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Vanguard amends 13G/A on WisdomTree (WT) after Jan 12, 2026 realignment

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

WisdomTree Inc ownership filing: The Vanguard Group amended its Schedule 13G to report 0 shares beneficially owned of WisdomTree Inc common stock, representing 0% of the class. The amendment explains an internal realignment effective January 12, 2026 that caused certain Vanguard subsidiaries or business divisions to report disaggregated holdings separately.

The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026, and states Vanguard entities retain the right to receive dividends or sale proceeds for managed accounts, while no single other person holds more than 5% of the class.

Positive

  • None.

Negative

  • None.

Insights

Schedule 13G/A shows disaggregation after Vanguard realignment; no beneficial ownership reported.

The amendment documents that Vanguard's internal reorganization on January 12, 2026 prompted separate reporting by subsidiaries or business divisions under SEC Release No. 34-39538. The filing records 0 shares and 0% ownership for The Vanguard Group as reported here.

Implications are procedural: subsequent filings may show holdings allocated among Vanguard entities. Cash‑flow treatment and any specific per‑entity balances are not included in this excerpt.

Disaggregated reporting clarifies reporting lines but does not indicate change in economic exposure in this filing.

The filing cites SEC guidance permitting subsidiaries to report separately; it affirms those subsidiaries pursue the same investment strategies. The disclosure notes Vanguard entities "have the right to receive or the power to direct the receipt of dividends" for managed accounts.

Investors should watch for follow‑up 13G/A entries from Vanguard affiliates that may show per‑entity holdings; timing and amounts are not provided here.






97717P104

(CUSIP Number)
03/13/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: On January 12, 2026, The Vanguard Group, Inc. went through an internal realignment. In accordance with SEC Release No. 34-39538 (January 12, 1998), certain subsidiaries or business divisions of subsidiaries of The Vanguard Group, Inc., that formerly had, or were deemed to have, beneficial ownership with The Vanguard Group, Inc., will report beneficial ownership separately (on a disaggregated basis) from The Vanguard Group, Inc. in reliance on such release. These subsidiaries and/or business divisions pursue the same investment strategies as previously pursued by The Vanguard Group, Inc. prior to the realignment. Further in accordance with SEC Release No. 34-39538 (January 12, 1998), The Vanguard Group, Inc. no longer has, or is deemed to have, beneficial ownership over securities beneficially owned by such subsidiaries and/or business divisions.


SCHEDULE 13G



The Vanguard Group
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:03/27/2026

FAQ

What does Vanguard report for WisdomTree Inc (WT)?

Vanguard reports 0 shares beneficially owned of WisdomTree Inc, equal to 0% of the class. The amended filing attributes separate reporting to an internal realignment effective January 12, 2026.

Why did Vanguard file Amendment No. 11 to its Schedule 13G/A?

The amendment reflects an internal realignment on January 12, 2026 and disaggregation of holdings. It states certain subsidiaries now report beneficial ownership separately under SEC Release No. 34-39538.

Does the filing indicate Vanguard still manages funds with exposure to WT?

Yes. The filing states Vanguard entities, including registered investment companies and managed accounts, "have the right to receive or the power to direct the receipt of dividends" for reported securities.

Who signed the amended Schedule 13G/A for Vanguard?

The amendment is signed by Ashley Grim, Head of Global Fund Administration, with the signature date shown as 03/27/2026.

Does this filing show any Vanguard affiliate owning more than 5% of WT?

No. The filing states that no one other person's interest in the securities reported herein is more than 5% of the class.
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