Affiliate files to sell 30,000 shares

Issuer files a Form 144 reporting a proposed sale of 30,000 shares.

Rhea-AI Filing Summary

Issuer files a Form 144 reporting a proposed sale of 30,000 shares. The notice lists a proposed sale on 02/25/2026 of 30,000 shares for $505,200 by an affiliate at a broker address in Smithfield, RI. The filing also lists prior restricted stock vesting entries dated 12/11/2018, 01/25/2019, and 10/29/2019 with listed share amounts.

Insights

Securities Compliance Lawyer

Routine Form 144 notice reporting a proposed affiliate sale of securities.

The filing records a proposed disposition of $505,200 for 30,000 shares with a proposed trade date of 02/25/2026. It identifies the broker/dealer and lists prior restricted‑stock vesting entries as background.

Timing and execution details beyond the proposed date are not provided here; subsequent filings or broker confirmations would show completion. Cash‑flow treatment and purchaser identity are not disclosed in the excerpt.

Key Figures

Proposed sale proceeds: $505,200 Shares proposed for sale: 30,000 shares Proposed trade date: 02/25/2026 +3 more

6 metrics

Proposed sale proceeds $505,200 aggregate proceeds for the 30,000-share sale on 02/25/2026

Shares proposed for sale 30,000 shares proposed sale on 02/25/2026

Proposed trade date 02/25/2026 date listed for the proposed sale

Restricted vesting — 12/11/2018 21,774 shares Restricted Stock Vesting dated 12/11/2018

Restricted vesting — 01/25/2019 539 shares Restricted Stock Vesting dated 01/25/2019

Restricted vesting — 10/29/2019 7,687 shares Restricted Stock Vesting dated 10/29/2019

Key Terms

Form 144, Restricted Stock Vesting, Issuer

3 terms

Form 144 regulatory

"Filer Information | 144: Filer Information"

Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.

Restricted Stock Vesting financial

"Common | 12/11/2018 | Restricted Stock Vesting"

Restricted stock vesting is the timetable and conditions under which shares granted to employees or insiders become fully owned and can be sold, typically requiring continued work or meeting performance goals. It matters to investors because large blocks of shares can become tradable at once, which can change share supply and price, and because vesting aligns insiders’ incentives with the company’s long‑term performance—think of it like a timed unlock that both rewards and locks in key people.

Issuer regulatory

"Restricted Stock Vesting | Issuer | 21774"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does WT's Form 144 report?

The Form 144 reports a proposed sale of 30,000 shares for $505,200 with a proposed trade date of 02/25/2026. The filing identifies a broker/dealer and lists prior restricted stock vesting entries as context.

Who is listed as the selling party in the WT filing?

The filing lists an affiliate at Fidelity Brokerage Services LLC with an address in Smithfield, RI, and names Robert Lilien in connection with the sale on 02/25/2026 for $505,200.

How much proceeds are shown on the Form 144 for WT?

The document shows aggregate proceeds of $505,200 associated with the proposed sale of 30,000 shares on 02/25/2026. The filing does not state who will receive the proceeds beyond identifying the selling holder.

Are the securities being sold restricted or vested?

The filing lists multiple Restricted Stock Vesting entries dated 12/11/2018, 01/25/2019, and 10/29/2019 with specific share counts, indicating the securities referenced include previously restricted awards that vested.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/20/2026 - 11:03 AM EDT Learn about SEC filing dates

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001197950
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	WisdomTree, Inc.
SEC File Number	001-10932
Address of Issuer	250 WEST 34TH STREET 3RD FLOOR NEW YORK NEW YORK 10119
Phone	212-801-2080
Name of Person for Whose Account the Securities are To Be Sold	Lilien R Jarrett
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Officer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Fidelity Brokerage Services LLC 900 Salem Street Smithfield RI 02917	30000	569700.00	152941267	05/20/2026	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	12/11/2018	Restricted Stock Vesting	Issuer			21774	12/11/2018	Compensation
Common	01/25/2019	Restricted Stock Vesting	Issuer			539	01/25/2019	Compensation
Common	10/29/2019	Restricted Stock Vesting	Issuer			7687	10/29/2019	Compensation

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
Robert Lilien 250 West 34th Street 3rd Floor New York NY 10119	Common	02/25/2026	30000	505200.00

144: Remarks and Signature

Remarks	Robert Lilien and R. Jarrett Lilien are one in the same person.
Date of Notice	05/20/2026
Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1	11/24/2025
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	/s/ Jennifer Ruchti, as a duly authorized representative of Fidelity Brokerage Services LLC, as attorney-in-fact for Robert Lilien
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)