WisdomTree, Inc.
WTFigures shown here come from public SEC filings. Dates beside each section show the available history.
How WisdomTree, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 22, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 2026-03-31 | 218,272 | $3.18M | SEC filing |
| CAXTON ASSOCIATES LLP | 2026-03-31 | 224,042 | $3.26M | SEC filing |
| Rossby Financial, LCC | 2026-03-31 | 35 | $506 | SEC filing |
| Odyssean, LLC | 2026-03-31 | 87,509 | $1.27M | SEC filing |
| Brooklyn Investment Group | 2026-03-31 | 25,906 | $377K | SEC filing |
| OPPENHEIMER & CO INC | 2026-03-31 | 73,264 | $1.07M | SEC filing |
| STATE STREET CORP | 2026-03-31 | 5,049,152 | $73.5M | SEC filing |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 2026-03-31 | 26,304 | $383K | SEC filing |
| NORDEA INVESTMENT MANAGEMENT AB | 2026-03-31 | 440,989 | $6.33M | SEC filing |
| PERSONAL CFO SOLUTIONS, LLC | 2026-03-31 | 28,413 | $414K | SEC filing |
| CSM Advisors, LLC | 2026-03-31 | 521,929 | Not shown | SEC filing |
| BANK OF AMERICA CORP /DE/ | 2026-03-31 | 2,327,389 | $33.9M | SEC filing |
| GHP Investment Advisors, Inc. | 2026-03-31 | 5 | $73 | SEC filing |
| OLD NATIONAL BANCORP /IN/ | 2026-03-31 | 10,110 | $147K | SEC filing |
| FIFTH THIRD BANCORP | 2026-03-31 | 25,100 | $365K | SEC filing |
| VICTORY CAPITAL MANAGEMENT INC | 2026-03-31 | 334,890 | $4.88M | SEC filing |
| Brevan Howard Capital Management LP | 2026-03-31 | 233,951 | $3.36M | SEC filing |
| Crawford Fund Management, LLC | 2026-03-31 | 1,025,834 | $14.9M | SEC filing |
| ProShare Advisors LLC | 2026-03-31 | 19,167 | $279K | SEC filing |
- Each value is checked against WisdomTree, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at WisdomTree, Inc.'s share price.
- 1 row left out: the value per share it reports is far from WisdomTree, Inc.'s share prices on file from around the report date, far from the value most filers reported for that date, or the value of a security already left out, so it may describe another security or share class.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among WisdomTree, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2024-12-02 · ETFS Capital Limited.: Larger than all 13 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-20 | Lilien R Jarrett · President and COO | Common Stock | S — Open market or private sale | −30,000 | 18.99 | SEC filing |
| 2026-05-19 | Ziemba Peter M · Chief Administrative Officer | Common Stock | S — Open market or private sale | −100,000 | 19.31 | SEC filing |
| 2026-05-05 | Yates David M · Chief Information Officer | Common Stock | S — Open market or private sale | −15,000 | 18.06 | SEC filing |
| 2026-02-25 | PANKOPF TONIA L · Director | Common Stock | P — Open market or private purchase | +44 | 16.94 | SEC filing |
| 2026-02-25 | Lilien R Jarrett · President and COO | Common Stock | S — Open market or private sale | −30,000 | 16.84 | SEC filing |
| 2025-12-02 | Yates David M · Chief Information Officer | Common Stock | S — Open market or private sale | −6,820 | 11.13 | SEC filing |
| 2025-11-26 | PANKOPF TONIA L · Director | Common Stock | P — Open market or private purchase | +68 | 11.05 | SEC filing |
| 2025-11-25 | Lilien R Jarrett · President and COO | Common Stock | S — Open market or private sale | −12,500 | 11.01 | SEC filing |
Showing 8 of 18 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-17 | Naidoo Shamla · Director | Common Stock | A — Grant, award, or other acquisition | +5,509 | SEC filing |
| 2026-06-17 | Mielke Daniela · Director | Common Stock | A — Grant, award, or other acquisition | +5,509 | SEC filing |
| 2026-06-17 | Blake Lynn S. · Director | Common stock | A — Grant, award, or other acquisition | +5,509 | SEC filing |
| 2026-06-17 | Bossone Anthony · Director | Common Stock | A — Grant, award, or other acquisition | +5,509 | SEC filing |
| 2026-06-17 | PANKOPF TONIA L · Director | Common Stock | A — Grant, award, or other acquisition | +5,509 | SEC filing |
| 2026-06-17 | SALERNO FRANK · Director | Common Stock | A — Grant, award, or other acquisition | +5,509 | SEC filing |
| 2026-06-17 | Delorier Rilla S · Director | Common Stock | A — Grant, award, or other acquisition | +5,509 | SEC filing |
| 2026-06-17 | Conjeevaram Smita · Director | Common Stock | A — Grant, award, or other acquisition | +5,509 | SEC filing |
Showing 8 of 33 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.