WT WisdomTree, Inc.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business model: global asset manager specializing in exchange traded products (ETPs) with expanding offerings in private markets and digital asset-related products
• • New emphasis on digital assets including tokenized mutual funds ("Digital Funds"), blockchain wallet WisdomTree Prime, and institutional platform WisdomTree Connect

Risk Factors

• • Regulatory risk from evolving U.S. and European digital asset regulations impacting "responsible DeFi" initiatives for tokenized products and stablecoins
• • Geopolitical exposure through $1.9B U.S. farmland private assets acquired via Ceres, subject to U.S. agricultural policy and market conditions

Management Discussion & Analysis

• • AUM $144.5B as of Dec 31, 2025; WisdomTree was 15th largest global ETP sponsor with $143B AUM
• • Digital Fund AUM grew from $12.0M to $733.3M in 2025, reflecting strong tokenized assets adoption

Risk Factors

• • New risk: Integration risk from $500M Ceres Acquisition completed Oct 1, 2025, including $225M earnout contingent on 12-22% revenue CAGR by 2029
• • Material update: Interest expense guidance raised to $31M for 2025 due to $475M 4.625% Convertible Notes issued in Aug 2025 for Ceres deal

What are the latest WT SEC filings in 2026?

WisdomTree, Inc. (WT) has filed a 10-K annual report on February 25, 2026, a 10-Q quarterly report on November 6, 2025, an 8-K current report on May 1, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did WT file its most recent 10-K annual report?

WisdomTree, Inc. (WT) filed its most recent 10-K annual report on February 25, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view WT 10-Q quarterly reports?

WisdomTree, Inc. (WT)'s most recent 10-Q quarterly report was filed on November 6, 2025. SignalX displays every WT 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has WT filed recently?

WisdomTree, Inc. (WT)'s most recent 8-K was filed on May 1, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find WT insider trading activity (Form 4)?

SignalX aggregates every WT Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does WT file with the SEC?

WisdomTree, Inc. (WT) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new WT filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs — such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for WisdomTree, Inc. (WT).

What is WT's SEC CIK number?

WisdomTree, Inc. (WT)'s SEC CIK (Central Index Key) number is 880631. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 880631 to look up all WT filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find WT return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from WisdomTree, Inc. (WT) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.