As of April 17, 2026, WisdomTree's top three insider holders are Capital Limited. Etfs (Other, 12.25Mn shares), Jonathan L Steinberg (Chief Executive Officer, 9.76Mn shares), R Jarrett Lilien (President And Coo, 1.14Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Capital Limited. Etfs | - | 12,250,000 | 0 | 04 Dec, 2024 |
| Jonathan L Steinberg | Chief Executive Officer | 9,763,318 | 0 | 29 Jan, 2026 |
| R Jarrett Lilien | President And Coo | 1,140,245 | 0 | 26 Feb, 2026 |
| Peter M Ziemba | Chief Administrative Officer | 985,686 | 0 | 29 Jan, 2026 |
| Anthony Bossone | - | 645,389 | 0 | 18 Jun, 2025 |
| Marci Frankenthaler | Chief Legal Officer | 315,272 | 0 | 29 Jan, 2026 |
| Frank Salerno | - | 283,990 | 0 | 26 Jul, 2022 |
| Bryan Edmiston | Chief Financial Officer | 271,667 | 0 | 29 Jan, 2026 |
| Alexis Marinof | Ceo, Europe | 256,272 | 0 | 29 Jan, 2026 |
| William Bradley Peck | Head Of Digital Assets | 243,168 | 0 | 29 Jan, 2026 |
| David M Yates | Chief Information Officer | 172,499 | 0 | 29 Jan, 2026 |
| Win J Neuger | - | 158,205 | 0 | 18 Jun, 2025 |
| Susan J Cosgrove | - | 80,543 | 0 | 26 Jul, 2022 |
| Smita Conjeevaram | - | 77,368 | 0 | 18 Jun, 2025 |
| Lynn S. Blake | - | 55,520 | 0 | 18 Jun, 2025 |
| Daniela Mielke | - | 51,324 | 0 | 18 Jun, 2025 |
| Harold Iii Singleton | - | 41,356 | 0 | 27 Jun, 2023 |
| Shamla Naidoo | - | 34,685 | 0 | 18 Jun, 2025 |
| Tonia L Pankopf | - | 34,685 | 0 | 18 Jun, 2025 |
| Rilla S Delorier | - | 31,851 | 0 | 18 Jun, 2025 |
| Lynn S. Blake | - | 20,835 | 0 | 26 Jul, 2022 |
| Deborah Fuhr | - | 20,835 | 0 | 26 Jul, 2022 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 25 Feb, 2026 | R Jarrett Lilien | Common Stock | D | 30,000 | $16.84 | 1,140,245 | D | S |
| 23 Feb, 2026 | Marci Frankenthaler | Performance Based Restricted Stock Units | A | 3,725 | $0.00 | 3,725 | D | A |
| 23 Feb, 2026 | Jonathan L Steinberg | Performance Based Restricted Stock Units | A | 42,880 | $0.00 | 42,880 | D | A |
| 23 Feb, 2026 | Alexis Marinof | Performance Based Restricted Stock Units | A | 5,223 | $0.00 | 5,223 | D | A |
| 23 Feb, 2026 | R Jarrett Lilien | Performance Based Restricted Stock Units | A | 25,220 | $0.00 | 25,220 | D | A |
| 23 Feb, 2026 | Peter M Ziemba | Performance Based Restricted Stock Units | A | 3,046 | $0.00 | 3,046 | D | A |
| 23 Feb, 2026 | David M Yates | Performance Based Restricted Stock Units | A | 2,673 | $0.00 | 2,673 | D | A |
| 23 Feb, 2026 | William Bradley Peck | Performance Based Restricted Stock Units | A | 2,673 | $0.00 | 2,673 | D | A |
| 23 Feb, 2026 | Bryan Edmiston | Performance Based Restricted Stock Units | A | 4,247 | $0.00 | 4,247 | D | A |
| 25 Jan, 2026 | Bryan Edmiston | Performance Based Restricted Stock Units | A | 7,769 | $0.00 | 7,769 | D | A |
| 25 Jan, 2026 | Marci Frankenthaler | Performance Based Restricted Stock Units | A | 6,812 | $0.00 | 6,812 | D | A |
| 25 Jan, 2026 | Alexis Marinof | Performance Based Restricted Stock Units | A | 9,554 | $0.00 | 9,554 | D | A |
| 25 Jan, 2026 | Peter M Ziemba | Performance Based Restricted Stock Units | A | 5,571 | $0.00 | 5,571 | D | A |
| 25 Jan, 2026 | David M Yates | Performance Based Restricted Stock Units | A | 4,889 | $0.00 | 4,889 | D | A |
| 25 Jan, 2026 | R Jarrett Lilien | Performance Based Restricted Stock Units | A | 46,131 | $0.00 | 46,131 | D | A |
| 25 Jan, 2026 | Jonathan L Steinberg | Performance-Based Restricted Stock Units | A | 78,437 | $0.00 | 78,437 | D | A |
| 25 Jan, 2026 | William Bradley Peck | Performance Based Restricted Stock Units | A | 4,889 | $0.00 | 4,889 | D | A |
| 27 Jan, 2026 | Jonathan L Steinberg | Common Stock | A | 573,813 | $0.00 | 10,056,470 | D | M |
| 27 Jan, 2026 | Peter M Ziemba | Common Stock | A | 61,005 | $0.00 | 1,017,249 | D | M |
| 27 Jan, 2026 | David M Yates | Common Stock | A | 37,997 | $0.00 | 192,315 | D | M |