WisdomTree
- Market cap
- 3.54B
- P/E (TTM)i
- 42.49
- P/Bi
- 8.46
- EPSi
- 0.75
- Div yieldi
- 0.51%
- 52W posi
- 83%
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
- The number of reporting institutions decreased by 1 in the most recent period (2026/Q3).
- Total institutional ownership rose 0.7 percentage points.
Institutional ownership
- Held by institutions
- 114.76% +0.71pp
- Institutions
- 380 -1
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
DivergingInstitutions added shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Top holders as of 2026-06-30
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 32 buys · 17 sells
| Name | Role | Stake |
|---|---|---|
| Jonathan Steinberg | Chief Executive Officer | 6.61% |
| Robert Lilien | President | 0.73% |
| Peter Ziemba | Senior Advisor to the CEO & Chief Administrative Officer | 0.60% |
| Anthony Bossone | Independent Director | 0.43% |
| Marci Frankenthaler | Chief Legal Officer | 0.21% |
| Bryan Edmiston | Chief Financial Officer | 0.18% |
| Alexis Marinof | Head of WisdomTree Europe | 0.17% |
| William Peck | Head of Digital Assets | 0.16% |
| Frank Salerno | Former Independent Non-Executive Chairperson | 0.15% |
| Win Neuger | Independent Chairperson | 0.11% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-08 | Robert Lilien | President | Automatic Disposition | -30,000 | $24.56 |
| 2026-06-16 | Anthony Bossone | Independent Director | Other Acquisition | +5,509 | -- |
| 2026-06-16 | Tonia Pankopf | Director | Other Acquisition | +5,509 | -- |
| 2026-06-16 | Frank Salerno | Former Independent Non-Executive Chairperson | Other Acquisition | +5,509 | -- |
| 2026-06-16 | Shamla Naidoo | Independent Director | Other Acquisition | +5,509 | -- |
| 2026-06-16 | Smita Conjeevaram | Independent Director | Other Acquisition | +5,509 | -- |
| 2026-06-16 | Lynn Blake | Independent Director | Other Acquisition | +5,509 | -- |
| 2026-06-16 | Rilla Delorier | Independent Director | Other Acquisition | +5,509 | -- |
| 2026-06-16 | Daniela Mielke | Independent Director | Other Acquisition | +5,509 | -- |
| 2026-05-19 | Robert Lilien | President | Automatic Disposition | -30,000 | $18.99 |
| 2026-05-18 | Peter Ziemba | Senior Advisor to the CEO & Chief Administrative Officer | Open Market Disposition | -100,000 | $19.31 |
| 2026-05-04 | David Yates | Chief Information Officer | Open Market Disposition | -15,000 | $18.06 |
| 2026-02-24 | Robert Lilien | President | Automatic Disposition | -30,000 | $16.84 |
| 2026-02-24 | Tonia Pankopf | Director | Open Market Acquisition | +277 | $9.26–16.94 |
| 2026-02-22 | Jonathan Steinberg | Chief Executive Officer | Other Derivative Acquisition | +42,880 | -- |
| 2026-02-22 | Robert Lilien | President | Other Derivative Acquisition | +25,220 | -- |
| 2026-02-22 | Peter Ziemba | Senior Advisor to the CEO & Chief Administrative Officer | Other Derivative Acquisition | +3,046 | -- |
| 2026-02-22 | Bryan Edmiston | Chief Financial Officer | Other Derivative Acquisition | +4,247 | -- |
| 2026-02-22 | David Yates | Chief Information Officer | Other Derivative Acquisition | +2,673 | -- |
| 2026-02-22 | Marci Frankenthaler | Chief Legal Officer | Other Derivative Acquisition | +3,725 | -- |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 04:01:02 · For reference only, not investment advice and not tailored to your situation.