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.
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.
Wellington Management Group LLP and affiliated entities filed an amended beneficial ownership report on WisdomTree, Inc., disclosing beneficial ownership of 11,592,215 shares of WisdomTree common stock, equal to about 8.24% of the outstanding class.
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.