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.
This page provides access to WisdomTree, Inc. (NYSE: WT) SEC filings, offering detailed insight into the company’s operations as a global financial innovator in exchange-traded products, digital assets and private market investments. WisdomTree’s common stock is registered under Section 12(b) of the Exchange Act and listed on the New York Stock Exchange under the symbol WT, and its regulatory filings document key financial, strategic and governance information.
Investors can review current reports on Form 8-K, where WisdomTree discloses material events such as quarterly financial results, dividends, share repurchase authorizations, annual meeting voting outcomes, acquisitions like Ceres Partners, LLC, and capital markets transactions including the issuance of 4.625% Convertible Senior Notes due 2030. These filings also describe material definitive agreements, equity purchase agreements and indentures for convertible notes.
Annual reports on Form 10-K and quarterly reports on Form 10-Q (when available through this feed) contain comprehensive financial statements, management’s discussion and analysis, and segment and risk disclosures relevant to its role as an ETP sponsor and asset manager with digital asset-related products and private market investments. Proxy statements and meeting-related filings detail Board composition, executive compensation proposals and stockholder voting results.
Stock Titan enhances these filings with AI-powered summaries that help explain complex sections, highlight key changes and surface important items such as revenue drivers, expense trends, capital structure developments and share repurchase or dividend actions. Users can also use this page to track insider and related activity through forms such as Form 4 when they are available in the feed, alongside real-time updates sourced from the SEC’s EDGAR system.
By combining raw SEC documents with AI-generated insights, this filings page helps readers quickly understand what WisdomTree reports about its exchange-traded products, digital platforms, tokenization initiatives, private market expansion and financing arrangements, without having to parse every line of each filing manually.
Wellington Management Group LLP
The shares are owned of record by investment-advisory clients of Wellington’s subsidiaries, with Wellington reporting shared voting and investment power. The filing certifies the position is held in the ordinary course of business and not for the purpose of changing or influencing control of WisdomTree.
WisdomTree, Inc.'s Chief Accounting Officer reports initial share holdings. Petranka Ivanova Badova Radev beneficially owns 11,129 shares of WisdomTree common stock as of January 28, 2026, held directly.
This amount includes restricted stock awards that vest in stages: 4,457 shares on January 25, 2027, 2,401 shares on January 25, 2028, and 926 shares on January 25, 2029. The filing does not report a new purchase or sale, but establishes this officer’s starting ownership position.
FMR LLC filed Amendment No. 1 to a Schedule 13G reporting beneficial ownership of 17,076,660.95 shares, or 12.1%, of WISDOMTREE INC common stock as of 12/31/2025. Abigail P. Johnson is also a reporting person, with sole dispositive power over the same number of shares.
The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of WisdomTree Inc. It also notes that one or more other persons may receive dividends or sale proceeds, but no single such interest exceeds five percent of the class.
WisdomTree, Inc. filed a current report noting it has released a press release with its financial results for the three months and year ended December 31, 2025, furnished as Exhibit 99.1.
The Board of Directors also declared a quarterly cash dividend of $0.03 per share, payable on February 25, 2026 to stockholders of record at the close of business on February 11, 2026.
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
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.