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See how Context works →On the price, the facts of the public record■Insider buy□Insider sell●Results filed
With an account, also○dividends▲splits◌next earningswith an account
End-of-day prices provided by Twelve Data · One close per session; the series does not update during the trading day.
Latest on record
The most recent facts, as filed.
Up to three of the most recent, checkable facts already loaded on this page, each linked to its source.
- Sep 9, 2026Reported sale · Form 4R Jarrett Lilien, President and COO · $736.8KOpen the filing ↗
- Sep 9, 2026Notice of sale · Form 144Lilien R Jarrett · Officer · $736.8KOpen the filing ↗
- Aug 5, 2026Quarterly report · 10-QFiled by the company itself.Open the filing ↗
In numbers
What this profile holds, counted.
Closes · 1 year250
SEC filings on record1,19021 flagged findings
Reported transactions (Form 4)80since Jan 29, 2024 · and 5 other holdings
Corporate events (8-K)30since Feb 14, 2023
What the record says
Description, identity and filings, each with its source.
Every block cites its source. The colour of a finding marks its category — which document, who filed it — not how much it matters.
What the company does
WisdomTree, Inc. is a global exchange-traded fund (ETF) and exchange-traded product (ETP) sponsor and asset manager with headquarters in New York. WisdomTree launched its first ETFs in June 2006, and became one of the major ETF providers in the United States. WisdomTree sponsors different ETFs that span asset classes and countries worldwide. Categories include: U.S. and International Equity, Currency, Fixed Income and Alternatives.
Source: Wikipedia (CC BY-SA 4.0) · copied on Sep 3, 2026 · may not reflect recent changes.
Identity
Formerly traded as WETF.
Regulatory history
Topics detected in its SEC reports, with the original excerpt.
Each topic is assigned by a classifier over the full filing; the excerpts show where it was detected and are not always enough to verify it. Open the filing to read it in full.
- 2026-05-29share offering or dilution eventrecentOpen filing ↗“…not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to…”
- 2026-05-29capital return (buybacks/dividends)recentOpen filing ↗“…company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any…”
+1 more passage from the same document
- “…with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨ Item 8.01.…”
- 2026-05-06share offering or dilution eventrecentOpen filing ↗“…management and administration payable 34,465 29,448 Compensation and benefits payable 19,132 52,435 Payable to Gold Bullion…”
+1 more passage from the same document
- “…Three Months Ended March 31, 2026 Common Stock Additional Accumulated Other Shares Issued Par Value Paid-In Capital…”
- 2026-05-06capital return (buybacks/dividends)recentOpen filing ↗“…taxes for book and tax basis differences that upon reversal may be subject to such taxes. The Company accounts for the tax effects…”
+1 more passage from the same document
- “…earnings that are indefinitely reinvested. The Company repatriates earnings of its foreign subsidiaries and therefore has recognized…”
- 2026-03-30share offering or dilution eventrecentOpen filing ↗“…has elected not to use the extended transition period for complying with any new or revised financial accounting standards…”
+1 more passage from the same document
- “…$591.2 million in net proceeds to the Company. The Notes issued on March 30, 2026 include $78.75 million in principal amount of Notes…”
- 2026-03-30capital return (buybacks/dividends)recentOpen filing ↗“…at a redemption price equal to 100% of the principal amount of the Notes to be redeemed, plus accrued and unpaid interest…”
+1 more passage from the same document
- “…to be redeemed, plus accrued and unpaid interest to, but excluding the redemption date. No sinking fund is provided for the…”
Original excerpts from SEC filings, untranslated. Not advice and not a prediction.
The 25 most recent filings (of 1,190)
Every SEC filing, newest first, with what it is. Below, each type with its own explanation.
- Oct 7, 26SCHEDULE 13G/A ↗Passive stake · FMR LLC · 3.2% · event on Sep 30, 26 · amendment
- Sep 10, 26Form 4 ↗Insider transaction
- Sep 9, 26Form 144 ↗Notice of proposed sale
- Aug 13, 26SCHEDULE 13G ↗Passive stake · Invesco Ltd. · 6.6% · event on Jun 30, 26
- Aug 13, 26SCHEDULE 13G/A ↗Passive stake · Wellington Management Group LLP · 5.5% · event on Jun 30, 26 · amendment
- Aug 5, 2610-Q ↗Quarterly report
- Jul 31, 268-K ↗Current report · Results · Other events
- Jun 22, 26Form 4 ↗Insider transaction
- Jun 22, 26Form 3 ↗Insider transaction
Insider transaction · 7 Form 4 filingsshow all 7hide
- Jun 18, 268-K ↗Current report · Shareholder vote results
- May 29, 268-K ↗Current report · Other events
- May 21, 26Form 4 ↗Insider transaction
- May 20, 26Form 144 ↗Notice of proposed sale
- May 20, 26Form 4 ↗Insider transaction
- May 19, 26Form 144 ↗Notice of proposed sale
- May 6, 26Form 4 ↗Insider transaction
- May 6, 2610-Q ↗Quarterly report
- May 6, 26SCHEDULE 13G/A ↗Passive stake · FMR LLC · 9.4% · event on Mar 31, 26 · amendment
1,190 filings on record, the oldest from Jul 3, 96.
Listing the 25 most recent filings of the 1,190 on record.
24730
- May 1, 26Entered a material agreement+5 more in the same filing8-K 1.01 ↗
- Mar 30, 26Entered a material agreement+2 more in the same filing8-K 1.01 ↗
- Mar 24, 26Sold unregistered shares+2 more in the same filing8-K 3.02 ↗
- Mar 16, 26Entered a material agreement+2 more in the same filing8-K 1.01 ↗
- Oct 2, 25Entered a material agreement+2 more in the same filing8-K 1.01 ↗
- Aug 14, 25Sold unregistered shares+3 more in the same filing8-K 3.02 ↗
- Jul 31, 25Entered a material agreement+4 more in the same filing8-K 1.01 ↗
- Aug 13, 24Took on a new financial obligation+5 more in the same filing8-K 2.03 ↗
- Aug 8, 24A material agreement was terminated+3 more in the same filing8-K 1.02 ↗
4 material agreements entered2023 – 2024show all 4hide
- Apr 30, 24Entered a material agreement+3 more in the same filing8-K 1.01 ↗
- Mar 29, 24Entered a material agreement+2 more in the same filing8-K 1.01 ↗
- Mar 18, 24Entered a material agreement+3 more in the same filing8-K 1.01 ↗
- Nov 20, 23Entered a material agreement+4 more in the same filing8-K 1.01 ↗
- Nov 8, 23A senior executive left or was appointed8-K 5.02 ↗
- Aug 21, 23A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
4 older filings not shown · The record reaches back to Apr 26, 12.
Stress disclosures older than the timeline above. They are individual events from the record, not a complete timeline: there may be more between them.
- Oct 20, 22Listing notice (8-K 3.01)+2 more in the same filing8-K 3.01 ↗
- Sep 13, 21Write-down of assets8-K 2.06 ↗
The full record holds 2 stress filings.
Corporate events are tracked from 2004-08-23, when the SEC renumbered 8-K items. Earlier filings use an incompatible numbering and are not classified here.
Schedule 13G: short-form filing
The short form, for holders who meet specific requirements: institutional investors, passive investors without a control purpose, or exempt investors. Asset managers and index funds usually file it.
- Invesco Ltd.6.6%Jun 30, 26SCHEDULE 13G ↗
- Vanguard Portfolio Management5.8%Mar 31, 26SCHEDULE 13G ↗
- Wellington Management Group LLP5.5%Jun 30, 26SCHEDULE 13G/A ↗3 co-filers on this document — the figure is the largest single stake, not their sum. · 2 earlier filings
- Azora Capital LP4.8%Jun 30, 25SCHEDULE 13G/A ↗3 co-filers on this document — the figure is the largest single stake, not their sum. · 2 earlier filings
- ETFS Capital Limited.3.6%Aug 20, 25SCHEDULE 13G/A ↗2 co-filers on this document — the figure is the largest single stake, not their sum. · 1 earlier filing
show one more holderhide
- FMR LLC3.2%Sep 30, 26SCHEDULE 13G/A ↗2 co-filers on this document — the figure is the largest single stake, not their sum. · 3 earlier filings
Structured 13D/G data starts 2023-12, when the SEC moved these filings to a machine-readable format. Earlier filings exist but are not parsed here.
Sale intention announced
On Sep 9, Lilien R Jarrett filed notice of intent to sell up to $737K. That is about 0.02% of shares outstanding. It is filed under a scheduled plan (10b5-1), arranged in advance.
A notice is not a sale: it may not go ahead, may happen in part, or at a different price.
After the notice, they sold $737K on Sep 9, per their Form 4. That is 100% of the shares announced so far, and the window is still open.
- Sep 9, 26Sell$737KR Jarrett LilienPresident and COO↗
- May 20, 26Sell$570KR Jarrett LilienPresident and COO↗
- May 19, 26Sell$1.9MPeter M ZiembaChief Administrative Officer↗
- May 5, 26Sell$271KDavid M YatesChief Information Officer↗
- Feb 25, 26Sell$505KR Jarrett LilienPresident and COO↗
- Feb 25, 26Buy$751TONIA L PANKOPF↗
Stock compensation, tax and giftsshow the 34 other transactionshide
Stock compensation, tax withholding, option exercises and gifts. They are listed separately and are not included in the purchase and sale totals. The type describes the transaction, not the filer's intent.
- Jun 17, 26Compensationamount n/aTONIA L PANKOPF↗
- Jun 17, 26Compensationamount n/aAnthony Bossone↗
- Jun 17, 26Compensationamount n/aRilla S Delorier↗
- Jun 17, 26Compensationamount n/aDaniela Mielke↗
- Jun 17, 26Compensationamount n/aSmita Conjeevaram↗
- Jun 17, 26Compensationamount n/aShamla Naidoo↗
- Jun 17, 26Compensationamount n/aLynn S. Blake↗
- Jun 17, 26Compensationamount n/aFRANK SALERNO↗
- Jan 27, 26Compensationamount n/aJonathan L SteinbergChief Executive Officer↗
- Jan 27, 26Taxamount n/aJonathan L SteinbergChief Executive Officer↗
- Jan 27, 26Compensationamount n/aPeter M ZiembaChief Administrative Officer↗
- Jan 27, 26Taxamount n/aPeter M ZiembaChief Administrative Officer↗
- Jan 27, 26Compensationamount n/aR Jarrett LilienPresident and COO↗
- Jan 27, 26Taxamount n/aR Jarrett LilienPresident and COO↗
- Jan 27, 26Compensationamount n/aBryan EdmistonChief Financial Officer↗
- Jan 27, 26Taxamount n/aBryan EdmistonChief Financial Officer↗
- Jan 27, 26Compensationamount n/aMarci FrankenthalerChief Legal Officer↗
- Jan 27, 26Taxamount n/aMarci FrankenthalerChief Legal Officer↗
- Jan 27, 26Compensationamount n/aAlexis MarinofCEO, Europe↗
- Jan 27, 26Taxamount n/aAlexis MarinofCEO, Europe↗
- Jan 27, 26Compensationamount n/aWilliam Bradley PeckHead of Digital Assets↗
- Jan 27, 26Taxamount n/aWilliam Bradley PeckHead of Digital Assets↗
- Jan 27, 26Compensationamount n/aDavid M YatesChief Information Officer↗
- Jan 27, 26Taxamount n/aDavid M YatesChief Information Officer↗
- Jan 25, 26Compensationamount n/aJonathan L SteinbergChief Executive Officer↗
- Jan 25, 26Taxamount n/aJonathan L SteinbergChief Executive Officer↗
- Jan 25, 26Compensationamount n/aPeter M ZiembaChief Administrative Officer↗
- Jan 25, 26Taxamount n/aPeter M ZiembaChief Administrative Officer↗
- Jan 25, 26Compensationamount n/aR Jarrett LilienPresident and COO↗
- Jan 25, 26Taxamount n/aR Jarrett LilienPresident and COO↗
- Jan 25, 26Compensationamount n/aBryan EdmistonChief Financial Officer↗
- Jan 25, 26Taxamount n/aBryan EdmistonChief Financial Officer↗
- Jan 25, 26Compensationamount n/aMarci FrankenthalerChief Legal Officer↗
- Jan 25, 26Taxamount n/aMarci FrankenthalerChief Legal Officer↗
The full record holds 175 transactions and goes back to Jan 25, 23.
Its sector and its market
WisdomTree, Inc. among Financials companies
The profile shows what is on record. Context and Radar place the company among those of its sector and region.
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Coverage
What sits behind this page.
Where each figure comes from and how far it reaches.
- Prices
- End-of-day closes provided by Twelve Data. One close per session; not real time. Closes adjusted for splits.
- Series quality
- 250 clean closes in the period.
- SEC records
- 1,190 documents on file, from Jul 3, 1996 to Oct 7, 2026.
- Company description
- Wikipedia, read on Sep 3, 2026.
- This page
- Generated on Oct 19, 2026; refreshed through the day.
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Are the prices real time?
No. It is one close per session, from the provider and with the date shown on the profile; it does not update during the trading day.
Which SEC documents appear here?
Those filed with the SEC by the company, its insiders and its major shareholders, within our coverage: periodic reports (10-K, 10-Q, 20-F), material events (8-K), proposed sale notices (Form 144), insider transactions (Form 4) and stakes above 5% (13D/13G). Each links to the original on EDGAR.
Why does a European company show no SEC records?
It depends on the company: some European issuers file a 20-F or 6-K with the SEC and others don't. The profile shows whatever is on record; when there is nothing, it says so rather than guessing why. Europe does not yet have a common filing archive like EDGAR in the United States. The EU will open its own, ESAP, in July 2027 (managers' transactions arrive in January 2028), and we plan to add it once it is available.
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read what is on record.
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