across purchases and sales reported on Form 4 by 3 sellers. 25% of the 4 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. Insiders filed 1 Form 144 notice of intent to sell in the 90 days to 2026-10-28, covering $736.8K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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