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WisdomTree, Inc. (WT) company profile

WTNYSESecurity Brokers, Dealers & Flotation CompaniesFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 5, 2026Score 14/3024% above fair value
$21.65+0.21 (+0.98%)

Close on Nov 12, 2026Market cap $3.28BP/E 30.5Yield 0.55%

About WisdomTree

Security Brokers, Dealers & Flotation Companies, SIC 6211

WisdomTree, Inc. is an asset manager and financial innovator that develops exchange-traded products, investment models, private asset strategies, and digital asset solutions. Its offering spans strategies across equities, fixed income, commodities, currencies, cryptocurrencies, leveraged-and-inverse products, and alternative investments such as farmland through Ceres Partners, LLC. WisdomTree also delivers tokenized real-world assets, stablecoins, tokenized mutual funds, the WisdomTree Connect institutional platform, and the WisdomTree Prime digital wallet. The firm distributes its offerings to registered investment advisers, brokerage firms, banks, and institutional investors.

Headquartered in New York, New York, the company operates across the United States and internationally, with business activities and subsidiaries extending to jurisdictions such as Europe, the United Kingdom, Ireland, and Jersey. As of December 31, 2025, WisdomTree managed approximately $144.5 billion in total assets under management across its diversified product lines.

Summary of the business section of WisdomTree's latest annual report, written by StockData.

Company profile

Company

Legal name
WisdomTree, Inc.
Founded
2006
Headquarters
New York, NY
Address
250 West 34th Street, 3rd Floor 10119
Phone
(212) 801-2080
Employees
360, Dec 31, 2025
Industry
Security Brokers, Dealers & Flotation Companies
Incorporated in
Delaware
Fiscal year ends
December 31
Auditor
Ernst & Young LLP, New York

Stock & identifiers

Ticker
WT
Former tickers
WETF until Nov 7, 2022
Exchange
NYSE
IPO date
Mar 4, 1993
Shares outstanding
152M, Aug 3, 2026
Public float
$1.53B, Jun 30, 2025
Filer category
Large accelerated filer
SEC CIK
880631
CUSIP
97717P104
ISIN
US97717P1049
FIGI
BBG000KLDTJ2
Share class FIGI
BBG001SD2W32
LEI
549300WIU8IS7UFO7871
EIN
13-3487784

Executives and directors

Officers and directors who filed ownership reports (Forms 3, 4, 5) in the last two years

NamePositionShares owned
Jonathan L. SteinbergChief Executive Officer, Director9,764,116
R. Jarrett LilienPresident and COO1,083,730
Peter M. ZiembaChief Administrative Officer899,986
David M. YatesChief Information Officer157,499
Marci FrankenthalerChief Legal Officer315,272
Bryan EdmistonChief Financial Officer271,667
Alexis MarinofCEO, Europe277,758
William Bradley PeckHead of Digital Assets264,540
Radev Petranka lvanova BadovaChief Accounting Officer11,129
Frank SalernoDirector245,666
Daniela MielkeDirector56,833
Shamla NaidooDirector40,194
Smita ConjeevaramDirector82,877
Lynn S. BlakeDirector62,571
Rilla S. DelorierDirector37,360
Anthony BossoneDirector650,898
Tonia L. PankopfDirector40,471
Win J. NeugerDirector158,205

CEO pay and shareholder return

Pay versus performance table from the proxy statement

Fiscal yearCEO total payCEO pay actually paidOther executives (avg)Value of $100 investedPeer group
FY2025$6.70M$9.93M$2.58M$248$211
FY2024$6.75M$15.33M$2.52M$211$201
FY2023$6.71M$9.95M$2.42M$138$145
FY2022$5.45M$5.50M$1.84M$106$111
FY2021$4.32M$4.31M$1.38M$117$148
FY2020$2.88M$3.43M$1.25M$114$116

“Actually paid” adjusts reported pay for changes in the value of equity awards. Shareholder return assumes $100 invested at the start of the measurement period, as disclosed by the company.

Executive compensation, fiscal 2025

Summary compensation table from the latest proxy statement

ExecutiveSalaryBonusStock awardsOtherTotalvs. prior year
Jonathan Steinberg
Chief Executive Officer
$550.00K$2.63M$3.51M$13.64K$6.70M-1%
Bryan Edmiston
Chief Financial Officer
$375.00K$782.50K$752.49K$15.50K$1.93M+5%
Marci Frankenthaler
Chief Legal Officer
$375.00K$686.30K$705.28K$15.50K$1.78M+1%
R. Jarrett Lilien
President and Chief Operating Officer
$450.00K$1.90M$2.14M$13.00K$4.51M-1%
Alexis Marinof
Chief Executive Officer, Europe
$382.28K$962.29K$745.44K$18.49K$2.11M+10%

Stock and option awards are grant-date fair values, not realized pay. “Other” includes pension value changes and all other compensation. Source proxy statement.

Employees

Headcount reported in annual reports

“As of December 31, 2025, we had 360 full-time employees globally, with 236 in the U.S.”

Corporate history

Events identified from SEC filings

DateEventDetails
May 1, 2026Acquisition / saleCompletion of acquisition or disposition of assets (8-K Item 2.01)
Oct 2, 2025Acquisition / saleCompletion of acquisition or disposition of assets (8-K Item 2.01)
Mar 18, 2025DeregistrationTermination of SEC registration (Form 15)
Mar 20, 2023ListingRegistration of securities on an exchange (Form 8-A)
Nov 4, 2022DelistingNotice of delisting from exchange (Form 25)
Nov 4, 2022Name changeName changed from WisdomTree Investments, Inc. to WisdomTree, Inc.
Nov 3, 2022ListingRegistration of securities on an exchange (Form 8-A)
Oct 20, 2022Listing noticeNotice of delisting or failure to satisfy a listing rule (8-K Item 3.01)
Mar 14, 2022ListingRegistration of securities on an exchange (Form 8-A)
May 9, 2018Acquisition / saleCompletion of acquisition or disposition of assets (8-K Item 2.01)
Apr 13, 2018Acquisition / saleCompletion of acquisition or disposition of assets (8-K Item 2.01)
Mar 31, 2011Spin-offRegistration as a new public company (Form 10), e.g. spin-off
Jun 1, 2006Name changeName changed from INDEX DEVELOPMENT PARTNERS INC to WisdomTree Investments, Inc.
Nov 13, 2003DeregistrationTermination of SEC registration (Form 15)
May 16, 2003Late filingNotification of late filing
Mar 31, 2003Late filingNotification of late filing
Jun 25, 2002Name changeName changed from INDIVIDUAL INVESTOR GROUP INC to INDEX DEVELOPMENT PARTNERS INC
May 15, 2000Late filingNotification of late filing
Mar 30, 2000Late filingNotification of late filing
Aug 15, 1996Late filingNotification of late filing

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