WAVEMAN · COMPANY

WT · Wisdomtree, Inc.

LIVE

TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475

← ALL COMPANIES

WT

Name: WisdomTree, Inc. (WT) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

WisdomTree, Inc.

FINANCIAL SERVICES · SECURITY BROKERS, DEALERS & FLOTATION COMPANIES · CIK 0000880631

SEC FILINGS☆ WATCH

INSIDER NET · 180D

-$2.8M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

1,154

13F, latest reported quarter

REVENUE GROWTH

+15.4%

XBRL, annual

NET MARGIN

22.1%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$2.8M over 180 days

below 62% of Financial Services

CONGRESS

no member of Congress has reported trading it

FUNDS

1,154 funds added or opened last quarter

more than 98% of Financial Services

REVENUE

+15.4% year over year

more than 58% 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 55% of Financial Services

SHORT

no short interest reported

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

Insiders are net sellers: -$2.8M across 3 people in 180 days.

1,154 funds added or opened positions in the latest 13F quarter, of 2,415 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +77.0%

+77.0%12M

INSIDER BUYINSIDER SELL

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows a net $2.8M sold by insiders over 180 days, 1,154 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

MSTR COIN MORN UPST IBKR CACC ARES HOOD RKT SCHW DAVE GS

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, WisdomTree, Inc. insiders sold a net $2.8M of stock across 22 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-04.

INSIDER

FILED

VALUE

Lilien R Jarrett

President and COO

SELL

2026-05-20

30,000.0

$569.7K

Ziemba Peter M

Chief Administrative Officer

SELL

2026-05-19

100,000.0

$1.9M

Yates David M

Chief Information Officer

SELL

2026-05-05

15,000.0

$270.9K

PANKOPF TONIA L

Director

BUY

2026-02-25

44.34

$751

Lilien R Jarrett

President and COO

SELL

2026-02-25

30,000.0

$505.2K

22 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 17 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

MORGAN STANLEY

84,922,296.0 sh

$5.2B

LPL Financial LLC

72,218,842.0 sh

$4.7B

BANK OF AMERICA CORP /DE/

70,510,049.0 sh

$4.4B

RAYMOND JAMES FINANCIAL INC

24,373,968.0 sh

$1.6B

UBS Group AG

28,587,901.0 sh

$1.6B

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Goose Hollow Tactical Allocation ETF

$8.8M POSITION · AS OF 2026-03-31

22.0%

PMV Adaptive Risk Parity ETF

$12.3M POSITION · AS OF 2026-04-30

17.1%

Ladenburg Aggressive Growth Fund

$7.4M POSITION · AS OF 2026-03-31

11.2%

Potomac Tactical Rotation Fund

$25.2M POSITION · AS OF 2026-03-31

9.9%

Frontier Asset Core Bond ETF

$4.0M POSITION · AS OF 2026-04-30

9.9%

Ladenburg Growth Fund

$12.3M POSITION · AS OF 2026-03-31

9.1%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return · Mr. Steinberg

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs 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

$1.4M

+17%

+48%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	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	—	—	$129.3M	$132.1M
LONG-TERM DEBT	—	—	—	$321.2M
BUYBACKS	$102.7M	$62.9M	$3.6M	$3.4M
DIVIDENDS PAID	$17.3M	$19.0M	$20.1M	$19.4M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-04 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE