WisdomTree CFO receives stock and PRSU awards

WisdomTree, Inc. reported that CFO Bryan Edmiston received equity awards on January 25, 2026, including 36,048 shares of common stock and 12,016 performance-based restricted stock units.

Rhea-AI Filing Summary

WisdomTree, Inc. reported that CFO Bryan Edmiston received equity awards on January 25, 2026, including 36,048 shares of common stock and 12,016 performance-based restricted stock units. 25,965 shares were surrendered to cover withholding taxes. After these transactions, he directly holds 250,557 common shares. The awards vest in tranches through January 2029, with PRSU payout tied to total shareholder return versus a peer group.

Insider Trade Summary

3 transactions reported

Mixed 3 txns

Insider Edmiston Bryan

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Grant/Award	Performance Based Restricted Stock Units	12,016	$0.00	$0.00
Grant/Award	Common Stock	36,048	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	25,965	$0.00	$0.00

Holdings After Transaction: Performance Based Restricted Stock Units — 12,016 contracts (Direct); Common Stock — 250,557 shares (Direct)

Footnotes (5)

1. F1. Restricted stock awarded by Issuer on January 25, 2026 and vesting as to 12,016 shares on each of January 25, 2027, January 25, 2028 and January 25, 2029.
2. F2. Includes restricted stock awards vesting as to (i) 55,049 shares on January 25, 2027, (ii) 30,942 shares on January 25, 2028 and (iii) 12,016 shares on January 25, 2029.
3. F3. Surrender of common stock to Issuer upon vesting of restricted stock awards to cover withholding taxes.
4. F4. Each performance-based restricted stock unit represents the right to receive, on the vesting date, one share of common stock for each such unit that vests.
5. F5. These performance-based restricted stock units ("PRSUs") are scheduled to vest on January 25, 2029. The target number of PRSUs is reported on this form. Between 0% and 200% of the target number of PRSUs may vest and the number of shares of the Issuer's common stock ("Common Stock") to be issued will be determined based on the total shareholder return ("TSR") of the Common Stock relative to the respective TSRs of the stocks of a peer group of companies, each measured over a 3-year period from the grant date. If the Reporting Person's employment is terminated under certain circumstances or a change of control occurs prior to the 3rd anniversary of the grant date, all or a portion of the PRSUs will vest and the number of shares of Common Stock to be issued will be determined at such time based on the respective TSRs of the Common Stock and the stocks of the peer group, each measured from the grant date to the accelerated vesting date.

Key Figures

Restricted stock award: 36,048 shares Performance-based RSUs granted: 12,016 units Shares surrendered for taxes: 25,965 shares +4 more

7 metrics

Restricted stock award 36,048 shares Common stock granted to CFO Bryan Edmiston on January 25, 2026

Performance-based RSUs granted 12,016 units Target number of PRSUs granted on January 25, 2026

Shares surrendered for taxes 25,965 shares Common stock surrendered to issuer to cover withholding taxes

Common shares held after transactions 250,557 shares Direct common stock holdings after reported Form 4 transactions

Restricted stock vesting 2027 55,049 shares Restricted stock awards vesting on January 25, 2027

Restricted stock vesting 2028 30,942 shares Restricted stock awards vesting on January 25, 2028

Maximum PRSU payout 200% Maximum percentage of target PRSUs that may vest based on TSR

Key Terms

performance-based restricted stock units, total shareholder return, peer group, change of control

4 terms

performance-based restricted stock units financial

"These performance-based restricted stock units ("PRSUs") are scheduled to vest on January 25, 2029."

Performance-based restricted stock units are a type of employee equity award that converts into company shares only if predefined financial or operational targets are met over a set period. Think of it like a bonus check that becomes stock only when specific goals are hit; it ties pay to results, aligning managers’ incentives with shareholders. Investors care because these awards affect future share count, executive incentives, and signal how management’s success will be measured and rewarded.

total shareholder return financial

"based on the total shareholder return ("TSR") of the Common Stock relative to the respective TSRs of the stocks of a peer group"

Total shareholder return is the overall gain an investor gets from owning a stock, combining changes in the share price plus any cash payouts like dividends, and assuming those payouts are reinvested in more shares. Investors use it like a single score that shows the true return on their investment—similar to checking both the growth of a savings account and the interest earned—to compare how well different companies or investments perform over time.

peer group financial

"relative to the respective TSRs of the stocks of a peer group of companies"

change of control financial

"If the Reporting Person's employment is terminated under certain circumstances or a change of control occurs"

A change of control occurs when the ownership or management of a company shifts significantly, such as through a sale, merger, or acquisition, resulting in new leadership or ownership structure. This change can impact the company's direction and decision-making, which is important for investors because it may affect the company's stability, strategy, and future prospects.

FAQ

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

What equity awards did WisdomTree (WT) grant to its CFO Bryan Edmiston?

WisdomTree granted CFO Bryan Edmiston 36,048 shares of common stock and 12,016 performance-based restricted stock units (PRSUs)

How many WisdomTree (WT) shares did the CFO surrender for tax withholding?

Bryan Edmiston surrendered 25,965 shares of common stock to WisdomTree to cover withholding taxes upon vesting of restricted stock awards. This disposition is reported with transaction code F, indicating delivery of shares to satisfy tax obligations.

What are Bryan Edmiston’s post-transaction holdings in WisdomTree (WT) common stock?

After the reported transactions, Bryan Edmiston directly holds 250,557 shares of WisdomTree common stock. This figure reflects his canonical post-transaction ownership and is reported as his direct holding position.

How do the performance-based RSUs for WisdomTree (WT) CFO vest?

The 12,016 PRSUsJanuary 25, 2029. Between 0% and 200% of the target units may vest, based on total shareholder return relative to a peer group over a three-year period.

What is the vesting schedule for Bryan Edmiston’s restricted stock in WisdomTree (WT)?

Restricted stock awards vest as to 55,049 shares on January 25, 2027, 30,942 shares on January 25, 2028, and 12,016 shares on January 25, 2029, providing a multi-year time-based vesting structure.

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

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Accepted by SEC EDGAR 01/27/2026 - 12:25 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^*

Edmiston Bryan

(Last) (First) (Middle)

250 WEST 34TH STREET, 3RD FLOOR

C/O WISDOMTREE, INC.

(Street)

NEW YORK NY 10119

(City) (State) (Zip)

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

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

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

3. Date of Earliest Transaction (Month/Day/Year)
01/25/2026

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

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

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

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	01/25/2026		A		36,048(1)	A	$0.0000	276,522(2)	D
Common Stock	01/25/2026		F		25,965(3)	D	$0.0000	250,557(2)	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
Performance Based Restricted Stock Units	(4)	01/25/2026		A		12,016		(5)	(5)	Common Stock	12,016	$0.0000	12,016	D

Explanation of Responses:

1. Restricted stock awarded by Issuer on January 25, 2026 and vesting as to 12,016 shares on each of January 25, 2027, January 25, 2028 and January 25, 2029.

2. Includes restricted stock awards vesting as to (i) 55,049 shares on January 25, 2027, (ii) 30,942 shares on January 25, 2028 and (iii) 12,016 shares on January 25, 2029.

3. Surrender of common stock to Issuer upon vesting of restricted stock awards to cover withholding taxes.

4. Each performance-based restricted stock unit represents the right to receive, on the vesting date, one share of common stock for each such unit that vests.

5. These performance-based restricted stock units ("PRSUs") are scheduled to vest on January 25, 2029. The target number of PRSUs is reported on this form. Between 0% and 200% of the target number of PRSUs may vest and the number of shares of the Issuer's common stock ("Common Stock") to be issued will be determined based on the total shareholder return ("TSR") of the Common Stock relative to the respective TSRs of the stocks of a peer group of companies, each measured over a 3-year period from the grant date. If the Reporting Person's employment is terminated under certain circumstances or a change of control occurs prior to the 3rd anniversary of the grant date, all or a portion of the PRSUs will vest and the number of shares of Common Stock to be issued will be determined at such time based on the respective TSRs of the Common Stock and the stocks of the peer group, each measured from the grant date to the accelerated vesting date.

	/s/ Marci Frankenthaler, Attorney-in-Fact	01/27/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
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