AlphAIAlphAI — Financial news for AI agents
SEC EDGARSEP 101 min read$WT

Lilien R Jarrett sold $737K of WT

Lilien R Jarrett (President and COO) sold 30,000 shares of WisdomTree, Inc. (WT) at $24.56 ($0.74M total) on 2026-09-09 under a Rule 10b5-1 trading plan.

Original reporting
SEC EDGAR · Lilien R Jarrett
Published Sep 10, 2026, 8:38 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 10, 2026, 8:51 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About AlphAI AI DeskScoring methodologyReport an issue
AlphAI market briefInsider activity
Primary signal
$WT
Neutral
medium confidence
Mentioned
$WT
Relevance
4/10
AlphAI data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$WTNeutralLow
01

Why it matters

Provides fresh data on insider holdings; modest impact on market perception.

02

Market read

Insider sale is a routine disclosure with limited trading relevance.

03

What to watch

The 10b5‑1 plan indicates the sale was pre‑planned, reducing informational value.

Relevance 4/10Novelty 3/10Timing: post‑market 2026‑09‑09

Background

Form 4 filing discloses insider transactions required by SEC regulations.

Company-level read

Ticker impact

$WTNeutralMedium confidence
Context

President and COO Lilien R Jarrett sold 30,000 shares for $736,800 via a 10b5‑1 plan.

Expected impact

Minor downward pressure, likely within normal volatility.

Evidence & confidence

Sale represents ~2.8% of insider's remaining position; not large enough to drive price alone.

Market effects

Sector

No immediate sector impact; insider activity is company‑specific.

Regional

Limited to U.S. equity market participants tracking WisdomTree.

Global

Low global relevance.

Counterpoint

What could challenge this read

Sale could be routine liquidity management under a pre‑arranged plan, not a bearish signal.

Key entities

  • company
    WisdomTree, Inc.

    US‑listed asset manager (ticker WT).

  • person
    Lilien R Jarrett

    President and COO of WisdomTree.

Read at source← All news

Full insider trading history

This story covers one filing. See everything behind it: every insider buy and sell on record, 10b5-1 plans, late filings, and which officers and directors are trading.

WT insider trading history →

Related articles

OCT 31
$WTMedAI 8/10

What WisdomTree (WT) Said on Its Q3 Earnings Call

WisdomTree (WT) reported Q3 activities, including retiring $18M in convertible notes, repurchasing $11M in common stock, and updating full-year guidance. The company expects diluted shares of 154M-160M for Q4. Management discussed growth in portfolio solutions, European product launches, and private-market plans. WisdomTree's onchain business saw $500M in net inflows, with plans for future monetization.

finance.yahoo.com2 min
OCT 30
$WTMed

WisdomTree Inc (WT) Q3 2026 Earnings Call Highlights: Record $171 Billion AUM

WisdomTree Inc (WT) reported Q3 2026 earnings with $171B AUM, 1% sequential revenue growth, and a mid-$20M operating loss in its Onchain business. The company expects to launch ETFs for private companies in 2027 and sees potential in tokenized funds, stablecoins, and partnerships. Third-party distribution fees are ~3% of revenue, and regulatory clarity has improved post-GENIUS Act.

finance.yahoo.com2 min
OCT 30
$WTMedAI 8/10

WisdomTree (WT) Q3 2026 Earnings Call Transcript

WisdomTree (WT) reported Q3 2026 earnings with revenue of $179.4M, up 1% from Q2 and 43% YoY, driven by higher AUM and acquisitions. Adjusted net income was $49.5M ($0.32 per share). The company repurchased $11M of common stock and retired $18M of convertible notes. Guidance was updated, with full-year discretionary spending narrowed to $83M-$87M. WisdomTree highlighted strong net inflows, AI-driven efficiency gains, and growth in tokenization and digital assets.

finance.yahoo.com3 min
OCT 30
$WTHighAI 8/10

WisdomTree Announces Third Quarter 2026 Results

WisdomTree, Inc. (WT) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 WisdomTree Announces Third Quarter 2026 Results Record AUM of $171.0 Billion Diluted Earnings Per Share of $0.32 Over $13.6 Billion of Net Inflows Year-to-Date, a 13% Annualized Organic Growth Rate Operating Margin Expanded by 680 bps Year over Year; or 750 bps, on a

SEC EDGAR 8-K2 min