Welcome to our dedicated page for Wisdomtree SEC filings (Ticker: WT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to WisdomTree, Inc. (NYSE: WT) SEC filings, offering detailed insight into the company’s operations as a global financial innovator in exchange-traded products, digital assets and private market investments. WisdomTree’s common stock is registered under Section 12(b) of the Exchange Act and listed on the New York Stock Exchange under the symbol WT, and its regulatory filings document key financial, strategic and governance information.
Investors can review current reports on Form 8-K, where WisdomTree discloses material events such as quarterly financial results, dividends, share repurchase authorizations, annual meeting voting outcomes, acquisitions like Ceres Partners, LLC, and capital markets transactions including the issuance of 4.625% Convertible Senior Notes due 2030. These filings also describe material definitive agreements, equity purchase agreements and indentures for convertible notes.
Annual reports on Form 10-K and quarterly reports on Form 10-Q (when available through this feed) contain comprehensive financial statements, management’s discussion and analysis, and segment and risk disclosures relevant to its role as an ETP sponsor and asset manager with digital asset-related products and private market investments. Proxy statements and meeting-related filings detail Board composition, executive compensation proposals and stockholder voting results.
Stock Titan enhances these filings with AI-powered summaries that help explain complex sections, highlight key changes and surface important items such as revenue drivers, expense trends, capital structure developments and share repurchase or dividend actions. Users can also use this page to track insider and related activity through forms such as Form 4 when they are available in the feed, alongside real-time updates sourced from the SEC’s EDGAR system.
By combining raw SEC documents with AI-generated insights, this filings page helps readers quickly understand what WisdomTree reports about its exchange-traded products, digital platforms, tokenization initiatives, private market expansion and financing arrangements, without having to parse every line of each filing manually.
WisdomTree, Inc. officer reports stock gift and sale. The company’s Chief Information Officer filed a report of two December 2, 2025 transactions in WisdomTree common stock. One line shows a bona fide gift of 9,100 shares made without consideration, and another shows a sale of 6,820 shares at a price of $11.125 per share. After these transactions, the officer beneficially owned 152,123 shares of common stock. The holdings include restricted stock awards scheduled to vest as to 49,502 shares on January 25, 2026, 28,297 shares on January 25, 2027, and 11,554 shares on January 25, 2028.
An insider of WT filed a Rule 144 notice to sell 6,820 shares of common stock through Fidelity Brokerage Services LLC on the NYSE, with an approximate sale date of 12/02/2025. The filing lists an aggregate market value of $75,869.77 for these shares, based on market prices at the time of the notice.
The shares were acquired on 01/25/2025 as restricted stock vesting from the issuer, described as compensation. The notice also states that there were 140,715,080 shares of the issuer’s common stock outstanding, providing context for the planned sale.
WisdomTree, Inc. (WT) reported an insider transaction by its President and COO on a Form 4. On November 25, 2025, the officer sold 12,500 shares of common stock at $11.01 per share. After this trade, the officer beneficially owns 998,638 shares.
The sale was carried out under a pre-arranged Rule 10b5-1 trading plan established on February 25, 2025, so the officer did not control the timing of the transaction. The beneficial ownership figure includes restricted stock awards scheduled to vest as to 155,950 shares on January 25, 2026, 90,787 shares on January 25, 2027, and 35,941 shares on January 25, 2028.
White & Case LLP (WT)12,500 common shares through Fidelity Brokerage Services on the NYSE, with an aggregate market value of $137,625.00 as of the filing, while 140,715,080 shares of this class were outstanding.
The seller, Robert Lilien, acquired these shares through restricted stock vesting from the issuer on 01/25/2024 (7,630 shares) and 01/29/2024 (4,870 shares), both as compensation. Over the prior three months, he sold 12,500 shares on 08/26/2025 for gross proceeds of $165,125.00 and 25,000 shares on 11/12/2025 for $294,250.00. By signing, he represents that he is not aware of undisclosed material adverse information about the issuer.
WisdomTree, Inc. (WT) disclosed a Form 4 for its President and COO, who sold 25,000 shares of common stock at $11.77 on November 12, 2025 under a Rule 10b5-1 trading plan established on February 25, 2025.
After the transaction, the reporting person beneficially owns 1,011,138 shares, held directly. The filing notes restricted stock awards scheduled to vest as to 155,950 shares on January 25, 2026, 90,787 shares on January 25, 2027, and 35,941 shares on January 25, 2028.
WT — Form 144 notice of proposed sale by an affiliate. Robert Lilien filed to sell up to 25,000 shares of Common stock with an aggregate market value of $294,250 through Fidelity Brokerage Services, with an approximate sale date of 11/12/2025 on the NYSE. The filing lists 140,715,080 shares outstanding.
The shares to be sold were acquired on 01/29/2024 via restricted stock vesting from the issuer as compensation. In the past three months, the filer sold 25,000 shares on 08/12/2025 for $333,250 and 12,500 shares on 08/26/2025 for $165,125.
Wellington Management Group LLP and affiliates filed a Schedule 13G on WisdomTree, Inc. reporting beneficial ownership of 9,674,630 common shares, representing 6.58% of the class as of 09/30/2025.
The filing shows no sole voting or dispositive power. Shared voting power is 6,356,666 shares and shared dispositive power is 9,674,630 shares. One affiliate, Wellington Management Company LLP, reports shared voting power of 6,218,291 and shared dispositive power of 8,614,514.
The shares are owned of record by clients of Wellington’s investment advisers, and no individual client is known to hold more than five percent of the class. The signatories certify the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of WisdomTree.
WisdomTree (WT) reported stronger Q3 2025 results. Revenue rose to $125.6 million from $113.2 million, driven by higher advisory fees. Operating income increased to $45.7 million, and net income was $19.7 million (diluted EPS $0.13) versus a loss of $4.5 million a year ago, reflecting better margins and lower non-operating losses.
For the nine months, revenue reached $346.3 million with net income of $69.1 million. Cash, cash equivalents and restricted cash were $555.9 million at September 30, 2025, supported by issuing $475.0 million of 2030 convertible notes and repurchasing a portion of 2028 notes, which led to a $13.0 million extinguishment loss. The company repurchased 6.8 million shares in Q3 for $90.0 million; shares outstanding were 140.7 million as of November 4, 2025.
Subsequent event: On October 1, 2025, WisdomTree completed the Ceres Partners acquisition for $275.0 million cash plus up to $225.0 million earnout tied to a 12%–22% revenue CAGR through 2029.
WisdomTree, Inc. reported two shareholder actions alongside its Q3 2025 results press release. The Board declared a quarterly cash dividend of $0.03 per share, payable on November 26, 2025 to stockholders of record on November 12, 2025.
The Board also increased the share repurchase authorization by $190.0 million, bringing the total program to $250.0 million, with an expiration of April 27, 2028. Repurchases may be executed via open market, privately negotiated transactions, or block trades, and the timing and amount will be determined at the Company’s discretion based on market and corporate conditions. The program does not obligate the Company to repurchase any specific amount and may be modified or discontinued without notice.
FMR LLC and Abigail P. Johnson each report beneficial ownership of
The ownership is disclosed under a Schedule 13G format and identifies FMR LLC as the institutional filer and Abigail P. Johnson as an individual reporting person with the same aggregate economic interest. The filing notes related power-of-attorney exhibits and an agreement referenced as Exhibit 99.
FAQ
What is the current stock price of Wisdomtree (WT)?
What is the market cap of Wisdomtree (WT)?
