WisdomTree, Inc.

LSE:0LY1 Stock Report

Market Cap: US$1.5b

WisdomTree Management

Management criteria checks 1/4

WisdomTree's CEO is Jono Steinberg, appointed in Oct 1988, has a tenure of 36.17 years. total yearly compensation is $6.71M, comprised of 8.2% salary and 91.8% bonuses, including company stock and options. directly owns 6.54% of the company’s shares, worth $98.42M. The average tenure of the management team and the board of directors is 6.9 years and 2.6 years respectively.

Key information

Jono Steinberg

Chief executive officer

US$6.7m

Total compensation

CEO salary percentage8.2%
CEO tenure36.2yrs
CEO ownership6.5%
Management average tenure6.9yrs
Board average tenure2.6yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Jono Steinberg's remuneration changed compared to WisdomTree's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

US$47m

Jun 30 2024n/an/a

US$75m

Mar 31 2024n/an/a

US$101m

Dec 31 2023US$7mUS$550k

US$95m

Sep 30 2023n/an/a

US$47m

Jun 30 2023n/an/a

US$109m

Mar 31 2023n/an/a

US$70m

Dec 31 2022US$5mUS$550k

US$45m

Sep 30 2022n/an/a

US$80m

Jun 30 2022n/an/a

US$13m

Mar 31 2022n/an/a

US$20m

Dec 31 2021US$4mUS$550k

US$44m

Sep 30 2021n/an/a

US$20m

Jun 30 2021n/an/a

US$14m

Mar 31 2021n/an/a

-US$15m

Dec 31 2020US$3mUS$550k

-US$38m

Sep 30 2020n/an/a

-US$50m

Jun 30 2020n/an/a

-US$46m

Mar 31 2020n/an/a

-US$30m

Dec 31 2019US$6mUS$550k

-US$13m

Sep 30 2019n/an/a

US$3m

Jun 30 2019n/an/a

US$19m

Mar 31 2019n/an/a

US$32m

Dec 31 2018US$2mUS$550k

US$34m

Sep 30 2018n/an/a

US$45m

Jun 30 2018n/an/a

US$32m

Mar 31 2018n/an/a

US$29m

Dec 31 2017US$3mUS$450k

US$27m

Compensation vs Market: Jono's total compensation ($USD6.71M) is above average for companies of similar size in the UK market ($USD2.35M).

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

CEO

Jono Steinberg (60 yo)

36.2yrs

Tenure

US$6,710,430

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

NamePositionTenureCompensationOwnership
Jonathan Steinberg
Founder36.2yrsUS$6.71m6.54%
$ 98.4m
Robert Lilien
President & COO5.3yrsUS$4.57m0.67%
$ 10.1m
Bryan Edmiston
Chief Financial Officer3.5yrsUS$1.62m0.14%
$ 2.1m
Peter Ziemba
Senior Advisor to the CEO & Chief Administrative Officer6.9yrsUS$1.78m0.65%
$ 9.8m
Alexis Marinof
Head of WisdomTree Europe5.3yrsUS$1.71m0.19%
$ 2.9m
David Yates
Chief Information Officer9.7yrsno data0.11%
$ 1.6m
Jeremy Campbell
Director of Investor Relationsno datano datano data
Marci Frankenthaler
Chief Legal Officer & Secretary5.7yrsno data0.17%
$ 2.6m
Jessica Zaloom
Head of Corporate Communications & Public Relationsno datano datano data
Will Abbott
Head of RIA & PWM Distribution8.8yrsno datano data
Richard Harper
Chief Investment Officer of Fixed Income & Model Portfoliosno datano datano data
Joseph Grogan
Head of U.S. Institutional Distribution8.8yrsno datano data

6.9yrs

Average Tenure

55yo

Average Age

Experienced Management: 0LY1's management team is seasoned and experienced (6.9 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Jonathan Steinberg
Founder36.2yrsUS$6.71m6.54%
$ 98.4m
Win Neuger
Independent Chair of the Board11.4yrsUS$268.74k0.10%
$ 1.6m
Anthony Bossone
Independent Director15.9yrsUS$241.74k0.43%
$ 6.5m
Tonia Pankopf
Independent Director1.5yrsUS$129.04k0.018%
$ 264.2k
Shamla Naidoo
Independent Director1.5yrsUS$127.95k0.018%
$ 264.2k
Smita Conjeevaram
Independent Director3.9yrsUS$235.83k0.041%
$ 610.7k
Lynn Blake
Independent Director2.6yrsUS$221.15k0.00076%
$ 11.4k
Rilla Delorier
Independent Director1.3yrsUS$97.57k0.016%
$ 234.1k
Daniela Mielke
Independent Director2.3yrsUS$203.87k0.012%
$ 177.2k

2.6yrs

Average Tenure

59yo

Average Age

Experienced Board: 0LY1's board of directors are not considered experienced ( 2.6 years average tenure), which suggests a new board.

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 13:47
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 here.

Analysis Model and Snowflake

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Industry and Sector Metrics

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Analyst Sources

WisdomTree, Inc. is covered by 18 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.

AnalystInstitution
Michael CarrierBofA Global Research
George SuttonCraig-Hallum Capital Group LLC
Craig SiegenthalerCredit Suisse