WisdomTree: FMR/Abigail Johnson report 15,161,730 shares (10.3%)
FMR LLC and Abigail P. Johnson each report beneficial ownership of 10.3% of WisdomTree Inc. common stock, representing 15,161,730.04 shares.
Rhea-AI Filing Summary
FMR LLC and Abigail P. Johnson each report beneficial ownership of 10.3% of WisdomTree Inc. common stock, representing 15,161,730.04 shares. The filing shows sole dispositive power over these shares and no shared voting or dispositive power. The reporting parties state the shares are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
The ownership is disclosed under a Schedule 13G format and identifies FMR LLC as the institutional filer and Abigail P. Johnson as an individual reporting person with the same aggregate economic interest. The filing notes related power-of-attorney exhibits and an agreement referenced as Exhibit 99.
Positive
- Clear passive disclosure: Filing under Schedule 13G signals the stake is held in the ordinary course, not to influence control.
- Substantial, well-documented stake: 15,161,730.04 shares (10.3%) are explicitly reported with sole dispositive power.
Negative
- None.
Insights
Large passive stake disclosed: 10.3% ownership with sole dispositive authority.
The filing reports an aggregate beneficial ownership of 15,161,730.04 shares representing 10.3% of the class, with reported sole dispositive power and no shared voting power. That structure is typical for an investment manager holding assets on behalf of clients while retaining control over disposition decisions.
Key dependencies include the underlying accounts or funds that economically benefit from the position and whether any of those exceed 5% individually; the filing states no other single person's interest exceeds 5%. Monitor disclosures or amendments that identify the specific client accounts or any change in voting arrangements within a standard quarterly/transactional timeframe.
Schedule 13G treatment indicates passive intent and ordinary-course holdings.
The use of Schedule 13G and the certified statement that the shares were acquired and are held "in the ordinary course of business" signals a passive reporting posture rather than an intent to influence control. The filing also references power-of-attorney exhibits and an agreement (Exhibit 99), which support authorized reporting procedures.
Compliance risks to watch include any future amendment requiring Schedule 13D treatment if the intent or voting arrangements change. Any material change in voting power, dispositions, or coordinated action would trigger a different disclosure standard and faster reporting timelines.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake did FMR LLC and Abigail P. Johnson disclose in WisdomTree (WT)?
Is the reported holding intended to influence control of WisdomTree (WT)?
Does any other person hold more than 5% of WisdomTree according to the filing?
What exhibits support the Schedule 13G filing for WisdomTree (WT)?
AI-generated analysis. How Rhea-AI works. Not financial advice.