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WT Wisdomtree Inc.

Financials, filed as WISDOMTREE INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 2 Owners
  • Max 0.0%
  • $5.3M
  • 1 add 1 exit 1 small

In 2026 Q2 Polen Capital Management added to Wisdomtree, while Lee Ainslie sold out.

Who owns this now

Largest portfolio weights among holders, up to 0.0% (Murray Stahl, Horizon Kinetics Asset Management). Not free-float ownership.

  1. Murray Stahl Reduce 0.03%
  2. Polen Capital Management Add 0.02%

Who owns WT

Sorted by value, long equity only, as of 2026 Q2.

History
Murray Stahl, Horizon Kinetics Asset Management 0.03% Small trim −1.2% 166,115 $2.8M History
Polen Capital Management 0.02%, was 0.01% Add +36.7% 149,051 $2.5M History
Lee Ainslie, Maverick Capital exited 2026 Q2 Last 2026 Q1 0.01% Exit −0.01% 42,620 $621K History

2 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by WT's executives, directors and 10% owners in the last 12 months, from their Form 4s

All WT insider trades
  • $1,501 bought by 1 insider
  • $2.3M sold by 2 insiders outside a trading plan
  • $2.2M sold by 1 insider under 10b5-1 plans
  1. R Jarrett Lilien COO
    Planned sale
    $737K 30,000 shares at $24.56 2.7% of stake
    Traded Sep 9 Filed Sep 10
    ↗
  2. R Jarrett Lilien COO
    Planned sale
    $570K 30,000 shares at $18.99 2.6% of stake
    Traded May 20 Filed May 21
    ↗
  3. Peter M Ziemba Chief Administrative Officer
    Sale
    $1.9M 100,000 shares at $19.31 10% of stake
    Traded May 19 Filed May 20
    ↗
  4. David M Yates Chief Information Officer
    Sale
    $271K 15,000 shares at $18.06 8.7% of stake
    Traded May 5 Filed May 6
    ↗
  5. Tonia L Pankopf Director
    Buy
    $3,268 277 shares at $11.80 +0.8% to stake
    Traded Nov 20, 2024–Feb 25 Filed Mar 9
    ↗
  6. R Jarrett Lilien COO
    Planned sale
    $505K 30,000 shares at $16.84 2.6% of stake
    Traded Feb 25 Filed Feb 26
    ↗
  7. David M Yates Chief Information Officer
    Sale
    $76K 6,820 shares at $11.13 4.3% of stake
    Traded Dec 2, 2025 Filed Dec 3, 2025
    ↗
  8. R Jarrett Lilien COO
    Planned sale
    $138K 12,500 shares at $11.01 1.2% of stake
    Traded Nov 25, 2025 Filed Nov 25, 2025
    ↗
  9. R Jarrett Lilien COO
    Planned sale
    $294K 25,000 shares at $11.77 2.4% of stake
    Traded Nov 12, 2025 Filed Nov 14, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 16 stock grants, 16 share withholdings for taxes, 8 option exercises, and 1 gift.

SEC filings

Recent issuer filings from EDGAR, 18 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Period Jun 30, 2026 Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
8-K 5.07 Filing Doc
8-K 8.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Period Mar 31, 2026 Filing Doc
8-K 1.01,2.01,2.02,7.01,8.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
DEF 14A Period Jun 17, 2026 Filing Doc
DEFA14A — Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 3.02,8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 1.01,7.01,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Net income $102.55M $66.69M $109.13M

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $229.79M $318.38M $492.36M
Total non-current assets * $0.714B $0.715B $1.02B
Total assets $0.944B $1.03B $1.51B
Total current liabilities $103.22M $109.2M $282.06M
Total non-current liabilities * $299.22M $524.36M $817.21M
Total equity $409.14M $399.98M $413.67M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $85.6M $113.46M $147.95M
Cash from investing $82.05M -$23.88M -$313.03M
Cash from financing -$171.64M -$36M $289.79M
Net change in cash -$2.8M $51.89M $130.54M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.