WisdomTree COO granted 25,220 performance RSUs

WisdomTree, Inc. reported that its President and COO, Jarrett R. Lilien, received a grant of 25,220 performance-based restricted stock units (PRSUs) on February 23, 2026.

Rhea-AI Filing Summary

WisdomTree, Inc. reported that its President and COO, Jarrett R. Lilien, received a grant of 25,220 performance-based restricted stock units (PRSUs) on February 23, 2026. This award represents an additional grant linked to a change in how PRSU target shares are calculated.

The PRSUs are scheduled to vest on February 23, 2029, and each vested unit will convert into one share of common stock. Between 0% and 200% of the target PRSUs may vest, depending on WisdomTree’s total shareholder return versus a peer group over a three-year period from the grant date.

Insider Trade Summary

Grant/Award: 25,220 shares

Grant/Award 1 txn

Insider Lilien R Jarrett

Role President and COO

Type	Security	Shares	Price	Value
Grant/Award	Performance Based Restricted Stock Units	25,220	$0.00	$0.00

Holdings After Transaction: Performance Based Restricted Stock Units — 25,220 contracts (Direct)

Footnotes (3)

1. F1. On January 25, 2026, the Compensation Committee of the Issuer's Board of Directors approved a grant of performance-based restricted stock units ("PRSUs") initially reported on a Form 4 filed January 27, 2026 and amended February 24, 2026 ("Prior Form 4"), with the target number of PRSUs determined based on the grant-date fair value calculated using a Monte Carlo valuation methodology. On February 23, 2026, the Compensation Committee approved a change in the methodology for determining PRSU target shares to one based on the Issuer's grant date closing stock price and, in connection with that change, approved a separate, additional grant of PRSUs to the Reporting Person equal to the difference between (i) the target number of PRSUs reported in the Prior Form 4 and (ii) the target number of PRSUs determined using the Issuer's closing stock price on January 25, 2026. This grant is intended to qualify for the Rule 16b-3 exemption under the Securities Exchange Act of 1934.
2. F2. Each performance-based restricted stock unit represents the right to receive, on the vesting date, one share of common stock for each unit that vests.
3. F3. These PRSUs are scheduled to vest on February 23, 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 stock of the peer group, each measured from the grant date to the accelerated vesting date.

FAQ

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

What insider transaction did WisdomTree (WT) report for Jarrett R. Lilien?

WisdomTree reported a grant of 25,220 performance-based restricted stock units to President and COO Jarrett R. Lilien. The award is a stock-based compensation grant, not an open-market purchase or sale of existing shares.

How many performance-based RSUs did WisdomTree (WT) grant to its President and COO?

WisdomTree granted 25,220 performance-based restricted stock units to its President and COO. This number reflects an additional PRSU award tied to a revised grant methodology using the company’s January 25, 2026 grant date closing stock price.

When do Jarrett R. Lilien’s new PRSUs from WisdomTree (WT) vest?

The PRSUs granted to Jarrett R. Lilien are scheduled to vest on February 23, 2029. Actual vesting depends on performance conditions and may accelerate if certain employment termination events or a change of control occur before the third anniversary of the grant date.

What determines how many of the WisdomTree (WT) PRSUs will vest?

Between 0% and 200% of the target PRSUs may vest, based on WisdomTree’s total shareholder return versus a peer group. Performance is measured over a three-year period from the grant date, with vesting outcomes tied to relative shareholder return.

Does each WisdomTree (WT) PRSU convert into a share of stock at vesting?

Each performance-based restricted stock unit represents the right to receive one share of WisdomTree common stock upon vesting. The ultimate number of shares issued depends on what percentage of the target PRSUs actually vests under the performance conditions.

Why did WisdomTree (WT) issue an additional PRSU grant to its President and COO?

The additional PRSU grant reflects a change in how target shares are calculated, moving from a Monte Carlo valuation to using WisdomTree’s grant date closing stock price. The award equals the difference between the prior target and the new price-based target.

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

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Accepted by SEC EDGAR 02/25/2026 - 04:52 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^*

Lilien R Jarrett

(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)
	President and COO

3. Date of Earliest Transaction (Month/Day/Year)
02/23/2026

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

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(1)	(2)	02/23/2026		A		25,220		(3)	(3)	Common Stock	25,220	$0.0000	25,220	D

Explanation of Responses:

1. On January 25, 2026, the Compensation Committee of the Issuer's Board of Directors approved a grant of performance-based restricted stock units ("PRSUs") initially reported on a Form 4 filed January 27, 2026 and amended February 24, 2026 ("Prior Form 4"), with the target number of PRSUs determined based on the grant-date fair value calculated using a Monte Carlo valuation methodology. On February 23, 2026, the Compensation Committee approved a change in the methodology for determining PRSU target shares to one based on the Issuer's grant date closing stock price and, in connection with that change, approved a separate, additional grant of PRSUs to the Reporting Person equal to the difference between (i) the target number of PRSUs reported in the Prior Form 4 and (ii) the target number of PRSUs determined using the Issuer's closing stock price on January 25, 2026. This grant is intended to qualify for the Rule 16b-3 exemption under the Securities Exchange Act of 1934.

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

3. These PRSUs are scheduled to vest on February 23, 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 stock of the peer group, each measured from the grant date to the accelerated vesting date.

	/s/ Marci Frankenthaler, Attorney-in-Fact	02/25/2026
	** Signature of Reporting Person	Date
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