🕵️ Wisdomtree, Inc. ($WT)
SEC insider & ownership activity, last 12 months · CIK 880631 · every row links its SEC filing
Insider buy value was withheld pending verification over the last 12 months. No red-flag 8-Ks in the window.
Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
1 buyer, value withheld pending verification (6 lots) · 3 sellers, $4.5M (8 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Lilien R. Jarrett | 0 | – | 5 | $2.2M | Sep 9, 2026 |
| Peter M. Ziemba | 0 | – | 1 | $1.9M | May 19, 2026 |
| David M. Yates | 0 | – | 2 | $347K | May 5, 2026 |
| Tonia L. Pankopf | 6 | value withheld pending verification | 0 | – | Feb 25, 2026 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| FMR LLC | 9.4% | 13G | May 6, 2026 | filing ↗ | |
| Abigail P. Johnson | 9.4% | 13G | May 6, 2026 | filing ↗ | |
| Wellington Management Company LLP | 7.2% | 13G | Feb 10, 2026 | filing ↗ | |
| Invesco Ltd. | 6.6% | 13G | Aug 13, 2026 | filing ↗ | |
| Vanguard Portfolio Management | 5.8% | 13G | Apr 29, 2026 | filing ↗ | |
| Wellington Management Group LLP | 5.5% | 13G | Aug 13, 2026 | filing ↗ | |
| Wellington Group Holdings LLP | 5.5% | 13G | Aug 13, 2026 | filing ↗ | |
| Wellington Investment Advisors Holdings LLP | 5.5% | 13G | Aug 13, 2026 | filing ↗ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| Lilien R. Jarrett | $737K | Sep 9, 2026 | filing ↗ |
| Lilien R. Jarrett | $570K | May 20, 2026 | filing ↗ |
| Peter M. Ziemba | $1.9M | May 19, 2026 | filing ↗ |
| David M. Yates | $271K | May 5, 2026 | filing ↗ |
| Lilien R. Jarrett | $505K | Feb 25, 2026 | filing ↗ |
| David M. Yates | $76K | Dec 2, 2025 | filing ↗ |
| Lilien R. Jarrett | $138K | Nov 25, 2025 | filing ↗ |
| Lilien R. Jarrett | $294K | Nov 12, 2025 | filing ↗ |
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Earnings (2.02) | Jul 28, 2026 | filing ↗ |
| Other events (8.01) | Jul 28, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jul 28, 2026 | filing ↗ |
| Shareholder vote (5.07) | Jun 17, 2026 | filing ↗ |
| Other events (8.01) | May 28, 2026 | filing ↗ |
| Material agreement (1.01) | Apr 27, 2026 | filing ↗ |
| Acquisition or disposition (2.01) | Apr 27, 2026 | filing ↗ |
| Earnings (2.02) | Apr 27, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Apr 27, 2026 | filing ↗ |
| Other events (8.01) | Apr 27, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Apr 27, 2026 | filing ↗ |
| Material agreement (1.01) | Mar 30, 2026 | filing ↗ |
| New financial obligation (2.03) | Mar 30, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Mar 30, 2026 | filing ↗ |
| Unregistered equity sale (3.02) | Mar 23, 2026 | filing ↗ |
| Other events (8.01) | Mar 23, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Mar 23, 2026 | filing ↗ |
| Other events (8.01) | Mar 23, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Mar 23, 2026 | filing ↗ |
| Material agreement (1.01) | Mar 13, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Mar 13, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Mar 13, 2026 | filing ↗ |
| Earnings (2.02) | Jan 28, 2026 | filing ↗ |
| Other events (8.01) | Jan 28, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jan 28, 2026 | filing ↗ |
| Earnings (2.02) | Oct 27, 2025 | filing ↗ |
| Other events (8.01) | Oct 27, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Oct 27, 2025 | filing ↗ |
| Material agreement (1.01) | Oct 1, 2025 | filing ↗ |
| Acquisition or disposition (2.01) | Oct 1, 2025 | filing ↗ |