WisdomTree Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:1WT Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
04 Feb 25	Sell€865,405	Alexis Marinof	Individual	90,980	€9.51
02 Dec 24	Sell€32,417,658	ETFS Capital Limited	Company	3,000,000	€10.81
15 Nov 24	Sell€1,083,412	Peter Ziemba	Individual	100,000	€10.83
08 Nov 24	Buy€685,775	Jonathan Steinberg	Individual	67,869	€10.10

Insider Trading Volume

Insider Buying: 1WT insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of 1WT?
Owner Type	Number of Shares	Ownership Percentage
State or Government	27,472	0.0175%
Hedge Funds	10,576,624	6.73%
VC/PE Firms	12,250,000	7.79%
Individual Insiders	13,568,629	8.63%
Institutions	120,759,628	76.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 80.94% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
13.3%	BlackRock, Inc.	18,776,417	€170.3m	-1.71%	no data
10.6%	The Vanguard Group, Inc.	14,970,013	€135.8m	-4.07%	no data
8.67%	ETFS Capital Limited	12,250,000	€111.1m	-19.7%	100.0%
7.49%	Azora Capital LP	10,576,624	€95.9m	-0.31%	4.43%
6.71%	Jonathan Steinberg	9,483,789	€86.0m	2.62%	no data
4.13%	State Street Global Advisors, Inc.	5,829,423	€52.9m	2.65%	no data
3.52%	ArrowMark Colorado Holdings, LLC	4,971,505	€45.1m	-29.6%	0.62%
2.8%	Dimensional Fund Advisors LP	3,948,644	€35.8m	-3.47%	0.01%
2.61%	Massachusetts Financial Services Company	3,685,098	€33.4m	-18.5%	0.01%
2.13%	Wellington Management Group LLP	3,007,206	€27.3m	-31.3%	no data
2.03%	Geode Capital Management, LLC	2,872,974	€26.1m	-1.41%	no data
1.94%	Invesco Ltd.	2,736,518	€24.8m	-3.21%	0.01%
1.65%	Victory Capital Management Inc.	2,326,388	€21.1m	-0.27%	0.02%
1.44%	Millennium Management LLC	2,031,534	€18.4m	533%	0.02%
1.36%	Janus Henderson Group plc	1,921,003	€17.4m	-5.19%	0.01%
1.28%	Macquarie Investment Management Business Trust	1,813,984	€16.5m	-0.43%	0.02%
1.26%	Citadel Advisors LLC	1,781,620	€16.2m	112%	0.02%
1.17%	Morgan Stanley, Investment Banking and Brokerage Investments	1,648,821	€15.0m	55.5%	no data
1.06%	BNY Asset Management	1,501,441	€13.6m	-13.9%	no data
1.06%	Two Sigma Investments, LP	1,500,371	€13.6m	10.5%	0.03%
1.02%	Northern Trust Global Investments	1,440,197	€13.1m	1.09%	no data
0.99%	Qube Research & Technologies Ltd	1,403,452	€12.7m	500%	0.02%
0.93%	Charles Schwab Investment Management, Inc.	1,310,899	€11.9m	10.1%	no data
0.92%	Invesco Capital Management LLC	1,299,839	€11.8m	-3.04%	no data
0.89%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	1,262,708	€11.5m	141%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/19 22:52
End of Day Share Price	2025/02/19 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

WisdomTree, Inc. is covered by 17 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Michael Carrier	BofA Global Research
George Sutton	Craig-Hallum Capital Group LLC
Craig Siegenthaler	Credit Suisse