WT insider buying and SEC filings, explained
WisdomTree, Inc. · CIK 880631
Tracked: Forms 3/4/5, 8-K, NT · All filings on sec.gov
Company profile
- Exchanges
- NYSE
- Industry (SIC)
- Security Brokers, Dealers & Flotation Companies
- State of incorporation
- DE
- Fiscal year end
- Dec 31
- Former names
- WisdomTree Investments, Inc.; INDEX DEVELOPMENT PARTNERS INC; INDIVIDUAL INVESTOR GROUP INC
Insider activity in the last 12 months
Bought
$0
Insiders who bought
0
Sold (not marked 10b5-1)
$2.3M
Planned sales (10b5-1)
$2.2M
Insider purchases and sales, last 12 months
| Traded | Type | What was filed | Source |
|---|---|---|---|
| Sep 9, 2026 | Planned (10b5-1) | R Jarrett Lilien (President / COO) sold 30,000 shares at $24.56 ($737K), marked as a 10b5-1 plan trade. Holdings down 3% to 1,080,245 shares. | SEC filing Filed Sep 10, 2026 |
| May 20, 2026 | Planned (10b5-1) | R Jarrett Lilien (President / COO) sold 30,000 shares at $18.99 ($570K), marked as a 10b5-1 plan trade. Holdings down 3% to 1,110,245 shares. | SEC filing Filed May 21, 2026 |
| May 19, 2026 | Sale | Peter M Ziemba (Chief Administrative Officer) sold 100,000 shares at $19.31 ($1.9M). Holdings down 10% to 885,686 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed May 20, 2026 |
| May 5, 2026 | Sale | David M Yates (Chief Information Officer) sold 15,000 shares at $18.06 ($271K). Holdings down 9% to 157,499 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed May 6, 2026 |
| Nov 20, 2024–Feb 25, 2026 | Purchase (code P) | Tonia L. Pankopf (Director) bought 277 shares between Nov 20, 2024 and Feb 25 at about $11.80 ($3K), reported as a purchase (code P). Holdings up 1% to 34,962 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 9, 2026 |
| Feb 25, 2026 | Planned (10b5-1) | R Jarrett Lilien (President / COO) sold 30,000 shares at $16.84 ($505K), marked as a 10b5-1 plan trade. Holdings down 3% to 1,140,245 shares. | SEC filing Filed Feb 26, 2026 |
| Dec 2, 2025 | Sale | David M Yates (Chief Information Officer) sold 6,820 shares at $11.13 ($76K). Holdings down 4% to 152,123 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Dec 3, 2025 |
| Nov 25, 2025 | Planned (10b5-1) | R Jarrett Lilien (President / COO) sold 12,500 shares at $11.01 ($138K), marked as a 10b5-1 plan trade. Holdings down 1% to 998,638 shares. | SEC filing Filed Nov 25, 2025 |
| Nov 12, 2025 | Planned (10b5-1) | R Jarrett Lilien (President / COO) sold 25,000 shares at $11.77 ($294K), marked as a 10b5-1 plan trade. Holdings down 2% to 1,011,138 shares. | SEC filing Filed Nov 14, 2025 |
33 routine transactions (such as grants, option exercises or tax withholding) are not listed.
Cluster buys
No cluster buys in the last 12 months.
Red flags
No red flags in the last 12 months.
Key events
No key events in the last 12 months.
8-K filings, last 12 months
| Filed | Items | Tag | Source |
|---|---|---|---|
| Oct 30, 2026, 8:00 AM ET 8-K | Earnings released (Item 2.02) Other event (Item 8.01) | SEC filing |
Red flags are objective triggers only: the item or form filed, never an opinion.
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