NYSE:WT · New York Stock Exchange
+$0.28 today
Vol 1.92M · Avg 3.35M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Management quality matters because capital allocation choices determine how much of WisdomTree, Inc. earnings power becomes long-term shareholder value. Use this page to compare WT returns on capital, executive context, insider transactions, ownership signals, and growth trends against peers, then decide whether leadership appears disciplined, aligned, and capable of compounding through changing market conditions.
Return Metrics
ROE, ROIC & ROA over time
ROE
26.4%
avg 13.8%
ROIC
9.7%
avg -38.4%
ROA
7.2%
avg 7.4%
Analysis
ROE is currently the strongest return metric at 26.4% versus its period average of 13.8%. 2 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Jonathan Laurence Steinberg | Founder, Chief Executive Officer & Director | $3.20M | — | 62 | $42,880.00 | 0.03% |
Robert Jarrett Lilien | President & Chief Operating Officer | $2.36M | — | 64 | $1.11M | 0.73% |
Alexis Marinof | Chief Executive Officer of Europe | $1.36M | — | 51 | $5,223.00 | <0.01% |
Bryan Joseph Edmiston | Chief Financial Officer | $1.17M | — | 50 | $4,247.00 | <0.01% |
Jeremy D. Schwartz | Global Chief Investment Officer | $1.14M | — | 45 | $692,496.00 | 0.45% |
Marci Jill Frankenthaler | Chief Legal Officer & Secretary | $1.08M | — | 57 | $3,725.00 | <0.01% |
Peter Michael Ziemba | Senior Advisor to the Chief Executive Officer & Chief Administrative Officer | $1.01M | — | 69 | $885,686.00 | 0.58% |
David Yates | Chief Information Officer | — | — | 46 | $157,499.00 | 0.10% |
Jeremy Edward Campbell | Director of Investor Relations | — | — | — | $692,496.00 | 0.45% |
Will Abbott | Head of RIA & PWM Distribution | — | — | — | — | — |
Beena Joseph | Global Head of Human Resources | — | — | — | — | — |
Jessica Zaloom | Head of Corporate Communications & Public Relations | — | — | — | — | — |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
3
$1,944.58
Sells
9
$4.28M
Net Sentiment
$4.28M
Net selling
Most Active
Lilien R Jarrett
6 transactions
1–10 of 12
Analysis
Insiders reported 3 buys worth $1,944.58 and 9 sells worth $4.28M over the last 12 months. That adds up to net selling of $4.28M. Lilien R Jarrett was the most active insider with 6 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | +93.5% | +7.2% (13yr)1 analysts |
| Revenue | N/A | N/A | +52.2% | +8.2% (13yr)2 analysts |
| Net Income | N/A | N/A | +93.6% | +7.6% (13yr)2 analysts |
| EBIT | N/A | N/A | +111.1% | +4.2% (13yr)2 analysts |
Analysis
Recent growth has been strongest in EBIT at +111.1% over three years. Forward estimates point to Revenue at +8.2% (13yr), giving you a quick check on whether expectations are accelerating or cooling.
Competitors
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Who manages WT?
WisdomTree, Inc. (WT) lists 12 active executives. The top listed executive is Alexis Marinof, Chief Executive Officer of Europe.
Are WT insiders buying or selling?
Recent insider activity shows net selling of $37.42M.
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