WisdomTree, Inc.
WT · Security Brokers, Dealers & Flotation Companies · 152.9M shares · +3%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: -$13M (gross $4M, SBC $16M)
Reference price $18.99 · est. market cap ~$2.9B — last insider sale, 2026-05-20 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B80WisdomTree — high-margin ETF/asset manager.
Strengths
- Operating margin 35% (90th pct), ROE 26% (81st), ROA (90th)
- Growing ETF and tokenization platform
Risks
- Market-linked AUM/fee sensitivity
- Competitive ETF fee pressure
Notable findings
- Insider sellingInsider selling — 4 open-market sale(s) by 3 insider(s) (cluster of 3 insiders, ~$3M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
35.3%
Net margin
22.1%
Return on equity
26.4%
Return on assets
7.2%
Revenue growth (QoQ)
8.2%
Net-income growth
63.6%
Current ratio
1.7×
Free cash flow
$148M
EBITDA
$178M
Tangible book value
-$564M
Stock comp / revenue
4.4%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-17 | Conjeevaram Smita | Grant | 5.5K | — |
| 2026-06-17 | Mielke Daniela | Grant | 5.5K | — |
| 2026-06-17 | Delorier Rilla S | Grant | 5.5K | — |
| 2026-06-17 | Bossone Anthony | Grant | 5.5K | — |
| 2026-06-17 | PANKOPF TONIA L | Grant | 5.5K | — |
| 2026-06-17 | SALERNO FRANK | Grant | 5.5K | — |
| 2026-06-17 | Blake Lynn S. | Grant | 5.5K | — |
| 2026-06-17 | Naidoo Shamla | Grant | 5.5K | — |
| 2026-05-20 | Lilien R Jarrett | Sell | 30K | $18.99 |
| 2026-05-19 | Ziemba Peter M | Sell | 100K | $19.31 |
| 2026-05-05 | Yates David M | Sell | 15K | $18.06 |
| 2026-02-25 | PANKOPF TONIA L | Buy | 44 | $16.94 |
| 2026-02-25 | Lilien R Jarrett | Sell | 30K | $16.84 |
| 2026-01-27 | Edmiston Bryan | Tax withheld | 23K | — |
| 2026-01-27 | Lilien R Jarrett | Option exercise | 350K | — |
| 2026-01-27 | Ziemba Peter M | Option exercise | 61K | — |
| 2026-01-27 | Lilien R Jarrett | Tax withheld | 179K | — |
| 2026-01-27 | Steinberg Jonathan L | Tax withheld | 293K | — |
| 2026-01-27 | Steinberg Jonathan L | Option exercise | 574K | — |
| 2026-01-27 | Ziemba Peter M | Tax withheld | 32K | — |
| 2026-01-27 | Yates David M | Option exercise | 38K | — |
| 2026-01-27 | Yates David M | Tax withheld | 20K | — |
| 2026-01-27 | Peck William Bradley | Option exercise | 40K | — |
| 2026-01-27 | Peck William Bradley | Tax withheld | 21K | — |
| 2026-01-27 | Marinof Alexis | Option exercise | 46K | — |
| 2026-01-27 | Marinof Alexis | Tax withheld | 21K | — |
| 2026-01-27 | Frankenthaler Marci | Option exercise | 44K | — |
| 2026-01-27 | Frankenthaler Marci | Tax withheld | 23K | — |
| 2026-01-27 | Edmiston Bryan | Option exercise | 44K | — |
| 2026-01-25 | Peck William Bradley | Tax withheld | 22K | — |
| 2026-01-25 | Yates David M | Grant | 23K | — |
| 2026-01-25 | Yates David M | Tax withheld | 20K | — |
| 2026-01-25 | Peck William Bradley | Grant | 23K | — |
| 2026-01-25 | Marinof Alexis | Grant | 44K | — |
| 2026-01-25 | Marinof Alexis | Tax withheld | 33K | — |
| 2026-01-25 | Frankenthaler Marci | Grant | 32K | — |
| 2026-01-25 | Frankenthaler Marci | Tax withheld | 25K | — |
| 2026-01-25 | Edmiston Bryan | Grant | 36K | — |
| 2026-01-25 | Edmiston Bryan | Tax withheld | 26K | — |
| 2026-01-25 | Lilien R Jarrett | Grant | 71K | — |
| 2026-01-25 | Lilien R Jarrett | Tax withheld | 71K | — |
| 2026-01-25 | Ziemba Peter M | Grant | 26K | — |
| 2026-01-25 | Ziemba Peter M | Tax withheld | 27K | — |
| 2026-01-25 | Steinberg Jonathan L | Grant | 121K | — |
| 2026-01-25 | Steinberg Jonathan L | Tax withheld | 122K | — |
| 2025-12-02 | Yates David M | Gift | 9.1K | — |
| 2025-12-02 | Yates David M | Sell | 6.8K | $11.12 |
| 2025-11-26 | PANKOPF TONIA L | Buy | 68 | $11.05 |
| 2025-11-25 | Lilien R Jarrett | Sell | 12K | $11.01 |
| 2025-11-12 | Lilien R Jarrett | Sell | 25K | $11.77 |
| 2025-08-27 | PANKOPF TONIA L | Buy | 33 | $13.43 |
| 2025-08-26 | Lilien R Jarrett | Sell | 12K | $13.21 |
| 2025-08-12 | Lilien R Jarrett | Sell | 25K | $13.33 |
| 2025-06-17 | Delorier Rilla S | Grant | 9.9K | — |
| 2025-06-17 | PANKOPF TONIA L | Grant | 9.9K | — |
| 2025-06-17 | NEUGER WIN J | Grant | 9.9K | — |
| 2025-06-17 | Blake Lynn S. | Grant | 9.9K | — |
| 2025-06-17 | Naidoo Shamla | Grant | 9.9K | — |
| 2025-06-17 | Mielke Daniela | Grant | 9.9K | — |
| 2025-06-17 | Conjeevaram Smita | Grant | 9.9K | — |
| 2025-06-17 | Bossone Anthony | Grant | 9.9K | — |
| 2025-05-28 | PANKOPF TONIA L | Buy | 46 | $9.62 |
| 2025-02-26 | PANKOPF TONIA L | Buy | 48 | $9.26 |
| 2025-02-04 | Marinof Alexis | Sell | 91K | $9.87 |
| 2025-01-27 | Marinof Alexis | Tax withheld | 13K | — |
| 2025-01-27 | Edmiston Bryan | Option exercise | 16K | — |
| 2025-01-27 | Edmiston Bryan | Tax withheld | 6.7K | — |
| 2025-01-27 | Steinberg Jonathan L | Option exercise | 387K | — |
| 2025-01-27 | Steinberg Jonathan L | Tax withheld | 198K | — |
| 2025-01-27 | Peck William Bradley | Option exercise | 26K | — |
| 2025-01-27 | Peck William Bradley | Tax withheld | 11K | — |
| 2025-01-27 | Lilien R Jarrett | Option exercise | 158K | — |
| 2025-01-27 | Lilien R Jarrett | Tax withheld | 81K | — |
| 2025-01-27 | Ziemba Peter M | Option exercise | 35K | — |
| 2025-01-27 | Ziemba Peter M | Tax withheld | 15K | — |
| 2025-01-27 | Marinof Alexis | Option exercise | 29K | — |
| 2025-01-27 | Frankenthaler Marci | Option exercise | 25K | — |
| 2025-01-27 | Frankenthaler Marci | Tax withheld | 9.7K | — |
| 2025-01-25 | Yates David M | Grant | 35K | — |
| 2025-01-25 | Frankenthaler Marci | Grant | 53K | — |
| 2025-01-25 | Edmiston Bryan | Tax withheld | 22K | — |
| 2025-01-25 | Edmiston Bryan | Grant | 57K | — |
| 2025-01-25 | Yates David M | Tax withheld | 21K | — |
| 2025-01-25 | Steinberg Jonathan L | Grant | 176K | — |
| 2025-01-25 | Steinberg Jonathan L | Tax withheld | 123K | — |
| 2025-01-25 | Frankenthaler Marci | Tax withheld | 23K | — |
| 2025-01-25 | Peck William Bradley | Grant | 35K | — |
| 2025-01-25 | Peck William Bradley | Tax withheld | 23K | — |
| 2025-01-25 | Ziemba Peter M | Grant | 42K | — |
| 2025-01-25 | Ziemba Peter M | Tax withheld | 28K | — |
| 2025-01-25 | Marinof Alexis | Grant | 56K | — |
| 2025-01-25 | Marinof Alexis | Tax withheld | 32K | — |
| 2025-01-25 | Lilien R Jarrett | Grant | 108K | — |
| 2025-01-25 | Lilien R Jarrett | Tax withheld | 62K | — |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (0)
Suppliers (2)
- Morningstar
- Quorus
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-18 | Shareholder vote | filing ↗ |
| 2026-05-29 | Other | filing ↗ |
| 2026-05-01 | Material agreementAcquisition/dispositionResultsReg FDOtherExhibits | filing ↗ |
| 2026-03-30 | Material agreementDebt obligationExhibits | filing ↗ |
| 2026-03-24 | 3.02OtherExhibits | filing ↗ |
| 2026-03-23 | OtherExhibits | filing ↗ |
| 2026-03-16 | Material agreementReg FDExhibits | filing ↗ |
| 2026-01-30 | ResultsOtherExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-18 | 2026-06-17 | 0001214659-26-007575 ↗ |
| 8-K | 2026-05-29 | 2026-05-28 | 0001214659-26-006842 ↗ |
| 10-Q | 2026-05-06 | 2026-03-31 | 0001214659-26-005680 ↗ |
| 8-K | 2026-05-01 | 2026-04-27 | 0001214659-26-005379 ↗ |
| 8-K | 2026-03-30 | 2026-03-30 | 0001214659-26-003985 ↗ |
| 8-K | 2026-03-24 | 2026-03-23 | 0001214659-26-003676 ↗ |
| 8-K | 2026-03-23 | 2026-03-23 | 0001214659-26-003657 ↗ |
| 8-K | 2026-03-16 | 2026-03-13 | 0001214659-26-003292 ↗ |
| 10-K | 2026-02-25 | 2025-12-31 | 0001214659-26-002458 ↗ |
| 8-K | 2026-01-30 | 2026-01-28 | 0001214659-26-000967 ↗ |
| 10-Q | 2025-11-06 | 2025-09-30 | 0001214659-25-016023 ↗ |
| 8-K | 2025-10-31 | 2025-10-27 | 0001214659-25-015638 ↗ |