WisdomTree, Inc.
Total Trades
10
Buys
2
Sells
8
Largest Trade
$1M+
Insiders
5
Institutional Funds
226
Inst. Value
$1M+
Activist Filings
37
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Lilien R Jarrett | President and COO | SELL | $500K+ | 30K | $16.84 | Feb 26, 2026 |
| Yates David M | Chief Information … | SELL | $50K–$100K | 7K | $11.13 | Dec 3, 2025 |
| Lilien R Jarrett | President and COO | SELL | $100K–$500K | 13K | $11.01 | Nov 25, 2025 |
| Lilien R Jarrett | President and COO | SELL | $100K–$500K | 25K | $11.77 | Nov 14, 2025 |
| Lilien R Jarrett | President and COO | SELL | $100K–$500K | 13K | $13.21 | Aug 27, 2025 |
| ETFS Capital Limited. | Insider | SELL | $1M+ | 3.0M | $11.34 | Dec 4, 2024 |
| Ziemba Peter M | Chief Administrati… | SELL | $1M+ | 100K | $11.43 | Nov 18, 2024 |
| Steinberg Jonathan L | CEO | BUY | $500K+ | 68K | $10.84 | Nov 12, 2024 |
| Steinberg Jonathan L | CEO | BUY | $1M+ | 304K | $7.20 | Feb 14, 2024 |
| Ziemba Peter M | Chief Administrati… | SELL | $500K+ | 100K | $6.98 | Aug 18, 2023 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 226 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| Simcoe Capital Management, LLC | 5.3M | $1M+ | SH |
| STATE STREET CORP | 5.2M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 3.4M | $1M+ | SH |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.9M | $1M+ | SH |
| Capital World Investors | 2.5M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 2.4M | $1M+ | SH |
| ArrowMark Colorado Holdings LLC | 2.4M | $1M+ | SH |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.4M | $1M+ | SH |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.7M | $1M+ | SH |
| Point72 Asset Management, L.P. | 1.7M | $1M+ | SH |
| AMERICAN CENTURY COMPANIES INC | 1.5M | $1M+ | SH |
| GOLDMAN SACHS GROUP INC | 1.5M | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5M | $1M+ | SH |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1.4M | $1M+ | SH |
| Tidal Investments LLC | 1.4M | $1M+ | SH |
| HRT FINANCIAL LP | 1.2M | $1M+ | SH |
| LOOMIS SAYLES & CO L P | 1.1M | $1M+ | SH |
| ENVESTNET ASSET MANAGEMENT INC | 979K | $1M+ | SH |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 971K | $1M+ | SH |
| MORGAN STANLEY | 960K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Wellington Management Group LLP
SC 13G/A · Feb 10, 2026
8.2%
11.6M shares
SC 13G/A · Feb 5, 2026
12.1%
17.1M shares
Wellington Management Group LLP
SC 13G · Nov 12, 2025
6.6%
9.7M shares
SC 13G · Oct 7, 2025
10.3%
15.2M shares
SC 13G/A · Aug 29, 2025
3.6%
5.3M shares
SC 13G/A · Aug 14, 2025
4.8%
7.1M shares
SC 13G/A · May 15, 2025
6.2%
9.1M shares
SC 13G/A · Apr 8, 2025
6.3%
9.3M shares
SC 13G/A · Feb 14, 2025
7.2%
10.6M shares
SC 13G · Feb 7, 2025
7.3%
10.6M shares
SC 13G/A · Feb 5, 2025
8.4%
12.3M shares
SC 13G · Nov 21, 2024
10.4%
15.3M shares
ArrowMark Colorado Holdings LLC
SC 13G/A · Nov 14, 2024
4.7%
7.1M shares
The Vanguard Group - 23-1945930
SC 13G/A · Jul 10, 2024
10.2%
15.5M shares
SC 13D/A · Apr 18, 2024
10.0%
15.3M shares
SC 13D/A · Mar 25, 2024
10.0%
15.3M shares
ArrowMark Colorado Holdings LLC
SC 13G/A · Feb 14, 2024
9.0%
13.5M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
9.7%
14.6M shares
SC 13G/A · Feb 13, 2024
3.5%
5.2M shares
SC 13G/A · Jan 23, 2024
12.2%
18.3M shares
The Vanguard Group - 23-1945930
SC 13G/A · Jul 10, 2023
10.0%
15.0M shares
SC 13D/A · Jun 28, 2023
10.2%
15.3M shares
SC 13D/A · May 12, 2023
10.2%
15.3M shares
SC 13D/A · Apr 14, 2023
10.2%
15.3M shares
ArrowMark Colorado Holdings LLC
SC 13G/A · Feb 14, 2023
10.9%
15.9M shares
SC 13G/A · Feb 13, 2023
6.1%
9.0M shares
SC 13G · Jan 24, 2023
12.7%
18.6M shares
SC 13D/A · Dec 16, 2022
10.4%
15.3M shares
SC 13D/A · May 27, 2022
10.4%
15.3M shares
SC 13D/A · May 6, 2022
10.4%
15.3M shares
SC 13D/A · Mar 22, 2022
10.5%
15.3M shares
SC 13D/A · Mar 10, 2022
10.5%
15.3M shares
ArrowMark Colorado Holdings LLC
SC 13G/A · Feb 14, 2022
10.8%
15.7M shares
SC 13G/A · Feb 11, 2022
6.2%
9.0M shares
SC 13G/A · Jan 27, 2022
12.6%
18.3M shares
SC 13G/A · Jan 25, 2022
12.6%
18.3M shares
SC 13D · Jan 24, 2022
10.5%
15.3M shares