Velarion · Company Intelligence
Compensation Brief
Fiscal year 2024 · Filings through 2026-04-30

WisdomTree (WETF)

Fiscal year 2024 executive and director compensation, incentive-plan design, equity activity, and governance — every figure in this brief is traceable to its exact location in the company’s SEC filing — the document, the section, the page, and the table, linked directly.

$4,563,096
R. Jarrett Lilien total, FY2024
CEO pay percentile vs peers
CEO-to-median pay ratio
89.76%
Say-on-pay support, latest vote
Companies that benchmark against WETF
No companies currently name WETF as a compensation peer in their most recent disclosure.

This is the complete answer, not a partial one — the list is never padded.

01

Summary Compensation Table — fiscal year 2024

Named executive officerSalaryBonusStock awardsOption awardsNon-equity incentivePension / NQDCAll otherTotal
R. Jarrett Lilien$450,000$1,753,800$2,346,296$0$0$0$13,000$4,563,096
President and Chief Operating Officer

A dash means the company reported no figure in that column; 0 means it reported zero. Figures are as printed in the filing, without adjustment.

Three-year trend — total compensation per named executive

Named executive officerFY2024 totalFY2023 totalFY2022 totalΔ FY20232024
R. Jarrett Lilien$4,563,096

Prior-year totals as disclosed in the corresponding proxy; deltas are computed values with the derivation shown in the register.

02

Equity transactions since the proxy statement was filed

No insider equity transactions reported since the proxy statement.

03

Grants of plan-based awards — fiscal year 2024

ExecutiveAwardGrant dateThresholdTargetGrantedMaximumGrant-date fair value
Alexis MarinofPSU2024-01-2511,11222,22444,448$191,571
Marci FrankenthalerPSU2024-01-259,78819,57639,152168,745
Alexis MarinofRSU2024-01-2580,605574,714
Bryan EdmistonPSU2024-01-259,97019,93939,878171,874
R. Jarrett LilienPSU2024-01-2568,048136,096272,1921,173,148
Jonathan SteinbergRSU2024-01-25269,4101,920,893
Jonathan SteinbergPSU2024-01-25111,421222,842445,6841,920,898
Bryan EdmistonRSU2024-01-2572,317515,620
03b

Vehicle mix — grant-date fair value by award type

Named executive officerTime-vested (RSU)Performance-vested (PSU)Options / SARs% performance-vested
Alexis Marinof$574,714$191,571$025.0%
Marci Frankenthaler0168,7450100.0%
Bryan Edmiston515,620171,874025.0%
R. Jarrett Lilien01,173,1480100.0%
Jonathan Steinberg1,920,8931,920,898050.0%

% performance-vested = PSU grant-date fair value ÷ (RSU + PSU + Options), a computed value with the derivation shown in the register.

06

Say-on-pay — recent advisory votes

Meeting yearMeeting dateForAgainstAbstainSupportOutcome
20252025-06-17105,656,13412,052,631100,33789.76%Passed
20242024-06-12121,029,91017,091,749127,07887.63%Passed
20232023-06-16114,494,51320,371,982597,93084.89%Passed
20222022-07-15115,738,79611,882,60248,16490.69%Passed
20212021-06-1778,750,26320,667,480116,07479.21%Passed
20202020-06-18112,780,3093,258,073152,91197.19%Passed

Rows are labeled by annual-meeting year, with the meeting date beside each; the vote held in a given year acts on the prior fiscal year's compensation.

Say-on-pay — history, company's computation

Meeting yearMeeting dateApproval — company's computation
20252025-06-1789.76%a
20242024-06-1287.63%b
20232023-06-1684.89%c

a. Approved under the standard stated in the filing — “Abstentions and broker non -votes , if any, will have no effect on this proposal.”.

b. Approved under the standard stated in the filing — “Abstentions and broker non-votes will have no effect on this proposal.”.

c. Approved under the standard stated in the filing — “Abstentions and broker non-votes will have no effect on this proposal.”.

Approval percentages are the company's own reported computations under its own stated standard, not recomputed by Velarion. Where a company does not state a standard, none is assumed.

10

Disclosed peer group — fiscal year 2024

The compensation peer group as the company disclosed it in its own proxy — the reference set behind the percentile above.

10a

Peer reciprocity

Of the companies WisdomTree names as compensation peers, which name it back in their own disclosed peer groups. A peer set the market reciprocates reads differently from one selected in a single direction.

Reciprocity shown where the peer's own current proxy has been read — each mark is cited in the register to that peer's filing. A dash means the peer's current proxy was read and names no reciprocal group including WisdomTree.

10b

Chief executive pay against the peer group

Most recent fiscal-year chief executive compensation at each disclosed peer, taken from that company's own proxy statement.

RankCompanyFYChief executiveSalaryStock awardsOption awardsNon-equity incentiveTotal
1Moelis & Company2025Navid Mahmoodzadegan$400,000$34,120,701$0$0$42,846,376
2Victory Capital Holdings, Inc.2025David Brown600,0009,819,944016,198,444
3Main Street Capital Corporation2025Dwayne Hyzak759,3754,283,74808,837,682
4Donnelley Financial Solutions, Inc.2025Daniel Leib850,0006,432,36401,209,9758,523,238
5Cohen & Steers, Inc.2025Joseph Harvey600,0004,719,995006,991,951
6Diamond Hill Investment Group, Inc.2025Heather Brilliant400,0005,250,000006,955,598
7Virtus Investment Partners, Inc.2025George Aylward650,0003,200,00002,442,0006,309,500
8Artisan Partners Asset Management Inc.2025Jason Gottlieb300,0001,548,40003,570,0005,482,136
9WisdomTree2024R. Jarrett Lilien450,0002,346,296004,563,096
10Silvercrest Asset Management Group Inc.2025Richard Hough III900,00001,600,00004,039,647
11Westwood Holdings Group, Inc.2025Brian Casey750,000750,00001,110,2202,634,720
AllianceBernstein Holding L.P.not in coverage universe
BrightSphere Investment Group Inc.not in coverage universe

Each peer's compensation is from its most recently filed proxy; fiscal years differ by company. Each peer's figures come from its own filings; the subject company is highlighted. Peers whose chief executive compensation is outside our coverage universe are stated as such, never left blank.

10c

Incentive design against the same peers

CompanyAnnual incentive payoutLong-term vehicle mixPSU measures include TSRCompensation consultant
WisdomTreenot disclosednot disclosednot disclosednot disclosed
AllianceBernstein Holding L.P.not disclosednot disclosednot disclosednot disclosed
Artisan Partners Asset Management Inc.not disclosedRSU 100not disclosedMcLagan
BrightSphere Investment Group Inc.not disclosednot disclosednot disclosednot disclosed
Cohen & Steers, Inc.not disclosedRSU 100not disclosedMcLagan
Diamond Hill Investment Group, Inc.313%not disclosednot disclosedMcLagan Data & Analytics (an Aon plc solution)
Donnelley Financial Solutions, Inc.109.5%PSU 67 · RSU 33Nonot disclosed
Main Street Capital Corporationnot disclosedRestricted Stock 100not disclosedJohnson Associates, Inc.
Moelis & Companynot disclosednot disclosedYes — TSR Performance ConditionWillis Towers Watson
Silvercrest Asset Management Group Inc.not disclosednot disclosednot disclosednot disclosed
Victory Capital Holdings, Inc.not disclosedRSU 100not disclosedAon McLagan
Virtus Investment Partners, Inc.76%PSU 50 · RSU 50Yes — Relative TSRMercer
Westwood Holdings Group, Inc.119.4%RSU 100not disclosedMcLagan Partners

Read from each company's Compensation Discussion and Analysis: annual incentive payout as a percentage of target, the disclosed long-term vehicle mix, whether performance-share measures include a total shareholder return component, and the retained compensation consultant. “Not disclosed” appears only where the company's filing does not state the item.

11

Source register

Each figure's location is given both for the eye (section · page · table · row · column) and for a script (table/row/column index and exact character span in the filed document). Any figure can be independently confirmed against the source.

#SupportsDocumentFiledAccessionLocation in document
1Section 01, R. Jarrett LilienDEF 14A2025-04-290001214659-25-006571Section “Summary Compensation Table” · page 56. As printed: 4,563,096. Filing ↗machine: r9 · c6 · span 1809693–1809702
2Section 03, Alexis Marinof PSUDEF 14A2025-04-290001214659-25-006571Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t96 · r10 · c6 · span 1900469–1900476
3Section 03, Marci Frankenthaler PSUDEF 14A2025-04-290001214659-25-006571Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t96 · r6 · c6 · span 1879857–1879864
4Section 03, Alexis Marinof RSUDEF 14A2025-04-290001214659-25-006571Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t96 · r11 · c5 · span 1906110–1906116
5Section 03, Bryan Edmiston PSUDEF 14A2025-04-290001214659-25-006571Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t96 · r4 · c6 · span 1869529–1869536
6Section 03, R. Jarrett Lilien PSUDEF 14A2025-04-290001214659-25-006571Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t96 · r8 · c6 · span 1890143–1890152
7Section 03, Jonathan Steinberg RSUDEF 14A2025-04-290001214659-25-006571Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t96 · r3 · c5 · span 1863299–1863306
8Section 03, Jonathan Steinberg PSUDEF 14A2025-04-290001214659-25-006571Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t96 · r2 · c6 · span 1859206–1859215
9Section 03, Bryan Edmiston RSUDEF 14A2025-04-290001214659-25-006571Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t96 · r5 · c5 · span 1873471–1873477
10Section 06, 2025 voteForm 8-K2025-06-200001214659-25-009393Item 5.07 · say-on-pay result. As reported: 89.76% (votes for as printed: 105,656,134). Filing ↗
11Section 06, 2024 voteForm 8-K2024-06-170001214659-24-011030Item 5.07 · say-on-pay result. As reported: 87.63% (votes for as printed: 121,029,910). Filing ↗
12Section 06, 2023 voteForm 8-K2023-06-220001193125-23-172681Item 5.07 · say-on-pay result. As reported: 84.89% (votes for as printed: 114,494,513). Filing ↗
13Section 03b vehicle mix (computed)ComputedcomputedRSU / PSU / Options grant-date fair values summed per officer from the grants table; % performance-vested = PSU ÷ (RSU+PSU+Options).machine: formula: sums + PSU ratio
14Moelis & Company, Section 10b CEO totalDEF 14A2026-04-300001193125-26-193242CEO total compensation as printed in Moelis & Company's own proxy. As printed: 42,846,376. Filing ↗machine: t240 · r10 · c16 · span 660051–660061
15Victory Capital Holdings, Inc., Section 10b CEO totalDEF 14A2026-03-270001193125-26-127653CEO total compensation as printed in Victory Capital Holdings, Inc.'s own proxy. As printed: 16,198,444. Filing ↗machine: r2 · c27 · span 1467226–1467236
16Main Street Capital Corporation, Section 10b CEO totalDEF 14A2026-03-230001396440-26-000020CEO total compensation as printed in Main Street Capital Corporation's own proxy. As printed: 8,837,682. Filing ↗machine: t24 · r2 · c16 · span 403689–403698
17Donnelley Financial Solutions, Inc., Section 10b CEO totalDEF 14A2026-04-010001193125-26-135712CEO total compensation as printed in Donnelley Financial Solutions, Inc.'s own proxy. As printed: 8,523,238. Filing ↗machine: r2 · c18 · span 1428974–1428983
18Cohen & Steers, Inc., Section 10b CEO totalDEF 14A2026-03-200001284812-26-000030CEO total compensation as printed in Cohen & Steers, Inc.'s own proxy. As printed: 6,991,951. Filing ↗machine: r2 · c66 · span 492842–492851
19Diamond Hill Investment Group, Inc., Section 10b CEO totalDEF 14A2026-04-130001193125-26-152869CEO total compensation as printed in Diamond Hill Investment Group, Inc.'s own proxy. As printed: 6,955,598. Filing ↗machine: t12 · r2 · c23 · span 668902–668911
20Virtus Investment Partners, Inc., Section 10b CEO totalDEF 14A2026-04-070001193125-26-145685CEO total compensation as printed in Virtus Investment Partners, Inc.'s own proxy. As printed: 6,309,500. Filing ↗machine: r2 · c34 · span 636369–636378
21Artisan Partners Asset Management Inc., Section 10b CEO totalDEF 14A2026-04-170001517302-26-000079CEO total compensation as printed in Artisan Partners Asset Management Inc.'s own proxy. As printed: 5,482,136. Filing ↗machine: t65 · r2 · c9 · span 617510–617519
22WisdomTree (subject), Section 10b CEO totalDEF 14A2025-04-290001214659-25-006571CEO total compensation as printed in WisdomTree's own proxy. As printed: 4,563,096. Filing ↗machine: r9 · c6 · span 1809693–1809702
23Silvercrest Asset Management Group Inc., Section 10b CEO totalDEF 14A2026-04-300001193125-26-197178CEO total compensation as printed in Silvercrest Asset Management Group Inc.'s own proxy. As printed: 4,039,647. Filing ↗machine: r4 · c18 · span 365210–365219
24Westwood Holdings Group, Inc., Section 10b CEO totalDEF 14A2026-03-130001165002-26-000026CEO total compensation as printed in Westwood Holdings Group, Inc.'s own proxy. As printed: 2,634,720. Filing ↗machine: r3 · c42 · span 330902–330911
25Section 10a, Donnelley Financial Solutions, Inc. reciprocityDEF 14A0001193125-26-135712Donnelley Financial Solutions, Inc.'s most recent proxy was read; its disclosed peer group does not include WisdomTree. Filing ↗
26Section 10a, Moelis & Company reciprocityDEF 14A0001193125-26-193242Moelis & Company's most recent proxy was read; its disclosed peer group does not include WisdomTree. Filing ↗
27Section 10a, Virtus Investment Partners, Inc. reciprocityDEF 14A0001193125-26-145685Virtus Investment Partners, Inc.'s most recent proxy was read; its disclosed peer group does not include WisdomTree. Filing ↗
28Section 10a, Victory Capital Holdings, Inc. reciprocityDEF 14A0001193125-26-127653Victory Capital Holdings, Inc.'s most recent proxy was read; its disclosed peer group does not include WisdomTree. Filing ↗
29Section 10a, Artisan Partners Asset Management Inc. reciprocityDEF 14A0001517302-26-000079Artisan Partners Asset Management Inc.'s most recent proxy was read; its disclosed peer group does not include WisdomTree. Filing ↗
30Section 10a, Cohen & Steers, Inc. reciprocityDEF 14A0001284812-26-000030Cohen & Steers, Inc.'s most recent proxy was read; its disclosed peer group does not include WisdomTree. Filing ↗