As of June 18, 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 |
|---|---|---|---|---|
| Jonathan L Steinberg | Chief Executive Officer | 9,763,318 | 0 | 29 Jan, 2026 |
| Peter M Ziemba | Chief Administrative Officer | 985,686 | 0 | 29 Jan, 2026 |
| R Jarrett Lilien | President And Coo | 1,140,245 | 0 | 26 Feb, 2026 |
| Win J Neuger | - | 158,205 | 0 | 18 Jun, 2025 |
| Frank Salerno | - | 283,990 | 0 | 26 Jul, 2022 |
| Tonia L Pankopf | - | 34,685 | 0 | 18 Jun, 2025 |
| Capital Limited. Etfs | - | 12,250,000 | 0 | 04 Dec, 2024 |
| Anthony Bossone | - | 645,389 | 0 | 18 Jun, 2025 |
| Bryan Edmiston | Chief Financial Officer | 271,667 | 0 | 29 Jan, 2026 |
| Rilla S Delorier | - | 31,851 | 0 | 18 Jun, 2025 |
| Daniela Mielke | - | 51,324 | 0 | 18 Jun, 2025 |
| Smita Conjeevaram | - | 77,368 | 0 | 18 Jun, 2025 |
| Marci Frankenthaler | Chief Legal Officer | 315,272 | 0 | 29 Jan, 2026 |
| Susan J Cosgrove | - | 80,543 | 0 | 26 Jul, 2022 |
| Alexis Marinof | Ceo, Europe | 256,272 | 0 | 29 Jan, 2026 |
| William Bradley Peck | Head Of Digital Assets | 243,168 | 0 | 29 Jan, 2026 |
| Shamla Naidoo | - | 34,685 | 0 | 18 Jun, 2025 |
| Deborah Fuhr | - | 20,835 | 0 | 26 Jul, 2022 |
| Harold Iii Singleton | - | 41,356 | 0 | 27 Jun, 2023 |
| David M Yates | Chief Information Officer | 172,499 | 0 | 29 Jan, 2026 |
| Lynn S. Blake | - | 55,520 | 0 | 18 Jun, 2025 |
* 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 | Jonathan L Steinberg | Performance Based Restricted Stock Units | A | 42,880 | $0.00 | 42,880 | D | A |
| 23 Feb, 2026 | Marci Frankenthaler | Performance Based Restricted Stock Units | A | 3,725 | $0.00 | 3,725 | 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 | R Jarrett Lilien | Performance Based Restricted Stock Units | A | 25,220 | $0.00 | 25,220 | D | A |
| 23 Feb, 2026 | Alexis Marinof | Performance Based Restricted Stock Units | A | 5,223 | $0.00 | 5,223 | 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 |
| 23 Feb, 2026 | Peter M Ziemba | Performance Based Restricted Stock Units | A | 3,046 | $0.00 | 3,046 | D | A |
| 25 Jan, 2026 | William Bradley Peck | Performance Based Restricted Stock Units | A | 4,889 | $0.00 | 4,889 | D | A |
| 25 Jan, 2026 | Bryan Edmiston | Performance Based Restricted Stock Units | A | 7,769 | $0.00 | 7,769 | 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 | 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 | 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 | Alexis Marinof | Performance Based Restricted Stock Units | A | 9,554 | $0.00 | 9,554 | D | A |