WisdomTree, Inc.

WisdomTree, Inc.

WTยทNYSE

$18.62

-2.8%
Financial ServicesAsset Management

WisdomTree, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of WisdomTree ETFs in 401(k) plans. It develops index using its fundamentally weighted index methodology. In addition, the company provides investment advisory services. The company was founded in 1985 and is based in New York, New York.

At a Glance

Live Snapshot
Market Cap$2.85B
EPS0.7800
P/E Ratio23.87
Earnings Date07/30/2026
9.67%
Return on Invested Capital
-7%
3Y+52.0%
5Y+45.0%
10Y-42.0%
26.38%
Return on Equity
58%
3Y+59.0%
5Y-297.0%
10Y+102.0%
7.21%
Return on Assets
12%
3Y+47.0%
5Y-281.0%
10Y-31.0%
WisdomTree, Inc.

WisdomTree, Inc. Management Team

WT ยท NYSE
MA

Mr. Alexis Marinof

Chief Executive Officer of Europe

Compensation

$1,149,613

Born 1975(Age 51)
male
MB

Mr. Bryan Joseph Edmiston CPA

Chief Financial Officer

Compensation

$1,139,000

Born 1976(Age 50)
male
MD

Mr. David Yates

Chief Information Officer

Born 1980(Age 46)
male
MM

Ms. Marci Jill Frankenthaler J.D.

Chief Legal Officer & Secretary

Compensation

$1,095,550

Born 1969(Age 57)
female
MJ

Mr. Jeremy Edward Campbell C.F.A.

Director of Investor Relations

male
MJ

Mr. Jonathan Laurence Steinberg

Founder, Chief Executive Officer & Director

Compensation

$2,903,650

Born 1964(Age 62)
male
MJ

Ms. Jessica Zaloom

Head of Corporate Communications & Public Relations

female
MW

Mr. Will Abbott

Head of RIA & PWM Distribution

male
MR

Mr. Robert Jarrett Lilien

President & Chief Operating Officer

Compensation

$2,216,800

Born 1962(Age 64)
male
MP

Mr. Peter Michael Ziemba J.D.

Senior Advisor to the Chief Executive Officer & Chief Administrative Officer

Compensation

$1,014,360

Born 1957(Age 69)
male
wt

WisdomTree, Inc. Insider Positioning

WT ยท NYSE

During the last 12 months, insiders have purchased $2K and sold $4.28M worth of WT shares, resulting in $4.28M of net selling activity.

3 Months

Bought

0

0.00

Sold

145.0K

2.77M

Net Activity

-2.8M

-$2.77M

3-6 Months

Bought

44

745.00

Sold

30.0K

505.20K

Net Activity

-504K

-$504K

6-9 Months

Bought

67

740.00

Sold

44.3K

507.75K

Net Activity

-507K

-$507K

9-12 Months

Bought

33

443.00

Sold

37.5K

498.38K

Net Activity

-498K

-$498K

Top Buyers

1
PTL

Pankopf Tonia L

Director

144 sharesโ€ข3 transactions

$2K

Top Sellers

1
LRJ

Lilien R Jarrett

Officer: President And Coo

135.0K sharesโ€ข6 transactions

$2.01M

2
ZPM

Ziemba Peter M

Officer: Chief Administrative Officer

100.0K sharesโ€ข1 transactions

$1.93M

3
YDM

Yates David M

Officer: Chief Information Officer

21.8K sharesโ€ข2 transactions

$347K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $4.28M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$2.77M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

3 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.

SEC Filings

WT - Filing history and reports

Filing TypeFiling DatePeriod EndingFiscal YearActions
DEF 14A

DEF 14A 2026

N/A

April 29, 2026
June 17, 2026
2026
DEF 14A

DEF 14A 2025

N/A

April 29, 2025
June 17, 2025
2025
DEF 14A

DEF 14A 2022

N/A

June 10, 2022
July 15, 2022
2022
DEF 14A

DEF 14A 2021

N/A

April 30, 2021
June 17, 2021
2021
DEF 14A

DEF 14A 2020

N/A

April 29, 2020
June 18, 2020
2020
DEF 14A

DEF 14A 2019

N/A

April 30, 2019
June 18, 2019
2019
DEF 14A

DEF 14A 2018

N/A

April 30, 2018
June 19, 2018
2018
DEF 14A

DEF 14A 2017

N/A

May 01, 2017
June 20, 2017
2017
DEF 14A

DEF 14A 2016

N/A

April 29, 2016
June 20, 2016
2016
DEF 14A

DEF 14A 2015

N/A

April 30, 2015
June 24, 2015
2015
Showing 1 to 10 of 18 filings