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.
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 $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.