WisdomTree Management

Management criteria checks 1/4

WisdomTree's CEO is Jono Steinberg, appointed in Oct 1988, has a tenure of 35.5 years. total yearly compensation is $5.45M, comprised of 10.1% salary and 89.9% bonuses, including company stock and options. directly owns 6.25% of the company’s shares, worth €74.18M. The average tenure of the management team and the board of directors is 6.3 years and 1.9 years respectively.

Key information

Jono Steinberg

Chief executive officer

US$5.4m

Total compensation

CEO salary percentage	10.1%
CEO tenure	35.5yrs
CEO ownership	6.2%
Management average tenure	6.3yrs
Board average tenure	1.9yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Jono Steinberg's remuneration changed compared to WisdomTree's earnings?
Date	Total Compensation	Salary	Company Earnings
Mar 31 2024	n/a	n/a	US$101m
Dec 31 2023	n/a	n/a	US$95m
Sep 30 2023	n/a	n/a	US$47m
Jun 30 2023	n/a	n/a	US$110m
Mar 31 2023	n/a	n/a	US$70m
Dec 31 2022	US$5m	US$550k	US$45m
Sep 30 2022	n/a	n/a	US$80m
Jun 30 2022	n/a	n/a	US$13m
Mar 31 2022	n/a	n/a	US$20m
Dec 31 2021	US$4m	US$550k	US$44m
Sep 30 2021	n/a	n/a	US$20m
Jun 30 2021	n/a	n/a	US$14m
Mar 31 2021	n/a	n/a	-US$15m
Dec 31 2020	US$3m	US$550k	-US$38m
Sep 30 2020	n/a	n/a	-US$50m
Jun 30 2020	n/a	n/a	-US$46m
Mar 31 2020	n/a	n/a	-US$30m
Dec 31 2019	US$6m	US$550k	-US$13m
Sep 30 2019	n/a	n/a	US$3m
Jun 30 2019	n/a	n/a	US$19m
Mar 31 2019	n/a	n/a	US$32m
Dec 31 2018	US$2m	US$550k	US$34m
Sep 30 2018	n/a	n/a	US$45m
Jun 30 2018	n/a	n/a	US$32m
Mar 31 2018	n/a	n/a	US$29m
Dec 31 2017	US$3m	US$450k	US$27m

Compensation vs Market: Jono's total compensation ($USD5.45M) is above average for companies of similar size in the German market ($USD1.62M).

Compensation vs Earnings: Jono's compensation has increased by more than 20% in the past year.

CEO

Jono Steinberg (59 yo)

35.5yrs

Tenure

US$5,448,889

Compensation

Mr. Jonathan Laurence Steinberg, also known as Jono, is Founder and serves as Chief Executive Officer and Director of WisdomTree Asset Management, Inc. Mr. Steinberg served as President of WisdomTree Inves...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Jonathan Steinberg	Founder	35.5yrs	US$5.45m	6.25% $ 74.2m
Robert Lilien	President	4.6yrs	US$3.27m	0.65% $ 7.7m
Bryan Edmiston	Chief Financial Officer	2.8yrs	US$1.15m	0.13% $ 1.6m
Peter Ziemba	Senior Advisor to the CEO & Chief Administrative Officer	6.3yrs	US$1.60m	0.71% $ 8.5m
Alexis Marinof	Head of WisdomTree Europe	4.7yrs	US$1.33m	0.19% $ 2.2m
David Yates	Chief Information Officer	9yrs	no data	0.11% $ 1.2m
Jeremy Campbell	Director of Investor Relations	no data	no data	no data
Marci Frankenthaler	Chief Legal Officer & Secretary	5yrs	no data	0.17% $ 2.0m
Jessica Zaloom	Head of Corporate Communications & Public Relations	no data	no data	no data
Ben Slavin	Head of Product & Business Development	17.3yrs	no data	no data
Will Abbott	Head of RIA & PWM Distribution	8.2yrs	no data	no data
Richard Harper	Head of Fixed Income & Currency	no data	no data	no data

6.3yrs

Average Tenure

54yo

Average Age

Experienced Management: 1WT's management team is seasoned and experienced (6.3 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Jonathan Steinberg	Founder	35.5yrs	US$5.45m	6.25% $ 74.2m
Win Neuger	Independent Chair of the Board	10.8yrs	US$224.35k	0.094% $ 1.1m
Anthony Bossone	Independent Director	15.3yrs	US$243.75k	0.42% $ 4.9m
Tonia Pankopf	Director	less than a year	no data	0.010% $ 118.6k
Shamla Naidoo	Independent Director	less than a year	no data	0.010% $ 118.6k
Smita Conjeevaram	Independent Director	3.3yrs	US$223.47k	0.039% $ 463.7k
Lynn Blake	Independent Director	1.9yrs	US$150.45k	0.014% $ 168.4k
Rilla Delorier	Independent Director	less than a year	no data	0.0081% $ 95.7k
Daniela Mielke	Independent Director	1.6yrs	US$84.11k	0.011% $ 134.5k

1.9yrs

Average Tenure

58yo

Average Age

Experienced Board: 1WT's board of directors are not considered experienced ( 1.9 years average tenure), which suggests a new board.

WisdomTree Management

Management criteria checks 1/4

Key information

Recent management updates

Founder recently bought €2.0m worth of stock

WisdomTree, Inc. Announces Management Changes

WisdomTree, Inc. Announces Board Changes

WisdomTree, Inc. Board Appoints Rilla Delorier to Board of Directors

Insider recently sold €641k worth of stock

WisdomTree, Inc. Announces Management Changes

Recent updates

Wisdomtree, Inc. Declares Quarterly Dividend, Payable on May 22, 2024

First quarter 2024 earnings released: EPS: US$0.15 (vs US$0.10 in 1Q 2023)

Now 20% undervalued

WisdomTree, Inc. to Report Q1, 2024 Results on Apr 26, 2024

Investor sentiment improves as stock rises 18%

ETFS Capital Sends a Letter to the Shareholders of WisdomTree

Wisdomtree, Inc. Announces Launch of 1-3 Year Laddered Treasury (Ussh) and 7-10 Year Laddered Treasury (Usin) Funds

WisdomTree, Inc. Announces the Launch of the WisdomTree Prime Visa Debit Card

Full year 2023 earnings released: EPS: US$0.66 (vs US$0.31 in FY 2022)

New minor risk - Shareholder dilution

Founder recently bought €2.0m worth of stock

Fourth quarter dividend of US$0.03 announced

New major risk - Revenue and earnings growth

WisdomTree, Inc. Announces Management Changes

WisdomTree, Inc. Launches U.S. MidCap Quality Growth (QMID) and U.S. SmallCap Quality Growth (QSML) Funds

WisdomTree, Inc. to Report Q4, 2023 Results on Feb 01, 2024

WisdomTree, Inc. Announces Launch of WisdomTree Bianco Total Return Fund (WTBN)

WisdomTree, Inc. Announces the Launch of Three New Digital Funds

WisdomTree, Inc. Announces Board Changes

Upcoming dividend of US$0.03 per share at 1.9% yield

WisdomTree, Inc. Reports Non-Cash Impairment Charge for the Quarter Ended September 30, 2023

WisdomTree, Inc. Reports Non-Cash Impairment Charge for the Quarter Ended September 30, 2023

Third quarter 2023 earnings released: EPS: US$0.089 (vs US$0.50 in 3Q 2022)

Third quarter 2023 earnings released: EPS: US$0.089 (vs US$0.50 in 3Q 2022)

WisdomTree, Inc. to Report Q3, 2023 Results on Oct 27, 2023

WisdomTree, Inc. Board Appoints Rilla Delorier to Board of Directors

Insider recently sold €641k worth of stock

Upcoming dividend of US$0.03 per share at 1.7% yield

New major risk - Revenue and earnings growth

Second quarter 2023 earnings released: EPS: US$0.38 (vs US$0.061 in 2Q 2022)

WisdomTree, Inc. Declares a Quarterly Cash Dividend, Payable on August 23, 2023

WisdomTree, Inc. Announces Management Changes

WisdomTree, Inc. to Report Q2, 2023 Results on Jul 28, 2023

High number of new directors

WisdomTree, Inc. Appoints Win Neuger to Serve as Chair of the Board

WisdomTree Launches CORBU x WT PolyMacro Model Portfolios

WisdomTree, Inc. Announces Executive Changes

ETFS Capital Releases a Letter to its fellow Shareholders of WisdomTree

Glass Lewis Joins Institutional Shareholder Services in Recommending WisdomTree Stockholders Vote for Boardroom Change

ETFS Capital Limited Provides Information to Shareholders of WisdomTree

ETFS Capital Responds to WisdomTree’s Mischaracterizations and Distraction Tactics in Supplemental Investor Presentation

ETFS Capital Highlights WisdomTree Board’s Attempts to Distract Stockholders from its Track Record of Value Destruction

ETFS Capital Provides Information to Shareholders of WisdomTree Inc

ETFS Capital Posts Materials to its Website

ETFS Capital Files Definitive Proxy Statement and Issues Letter to Stockholders

WisdomTree, Inc., Annual General Meeting, Jun 16, 2023

First quarter 2023 earnings released: EPS: US$0.11 (vs US$0.076 loss in 1Q 2022)

Upcoming dividend of US$0.03 per share at 2.1% yield

Full year 2022 earnings released: EPS: US$0.35 (vs US$0.31 in FY 2021)

WisdomTree, Inc. Declares Quarterly Dividend, Payable on March 1, 2023

WisdomTree, Inc. to Report Q4, 2022 Results on Feb 03, 2023

WisdomTree Launches U.S. Quality Growth Fund

WisdomTree Launches U.S. Quality Growth Fund

High number of new directors

High number of new directors

Third quarter 2022 earnings released: EPS: US$0.57 (vs US$0.036 in 3Q 2021)

WisdomTree Investments, Inc. Declares Quarterly Cash Dividend, Payable on November 23, 2022

WisdomTree Investments, Inc. to Report Q3, 2022 Results on Oct 28, 2022

High number of new directors

WisdomTree Investments, Inc. Launches Emerging Markets ex-China Fund (XC)

WisdomTree Investments, Inc. Appoints Daniela Mielke to Board of Directors

WisdomTree Expands Thematic Range with Blockchain UCITS ETF

Susan Cosgrove Intends to Resign as Member of the Board of Directors and as Member of the Audit Committee and Nominating and Governance Committee, Effective September 15, 2022

Second quarter 2022 earnings released: EPS: US$0.056 (vs US$0.11 in 2Q 2021)

WisdomTree Investments, Inc. Declares Quarterly Cash Dividend, Payable on August 24, 2022

WisdomTree Investments, Inc. to Report Q2, 2022 Results on Jul 29, 2022

WisdomTree Investments, Inc.(NasdaqGS:WETF) dropped from Russell 2000 Value Index

WisdomTree Investments, Inc., Annual General Meeting, Jul 15, 2022

Wisdomtree Investments, Inc. Announces Board and Committee Changes