WisdomTree Ownership

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

Recent Insider Transactions

NYSE:WT Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
02 Dec 24	SellUS$34,020,000	ETFS Capital Limited	Company	3,000,000	US$11.34
15 Nov 24	SellUS$1,142,960	Peter Ziemba	Individual	100,000	US$11.43
08 Nov 24	BuyUS$735,652	Jonathan Steinberg	Individual	67,869	US$10.84
13 Feb 24	BuyUS$2,186,768	Jonathan Steinberg	Individual	303,781	US$7.20

Insider Trading Volume

Insider Buying: WT insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of WT?
Owner Type	Number of Shares	Ownership Percentage
State or Government	28,675	0.019%
Hedge Funds	10,609,577	7.03%
VC/PE Firms	12,250,000	8.12%
Individual Insiders	13,091,615	8.68%
Institutions	114,857,096	76.1%

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

Top Shareholders

Top 25 shareholders own 84.12% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
13.5%	BlackRock, Inc.	19,102,799	US$200.6m	3.37%	no data
11.1%	The Vanguard Group, Inc.	15,604,842	US$163.9m	0.84%	no data
8.67%	ETFS Capital Limited	12,250,000	US$128.6m	-19.7%	100.0%
7.51%	Azora Capital LP	10,609,577	US$111.4m	12.1%	5.17%
6.54%	Jonathan Steinberg	9,241,505	US$97.0m	0.74%	no data
5%	ArrowMark Colorado Holdings, LLC	7,059,712	US$74.1m	-16.3%	0.95%
4.02%	State Street Global Advisors, Inc.	5,678,905	US$59.6m	7.57%	no data
3.2%	Massachusetts Financial Services Company	4,522,372	US$47.5m	-2.69%	0.01%
3.1%	Wellington Management Group LLP	4,374,695	US$45.9m	-25.8%	0.01%
2.9%	Dimensional Fund Advisors LP	4,090,485	US$43.0m	-1%	0.01%
2.06%	Geode Capital Management, LLC	2,914,051	US$30.6m	3.3%	no data
2.02%	FMR LLC	2,856,002	US$30.0m	394%	no data
2%	Invesco Ltd.	2,827,256	US$29.7m	2.41%	0.01%
1.65%	Victory Capital Management Inc.	2,332,762	US$24.5m	21.4%	0.02%
1.43%	Janus Henderson Group plc	2,026,237	US$21.3m	-20.4%	0.01%
1.29%	Macquarie Investment Management Business Trust	1,821,738	US$19.1m	-2.87%	0.02%
1.23%	BNY Asset Management	1,743,666	US$18.3m	-17.6%	no data
1.07%	Renaissance Technologies LLC	1,512,079	US$15.9m	19.8%	0.02%
1.01%	Northern Trust Global Investments	1,424,708	US$15.0m	-0.05%	no data
0.96%	Two Sigma Investments, LP	1,358,145	US$14.3m	9.12%	0.03%
0.95%	Invesco Capital Management LLC	1,340,567	US$14.1m	25.9%	0.01%
0.84%	Charles Schwab Investment Management, Inc.	1,191,137	US$12.5m	6.47%	no data
0.75%	Morgan Stanley, Investment Banking and Brokerage Investments	1,060,633	US$11.1m	14.8%	no data
0.67%	Robert Lilien	951,728	US$10.0m	0%	no data
0.67%	Voloridge Investment Management, LLC	950,699	US$10.0m	579%	0.04%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/02 02:42
End of Day Share Price	2024/12/31 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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 here.

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 .

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.

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