Companies / WisdomTree, Inc.

WisdomTree, Inc.

NYSE: WTCIK 880631NEW YORK, NYwisdomtree.com ↗

Financials · FY2025

Revenue$493.75M
Net income$109.13M
Total debt$274.51M
Cash$132.46M
Diluted EPS$0.75
Shares outstanding151.5M

Ownership

151.5M shares outstanding · as of Aug 3, 2026
8.8%Insiders
Ownership
Insiders8.77%13,286,943
10%+ / strategic11.27%17,076,661
Institutions95.26%144,329,545
Public float0.00%0

Reported holdings exceed shares outstanding — public float shown as 0; some positions may overlap or lag.

% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.

Insiders 11

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Insider% of sharesShares
Steinberg Jonathan LCEOChief Executive Officer · Director
6.44%9,763,318
Lilien R JarrettPresident and COO
0.73%1,110,245
Ziemba Peter MChief Administrative Officer
0.58%885,686
Frankenthaler MarciChief Legal Officer
0.21%315,272
Edmiston BryanChief Financial Officer
0.18%271,667
Marinof AlexisCEOCEO, Europe
0.17%256,272
Peck William BradleyHead of Digital Assets
0.16%243,168
Salerno FrankDirector
0.15%228,345
Yates David MChief Information Officer
0.11%172,499
Pankopf Tonia LDirector
0.03%40,471

Institutional holders 300

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HolderValue% of shares
BlackRock, Inc.$326.51M12.72%
Fmr LLC$204.17M11.05%
Vanguard Group Inc$170.68M9.24%
Wellington Management Group LLP$136.48M7.39%
State Street Corporation$95.03M3.70%
Azora Capital LP$74.97M4.06%
Simcoe Capital Management, LLC$64.04M3.47%
Arrowstreet Capital, Limited Partnership$60.20M2.73%
Dimensional Fund Advisors LP$44.40M2.40%
Geode Capital Management, LLC$41.49M1.88%

Activity

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InsidersInstitutions
What insiders are doing in this stock (Form 4).
DateActorActionSecurityValueShares ΔPosition afterImpact
May 19, 2026Ziemba Peter M
Executive
SellCommon Stock$1.93M-100K
-10.15%
885,686
0.58% of shares
medium
May 20, 2026Lilien R Jarrett
Executive
SellCommon Stock$569.7K-30K
-2.63%
1,110,245
0.73% of shares
medium
Feb 25, 2026Lilien R Jarrett
Executive
SellCommon Stock$505.2K-30K
-2.56%
1,140,245
0.75% of shares
medium
Feb 25, 2026Pankopf Tonia L
Director
BuyCommon Stock$751+44
+0.13%
34,962
0.02% of shares
low
Nov 26, 2025Pankopf Tonia L
Director
BuyCommon Stock$749+68
+0.19%
34,918
0.02% of shares
low
Aug 27, 2025Pankopf Tonia L
Director
BuyCommon Stock$444+33
+0.09%
34,850
0.02% of shares
low
May 28, 2025Pankopf Tonia L
Director
BuyCommon Stock$442+46
+0.13%
34,817
0.02% of shares
low
Feb 26, 2025Pankopf Tonia L
Director
BuyCommon Stock$441+48
+0.14%
34,771
0.02% of shares
low

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Vanguard Group IncPassive13G/A—0—
Fmr LLCPassive13G/A—17,076,661—
Wellington Management Group LLPPassive13G/A———

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
WT——97717P104—