Also trades as: WETF (NASDAQ) · $vol 5M
WT Smart Money
WisdomTree, Inc.
1W: -1.6%
1M: -13.8%
3M: +8.1%
YTD: +68.0%
1Y: +70.7%
3Y: +221.3%
5Y: +279.8%
$21.23
+0.25 (+1.19%)
After Hours: $21.59 (+0.36, +1.67%)
Weekly Expected Move ±3.6%
$20
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Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026367
Institutions Holding
+20 vs prior
85.2%
Ownership
+11.86%
57
New
115
Increased
151
Reduced
51
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-09-09 | Lilien R Jarrett | officer: president and coo | S-Sale | 30,000 | $24.56 | $737K | Filing |
| 2026-06-17 | Conjeevaram Smita | director | A-Grant/Award | 5,509 | $— | $0 | Filing |
| 2026-06-17 | Mielke Daniela | director | A-Grant/Award | 5,509 | $— | $0 | Filing |
| 2026-06-17 | Delorier Rilla S | director | A-Grant/Award | 5,509 | $— | $0 | Filing |
| 2026-06-17 | Bossone Anthony | director | A-Grant/Award | 5,509 | $— | $0 | Filing |
| 2026-06-17 | PANKOPF TONIA L | director | A-Grant/Award | 5,509 | $— | $0 | Filing |
| 2026-06-17 | SALERNO FRANK | director | A-Grant/Award | 5,509 | $— | $0 | Filing |
| 2026-06-17 | Blake Lynn S. | director | A-Grant/Award | 5,509 | $— | $0 | Filing |
| 2026-06-17 | Naidoo Shamla | director | A-Grant/Award | 5,509 | $— | $0 | Filing |
| 2026-05-20 | Lilien R Jarrett | officer: president and coo | S-Sale | 30,000 | $18.99 | $570K | Filing |
| 2026-05-19 | Ziemba Peter M | officer: chief administrative officer | S-Sale | 100,000 | $19.31 | $1.9M | Filing |
| 2026-05-05 | Yates David M | officer: chief information officer | S-Sale | 15,000 | $18.06 | $271K | Filing |
| 2026-02-25 | Lilien R Jarrett | officer: president and coo | S-Sale | 30,000 | $16.84 | $505K | Filing |
| 2026-01-27 | Yates David M | officer: chief information officer | F-Tax Withholding | 19,816 | $— | $0 | Filing |
| 2026-01-27 | Ziemba Peter M | officer: chief administrative officer | F-Tax Withholding | 31,563 | $— | $0 | Filing |
| 2026-01-27 | Steinberg Jonathan L | officer: chief executive officer | F-Tax Withholding | 293,152 | $— | $0 | Filing |
| 2026-01-27 | Peck William Bradley | officer: head of digital assets | F-Tax Withholding | 21,372 | $— | $0 | Filing |
| 2026-01-27 | Marinof Alexis | officer: ceo, europe | F-Tax Withholding | 21,486 | $— | $0 | Filing |
| 2026-01-27 | Lilien R Jarrett | officer: president and coo | F-Tax Withholding | 179,207 | $— | $0 | Filing |
| 2026-01-27 | Frankenthaler Marci | officer: chief legal officer | F-Tax Withholding | 22,889 | $— | $0 | Filing |
| 2026-01-27 | Edmiston Bryan | officer: chief financial officer | F-Tax Withholding | 22,888 | $— | $0 | Filing |
| 2026-01-25 | Frankenthaler Marci | officer: chief legal officer | A-Grant/Award | 31,612 | $— | $0 | Filing |
| 2026-01-25 | Steinberg Jonathan L | officer: chief executive officer | F-Tax Withholding | 121,651 | $— | $0 | Filing |
| 2026-01-25 | Frankenthaler Marci | officer: chief legal officer | F-Tax Withholding | 25,134 | $— | $0 | Filing |
| 2026-01-25 | Edmiston Bryan | officer: chief financial officer | F-Tax Withholding | 25,965 | $— | $0 | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 19,274,687 | $327M | +1,617,234 | 2026-06-30 | Filing |
| FMR LLC | 13,565,042 | $230M | +842,143 | 2026-06-30 | Filing |
| Invesco Ltd. | 9,975,256 | $169M | +4,162,041 | 2026-06-30 | Filing |
| WELLINGTON MANAGEMENT GROUP LLP | 8,407,113 | $142M | -2,178,846 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,123,363 | $138M | +75,721 | 2026-06-30 | Filing |
| Capital World Investors | 7,547,094 | $128M | +736,035 | 2026-06-30 | Filing |
| Azora Capital LP | 6,180,510 | $105M | +192,905 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,066,366 | $103M | +513,168 | 2026-06-30 | Filing |
| STATE STREET CORP | 5,610,044 | $95M | +560,892 | 2026-06-30 | Filing |
| Driehaus Capital Management LLC | 4,702,705 | $80M | +3,058,463 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 3,754,933 | $64M | +130,537 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 3,290,623 | $56M | +441,270 | 2026-06-30 | Filing |
| Simcoe Capital Management, LLC | 2,674,045 | $45M | -1,991,940 | 2026-06-30 | Filing |
| UBS Group AG | 2,658,995 | $45M | +2,250,994 | 2026-06-30 | Filing |
| PRINCIPAL FINANCIAL GROUP INC | 2,275,955 | $39M | +266,399 | 2026-06-30 | Filing |
| LOOMIS SAYLES & CO L P | 2,190,641 | $37M | +527,818 | 2026-06-30 | Filing |
| NOMURA ASSET MANAGEMENT INTERNATIONAL IN | 2,107,798 | $36M | -135,722 | 2026-06-30 | Filing |
| MORGAN STANLEY | 2,003,391 | $34M | -496,731 | 2026-06-30 | Filing |
| BANK OF AMERICA CORP /DE | 1,991,898 | $34M | -335,491 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 1,971,158 | $33M | -2,607,432 | 2026-06-30 | Filing |