Welcome to our dedicated page for Wisdomtree SEC filings (Ticker: WT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
WisdomTree, Inc. filings document the regulatory record of a NYSE-listed asset manager whose common stock trades under the symbol WT. The company's Form 8-K disclosures cover quarterly operating and financial results, material events, material agreements, capital-structure matters and securities registered under the Exchange Act.
WisdomTree's filings also include proxy materials addressing governance, named executive officer compensation and shareholder voting matters. Capital-structure disclosures include senior unsecured convertible notes and related agreements, while recurring reporting categories connect the company's ETP advisory business, digital fund initiatives, governance practices and financing activity.
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.
WisdomTree, Inc. is a global asset manager focused on exchange-traded products, digital assets and private markets. As of December 31, 2025, it managed approximately $144.5 billion in assets under management (AUM) across equities, fixed income, commodities, leveraged-and-inverse, cryptocurrency, currency, alternatives and private assets.
U.S. listed ETFs grew to $88.5 billion in AUM and European listed ETPs to $53.5 billion, both helped by market appreciation and net inflows. Digital asset products reached $0.8 billion in AUM, largely in the WisdomTree Treasury Money Market Digital Fund. The 2025 acquisition of Ceres added $1.8 billion of farmland-based private assets AUM, which increased to $1.9 billion by year-end with inflows and market gains.
The company highlights competitive strengths in its “Modern Alpha” indexing, self-indexing and early-mover positions in themes like currency hedging, commodities and digital assets. It reports 360 employees, strong retention of 93.8%, and multiple workplace awards. Extensive risk disclosures cover market volatility, product concentration, third-party service providers, digital asset and regulatory complexity, and integration risks from Ceres.
Robert Lilien reported a sale of 12,500 common shares for $137,625.00 on 11/25/2025 via a Form 144 notice. The filing also lists restricted stock vesting items of 6,310 shares (vested 06/20/2018) and 23,690 shares (vested 12/11/2018).