Director Naidoo receives 5,509 WisdomTree (NYSE: WT) restricted shares

Rhea-AI Filing Summary

Naidoo Shamla reported acquisition or exercise transactions in this Form 4 filing.

WisdomTree, Inc. director Shamla Naidoo received a grant of 5,509 shares of Common Stock as a restricted stock award, recorded at no cash cost per share. These 5,509 restricted shares are scheduled to vest on June 17, 2027, and her direct holdings after the award total 40,194 shares. This is a compensation-related equity grant rather than an open-market purchase.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Naidoo Shamla

Role null

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	5,509	$0.00	--

Holdings After Transaction: Common Stock — 40,194 shares (Direct, null)

Footnotes (1)

1. [object Object]

Key Figures

Restricted stock grant: 5,509 shares Grant price: $0.00 per share Post-transaction holdings: 40,194 shares +1 more

4 metrics

Restricted stock grant 5,509 shares Common Stock award to director on June 17, 2026

Grant price $0.00 per share Recorded transaction price for restricted stock award

Post-transaction holdings 40,194 shares Total direct Common Stock held after the grant

Vesting date June 17, 2027 Restricted stock award vests as to 5,509 shares

Key Terms

restricted stock award, Common Stock, Form 4

3 terms

restricted stock award financial

"Includes restricted stock award that vests as to 5,509 shares on June 17, 2027."

A restricted stock award is company shares given to an employee or executive that cannot be sold or fully owned until certain conditions—like staying with the company for a set time or hitting performance targets—are met. Think of it as a gift that only becomes yours after you fulfill specific obligations; for investors, these awards matter because they can increase the total shares outstanding when they vest, reveal how management is being paid and motivated, and create potential selling pressure when restrictions lift.

Common Stock financial

"security_title: "Common Stock" for the 5,509-share grant transaction."

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

Form 4 regulatory

"INSIDER FILING DATA (Form 4) for WisdomTree, Inc. and Shamla Naidoo."

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 06/18/2026 - 04:25 PM Accepted by SEC EDGAR 06/18/2026 - 04:25 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Naidoo Shamla

(Last) (First) (Middle)

C/O WISDOMTREE, INC.

250 WEST 34TH STREET, 3RD FLOOR

(Street)

NEW YORK NEW YORK 10119

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
WisdomTree, Inc. [ WT ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/17/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	06/17/2026		A		5,509	A	$0.0000	40,194(1)	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Includes restricted stock award that vests as to 5,509 shares on June 17, 2027.

	/s/ Marci Frankenthaler, Attorney-in-Fact	06/18/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did WisdomTree (WT) report for Shamla Naidoo?

WisdomTree reported that director Shamla Naidoo received a grant of 5,509 shares of Common Stock as a restricted stock award. The grant was recorded at a price of $0.00 per share and increased her direct holdings to 40,194 shares.

Is Shamla Naidoo’s 5,509-share WisdomTree (WT) grant an open-market purchase?

No, the Form 4 shows the 5,509 shares as a grant or award, not an open-market purchase. The transaction code is “A” for grant, and the price per share is listed as $0.00, indicating compensation rather than a market trade.

When do Shamla Naidoo’s 5,509 restricted WisdomTree (WT) shares vest?

The footnote explains that the restricted stock award vests as to 5,509 shares on June 17, 2027. Until that vesting date, the shares are subject to the award’s vesting conditions rather than being fully unrestricted stock.

How many WisdomTree (WT) shares does Shamla Naidoo hold after this Form 4 transaction?

After receiving the 5,509-share restricted stock award, Shamla Naidoo directly holds 40,194 shares of WisdomTree Common Stock. This figure reflects her total direct ownership as reported immediately following the grant transaction on the Form 4.

What does transaction code “A” mean in Shamla Naidoo’s WisdomTree (WT) Form 4?

Transaction code “A” on the Form 4 indicates a grant, award, or other acquisition of securities. In this case, it shows that Naidoo acquired 5,509 shares through a restricted stock award as part of her compensation, not by buying shares in the open market.