STOCK TITAN

Vanguard Portfolio Management (WT) holds 5.75% — 8.16M shares disclosed

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

Rhea-AI Filing Summary

WisdomTree Inc reported that Vanguard Portfolio Management beneficially owns 8,155,227 shares of common stock, representing 5.75% of the class. The filing attributes voting and dispositive authority to Vanguard Portfolio Management LLC and affiliated business divisions as described in the statement.

Positive

  • None.

Negative

  • None.

Insights

Vanguard reports a substantial passive stake in WisdomTree.

Vanguard Portfolio Management discloses beneficial ownership of 8,155,227 shares, equal to 5.75% of the class, with sole dispositive power. The statement cites affiliates including Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC.

Holding above the 5% threshold triggers Schedule 13G disclosure; cash‑flow treatment and specific fund allocations are not in the excerpt. Subsequent filings may show changes if portfolio rebalancing occurs.

Shares beneficially owned 8,155,227 shares Amount beneficially owned as reported in Item 4
Percent of class 5.75% Percent of class reported in Item 4
Sole voting power 107,585 shares Sole power to vote as reported in Item 4
Sole dispositive power 8,155,227 shares Sole power to dispose as reported in Item 4
Signature date 04/29/2026 Signature date on the filing
beneficially owned regulatory
"reflects the securities beneficially owned, or deemed to be beneficially owned"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 8155227"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Schedule 13G regulatory
"Item 1. (a) Name of issuer: WisdomTree Inc ... Schedule 13G filing"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Investment Company Act of 1940 regulatory
"investment company registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.





97717P104

(CUSIP Number)
03/31/2026

(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: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Portfolio Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/29/2026

FAQ

What stake does Vanguard Portfolio Management hold in WisdomTree (WT)?

Vanguard Portfolio Management beneficially owns 8,155,227 shares, or 5.75%. The Schedule 13G shows sole dispositive power and limited sole voting power of 107,585 shares, with ownership reported as of the filing statements.

Does Vanguard control the votes for all reported shares of WT?

No; Vanguard reports sole voting power for 107,585 shares. The filing shows sole dispositive power for 8,155,227 shares, indicating authority to direct sales but not voting control over the entire position.

Which Vanguard entities are cited in the WisdomTree 13G for WT?

The filing attributes power to Vanguard Portfolio Management LLC and affiliates. It specifically mentions Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC as business divisions exercising dispositive or voting power over certain holdings.

Why was a Schedule 13G filed for WisdomTree by Vanguard?

Because Vanguard exceeded the 5% beneficial ownership threshold. The Schedule 13G is the passive-investor disclosure used when ownership surpasses 5% and the holder reports passive intent under SEC rules.

Who signed the Schedule 13G for Vanguard on the WisdomTree filing?

The filing was signed by Ashley Grim, Head of Global Fund Administration. The signature block in the excerpt shows the name and title and a signature date of 04/29/2026.