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sellWeak10b5-1 plan

R Jarrett Lilien sold $505k of WT

President and COO at WisdomTree, Inc.. 30,000 shares at an average of $16.84, traded Feb 25, 2026, filed Feb 26, 2026.

Warning score
18
Value
$505k
30,000 shares
Holdings after
1,140,245
-3% from before
From 52-week low
+128%
low $7.57, close $17.26
From 52-week high
0%
high $17.26, as of Feb 25, 2026

Score components

  • Role
    President
    +20
  • Trade size
    $505k at market
    +18
  • Share of holdings sold
    Sold 2.6% of holdings
    0
  • Cluster
    No other insider selling within 14 days
    0
  • 10b5-1 plan
    Pre-scheduled under a 10b5-1 plan
    -20

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

This signal so far: 1m -20.0%, 3m +6.0%, 6m +44.6%.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

WTOct 12, 2026 · close 22.24
Since filing Feb 26, 2026: +28.4%SPY +13.8% · excess +14.7%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001197950-26-000013, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Feb 25, 2026SOpen-market sale
Common Stock10b5-1
-30,000$16.84$505k1,140,245Feb 26, 2026

Related signals

Other insiders at WisdomTree, Inc. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
21Weak
WTsell10b5-1
WisdomTree, Inc.
R Jarrett Lilien
President and COO
$737k
30,000 shares
-3%
27Weak
WTsell 210b5-1
WisdomTree, Inc.
R Jarrett Lilien
President and COO
$570k
30,000 shares
-3%
60Notable
WTsell 3
WisdomTree, Inc.
Peter M Ziemba
Chief Administrative Officer
$1.9M
100,000 shares
-10%
36Weak
WTsell 2
WisdomTree, Inc.
David M Yates
Chief Information Officer
$271k
15,000 shares
-9%
18Weak
WTbuy 2
WisdomTree, Inc.
Tonia L Pankopf
director
$3,268
277 shares
+1%
31Weak
WTsell 2
WisdomTree, Inc.
David M Yates
Chief Information Officer
$76k
6,820 shares
-4%
19Weak
WTsell 210b5-1
WisdomTree, Inc.
R Jarrett Lilien
President and COO
$138k
12,500 shares
-1%
14Weak
WTsell10b5-1
WisdomTree, Inc.
R Jarrett Lilien
President and COO
$294k
25,000 shares
-2%
11Weak
WTsell10b5-1
WisdomTree, Inc.
R Jarrett Lilien
President and COO
$165k
12,500 shares
-1%
15Weak
WTsell10b5-1
WisdomTree, Inc.
R Jarrett Lilien
President and COO
$333k
25,000 shares
-2%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

R Jarrett Lilien sold $505k of WT | InsiderTell