SCHEDULE: FMR LLC Boosts WisdomTree Stake to 12.1%

Sentiment:

Beneficial Ownership Report 5 February 2026 1:43 PM

FMR LLC and Abigail P. Johnson report beneficial ownership of 12.1% of WisdomTree Inc.'s common stock as of December 31, 2025.

Summary

FMR LLC and Abigail P. Johnson jointly filed an Amendment No. 1 to Schedule 13G regarding their beneficial ownership in WisdomTree Inc.
They collectively beneficially own 17,076,660.95 shares of WisdomTree Inc. common stock.
This ownership represents 12.1% of the total outstanding common stock of WisdomTree Inc.
The shares were acquired and are held in the ordinary course of business, without the purpose or effect of changing or influencing control of the issuer.
FMR LLC, a Delaware-organized entity, holds sole voting power over 17,061,491.86 shares and sole dispositive power over 17,076,660.95 shares.
Abigail P. Johnson, a U.S. citizen, holds sole dispositive power over 17,076,660.95 shares.
Several FMR LLC subsidiaries, including Fidelity Management & Research Company LLC, are identified as entities beneficially owning shares, with Fidelity Management & Research Company LLC owning 5% or greater of the outstanding shares.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive signal, as a large, reputable institutional investor maintaining a significant stake suggests underlying confidence in WisdomTree Inc., although it's a routine disclosure without new strategic implications.

Positives

A significant institutional investor, FMR LLC, maintains a substantial stake (12.1%) in WisdomTree Inc., indicating continued confidence in the company.
The acquisition and holding of shares are stated to be in the ordinary course of business, not for control purposes, suggesting a long-term investment perspective.

Future Outlook

This filing does not contain any forward-looking statements or guidance regarding WisdomTree Inc.'s future performance or FMR LLC's investment strategy beyond the statement that shares are held in the ordinary course of business.

Management Comments

The securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under Rule 14a-11.

Industry Context

StockSavvy.ai notes that a significant stake held by a major asset manager like FMR LLC in an ETF sponsor and asset manager like WisdomTree Inc. can signal institutional confidence in the company's business model and growth prospects within the competitive financial services and digital asset sectors. This level of ownership often suggests a long-term, strategic investment rather than short-term trading.

Comparison to Industry Standards

FMR LLC's 12.1% stake in WisdomTree Inc. is a substantial passive investment, typical for large institutional asset managers seeking diversified exposure to specific industry segments. For instance, BlackRock or Vanguard often hold similar significant, non-controlling stakes in publicly traded companies across various sectors as part of their broad fund mandates.
The disclosure aligns with standard regulatory requirements for reporting beneficial ownership exceeding 5%, consistent with practices observed across the investment management industry for transparency in significant holdings.

Stakeholder Impact

Shareholders: The continued significant ownership by FMR LLC may be viewed positively, signaling institutional confidence in WisdomTree Inc.'s long-term value.
Management: The filing confirms FMR LLC's passive investment stance, indicating no immediate intent to influence control, which allows current management to continue executing its strategy.

Next Steps

FMR LLC and Abigail P. Johnson will continue to monitor their beneficial ownership in WisdomTree Inc. and file further amendments to Schedule 13G as required by SEC regulations.

Key Dates

Date	Description
2023-01-03	Effective date of Power of Attorney for FMR LLC.
2023-01-10	Date of Schedule 13G filing by FMR LLC where Power of Attorney was incorporated by reference.
2023-01-26	Effective date of Power of Attorney for Abigail P. Johnson.
2023-01-31	Date of Schedule 13G filing by FMR LLC where Abigail P. Johnson's Power of Attorney was incorporated by reference.
2025-12-31	Date of event which requires filing of this statement (reporting period end for ownership).
2026-02-04	Signature date of the Schedule 13G Amendment No. 1.

Recommendation

hold

This Schedule 13G filing is a routine disclosure of beneficial ownership by a major institutional investor, FMR LLC, maintaining a 12.1% stake in WisdomTree Inc. It indicates continued institutional confidence but does not provide new fundamental information about WisdomTree's operational performance, strategic direction, or financial health that would warrant a change in investment thesis. Therefore, a 'hold' recommendation is appropriate, pending further operational updates from WisdomTree Inc.

Keywords

WisdomTree Inc., WETF, FMR LLC, Abigail P. Johnson, Schedule 13G, Beneficial Ownership, Institutional Investor, Common Stock, Asset Management

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