Every Form 4 that WisdomTree, Inc. (WT) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow WT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full WT filings page.
WisdomTree, Inc. (WT) reports that President and COO Jarrett R. Lilien sold 30,000 shares of common stock on September 9, 2026 at $24.56 per share in an open-market transaction. The sale was made under a Rule 10b5-1 trading plan adopted on November 24, 2025, and his direct holdings after the sale were 1,080,245 shares, which include restricted stock awards scheduled to vest in 2027, 2028, and 2029.
WisdomTree, Inc. director Frank Salerno reported an acquisition of 5,509 shares of Common Stock through a grant or award with no cash paid per share. This restricted stock award is scheduled to vest as to 5,509 shares on June 17, 2027. Following this grant, Salerno directly holds 228,345 shares of WisdomTree Common Stock.
PANKOPF TONIA L reported acquisition or exercise transactions in this Form 4 filing.
WisdomTree, Inc. director Tonia L. Pankopf received an equity grant of 5,509 shares of Common Stock as a compensation award, at no cash cost per share. The award is in the form of restricted stock that is scheduled to vest as to 5,509 shares on June 17, 2027. Following this grant, she holds a total of 40,471.0051 Common Stock shares directly.
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.
WisdomTree, Inc. director Daniela Mielke received 5,509 restricted stock units (RSUs) of common stock as a compensation award, at no cash cost. The RSUs vest on June 17, 2027 and will convert one-for-one into common shares upon the earliest of January 1, 2029, a qualifying separation from service, or a qualifying Sale Event. Following this grant, she directly holds 56,833 shares of common stock.
WisdomTree, Inc. director Rilla S. Delorier reported an equity compensation grant of common stock. She received a restricted stock award covering 5,509 shares of common stock at no cash cost, which is scheduled to vest on June 17, 2027.
Following this award, Delorier directly holds 37,360 shares of WisdomTree common stock. This Form 4 reflects a compensation-related acquisition rather than an open-market purchase or sale.
WisdomTree, Inc. director Smita Conjeevaram received a grant of 5,509 restricted stock units (RSUs) of common stock under the company’s 2022 Equity Plan and Non-Employee Directors' Deferred Compensation Program. These RSUs vest on June 17, 2027 and convert one-for-one into common shares. Following this award, she directly holds 82,877 shares of WisdomTree common stock.
Bossone Anthony reported acquisition or exercise transactions in this Form 4 filing.
WisdomTree, Inc. director Anthony Bossone received an equity grant of 5,509 restricted stock units (RSUs) of Common Stock. The RSUs were granted at no cash cost to him as director compensation and increase his direct holdings to 650,898 shares. The common stock underlying these RSUs will vest on June 17, 2027, and is payable on a one-for-one basis upon the earlier of a qualifying separation from service or a defined Sale Event under the company’s 2022 Equity Plan, consistent with Section 409A rules.
WisdomTree, Inc. reported that director Lynn S. Blake received an equity award in the form of 5,509 shares of common stock, granted at no cash cost as part of the non-employee directors’ compensation program under the 2022 Equity Plan.
The award is structured as restricted stock units that vest on June 17, 2027 under Blake’s deferral election and convert into common stock on a one-for-one basis. Shares become payable upon the earlier of a separation from service or a qualifying Sale Event as defined under the plan and Section 409A rules.
Following this grant, Blake directly holds 62,571 shares of WisdomTree common stock, reflecting a routine compensation-related increase in her equity stake rather than an open-market purchase.
WisdomTree, Inc. President and COO Jarrett R. Lilien reported an open-market sale of 30,000 shares of Common Stock at $18.99 per share on May 20, 2026, executed under a pre-established Rule 10b5-1 trading plan.
After this sale, he directly holds 1,110,245 shares, including restricted stock awards scheduled to vest in tranches on January 25, 2027, January 25, 2028, and January 25, 2029, and his sales remain subject to the company’s equity ownership requirements.
WisdomTree, Inc. Chief Administrative Officer Peter M. Ziemba sold 100,000 shares of common stock in an open-market transaction on May 19, 2026 at a weighted average price of $19.31 per share, with individual sale prices ranging from $19.25 to $19.34.
After this sale, he holds 885,686 shares directly. This total includes restricted stock awards scheduled to vest as to 44,646 shares on January 25, 2027, 22,733 shares on January 25, 2028, and 8,619 shares on January 25, 2029.
WisdomTree, Inc. Chief Information Officer David M. Yates reported an open-market sale of 15,000 shares of Common Stock at $18.06 per share. After the sale, he directly holds 157,499 shares, including restricted stock awards scheduled to vest through January 25, 2029.
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.
WisdomTree, Inc. President and COO Jarrett R. Lilien reported an open‑market sale of 30,000 shares of common stock on February 25, 2026 at a price of $16.84 per share under a pre‑established Rule 10b5‑1 trading plan.
After this transaction, Lilien directly owned 1,140,245 shares of WisdomTree common stock. This amount includes restricted stock awards scheduled to vest as to 114,570 shares on January 25, 2027, 59,724 shares on January 25, 2028, and 23,785 shares on January 25, 2029, and remains subject to the company’s equity ownership requirements.
Marinof Alexis reported acquisition or exercise transactions in this Form 4 filing.
WisdomTree, Inc. reported that Europe CEO Alexis Marinof received a grant of 5,223 performance-based restricted stock units (PRSUs). This additional grant adjusts a prior award after changing the method for setting targets to use the grant-date closing stock price. Each PRSU represents one share of common stock upon vesting.
The PRSUs are scheduled to vest on February 23, 2029. Between 0% and 200% of the target units may vest, depending on total shareholder return of WisdomTree’s stock versus a peer group over a three-year period from the grant date, with potential accelerated vesting upon certain termination events or a change of control.
Yates David M reported acquisition or exercise transactions in this Form 4 filing.
WisdomTree, Inc. Chief Information Officer David M. Yates received a grant of 2,673 performance-based restricted stock units (PRSUs) on February 23, 2026. This additional grant reflects a change in how PRSU targets are calculated, moving from a Monte Carlo valuation to using the company’s grant-date closing stock price.
The PRSUs are scheduled to vest on February 23, 2029, with each unit representing one share of common stock upon vesting. Between 0% and 200% of the target PRSUs may vest, based on WisdomTree’s total shareholder return over a three-year period versus a defined peer group, with potential accelerated vesting upon certain employment terminations or a change of control.
Edmiston Bryan reported acquisition or exercise transactions in this Form 4 filing.
WisdomTree, Inc. Chief Financial Officer Bryan Edmiston received a performance-based equity award. On February 23, 2026, he was granted 4,247 performance-based restricted stock units (PRSUs), each representing one share of WisdomTree common stock upon vesting.
The PRSUs are scheduled to vest on February 23, 2029. The 4,247 units are a target amount, and between 0% and 200% of this target may ultimately vest. The final number of shares will depend on WisdomTree’s total shareholder return compared with a peer group over a three-year period from the grant date, with certain accelerated vesting possible upon specific employment terminations or a change of control.
WisdomTree, Inc. reported that its Head of Digital Assets, William Bradley Peck, received a grant of 2,673 performance-based restricted stock units (PRSUs). This separate, additional grant adjusts a prior PRSU award after the company changed its method for determining target shares.
Each PRSU can convert into one share of common stock if it vests. The PRSUs are scheduled to vest on February 23, 2029, with between 0% and 200% of the 2,673 target units potentially vesting based on total shareholder return versus a peer group over a three-year period.
Ziemba Peter M reported acquisition or exercise transactions in this Form 4 filing.
WisdomTree, Inc. Chief Administrative Officer Peter M. Ziemba received a grant of 3,046 performance-based restricted stock units on February 23, 2026. This award represents an additional grant to align the target number of units with a methodology based on WisdomTree’s January 25, 2026 grant date closing stock price.
Each performance-based restricted stock unit represents the right to receive one share of common stock for each unit that vests. The PRSUs are scheduled to vest on February 23, 2029, with between 0% and 200% of the target number ultimately vesting based on total shareholder return versus a peer group over a three-year period from the grant date.
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.
WisdomTree, Inc. reported that Chief Executive Officer Jonathan L. Steinberg acquired 42,880 performance-based restricted stock units (PRSUs) on February 23, 2026 through a grant with no cash paid per unit. Each PRSU represents one share of common stock upon vesting.
The grant reflects a change in how PRSU targets are calculated, shifting from a Monte Carlo valuation to the issuer’s grant-date closing stock price and giving an additional award equal to the difference between the two methods. The PRSUs are scheduled to vest on February 23, 2029.
Between 0% and 200% of the target PRSUs may ultimately vest based on total shareholder return of WisdomTree stock versus a peer group over a three-year period from the grant date, with potential accelerated vesting upon certain employment terminations or a change of control.
WisdomTree, Inc. reported that Chief Legal Officer Marci Frankenthaler received a grant of 3,725 performance-based restricted stock units (PRSUs) on February 23, 2026, at no purchase price. This award brings her directly held PRSU balance to 3,725 units.
The grant reflects a change in how PRSU targets are calculated, moving from a Monte Carlo valuation to using WisdomTree’s January 25, 2026 grant-date closing stock price and represents the incremental difference under the new method. Each PRSU can convert into one share of common stock upon vesting.
These PRSUs are scheduled to vest on February 23, 2029, with between 0% and 200% of the target potentially vesting. The ultimate number of shares earned will depend on WisdomTree’s total shareholder return versus a peer group over a three-year period from the grant date, with provisions for earlier vesting if certain employment termination events or a change of control occur.
Marinof Alexis reported acquisition or exercise transactions in this Form 4 filing.
WisdomTree, Inc. filed an amended Form 4 showing that Alexis Marinof, CEO Europe, received a grant of 9,554 performance-based restricted stock units (PRSUs). Each PRSU represents the right to receive one share of common stock upon vesting.
The PRSUs are scheduled to vest on January 25, 2029, with the actual shares issued ranging from 0% to 200% of the 9,554 target units based on performance. The amendment updates the target number of PRSUs to align with the grant date fair market value determined by an independent valuation consultant.
WisdomTree, Inc. reported that Chief Information Officer David M. Yates acquired 4,889 performance-based restricted stock units as an equity grant at no cash cost. Each unit represents the right to receive one share of common stock for each unit that vests.
The PRSUs are scheduled to vest on January 25, 2029, with the actual shares issued ranging from 0% to 200% of the 4,889 target units based on performance. This Form 4 amendment updates the target number of PRSUs to align with the grant date fair market value as determined by an independent valuation consultant.
WisdomTree, Inc. filed an amended Form 4 showing that Chief Financial Officer Bryan Edmiston acquired a grant of 7,769 performance-based restricted stock units (PRSUs). Each PRSU represents one share of common stock if it vests. These PRSUs are scheduled to vest on January 25, 2029, with the actual shares issued ranging from 0% to 200% of the target amount based on performance. The amendment updates the target PRSU number to match the grant-date fair market value determined by an independent valuation consultant.
Peck William Bradley reported acquisition or exercise transactions in this Form 4 filing.
WisdomTree, Inc. executive William Bradley Peck, Head of Digital Assets, reported an award of 4,889 performance-based restricted stock units (PRSUs). Each PRSU represents one share of common stock if it vests. These PRSUs are scheduled to vest on January 25, 2029, with the actual shares issued ranging from 0% to 200% of this target, depending on performance.
Frankenthaler Marci reported acquisition or exercise transactions in this Form 4 filing.
WisdomTree, Inc. Chief Legal Officer Marci Frankenthaler reported an amended Form 4 showing an award of 6,812 performance-based restricted stock units (PRSUs) on January 25, 2026. Each PRSU represents the right to receive one share of common stock upon vesting, scheduled for January 25, 2029. The actual shares issued can range from 0% to 200% of the 6,812-unit target, depending on performance. The amendment updates the target number of PRSUs to reflect the grant date fair market value as determined by an independent valuation consultant.
Ziemba Peter M reported acquisition or exercise transactions in this Form 4 filing.
WisdomTree, Inc. insider Peter M. Ziemba, Chief Administrative Officer, reported an amended grant of 5,571 performance-based restricted stock units (PRSUs). Each PRSU represents the right to receive one share of common stock for each unit that ultimately vests.
The PRSUs are scheduled to vest on January 25, 2029, with the actual shares issued ranging from 0% to 200% of the 5,571 target units based on performance. This amended Form 4 updates the target number of PRSUs to match the grant date fair market value as determined by an independent valuation consultant.
WisdomTree, Inc. President and COO Jarrett Lilien reported an amended grant of 46,131 performance-based restricted stock units (PRSUs). These PRSUs were acquired at a stated price of $0.00 per unit as part of his equity compensation.
Each PRSU represents the right to receive one share of WisdomTree common stock for each unit that vests. The PRSUs are scheduled to vest on January 25, 2029, and the actual shares issued can range from 0% to 200% of the target 46,131 units based on performance. The amendment updates the target PRSU number to reflect the grant date fair market value determined by an independent valuation consultant.
Steinberg Jonathan L reported acquisition or exercise transactions in this Form 4 filing.
WisdomTree, Inc. Chief Executive Officer Jonathan L. Steinberg reported an amended equity award of 78,437 performance-based restricted stock units (PRSUs). Each PRSU represents the right to receive one share of common stock for each unit that vests. These PRSUs are scheduled to vest on January 25, 2029, with the actual shares issued ranging from 0% to 200% of the target amount based on performance. The amendment updates the target number of PRSUs to reflect the grant date fair market value as determined by an independent valuation consultant.
WisdomTree, Inc. (WT) Chief Information Officer David M. Yates reported the vesting of performance-based restricted stock units (PRSUs) and related share withholding. On January 27, 2026, 37,997 PRSUs granted on January 25, 2023, vested into 37,997 shares of common stock, including 1,586 PRSUs from dividend reinvestment.
The company withheld 19,816 shares to cover taxes upon vesting, leaving Yates with 172,499 shares of common stock held directly. This total includes restricted stock awards scheduled to vest as to 35,859 shares on January 25, 2027, 19,116 shares on January 25, 2028, and 7,564 shares on January 25, 2029. The PRSU payout equaled 199% of the target based on relative total shareholder return in the 84.62nd percentile over a three-year period.
WisdomTree, Inc. CEO Europe Alexis Marinof reported equity award vesting and share withholding transactions. On January 27, 2026, 45,713 performance-based restricted stock units converted into the same number of common shares at an exercise price of $0.0000 per share.
The company withheld 21,486 common shares to cover taxes due at vesting, leaving Marinof with 256,272 directly owned common shares afterward. These PRSUs were granted on January 25, 2023 and vested on January 25, 2026 at 199% of the target level, based on relative total shareholder return in the 84.62nd percentile versus a peer group over three years.
WisdomTree, Inc. Chief Legal Officer Marci Frankenthaler reported the vesting of performance-based restricted stock units and related share movements. On January 27, 2026, 43,998 PRSUs granted in January 2023 converted into 43,998 shares of common stock after a three-year performance period tied to relative total shareholder return.
Upon vesting, 22,889 common shares were withheld by WisdomTree to cover taxes, leaving Frankenthaler with 315,272 common shares owned directly after the transactions. This total includes restricted stock awards scheduled to vest in tranches of 51,943 shares on January 25, 2027, 28,277 shares on January 25, 2028, and 10,538 shares on January 25, 2029.
WisdomTree, Inc.'s Chief Administrative Officer Peter M. Ziemba reported the vesting of performance-based restricted stock units tied to the company’s total shareholder return. On January 27, 2026, 61,005 PRSUs converted into an equal number of common shares, including 2,555 units from dividend reinvestment.
Upon vesting, 31,563 common shares were withheld by WisdomTree to cover taxes, leaving Ziemba with 985,686 directly held common shares. The PRSUs were granted in January 2023 and vested in January 2026 at 199% of the target level after the company’s three-year relative TSR ranked in the 84.62nd percentile versus a peer group.
WisdomTree President and COO Jarrett Lilien reported the vesting and settlement of performance-based restricted stock units. On January 27, 2026, 350,395 PRSUs were converted into common shares at an exercise price of $0.0000, including 14,710 units from dividend reinvestment. Based on an independent report and compensation committee certification, the company’s relative total shareholder return ranked in the 84.62nd percentile, causing 199% of the target PRSUs to vest. Upon settlement, 179,207 shares were withheld to cover taxes, leaving Lilien with 1,170,245 directly held common shares, which include other restricted stock awards scheduled to vest through January 2029.
WisdomTree, Inc. Chief Executive Officer Jonathan L. Steinberg reported the vesting and settlement of performance-based restricted stock units (PRSUs) into common stock and related tax withholding transactions. On January 27, 2026, 573,813 PRSUs converted into an equal number of WisdomTree common shares at an exercise price of $0.0000 per share.
The company withheld 293,152 common shares at $0.0000 in a transaction coded "F" to cover applicable taxes upon vesting. Following these transactions, Steinberg directly beneficially owned 9,763,318 WisdomTree common shares and indirectly held 798 additional shares through his spouse.
The PRSUs were originally granted on January 25, 2023 and vested on January 25, 2026. The final vested amount reflected 199% of the target PRSU award, based on WisdomTree’s relative total shareholder return ranking in the 84.62nd percentile versus a designated peer group over the three-year performance period.
WisdomTree, Inc. Chief Financial Officer Bryan Edmiston reported the vesting of performance-based restricted stock units and related share withholding for taxes. On January 27, 2026, 43,998 performance-based RSUs converted into the same number of common shares at an exercise price of $0.0000 per share.
The company withheld 22,888 shares to cover withholding taxes upon vesting, leaving Edmiston with 271,667 shares of common stock held directly. The PRSUs were granted on January 25, 2023 and vested on January 25, 2026, with payout based on relative total shareholder return.
WisdomTree, Inc. executive William Bradley Peck, Head of Digital Assets, reported the vesting and settlement of performance-based restricted stock units (PRSUs). On January 27, 2026, 39,996 PRSUs were converted into the same number of common shares at $0.0000 per share following a three-year performance period.
The award, granted on January 25, 2023, vested at 199% of the target PRSUs after WisdomTree’s total shareholder return ranked in the 84.62nd percentile versus a peer group. The company withheld 21,372 shares to cover taxes, leaving Peck with 243,168 shares of common stock held directly, including time-based restricted stock scheduled to vest through January 2029.
WisdomTree, Inc. Chief Information Officer David M. Yates reported new equity awards and related tax withholding transactions. On January 25, 2026, he received 22,688 shares of restricted common stock at a price of $0.0000 per share, which are scheduled to vest in three annual installments through January 25, 2029. After this grant and a same-day tax transaction, he directly owned 154,318 shares of common stock.
On the same date he also received 7,562 performance-based restricted stock units (PRSUs), each representing one share of common stock upon vesting. These PRSUs are scheduled to vest on January 25, 2029, with between 0% and 200% of the target amount ultimately vesting based on total shareholder return versus a peer group over a three-year period. A separate Form 4 entry shows 20,493 shares of common stock were surrendered to the company to cover withholding taxes upon vesting of earlier restricted stock awards.
WisdomTree, Inc. Chief Administrative Officer Peter M. Ziemba reported equity compensation and related tax withholding activity in the company’s stock. On January 25, 2026, he received 25,853 shares of restricted common stock at a price of $0.0000 per share, and his directly held common stock position after this grant was 983,503 shares.
On the same date, 27,259 common shares were surrendered to WisdomTree to cover withholding taxes due upon vesting of prior restricted stock awards, leaving him with 956,244 common shares held directly. He was also granted 8,617 performance-based restricted stock units (PRSUs), each representing the right to receive one share of common stock if vesting conditions are met. These PRSUs are scheduled to vest on January 25, 2029, with 0% to 200% of the target amount ultimately vesting based on the company’s total shareholder return compared with a peer group over a three-year period from the grant date.
WisdomTree, Inc. reported that Chief Executive Officer and director Jonathan L. Steinberg received new equity awards on January 25, 2026. He was granted 121,317 shares of restricted common stock at a price of $0.0000 per share, which vest in three equal installments of 40,439 shares on January 25, 2027, January 25, 2028, and January 25, 2029. He also received 121,317 performance-based restricted stock units, each representing one potential share of common stock, scheduled to vest on January 25, 2029, with between 0% and 200% of the target amount ultimately payable based on relative total shareholder return over a three-year period and certain employment or change-of-control conditions. To cover withholding taxes upon vesting of prior restricted stock awards, 121,651 common shares were surrendered to the company, leaving Steinberg with 9,482,657 shares of common stock held directly and 798 shares held indirectly through his spouse.
WisdomTree, Inc. Head of Digital Assets William Bradley Peck reported new equity awards and related share withholding on January 25, 2026. He received 22,688 shares of common stock as restricted stock at a price of $0.0000 per share, leaving him with 246,257 common shares before tax withholding and 224,544 common shares afterward. Some of these restricted shares are scheduled to vest in stages on January 25, 2027, January 25, 2028, and January 25, 2029.
Peck was also granted 7,562 performance-based restricted stock units at a price of $0.0000 per unit, each representing one share of common stock if vesting conditions are met. These performance-based units are scheduled to vest on January 25, 2029, with the actual number that vests ranging from 0% to 200% of the target amount based on total shareholder return relative to a peer group over a three-year period and certain employment or change-of-control conditions.
WisdomTree, Inc. Europe CEO Alexis Marinof reported equity compensation changes on January 25, 2026. He received 44,331 shares of common stock at a price of $0.0000 per share as restricted stock, and a grant of 14,777 performance-based restricted stock units (PRSUs), each representing one potential share of common stock.
The restricted stock is scheduled to vest in three equal installments of 14,777 shares on January 25 of 2027, 2028 and 2029. On the same date, 33,432 common shares were surrendered to the company to cover withholding taxes upon vesting of prior restricted stock awards. After these transactions, Marinof directly beneficially owned 232,045 shares of common stock.
The 14,777 PRSUs are scheduled to vest on January 25, 2029, with between 0% and 200% of the target units vesting based on WisdomTree’s total shareholder return compared with a peer group over a three-year period from the grant date.
WisdomTree, Inc. President and COO Jarrett Lilien reported new stock awards and related tax withholding transactions. On January 25, 2026, he received 71,351 shares of restricted common stock at a price of $0.0000 per share. These restricted shares are scheduled to vest in three installments: 23,783 shares on each of January 25, 2027 and January 25, 2028, and 23,785 shares on January 25, 2029.
On the same date, he also acquired 71,351 performance-based restricted stock units (PRSUs), each representing one potential share of common stock, at an exercise price of $0.0000. These PRSUs are scheduled to vest on January 25, 2029, with between 0% and 200% of the target amount vesting based on total shareholder return performance versus a peer group over a three-year period and subject to employment and change-of-control conditions. In a separate transaction, 70,932 shares of common stock were surrendered to the company to cover withholding taxes upon vesting of prior restricted stock awards. After these transactions, Lilien directly beneficially owned 999,057 shares of common stock and 71,351 PRSUs.
WisdomTree, Inc. Chief Legal Officer reports equity awards and tax withholding. On January 25, 2026, Chief Legal Officer Marci Frankenthaler received 31,612 shares of WisdomTree common stock as restricted stock awards at a stated price of $0.0000 per share, and 10,537 performance-based restricted stock units, each representing the right to receive one share of common stock upon vesting. On the same date, 25,134 shares of common stock were surrendered to WisdomTree to cover withholding taxes upon vesting of prior restricted stock awards, also at a stated price of $0.0000. Following these transactions, Frankenthaler directly beneficially owned 294,163 shares of common stock and 10,537 performance-based restricted stock units, with the restricted stock and PRSUs subject to multi-year vesting schedules tied to time and relative total shareholder return.
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.
WisdomTree, Inc. officer reports stock gift and sale. The company’s Chief Information Officer filed a report of two December 2, 2025 transactions in WisdomTree common stock. One line shows a bona fide gift of 9,100 shares made without consideration, and another shows a sale of 6,820 shares at a price of $11.125 per share. After these transactions, the officer beneficially owned 152,123 shares of common stock. The holdings include restricted stock awards scheduled to vest as to 49,502 shares on January 25, 2026, 28,297 shares on January 25, 2027, and 11,554 shares on January 25, 2028.
WisdomTree, Inc. (WT) reported an insider transaction by its President and COO on a Form 4. On November 25, 2025, the officer sold 12,500 shares of common stock at $11.01 per share. After this trade, the officer beneficially owns 998,638 shares.
The sale was carried out under a pre-arranged Rule 10b5-1 trading plan established on February 25, 2025, so the officer did not control the timing of the transaction. The beneficial ownership figure includes restricted stock awards scheduled to vest as to 155,950 shares on January 25, 2026, 90,787 shares on January 25, 2027, and 35,941 shares on January 25, 2028.
WisdomTree, Inc. (WT) disclosed a Form 4 for its President and COO, who sold 25,000 shares of common stock at $11.77 on November 12, 2025 under a Rule 10b5-1 trading plan established on February 25, 2025.
After the transaction, the reporting person beneficially owns 1,011,138 shares, held directly. The filing notes restricted stock awards scheduled to vest as to 155,950 shares on January 25, 2026, 90,787 shares on January 25, 2027, and 35,941 shares on January 25, 2028.