SCHEDULE: FMR LLC Reports 10.3% Stake in WisdomTree Inc.

FMR LLC and Abigail P. Johnson have reported a combined beneficial ownership of 10.3% of WisdomTree Inc.'s common stock as of September 30, 2025.

Summary

• FMR LLC and Abigail P. Johnson jointly filed a Schedule 13G, disclosing their beneficial ownership in WisdomTree Inc.
• They collectively beneficially own 15,161,730.04 shares of WisdomTree Inc. common stock.
• This ownership represents 10.3% of the total outstanding common stock of WisdomTree Inc.
• The event date requiring this filing was September 30, 2025.
• FMR LLC holds sole voting power over 15,152,048.86 shares and sole dispositive power over 15,161,730.04 shares.
• Abigail P. Johnson, as a control person of FMR LLC, is also deemed to beneficially own the same aggregate amount of shares with sole dispositive power.
• The securities were acquired and are held in the ordinary course of business, without the purpose or effect of changing or influencing control of WisdomTree Inc.

Sentiment

Score: 7

Explanation: The filing indicates a significant, passive institutional investment by a reputable firm, which is generally a positive signal of confidence in the company's long-term value. No negative information is presented.

Positives

• A major institutional investor, FMR LLC, holds a significant stake (10.3%) in WisdomTree Inc., indicating confidence in the company.
• The investment is stated to be in the ordinary course of business, not for control purposes, suggesting a passive, long-term investment perspective.

Future Outlook

This filing is a disclosure of current beneficial ownership and does not contain 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.

Industry Context

This filing reflects a significant passive investment by a major asset management firm, FMR LLC (Fidelity), in WisdomTree Inc., an asset manager specializing in exchange-traded funds (ETFs). Such institutional stakes are common in the financial services industry, indicating a belief in the long-term value of the company without seeking active control or strategic influence.

Comparison to Industry Standards

• A 10.3% stake by a major institutional investor like FMR LLC is a substantial passive position, comparable to significant holdings seen in other publicly traded asset management firms by large investment houses (e.g., BlackRock's or Vanguard's passive stakes in competitors or related financial entities).
• The filing under Rule 13d-1(b) is standard for qualified institutional investors holding over 5% of a class of securities without intent to influence control, aligning with common practices for large asset managers.

Stakeholder Impact

• Shareholders: The significant institutional ownership by FMR LLC may be viewed positively, potentially signaling confidence in WisdomTree Inc.'s stock and stability.
• Management: No direct impact on management or operations is indicated, as the investment is passive and not for control.

Next Steps

• No specific future actions or milestones for WisdomTree Inc. are mentioned in this ownership disclosure. FMR LLC will continue to monitor its investment and file updates as required by SEC regulations (e.g., annual 13G/A or 13D if intent changes).

Key Dates

Recommendation

The filing indicates a significant, passive institutional investment by FMR LLC in WisdomTree Inc., representing 10.3% of the common stock. This suggests a vote of confidence from a major asset manager, which is generally a positive signal. However, as a Schedule 13G, it does not provide operational or financial performance updates that would warrant a 'buy' or 'sell' recommendation. The 'hold' recommendation reflects the stability implied by a large, passive institutional stake without new catalysts for significant upward or downward movement based solely on this filing.

Keywords

WisdomTree Inc., FMR LLC, Abigail P. Johnson, Schedule 13G, Common Stock, Institutional Ownership, Asset Management, Investment Filer, SEC Filing