WisdomTree, Inc.
WT- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000880631
In the last 90 days, WisdomTree, Inc. insiders filed 0 open-market purchases and 1 sale; 315 institutions reported holding it in 13F filings for Q2 2026, worth $2.71B in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 9, 2026
- $3.15B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $736.8K in total
- 1
- 13F holdersQ2 2026, +4 vs. previous quarter
- 315
- 13F valueReported value at the end of Q2 2026
- $2.71B
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $493.8M
- +15.4% year over year
- Net income, FY2025
- $109.1M
- +63.6% year over year
- Free cash flow, FY2025
- $147.7M
- +30.4% year over year
- Revenue, Q3 FY2026
- $179.4M
- +42.8% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 15, 2026.
- Short interest
- 15.3M
- Shares sold short
- Change
- +118.6K
- +0.8% vs. previous
- Days to cover
- 6.00
- At average daily volume
Superinvestors holding WT, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding WT at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by WisdomTree, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Sep 10, 2026 (view filing)4:38 PM ET | Sep 9 | 1 day | Lilien R JarrettPresident and COO | SSale | −30.0K | $24.56 | −$736.8K | −2.7%1.08M after | 10b5-1 |
| May 21, 2026 (view filing) | May 20 | 1 day | Lilien R JarrettPresident and COO | SSale | −30.0K | $18.99 | −$569.7K | −2.6%1.11M after | 10b5-1 |
| May 20, 2026 (view filing) | May 19 | 1 day | Ziemba Peter MChief Administrative Officer | SSale | −100.0K | $19.31 | −$1.93M | −10.1%885.7K after | |
| May 6, 2026 (view filing) | May 5 | 1 day | Yates David MChief Information Officer | SSale | −15.0K | $18.06 | −$270.9K | −8.7%157.5K after | |
| Mar 9, 2026 (view filing) | Nov 20, 2024-Feb 25, 2026 | 474 daysLate | Pankopf Tonia LDirector | PPurchase | +277.01 | $11.80 | +$3.27K | +0.8%35.0K after | 6 lots |
| Feb 26, 2026 (view filing) | Feb 25 | 1 day | Lilien R JarrettPresident and COO | SSale | −30.0K | $16.84 | −$505.2K | −2.6%1.14M after | 10b5-1 |
| Dec 3, 2025 (view filing) | Dec 2 | 1 day | Yates David MChief Information Officer | SSale | −6.82K | $11.13 | −$75.9K | −4.3%152.1K after | |
| Nov 25, 2025 (view filing) | Nov 25 | Same day | Lilien R JarrettPresident and COO | SSale | −12.5K | $11.01 | −$137.6K | −1.2%998.6K after | 10b5-1 |
| Nov 14, 2025 (view filing) | Nov 12 | 2 days | Lilien R JarrettPresident and COO | SSale | −25.0K | $11.77 | −$294.3K | −2.4%1.01M after | 10b5-1 |
| Aug 27, 2025 (view filing) | Aug 26 | 1 day | Lilien R JarrettPresident and COO | SSale | −12.5K | $13.21 | −$165.1K | −1.2%1.04M after | 10b5-1 |
Top 10 13F holders, Q2 2026
See all 315 holdersThe largest institutional positions in WisdomTree, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 19,274,687 | $326.5M | 0.00% | +1,617,234+9.2% | Added |
| FMR LLC | 13,565,042 | $229.8M | 0.01% | +842,143+6.6% | Added |
| Invesco Ltd. | 9,975,256 | $169.0M | 0.01% | +4,162,041+71.6% | Added |
| Wellington Management Group LLP | 8,407,113 | $142.4M | 0.02% | −2,178,846−20.6% | Reduced |
| Vanguard Portfolio Management LLC | 8,123,363 | $137.6M | 0.01% | +75,721+0.9% | Added |
| Capital World Investors | 7,547,094 | $127.8M | 0.02% | +736,035+10.8% | Added |
| Azora Capital LP | 6,180,510 | $104.7M | 4.41% | +192,905+3.2% | Added |
| Vanguard Capital Management LLC | 6,066,366 | $102.8M | 0.00% | +513,168+9.2% | Added |
| State Street Corp | 5,610,044 | $95.0M | 0.00% | +560,892+11.1% | Added |
| Driehaus Capital Management LLC | 4,702,705 | $79.7M | 0.46% | +3,058,463+186.0% | Added |
Holders of 5% or more of WT
See all 3 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of WisdomTree, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Invesco Ltd. | 13G | 6.60%10.2M shares | New | Aug 13, 20261 filing | Aug 13, 2026 | SEC |
| Vanguard Portfolio Management LLC | 13G | 5.75%8.16M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
| Wellington Management Group LLP | 13G/A | 5.50%8.41M shares | −2.70 ppfrom 8.20% | Nov 12, 20253 filings | Aug 13, 2026 | SEC |