STOCK TITAN

WisdomTree (WT) director steadily increases stake via dividend reinvestment

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

WisdomTree, Inc. director Tonia L. Pankopf reported a series of common stock purchases made through a dividend reinvestment plan sponsored by a broker-dealer. The latest transaction on February 25, 2026 added 44.3439 shares at a price of 16.9448 per share, bringing her directly held stake to 34,962.0051 shares.

Across six reported purchases from November 20, 2024 through February 25, 2026, she acquired a net 277.0051 shares. Her reported holdings include restricted stock awards scheduled to vest as to 9,871 shares on June 17, 2026.

Positive

  • None.

Negative

  • None.
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*
PANKOPF TONIA L

(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)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
11/20/2024
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 11/20/2024 P 38.1826(1) A $11.5199 34,723.1826(2) D
Common Stock 02/26/2025 P 47.6258(1) A $9.2599 34,770.8084(2) D
Common Stock 05/28/2025 P 46.0074(1) A $9.6165 34,816.8158(2) D
Common Stock 08/27/2025 P 33.0585(1) A $13.425 34,849.8743(2) D
Common Stock 11/26/2025 P 67.7869(1) A $11.0548 34,917.6612(2) D
Common Stock 02/25/2026 P 44.3439(1) A $16.9448 34,962.0051(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
Explanation of Responses:
1. Represents shares acquired via dividend reinvestment pursuant to a dividend reinvestment plan sponsored by a broker-dealer.
2. Includes restricted stock awards which vests as to 9,871 shares on June 17, 2026.
/s/ Marci Frankenthaler, Attorney-in-Fact 03/09/2026
** 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.

FAQ

What insider activity did WisdomTree (WT) report for Tonia L. Pankopf?

WisdomTree reported that director Tonia L. Pankopf acquired additional common shares through a dividend reinvestment plan. Over six reported purchases, she added a net 277.0051 shares, increasing her directly held stake in the company.

How many WisdomTree (WT) shares does director Tonia L. Pankopf now hold?

After the most recent transaction, director Tonia L. Pankopf directly holds 34,962.0051 shares of WisdomTree common stock. This total includes both previously owned shares and those acquired via the dividend reinvestment plan.

What was the latest share purchase reported by Tonia L. Pankopf at WisdomTree (WT)?

The latest reported transaction on February 25, 2026 shows Tonia L. Pankopf acquiring 44.3439 shares of WisdomTree common stock at a price of 16.9448 per share through a dividend reinvestment plan.

Over what period did Tonia L. Pankopf accumulate additional WisdomTree (WT) shares?

The reported series of purchases spans from November 20, 2024 through February 25, 2026. During this timeframe, Tonia L. Pankopf executed six dividend reinvestment transactions, resulting in a net increase of 277.0051 shares.

Are there any restricted stock awards in Tonia L. Pankopf’s WisdomTree (WT) holdings?

Yes. Her reported holdings include restricted stock awards that are scheduled to vest as to 9,871 shares on June 17, 2026, which are part of her overall common stock position.

How were the newly acquired WisdomTree (WT) shares obtained by Tonia L. Pankopf?

The filing notes that the shares were acquired via dividend reinvestment under a dividend reinvestment plan sponsored by a broker-dealer, rather than through a single large open-market cash purchase.
Wisdomtree

NYSE:WT

View WT Stock Overview

WT Rankings

WT Latest News

WT Latest SEC Filings

WT Stock Data

2.32B
126.96M
Asset Management
Security Brokers, Dealers & Flotation Companies
Link
United States
NEW YORK