WisdomTree, Inc.
Security Brokers, Dealers & Flotation Companies
Computed from SEC EDGAR filings and closing prices — not copied from any wealth ranking. Dataset . How we calculate this.
What WisdomTree, Inc. reports
Revenue and net income below are for fiscal period FY2025, the period label carried by this company’s own annual XBRL filings to the SEC. Fiscal years do not line up between companies — one company’s FY2026 can cover much the same months as another’s FY2025 — so compare the periods, not just the numbers.
Where the employee count comes from
Headcount comes from Yahoo Finance, not from a filing. The date beside it is the day we retrieved the figure — it is not the date the company counted its staff, and Yahoo does not publish that date. Unlike the SEC filings behind the other figures on this page, this one carries no open licence, so we publish the number and nothing else from that source.
Insiders at WisdomTree, Inc.
Shares is what each person last reported holding here.
Everyone below has filed at least one insider report against this company.
Value is that share count priced at the same closing price used everywhere else on this site. A row priced from only some of a person’s securities says so — we do not quietly present a partial sum as a complete one.
Rows are grouped by the role each person reports.
The role comes from the relationship boxes a person ticks on their own insider filings — officer, director, ten per cent owner — not from anything we infer. Somebody who is both an officer and a director appears once, in the combined group, so the row count still matches the figure at the top of this page. Where no filing states a role we say so instead of guessing one.
| Insider | Reported role | Shares | Value | Last action |
|---|---|---|---|---|
| Officers 7 | ||||
R Jarrett Lilien
|
COO | 1,140,245 | $28.38M | S Open-market sale Sep 9, 2026 position reported |
Peter M Ziemba
|
Other Executive | 985,686 | $24.53M | S Open-market sale May 19, 2026 position reported |
Marci Frankenthaler
|
General Counsel | 315,272 | $7.85M | F Shares withheld for taxes Jan 27, 2026 position reported |
Bryan Edmiston
|
CFO | 271,667 | $6.76M | F Shares withheld for taxes Jan 27, 2026 position reported |
Alexis Marinof
|
CEO | 256,272 | $6.38M | M Option exercise or conversion Jan 27, 2026 position reported |
| William Bradley Peck | Other Executive | 243,168 | $6.05M | M Option exercise or conversion Jan 27, 2026 position reported |
David M Yates
|
CIO | 172,499 | $4.29M | S Open-market sale May 5, 2026 position reported |
| Officers who also sit on the board 1 | ||||
Jonathan L Steinberg
|
CEO | 9,764,116 | $243.03M | F Shares withheld for taxes Jan 27, 2026 position reported |
| Directors 7 | ||||
Anthony Bossone
|
Board Member | 645,389 | $16.06M | A Grant or award Jun 17, 2026 position reported |
| Win J. Neuger | Board Member | 158,205 | $3.94M | A Grant or award Jun 17, 2025 position reported |
Smita Conjeevaram
|
Board Member | 77,368 | $1.93M | A Grant or award Jun 17, 2026 position reported |
Lynn S Blake
|
Board Member | 55,520 | $1.38M | A Grant or award Jun 17, 2026 position reported |
Daniela Mielke
|
Board Member | 51,324 | $1.28M | A Grant or award Jun 17, 2026 position reported |
Shamla Naidoo
|
Board Member | 34,685 | $863.3K | A Grant or award Jun 17, 2026 position reported |
Rilla S Delorier
|
Board Member | 31,851 | $792.8K | A Grant or award Jun 17, 2026 position reported |
| Role not stated in the disclosures we hold 1 | ||||
Graham Tuckwell
|
Insider | 12,250,000 | $304.90M | S Open-market sale Dec 2, 2024 position reported |
Recent insider transactions
Of the 98 rows we hold, 1 are open-market purchases (P) and 13 open-market sales (S) — the only codes we count as buying or selling.
The rest — awards, shares withheld to pay tax, option exercises, gifts and so on — follow from an employment contract or a transfer arranged off-market, not from a decision to buy or sell, so counting them would turn this into a pay table.
A price of 0.00 is a real reported figure on gifts (G) and share awards (A) — not a gap in our data.
| Date | Insider | Transaction | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Jan 27, 2026 | Jonathan L Steinberg | F Shares withheld for taxes | 293,152 | $0.00 | $0 | SEC filing ↗ |
| Jan 27, 2026 | Jonathan L Steinberg | M Option exercise or conversion | 573,813 | $0.00 | $0 | SEC filing ↗ |
| Jan 25, 2026 | David M Yates | F Shares withheld for taxes | 20,493 | $0.00 | $0 | SEC filing ↗ |
| Jan 25, 2026 | David M Yates | A Grant or award | 22,688 | $0.00 | $0 | SEC filing ↗ |
| Jan 25, 2026 | William Bradley Peck | F Shares withheld for taxes | 21,713 | $0.00 | $0 | SEC filing ↗ |
| Jan 25, 2026 | William Bradley Peck | A Grant or award | 22,688 | $0.00 | $0 | SEC filing ↗ |
| Jan 25, 2026 | Alexis Marinof | F Shares withheld for taxes | 33,432 | $0.00 | $0 | SEC filing ↗ |
| Jan 25, 2026 | Alexis Marinof | A Grant or award | 44,331 | $0.00 | $0 | SEC filing ↗ |
| Jan 25, 2026 | Marci Frankenthaler | F Shares withheld for taxes | 25,134 | $0.00 | $0 | SEC filing ↗ |
| Jan 25, 2026 | Marci Frankenthaler | A Grant or award | 31,612 | $0.00 | $0 | SEC filing ↗ |
| Jan 25, 2026 | Bryan Edmiston | F Shares withheld for taxes | 25,965 | $0.00 | $0 | SEC filing ↗ |
| Jan 25, 2026 | Bryan Edmiston | A Grant or award | 36,048 | $0.00 | $0 | SEC filing ↗ |
| Jan 25, 2026 | R Jarrett Lilien | F Shares withheld for taxes | 70,932 | $0.00 | $0 | SEC filing ↗ |
| Jan 25, 2026 | R Jarrett Lilien | A Grant or award | 71,351 | $0.00 | $0 | SEC filing ↗ |
| Jan 25, 2026 | Peter M Ziemba | A Grant or award | 25,853 | $0.00 | $0 | SEC filing ↗ |
| Jan 25, 2026 | Peter M Ziemba | F Shares withheld for taxes | 27,259 | $0.00 | $0 | SEC filing ↗ |
| Jan 25, 2026 | Jonathan L Steinberg | F Shares withheld for taxes | 121,651 | $0.00 | $0 | SEC filing ↗ |
| Jan 25, 2026 | Jonathan L Steinberg | A Grant or award | 121,317 | $0.00 | $0 | SEC filing ↗ |
| Dec 2, 2025 | David M Yates | G Bona fide gift | 9,100 | $0.00 | $0 | SEC filing ↗ |
| Dec 2, 2025 | David M Yates | S Open-market sale | 6,820 | $11.13 | $75.9K | SEC filing ↗ |
| Nov 25, 2025 | R Jarrett Lilien | S Open-market sale | 12,500 | $11.01 | $137.6K | SEC filing ↗ |
| Nov 12, 2025 | R Jarrett Lilien | S Open-market sale | 25,000 | $11.77 | $294.3K | SEC filing ↗ |
| Aug 26, 2025 | R Jarrett Lilien | S Open-market sale | 12,500 | $13.21 | $165.1K | SEC filing ↗ |
| Aug 12, 2025 | R Jarrett Lilien | S Open-market sale | 25,000 | $13.33 | $333.3K | SEC filing ↗ |
| Jun 17, 2025 | Lynn S Blake | A Grant or award | 9,871 | $0.00 | $0 | SEC filing ↗ |
From SEC Form 4 filings. Every row links to the filing it came from. How we calculate this.
What a Form 4 is
The report an officer, director or large shareholder must file after trading their own company’s stock.
Corporate ownership links — 1 filer holds a position
Who owns WisdomTree, Inc.
Each row is one filer naming this company.
Funds, trusts and other companies file the same ownership forms that executives do. Everything below is taken from those filings, with the position exactly as the filing states it.
Do not add these figures together. 1 of the positions below was reported on a filing shared by several filers at once.
Why the same shares appear twice
On a joint filing every named filer is listed against the whole position, so the same block of stock appears under each name. Those rows are marked joint.
Filers holding a position in WisdomTree, Inc.
| Owner | Reported role | Shares | Filed |
|---|---|---|---|
| ETFS Capital Limited. | Other | 12,250,000 joint |
See the full ownership map — every entity that files as an owner of a US public company.
Subsidiaries — 31 legal entities
Subsidiaries of WisdomTree, Inc.
31 legal entities named in the subsidiary exhibit filed with this company’s most recent 10-K. . Filing on SEC.gov.
This is not the full list. SEC rules only require a company to name its significant subsidiaries.
What that leaves out
Smaller entities are left out of the exhibit entirely. A short list here means a short exhibit — it does not mean the company owns nothing else. Nothing on this page is inferred: every name below is copied from the filing.
| Subsidiary | Organised in |
|---|---|
| Appia Farms GP, LLC | Delaware |
| Appia Farms, LP | Delaware |
| Ceres Partners, LLC | Indiana |
| Ceres Securities, LLC | Indiana |
| Electra Target HoldCo Limited | Jersey |
| Gold Bullion Securities Limited | Jersey |
| WisdomTree Asset Management, Inc. | Delaware |
| WisdomTree Commodity Securities Limited | Jersey |
| WisdomTree Digital Commodity Services, LLC | Delaware |
| WisdomTree Digital Holdings, Inc. | Delaware |
| WisdomTree Digital Management, Inc. | Delaware |
| WisdomTree Digital Movement, Inc. | Delaware |
| WisdomTree Digital Trust Company, LLC | New York |
| WisdomTree Europe Holdings Limited | Jersey |
| WisdomTree Europe Ltd | United Kingdom |
| WisdomTree Farmland Holdings, LLC | Delaware |
| WisdomTree Foreign Exchange Limited | Jersey |
| WisdomTree Hedged Commodity Securities Limited | Jersey |
| WisdomTree Hedged Metal Securities Limited | Jersey |
| WisdomTree Holdings (Jersey) Limited | Jersey |
| WisdomTree International Group, Inc. | Delaware |
| WisdomTree International Holdings Ltd | United Kingdom |
| WisdomTree Ireland Limited | Ireland |
| WisdomTree Issuer X Limited | Jersey |
| WisdomTree Management Jersey Limited | Jersey |
| WisdomTree Management Limited | Ireland |
| WisdomTree Metal Securities Limited | Jersey |
| WisdomTree Multi Asset Management Limited | Jersey |
| WisdomTree Securities, Inc. | Delaware |
| WisdomTree Transfers, Inc. | Delaware |
| WisdomTree UK Limited | United Kingdom |
What counts as a subsidiary
A subsidiary is a separate legal entity this company controls; it is not the same thing as a brand, a division or an office. These entities do not file with the SEC in their own right, so there is no separate page to open for them.
Think a number here is wrong? Open the linked filing and compare — how to report it.
Sources and technical notes
Every figure on this page comes from filings to the U.S. SEC via EDGAR. Nothing here is estimated, and nothing is taken from press coverage or company websites.
Share count: cover page of the latest filing (dei:EntityCommonStockSharesOutstanding), taken from
WisdomTree, Inc.’s own filings and multiplied by our closing price.
Full method.
What that share count means
the share count the company itself prints on the cover of its most recent filing, as of the date it signed that filing.
We do not take a market cap from a data vendor, and we do not estimate one: the figure is a share count from WisdomTree, Inc.’s own SEC filings multiplied by the closing price we hold for the same stock.