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EdgarHawk

R Jarrett Lilien

President and COO

Officer

Latest: President and COO selling · May 2026

2 filings analyzed · 1 company · Latest 2026-05-21

Companies

Company Buys Sells Direction
WisdomTree, Inc. WT 0 2 Net selling

Activity

May 2026
2026-05-21 WisdomTree, Inc. WT
low
Sell
30,000 shares
$569,700
Significance 3/10

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.

February 2026
2026-02-26 WisdomTree, Inc. WT
low
Sell
30,000 shares
$505,200
Significance 4/10

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.

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