{
 "as_of": "2026-11-08",
 "cmr": "us-cm-kg/NYSE/WT",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# WisdomTree, Inc. (NYSE: WT) — research page\n\nAs of 2026-11-08 · us-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is WisdomTree, Inc., listed on the NYSE under ticker WT, with ISIN US97717P1049 and LEI 549300WIU8IS7UFO7871. Its security type is Corporate, its segment is not on the record, its sector is 6211 Security Brokers, Dealers & Flotation Companies, and its jurisdiction is United States — Delaware. The issuer is listed and not halted.\n\n## The disclosure read\n\nThe record holds 85 filings in the twelve months from 2025-11-08 to 2026-11-08, across 38 filing days. The median gap between filing days is 5 days. The latest filing is dated 2026-11-05, three days before the record date, and is of type results. On the exchange, the median cadence gap is 6.0 days, the median filings count is 64.0, and the median latency is 4.0 days across 3256 issuers. On the sector, the median cadence gap is 4.0 days, the median filings count is 106.0, and the median latency is 3 days across 56 issuers. The issuer's filings are 85, which is above the exchange median of 64.0 and below the sector median of 106.0.\n\n## Auditor\n\nThe auditor of record is Ernst & Young LLP, located in New York. The record holds no auditor changes.\n\n## Events and halts\n\nThe record holds no listing, delisting or name change entries. The domicile change is not on the record, as EDGAR states no dated change of state of incorporation on a filing line. The segment move is not on the record, as the exchanges' tier transfers are not EDGAR filings. The halt flag is listed, not halted.\n\n## Orderability\n\nThe outcome is not determinable. The chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.\n\n## Coverage\n\nThe issuer's investor-relations page names six research houses: Oppenheimer, Northland Capital Markets, Northcoast Research, Morgan Stanley, Goldman Sachs and Craig Hallum Capital Group.\n\n## Open research\n\nNo openly published research notes were found on the record.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe vintage is sealed. The issuer's sealed years are 2021, 2022, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04. The live record began on 2026-09-12.\n\n## Sources\n\n10 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.sec.gov/files/company_tickers_exchange.json (identity.exchange)\n- https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data (identity.isin)\n- https://data.sec.gov/submissions/CIK0000880631.json (identity.jurisdiction)\n- https://mapping.gleif.org/api/v2/isin-lei/latest/download (identity.lei)\n- https://mcp.us-cm-kg.ai/events/NYSE/WT (the disclosure lines)\n- https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag)\n- https://www.sec.gov/Archives/edgar/data/880631/000121465926002458/wti-20251231.htm (the auditor)\n- https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://ir.wisdomtree.com/stock-data/analyst-coverage (coverage)\n- https://mcp.us-cm-kg.ai/record/NYSE/WT (the record)\n",
 "market": "US",
 "node": "us-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "live_record_began": "2026-09-12",
   "node_history_from": "2021-01-04",
   "node_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "record_version": 1,
   "sealed": true
  },
  "auditor": {
   "auditor": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/880631/000121465926002458/wti-20251231.htm",
    "state": "sourced",
    "value": "Ernst & Young LLP"
   },
   "auditor_firm_id": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/880631/000121465926002458/wti-20251231.htm",
    "state": "sourced",
    "value": "42"
   },
   "auditor_location": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/880631/000121465926002458/wti-20251231.htm",
    "state": "sourced",
    "value": "New York"
   },
   "changes": []
  },
  "cmr": "us-cm-kg/NYSE/WT",
  "coverage": {
   "count": 6,
   "houses": [
    {
     "analyst": "Chris Kotowski",
     "house": "Oppenheimer",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://ir.wisdomtree.com/stock-data/analyst-coverage",
     "state": "sourced"
    },
    {
     "analyst": "Mike Grondahl",
     "house": "Northland Capital Markets",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://ir.wisdomtree.com/stock-data/analyst-coverage",
     "state": "sourced"
    },
    {
     "analyst": "Keith Housum",
     "house": "Northcoast Research",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://ir.wisdomtree.com/stock-data/analyst-coverage",
     "state": "sourced"
    },
    {
     "analyst": "Michael Cyprys",
     "house": "Morgan Stanley",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://ir.wisdomtree.com/stock-data/analyst-coverage",
     "state": "sourced"
    },
    {
     "analyst": "Alex Blostein",
     "house": "Goldman Sachs",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://ir.wisdomtree.com/stock-data/analyst-coverage",
     "state": "sourced"
    },
    {
     "analyst": "George Sutton",
     "house": "Craig Hallum Capital Group",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://ir.wisdomtree.com/stock-data/analyst-coverage",
     "state": "sourced"
    }
   ],
   "pages_checked": [
    {
     "page": "https://ir.wisdomtree.com/stock-data/analyst-coverage",
     "result": "read: 6 of 12 named houses found on the page"
    }
   ],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-11",
   "since": "not stated on the page read",
   "state": "found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 3256,
     "median_cadence_gap_days": 6,
     "median_filings": 64,
     "median_latency_days": 4,
     "name": "NYSE"
    },
    "sector": {
     "issuers": 56,
     "median_cadence_gap_days": 4,
     "median_filings": 106,
     "median_latency_days": 3,
     "name": "6211 Security Brokers, Dealers & Flotation Companies"
    }
   },
   "by_type": {
    "agm_egm": 3,
    "corporate_news": 6,
    "directors_dealings": 51,
    "regulatory_filing": 18,
    "results": 7
   },
   "cadence_median_gap_days": 5,
   "filing_days": 38,
   "filings": 85,
   "latency_days": 3,
   "latest": [
    {
     "category": "10-Q",
     "date": "2026-11-05",
     "source": "https://www.sec.gov/Archives/edgar/data/880631/000121465926013785/wti-20260930.htm",
     "title": "10-Q",
     "type": "results"
    },
    {
     "category": "8-K",
     "date": "2026-10-30",
     "source": "https://www.sec.gov/Archives/edgar/data/880631/000121465926013478/b10282638k.htm",
     "title": "8-K (items 2.02,8.01,9.01)",
     "type": "results"
    },
    {
     "category": "SCHEDULE 13G/A",
     "date": "2026-10-07",
     "source": "https://www.sec.gov/Archives/edgar/data/880631/000031506626002334/xslSCHEDULE_13G_X02/primary_doc.xml",
     "title": "SCHEDULE 13G/A",
     "type": "regulatory_filing"
    },
    {
     "category": "4",
     "date": "2026-09-10",
     "source": "https://www.sec.gov/Archives/edgar/data/880631/000119795026000017/xslF345X06/f4_a1eus000009ufmtmaq-live.xml",
     "title": "4 — PRIMARY DOCUMENT",
     "type": "directors_dealings"
    },
    {
     "category": "144",
     "date": "2026-09-09",
     "source": "https://www.sec.gov/Archives/edgar/data/880631/000195917326006813/xsl144X01/primary_doc.xml",
     "title": "144",
     "type": "regulatory_filing"
    }
   ],
   "latest_filing_date": "2026-11-05",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.us-cm-kg.ai/events/NYSE/WT",
   "window": {
    "from": "2025-11-08",
    "to": "2026-11-08"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "NYSE"
   },
   "isin": {
    "read_by": "SEC Fails-to-Deliver data (CUSIP for the symbol) · ISIN = US + CUSIP + ISO 6166 check digit",
    "read_date": "2026-10-13",
    "read_date_basis": "last_seen",
    "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data",
    "state": "sourced",
    "value": "US97717P1049"
   },
   "jurisdiction": {
    "read_by": "EDGAR submissions API (issuer header as filed) (stateOfIncorporation)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0000880631.json",
    "state": "sourced",
    "value": "United States — Delaware"
   },
   "lei": {
    "read_by": "GLEIF ISIN-to-LEI mapping file (daily), LEI by exact ISIN",
    "read_date": "2026-11-08",
    "read_date_basis": "the field",
    "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download (ISIN US97717P1049)",
    "state": "sourced",
    "value": "549300WIU8IS7UFO7871"
   },
   "name": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0000880631.json",
    "state": "sourced",
    "value": "WisdomTree, Inc."
   },
   "sector": {
    "read_by": "EDGAR submissions API (issuer header as filed) (SIC code as assigned by the SEC)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0000880631.json",
    "state": "sourced",
    "value": "6211 Security Brokers, Dealers & Flotation Companies"
   },
   "security_type": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0000880631.json",
    "state": "sourced",
    "value": "Corporate"
   },
   "segment": {
    "market": "US",
    "state": "not_on_record"
   },
   "ticker": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "WT"
   },
   "website": {
    "market": "US",
    "state": "not_on_record"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": [],
   "domicile_change": {
    "market": "US",
    "reason": "EDGAR states no dated change of state of incorporation on a filing line",
    "state": "not_on_record"
   },
   "listing": [],
   "name_change": [],
   "segment_move": {
    "market": "US",
    "reason": "the exchanges' tier transfers are not EDGAR filings",
    "state": "not_on_record"
   }
  },
  "market": "US",
  "node": "us-cm-kg",
  "numbers_hash": "sha256:efa0df0538e13566f1c4f3e26b5fe99784cf459f885ad3d996f5771f4b02aa7a",
  "open_research": {
   "read_date": "2026-11-11",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [],
   "determinable": false,
   "read": {
    "chapter": "https://mcp.us-cm-kg.ai/book/aio.json",
    "door": "https://mcp.us-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "reason": "the chapter's orderability section carries no client_categories: the outcome cannot name its client category",
   "rule_version": "acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1",
   "section": "us.aio.v8"
  },
  "record": {
   "as_of": "2026-11-08",
   "url": "https://mcp.us-cm-kg.ai/record/NYSE/WT",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-08",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:efa0df0538e13566f1c4f3e26b5fe99784cf459f885ad3d996f5771f4b02aa7a",
 "path": "/us/NYSE/WT",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is WisdomTree, Inc., listed on the NYSE under ticker WT, with ISIN US97717P1049 and LEI 549300WIU8IS7UFO7871. Its security type is Corporate, its segment is not on the record, its sector is 6211 Security Brokers, Dealers & Flotation Companies, and its jurisdiction is United States — Delaware. The issuer is listed and not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 85 filings in the twelve months from 2025-11-08 to 2026-11-08, across 38 filing days. The median gap between filing days is 5 days. The latest filing is dated 2026-11-05, three days before the record date, and is of type results. On the exchange, the median cadence gap is 6.0 days, the median filings count is 64.0, and the median latency is 4.0 days across 3256 issuers. On the sector, the median cadence gap is 4.0 days, the median filings count is 106.0, and the median latency is 3 days across 56 issuers. The issuer's filings are 85, which is above the exchange median of 64.0 and below the sector median of 106.0.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is Ernst & Young LLP, located in New York. The record holds no auditor changes.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "The record holds no listing, delisting or name change entries. The domicile change is not on the record, as EDGAR states no dated change of state of incorporation on a filing line. The segment move is not on the record, as the exchanges' tier transfers are not EDGAR filings. The halt flag is listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "The outcome is not determinable. The chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "The issuer's investor-relations page names six research houses: Oppenheimer, Northland Capital Markets, Northcoast Research, Morgan Stanley, Goldman Sachs and Craig Hallum Capital Group.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found on the record.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The vintage is sealed. The issuer's sealed years are 2021, 2022, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04. The live record began on 2026-09-12.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "10 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.sec.gov/files/company_tickers_exchange.json"
  },
  {
   "for": "identity.isin",
   "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://data.sec.gov/submissions/CIK0000880631.json"
  },
  {
   "for": "identity.lei",
   "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.us-cm-kg.ai/events/NYSE/WT"
  },
  {
   "for": "the halt flag",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts"
  },
  {
   "for": "the auditor",
   "source": "https://www.sec.gov/Archives/edgar/data/880631/000121465926002458/wti-20251231.htm"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.us-cm-kg.ai/book/aio.json"
  },
  {
   "for": "coverage",
   "source": "https://ir.wisdomtree.com/stock-data/analyst-coverage"
  },
  {
   "for": "the record",
   "source": "https://mcp.us-cm-kg.ai/record/NYSE/WT"
  }
 ],
 "title": "WisdomTree, Inc. (WT) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}