Form 4 for WT WisdomTree, Inc.
Accepted 2026-01-27 00:00:00 ET · period of report 2026-01-25 · accession 0000934992-26-000003 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2026-01-27 | 2026-01-25 | WT | Steinberg Jonathan L | CEO, Dir | A - Grant | $0.00 | +121.3K | 9.60M | +1% | $0 |
| D | 2026-01-27 | 2026-01-25 | WT | Steinberg Jonathan L | CEO, Dir | F - Tax | $0.00 | -121.7K | 9.48M | -1% | $0 |
| D | 2026-01-27 | 2026-01-25 | WT | Steinberg Jonathan L | CEO, Dir | A - Grant | $0.00 | +121.3K | 121.3K | New | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2026-01-25 | A | A | 121,317 | $0.00 | 9,604,308 | D | — | — | (F1) Restricted stock awarded by Issuer on January 25, 2026 and vesting as to 40,439 shares on each of January 25, 2027, January 25, 2028 and January 25, 2029. (F2) Includes restricted stock awards vesting as to (i) 189,055 shares on January 25, 2027, (ii) 99,253 shares on January 25, 2028 and (iii) 40,439 shares on January 25, 2029. |
| 2 | Common | Common Stock | 2026-01-25 | F | D | 121,651 | $0.00 | 9,482,657 | D | — | — | (F3) Surrender of common stock to Issuer upon vesting of restricted stock awards to cover withholding taxes. (F2) Includes restricted stock awards vesting as to (i) 189,055 shares on January 25, 2027, (ii) 99,253 shares on January 25, 2028 and (iii) 40,439 shares on January 25, 2029. |
| 3 | Derivative | Performance-Based Restricted Stock Units | 2026-01-25 | A | A | 121,317 | $0.00 | 121,317 | D | — · — to — | 121,317 Common Stock | (F4) Each performance-based restricted stock unit represents the right to receive, on the vesting date, one share of common stock for each such unit that vests. (F5) These performance-based restricted stock units ("PRSUs") are scheduled to vest on January 25, 2029. The target number of PRSUs is reported on this form. Between 0% and 200% of the target number of PRSUs may vest and the number of shares of the Issuer's common stock ("Common Stock") to be issued will be determined based on the total shareholder return ("TSR") of the Common Stock relative to the respective TSRs of the stocks of a peer group of companies, each measured over a 3-year period from the grant date. If the Reporting Person's employment is terminated under certain circumstances or a change of control occurs prior to the 3rd anniversary of the grant date, all or a portion of the PRSUs will vest and the number of shares of Common Stock to be issued will be determined at such time based on the respective TSRs of the Common Stock and the stocks of the peer group, each measured from the grant date to the accelerated vesting date. |