1 unchanged sentence
10b5-1 Trading Arrangements
−Removed: During the three months ended March 31, 2026, none of our directors or officers (as defined in Rule 16a-1(f) of the Exchange Act) adopted , terminated or modified a Rule 10b5-1 trading arrangement or non-Rule 10b5-1 trading arrangement (as such terms are defined in Item 408 of Regulation S-K).
+Added: On June 10, 2026, Jonathan Steinberg, our Chief Executive Officer, entered into a written trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) under the Exchange Act.
+Added: Subject to the terms of the plan, Mr.
+Added: Steinberg may sell up to approximately 635,000 shares of our common stock, representing shares deliverable upon vesting of restricted stock awards and performance-based restricted stock units, in each case net of shares withheld to satisfy tax withholding obligations.
+Added: The plan will terminate on June 10, 2027, or upon the earlier completion of all transactions under the plan.
+Added: The plan was adopted during an open trading window, and no sales will commence under the plan until completion of the applicable cooling-off period required by Rule 10b5-1(c).
+Added: During the three months ended June 30, 2026, none of our other directors or officers (as defined in Rule 16a-1(f) of the Exchange Act) adopted, modified or terminated a Rule 10b5-1 trading arrangement or non-Rule 10b5-1 trading arrangement (as such terms are defined in Item 408 of Regulation S-K).
+Added: EXHIBIT INDEX
+Added: Number Description
2.1* + Equity Purchase Agreement by and among the Registrant, WisdomTree Farmland Holdings, Inc., Ceres Partners, LLC, the Sellers and the Sellers’ Representative, dated July 31, 2025 (incorporated by reference to Exhibit 2.1 of the Registrant’s Quarterly Report on Form 10-Q filed with the SEC on August 6, 2025)
20 unchanged sentences
4.11 Form of Global Note, representing the Registrant’s 4.625% Convertible Senior Notes due 2030 (incorporated by reference to Exhibit 4.2 of the Registrant’s Current Report on Form 8-K filed with the SEC on August 14, 2025)
+Added: Number Description
4.12 Indenture, dated as of March 30, 2026, by and between WisdomTree, Inc.
5 unchanged sentences
Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002
−Removed: Financial Statements from the Quarterly Report on Form 10-Q of the Company for the three months ended March 31, 2026, formatted in XBRL:
−Removed: (i) Consolidated Balance Sheets at March 31, 2026 (Unaudited) and December 31, 2025;
−Removed: (ii) Consolidated Statements of Operations and Comprehensive Income for the three months ended March 31, 2026 and March 31, 2025 (Unaudited);
−Removed: (iii) Consolidated Statements of Changes in Stockholders’ Equity for the three months ended March 31, 2026 and March 31, 2025 (Unaudited);
−Removed: (iv) Consolidated Statements of Cash Flows for the three months ended March 31, 2026 and March 31, 2025 (Unaudited);
+Added: 101 (1) Financial Statements from the Quarterly Report on Form 10-Q of the Company for the three months ended June 30, 2026, formatted in XBRL:
+Added: (i) Consolidated Balance Sheets at June 30, 2026 (Unaudited) and December 31, 2025;
+Added: (ii) Consolidated Statements of Operations and Comprehensive Income for the three and six months ended June 30, 2026 and June 30, 2025 (Unaudited);
+Added: (iii) Consolidated Statements of Changes in Stockholders’ Equity for the three and six months ended June 30, 2026 and June 30, 2025 (Unaudited);
+Added: (iv) Consolidated Statements of Cash Flows for the six months ended June 30, 2026 and June 30, 2025 (Unaudited);
and (v) Notes to Consolidated Financial Statements, as blocks of text and in detail.
−Removed: Inline XBRL Taxonomy Extension Schema Document
−Removed: Inline XBRL Taxonomy Extension Calculation Linkbase Document
−Removed: Inline XBRL Taxonomy Extension Definition Linkbase Document
−Removed: Inline XBRL Taxonomy Extension Labels Linkbase Document
−Removed: Inline XBRL Taxonomy Extension Presentation Linkbase Document
+Added: 101.SCH (1) Inline XBRL Taxonomy Extension Schema Document
+Added: 101.CAL (1) Inline XBRL Taxonomy Extension Calculation Linkbase Document
+Added: 101.DEF (1) Inline XBRL Taxonomy Extension Definition Linkbase Document
+Added: 101.LAB (1) Inline XBRL Taxonomy Extension Labels Linkbase Document
+Added: 101.PRE (1) Inline XBRL Taxonomy Extension Presentation Linkbase Document
104 (1) Cover Page Interactive Data File (formatted as inline XBRL with applicable taxonomy extension information contained in Exhibits 101.*)
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(2) Furnished herewith.
−Removed: * Pursuant to Item 601(a)(5) of Regulation S-K, certain schedules and exhibits contained in this document have been omitted and will
−Removed: be furnished to the SEC supplementally upon request.
−Removed: + Certain confidential information contained
−Removed: in this document has been redacted in accordance with Item 601(b)(2)(ii) of Regulation S-K.
−Removed: The Company agrees to furnish supplementally
−Removed: an unredacted copy of the exhibit to the SEC upon request.
−Removed: Pursuant to the requirements of the Exchange Act, the registrant has duly
−Removed: caused this report to be signed on its behalf by the undersigned hereunto duly authorized on this 6 th day of May 2026.
+Added: * Pursuant to Item 601(a)(5) of Regulation S-K, certain schedules and exhibits contained in this document have been omitted and will be furnished to the SEC supplementally upon request.
+Added: + Certain confidential information contained in this document has been redacted in accordance with Item 601(b)(2)(ii) of Regulation S-K.
+Added: The Company agrees to furnish supplementally an unredacted copy of the exhibit to the SEC upon request.
+Added: Pursuant to the requirements of the Exchange Act, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized on this 5th day of August 2026.
WISDOMTREE, INC.
14 unchanged sentences
Compared sentence by sentence after normalising whitespace, quotation marks, case and digits, so re-formatting and restated figures do not read as changed language. Wording changes appear as one removal and one addition. The current filing and the prior one are authoritative.