WT WisdomTree, Inc. Insider Trading

WT President/COO R Jarrett Lilien sold 30,000 shares at $18.99 on 2026-05-20 via 10b5-1 plan; retains 1,110,245 shares

R Jarrett Lilien sold 30,000 shares (30.0K shares) for $569,700.00 ($569.7K) under a pre-arranged 10b5-1 trading plan, reducing his holdings by 2.6% to 1,110,245 shares (1.11M shares). Since the transaction was scheduled rather than discretionary, no timing inference is applicable. Notably, his prior sell at WT on 2026-02-25 saw a 90-day return of +11.6%, meaning the stock subsequently appreciated after that sale. WisdomTree's fundamentals show negative net income of $-23,131,000.00 ($-23.1M) against revenue of $159,470,000.00 ($159.5M), with the stock trading at a P/E of 48.05 and currently at $19.22, down 3.2% from its 52-week high of $19.85. The continued programmatic liquidation under a 10b5-1 plan should be monitored for any acceleration or plan modifications.

CAO Peter M Ziemba sells 100,000 shares of WT at $19.31; holds 885.7K post-sale

Ziemba sold 100,000 shares for $1,931,000.00 at $19.31 on 2026-05-19, reducing his holdings by 10.1%. The sale occurred when the stock was -3.2% from its 52-week high of $19.85, near elevated valuation levels. His cross-ticker track record shows 3 prior sells with an average 90-day return of -14.3% and a 90-day well-timed rate of 100.00%, indicating his prior sales have occurred before subsequent declines. At WT specifically, his most recent measurable sale on 2024-11-15 returned -14.3% over 90 days, consistent with his broader pattern. The company reports net income of $-23,131,000.00 against revenue of $159,470,000.00 in the latest quarter, with a P/E of 48.05, reflecting elevated valuation relative to profitability. The timing and magnitude of this sale warrant monitoring given the insider's demonstrated pattern of selling ahead of downside moves.

Director PANKOPF acquired 277 shares over 6 months for $3.3K at $11.80 blended avg; modest +0.8% increase to 35.0K holdings.

Tonia L. Pankopf, a director at WisdomTree, made 6 separate purchases totaling 277 shares for $3,267.88 between November 2024 and February 2026. The transactions span an extended period with share prices ranging from $9.26 to $16.94, and the total value ($3.3K) is small relative to her total holdings of 35.0K shares post-transaction. The blended average purchase price of $11.80 compares to the current price of $16.59, representing a modest unrealized gain on this specific tranche. The scale of accumulation (+0.8% vs pre-transaction holdings) and dollar amount suggest routine portfolio activity rather than a concentrated conviction signal.

WisdomTree President & COO Jarrett sold 30,000 shares at $16.84, retaining 1,140,245 shares

Lilien R Jarrett, President and COO, sold 30,000 shares (30.0K shares) at $16.84 on 2026-02-25, a modest 2.6% reduction in holdings that leaves him with substantial ownership at 1,140,245 shares (1.14M shares). The sale occurred below the current price of $17.37 and well below the 52-week high of $17.37, near the peak of recent momentum (90-day change: +57.3%). WisdomTree's fundamentals appear sound with Revenue $125,616,000.00 for the latest quarter, Net income $19,701,000.00, and annual revenue growth of +15.4%, though the P/E of 17.72 reflects elevated market expectations relative to recent earnings. The minimal holding reduction and continued sizable position suggest this was a routine portion of a large executive stake rather than a confidence-signaling exit.

ETFS Capital Limited sells 3,000,000 WT shares ($34.0M) at $11.34; exits 19.7% of stake to 12.25M shares

ETFS Capital Limited divested 3,000,000 shares of WisdomTree, Inc. at $11.34 on 2024-12-02, realizing $34,020,000.00 and reducing its position from 15,250,000 shares to 12,250,000 shares. The sale occurred near the 52-week high of $12.20 and represents a material reduction of nearly one-fifth of the insider's holdings. The company's fundamentals show mixed signals: annual revenue growth of +15.8% suggests operational momentum, yet the latest quarter recorded a net loss of $-4,485,000.00 against revenue of $113,168,000.00, indicating profitability challenges. The timing of this substantial stake reduction—while the stock trades within 5.7% of its 52-week peak and 30-day momentum is positive at +11.9%—warrants examination of whether the insider's conviction in the company's future prospects has shifted.

CAO Peter M Ziemba sold 100,000 shares of WT at $11.43 (2024-11-15), retaining 948,386 shares post-sale.

Peter M Ziemba, Chief Administrative Officer, sold 100,000 shares at $11.43 on 2024-11-15, reducing his holdings by 9.5% to 948,386 shares. The stock has appreciated 11.7% over the prior 30 days and 19.1% over 90 days, trading near its 52-week high of $11.94. Ziemba's prior two sales at WT (both in August 2023) were both well-timed, with negative 90-day returns of -5.0% and -1.9%, suggesting a pattern of selling before declines at this specific ticker. However, his cross-ticker track record shows a 90-day well-timed rate of 100.00% across 2 prior sells, though with mixed absolute returns (-3.5% average). The company is reporting net losses ($-4.5M) despite strong annual revenue growth of 15.8%, which provides ambiguous context for the sale.

CEO Steinberg buys 67,869 WT shares at $10.84; now holds 9.24M shares, replicating prior well-timed buy from Feb 2024.

Steinberg's $735,652.45 purchase of 67,869 shares on 2024-11-08 mirrors his prior WT buy on 2024-02-13, both executed during relative strength: the current price of $11.63 sits +17.4% over the prior 30 days and +19.5% over 90 days. His track record at WT shows his February buy achieved 90-day returns of +25.9%, demonstrating well-timed entry. With the stock now near 52-week highs (−2.6% from $11.94 peak), this November purchase occurs in a notably different momentum context than the February entry, which came from a depressed position. The CEO's repeated buying pattern across similar timeframes warrants monitoring to determine whether this signals sustained conviction or represents a systematic execution pattern independent of tactical timing.