Companies / WisdomTree, Inc.

WisdomTree, Inc.

NYSE: WTCIK 880631NEW YORK, NYwisdomtree.com โ†—
Insider flow ยท last 90 daysNet sells $2.50M

Financials ยท 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 ยท 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 โ€” 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

View all โ†’
Insider% of sharesShares
Steinberg Jonathan LCEOChief Executive Officer ยท 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
0.15%228,345
Yates David MChief Information Officer
0.11%172,499
0.03%40,471

Institutional holders 300

View all โ†’

Activity

Jun 30, 2026View all โ†’
InsidersInstitutions
Who's accumulating and trimming this stock (13F).
DateActorActionSecurityValueShares ฮ”Position afterImpact
Q1 2026
as of
D. E. Shaw & Co., Inc.
13F manager
TrimCommon stock$-26.16M-1.8M
-84.65%
325,708
0.21% of shares
medium
Q1 2026
as of
Smh Capital Advisors Inc
13F manager
TrimCommon stock$-17.62M-18K
-98.46%
275
<0.01% of shares
medium
Q1 2026
as of
Arrowstreet Capital, Limited Partnership
13F manager
AddCommon stock$17.55M+1.2M
+41.14%
4,134,430
2.73% of shares
medium
Q1 2026
as of
Principal Financial Group Inc
13F manager
AddCommon stock$14.76M+1.0M
+101.78%
2,009,556
1.33% of shares
medium
Q1 2026
as of
Millennium Management LLC
13F manager
AddCommon stock$9.13M+627K
+83.96%
1,374,379
0.91% of shares
medium
Q1 2026
as of
Wolverine Asset Management, LLC
13F manager
NewCommon stock$7.49M+515K
514,665
0.34% of shares
medium
Q2 2026
as of
State Street Corporation
13F manager
AddCommon stock$6.62M+391K
+7.49%
5,610,044
3.70% of shares
medium
Q1 2026
as of
The Capital Management Corporation
13F manager
TrimCommon stock$-6.46M-444K
-78.99%
118,060
0.08% of shares
medium

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Vanguard Group IncPassive13G/Aโ€”0โ€”
Fmr LLCPassive13G/Aโ€”17,076,661โ€”
Wellington Management Group LLPPassive13G/Aโ€”โ€”โ€”

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
WTโ€”โ€”97717P104โ€”