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.
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
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
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
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
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 an equity compensation transaction for its Chief Financial Officer, Bryan Edmiston. On January 25, 2026, he received 36,048 shares of common stock at a stated price of $0.0000 per share as a restricted stock award, increasing his directly held position to 276,522 shares. Part of this grant will vest in installments of 12,016 shares on each of January 25, 2027, 2028, and 2029. On the same date, 25,965 shares of common stock were surrendered to the company to cover tax withholding upon vesting of prior restricted stock, leaving 250,557 common shares directly owned. He was also granted 12,016 performance-based restricted stock units, each representing one potential share of common stock, scheduled to vest on January 25, 2029, with 0% to 200% of the target amount ultimately vesting based on relative total shareholder return over a three-year period.