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FMR LLC and Abigail P. Johnson disclose 10.3% stake in WisdomTree

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

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.






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)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



FMR LLC
Signature:Stephanie J. Brown
Name/Title:Duly authorized under Power of Attorney effective as of January 3, 2023, by and on behalf of FMR LLC and its direct and indirect subsidiaries*
Date:10/06/2025
Abigail P. Johnson
Signature:Stephanie J. Brown
Name/Title:Duly authorized under Power of Attorney effective as of January 26, 2023, by and on behalf of Abigail P. Johnson**
Date:10/06/2025

Comments accompanying signature: * This power of attorney is incorporated herein by reference to Exhibit 24 to the Schedule 13G filed by FMR LLC on January 10, 2023, accession number: 0000315066-23-000003. ** This power of attorney is incorporated herein by reference to Exhibit 24 to the Schedule 13G filed by FMR LLC on January 31, 2023, accession number: 0000315066-23-000038.
Exhibit Information

Please see Exhibit 99 for 13d-1(k) (1) agreement.

FAQ

What stake did FMR LLC and Abigail P. Johnson disclose in WisdomTree (WT)?

Both reported an aggregate beneficial ownership of 15,161,730.04 shares, representing 10.3% of WisdomTree common stock.

Is the reported holding intended to influence control of WisdomTree (WT)?

The filers certified the securities are held in the ordinary course of business and were not acquired to change or influence control, consistent with a Schedule 13G passive filing.

Who has voting and dispositive power over the disclosed WisdomTree shares?

The filing shows sole dispositive power of 15,161,730.04 shares and reports no shared voting or dispositive power.

Does any other person hold more than 5% of WisdomTree according to the filing?

The filing states that no other single person's interest in WisdomTree common stock is more than 5%.

What exhibits support the Schedule 13G filing for WisdomTree (WT)?

The filing references power-of-attorney exhibits previously filed and an agreement identified as Exhibit 99 for related documentation.
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