Wisdom Tree Technologies Inc.
Plan context: Wisdom Tree Technologies LLC 401(K) Retirement Plan
EIN 45-5599162 • Murray, KY • 15 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
109
2025 Assets
$675,927
2025 Contributions
$265,456
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 109 | $675,927 | $265,456 | $2,435iApproximate average salary by contribution assumption: employee only about $60,884 at 4% or $40,590 at 6%; with 50% employer match about $40,590 at 4% or $27,060 at 6%; with 100% employer match about $30,442 at 4% or $20,295 at 6%. |
| Wisdom Tree Technologies LLC 401(K) Retirement Plan | - | 109 | $675,927 | $265,456 | $2,435iApproximate average salary by contribution assumption: employee only about $60,884 at 4% or $40,590 at 6%; with 50% employer match about $40,590 at 4% or $27,060 at 6%; with 100% employer match about $30,442 at 4% or $20,295 at 6%. |
| 2024 | 1 | 9 | $376,144 | $2,018 | $224iApproximate average salary by contribution assumption: employee only about $5,606 at 4% or $3,737 at 6%; with 50% employer match about $3,737 at 4% or $2,491 at 6%; with 100% employer match about $2,803 at 4% or $1,869 at 6%. |
| Wisdom Tree Technologies LLC 401(K) Retirement Plan | - | 9 | $376,144 | $2,018 | $224iApproximate average salary by contribution assumption: employee only about $5,606 at 4% or $3,737 at 6%; with 50% employer match about $3,737 at 4% or $2,491 at 6%; with 100% employer match about $2,803 at 4% or $1,869 at 6%. |
| 2023 | 2 | 15 | $368,334 | $14,991 | $999iApproximate average salary by contribution assumption: employee only about $24,985 at 4% or $16,657 at 6%; with 50% employer match about $16,657 at 4% or $11,104 at 6%; with 100% employer match about $12,493 at 4% or $8,328 at 6%. |
| Wisdom Tree Technologies LLC 401(K) Retirement Plan | - | 15 | $368,334 | $12,551 | $837iApproximate average salary by contribution assumption: employee only about $20,918 at 4% or $13,946 at 6%; with 50% employer match about $13,946 at 4% or $9,297 at 6%; with 100% employer match about $10,459 at 4% or $6,973 at 6%. |
| WISDOM TREE TECHNOLOGIES CBS BENEFIT PLAN | - | 0 | $0 | $2,440 | - |
| 2022 | 2 | 21 | $459,176 | $55,987 | $2,666iApproximate average salary by contribution assumption: employee only about $66,651 at 4% or $44,434 at 6%; with 50% employer match about $44,434 at 4% or $29,623 at 6%; with 100% employer match about $33,326 at 4% or $22,217 at 6%. |
| Wisdom Tree Technologies LLC 401(K) Retirement Plan | - | 21 | $457,357 | $21,831 | $1,040iApproximate average salary by contribution assumption: employee only about $25,989 at 4% or $17,326 at 6%; with 50% employer match about $17,326 at 4% or $11,551 at 6%; with 100% employer match about $12,995 at 4% or $8,663 at 6%. |
| WISDOM TREE TECHNOLOGIES CBS BENEFIT PLAN | - | 1 | $1,819 | $34,156 | $34,156iApproximate average salary by contribution assumption: employee only about $853,900 at 4% or $569,267 at 6%; with 50% employer match about $569,267 at 4% or $379,511 at 6%; with 100% employer match about $426,950 at 4% or $284,633 at 6%. |
| 2021 | 1 | 1 | $1,244 | $22,794 | $22,794iApproximate average salary by contribution assumption: employee only about $569,850 at 4% or $379,900 at 6%; with 50% employer match about $379,900 at 4% or $253,267 at 6%; with 100% employer match about $284,925 at 4% or $189,950 at 6%. |
| WISDOM TREE TECHNOLOGIES CBS BENEFIT PLAN | - | 1 | $1,244 | $22,794 | $22,794iApproximate average salary by contribution assumption: employee only about $569,850 at 4% or $379,900 at 6%; with 50% employer match about $379,900 at 4% or $253,267 at 6%; with 100% employer match about $284,925 at 4% or $189,950 at 6%. |
| 2020 | 1 | 2 | $454 | $4,529 | $2,265iApproximate average salary by contribution assumption: employee only about $56,613 at 4% or $37,742 at 6%; with 50% employer match about $37,742 at 4% or $25,161 at 6%; with 100% employer match about $28,306 at 4% or $18,871 at 6%. |
| WISDOM TREE TECHNOLOGIES CBS BENEFIT PLAN | - | 2 | $454 | $4,529 | $2,265iApproximate average salary by contribution assumption: employee only about $56,613 at 4% or $37,742 at 6%; with 50% employer match about $37,742 at 4% or $25,161 at 6%; with 100% employer match about $28,306 at 4% or $18,871 at 6%. |
| 2018 | 1 | 40 | $503,665 | $117,899 | $2,947iApproximate average salary by contribution assumption: employee only about $73,687 at 4% or $49,125 at 6%; with 50% employer match about $49,125 at 4% or $32,750 at 6%; with 100% employer match about $36,843 at 4% or $24,562 at 6%. |
| Wisdom Tree Technologies LLC 401(K) Retirement Plan | - | 40 | $503,665 | $117,899 | $2,947iApproximate average salary by contribution assumption: employee only about $73,687 at 4% or $49,125 at 6%; with 50% employer match about $49,125 at 4% or $32,750 at 6%; with 100% employer match about $36,843 at 4% or $24,562 at 6%. |
| 2017 | 1 | 42 | $464,088 | $274,749 | $6,542iApproximate average salary by contribution assumption: employee only about $163,541 at 4% or $109,027 at 6%; with 50% employer match about $109,027 at 4% or $72,685 at 6%; with 100% employer match about $81,771 at 4% or $54,514 at 6%. |
| Wisdom Tree Technologies LLC 401(K) Retirement Plan | - | 42 | $464,088 | $274,749 | $6,542iApproximate average salary by contribution assumption: employee only about $163,541 at 4% or $109,027 at 6%; with 50% employer match about $109,027 at 4% or $72,685 at 6%; with 100% employer match about $81,771 at 4% or $54,514 at 6%. |
| 2016 | 1 | 23 | $157,624 | $43,050 | $1,872iApproximate average salary by contribution assumption: employee only about $46,793 at 4% or $31,196 at 6%; with 50% employer match about $31,196 at 4% or $20,797 at 6%; with 100% employer match about $23,397 at 4% or $15,598 at 6%. |
| Wisdom Tree Technologies LLC 401(K) Retirement Plan | - | 23 | $157,624 | $43,050 | $1,872iApproximate average salary by contribution assumption: employee only about $46,793 at 4% or $31,196 at 6%; with 50% employer match about $31,196 at 4% or $20,797 at 6%; with 100% employer match about $23,397 at 4% or $15,598 at 6%. |
| 2015 | 1 | 13 | $183,067 | $13,992 | $1,076iApproximate average salary by contribution assumption: employee only about $26,908 at 4% or $17,938 at 6%; with 50% employer match about $17,938 at 4% or $11,959 at 6%; with 100% employer match about $13,454 at 4% or $8,969 at 6%. |
| Wisdom Tree Technologies LLC 401(K) Retirement Plan | - | 13 | $183,067 | $13,992 | $1,076iApproximate average salary by contribution assumption: employee only about $26,908 at 4% or $17,938 at 6%; with 50% employer match about $17,938 at 4% or $11,959 at 6%; with 100% employer match about $13,454 at 4% or $8,969 at 6%. |
| 2014 | 1 | 7 | $232,189 | $41,731 | $5,962iApproximate average salary by contribution assumption: employee only about $149,039 at 4% or $99,360 at 6%; with 50% employer match about $99,360 at 4% or $66,240 at 6%; with 100% employer match about $74,520 at 4% or $49,680 at 6%. |
| Wisdom Tree Technologies LLC 401(K) Retirement Plan | - | 7 | $232,189 | $41,731 | $5,962iApproximate average salary by contribution assumption: employee only about $149,039 at 4% or $99,360 at 6%; with 50% employer match about $99,360 at 4% or $66,240 at 6%; with 100% employer match about $74,520 at 4% or $49,680 at 6%. |
| 2013 | 1 | 15 | $335,606 | $161,268 | $10,751iApproximate average salary by contribution assumption: employee only about $268,780 at 4% or $179,187 at 6%; with 50% employer match about $179,187 at 4% or $119,458 at 6%; with 100% employer match about $134,390 at 4% or $89,593 at 6%. |
| Wisdom Tree Technologies LLC 401(K) Retirement Plan | - | 15 | $335,606 | $161,268 | $10,751iApproximate average salary by contribution assumption: employee only about $268,780 at 4% or $179,187 at 6%; with 50% employer match about $179,187 at 4% or $119,458 at 6%; with 100% employer match about $134,390 at 4% or $89,593 at 6%. |
| 2012 | 1 | 14 | $255,324 | $165,150 | $11,796iApproximate average salary by contribution assumption: employee only about $294,911 at 4% or $196,607 at 6%; with 50% employer match about $196,607 at 4% or $131,071 at 6%; with 100% employer match about $147,455 at 4% or $98,304 at 6%. |
| Wisdom Tree Technologies LLC 401(K) Retirement Plan | - | 14 | $255,324 | $165,150 | $11,796iApproximate average salary by contribution assumption: employee only about $294,911 at 4% or $196,607 at 6%; with 50% employer match about $196,607 at 4% or $131,071 at 6%; with 100% employer match about $147,455 at 4% or $98,304 at 6%. |