To our great surprise, a poorly known and rarely discussed endemic species from South Africa is here shown to be sister to the entire remaining Isoetaceae (Fig. 1, Additional file 1: Figs. S1–S3). The result is strongly supported in all results, yet totally unexpected, and it can in many ways be argued to be the lycopod equivalent of the 1999 discovery that the poorly known New Caledonian endemic Amborella tricopoda was sister to the remaining angiosperms [46, 47, 48, 49]. The conclusion was a consequence of previous tentative indications [50, 51] that called for further investigations of Amborella’s systematic position. In our case, no previous indications exist; Isoetes wormaldii has rarely been investigated for any purpose and has never before been included in a phylogenetic study. It was included in the present study because we aimed for a taxon sampling as broad as possible, and material was available to us. The result is thus yet another reminder that it is very difficult to predict the approximate systematic position of an Isoetes species that has not been included in a phylogenetic analysis. Surprising phylogenetic results that contradict intuitive assumptions (e.g., based on geographic proximity of species) have repeatedly been uncovered in studies of Isoetes based on molecular data, beginning with Hoot & Taylor [31] and Rydin & Wikström [32] who showed that North American species are not monophyletic and that some South American species are closer related to some African species than to other South American species.
Isoetes wormaldii
Isoetes wormaldii (Fig. 2a–e; Additional file 1: Fig. S4c) appears to possess some potentially interesting morphological oddities that are worth mentioning. It is an extremely rare, decreasing, and critically endangered species, known only from a few localities in the Eastern Cape region of South Africa [52, 53]. It was first discovered submersed in ponds in the area of East London in southeastern South Africa [54–56], and it is in addition reported from a few localities in the area of the town Makhanda (formerly known as Grahamstown) (Fig. 2f), where it grows submersed in fresh water ponds and slow-flowing streams [53] (Fig. 2a, b). Each subpopulation is very small, comprising only around a dozen plants, and populations are reported to disappear when depraved of grazing by cattle [53]. Consequently, it is sensitive to exploitation of habitats and has strongly declined due to agricultural cultivation expansion and urbanization [53]. However, monitoring indicates that spores may germinate after years of dormancy, since new plants suddenly can reappear after being reported missing [53].
The species was formally described by Thomas Robertson Sim (Fig. 2g) in 1905 [54], and named after W. H. Wormald who first discovered the plant in 1893 in ponds around East London, South Africa [54, 55]. According to the original description [54], its leaves are relatively long, rising to the surface and then floating (see also Fig. 2a, b). When they occur in deep water, the leaves may grow up to a length of 45 cm [55]. The leaves were said to have three veins, one central and two marginal [54], but this was clearly a misinterpretation (since lycopod leaves are characterized by having a single unbranched vein) and subsequent work showed that leaves of I. wormaldii have no more than a single central vascular strand [4, 55]. The leaves of I. wormaldii are “somewhat flattened” (in transverse section; Fig. 2c–e) and “hardly narrowed to the rounded point” [54] (Fig. 2e), features we find unusual in Isoetes. Isoetes leaves are generally described as subulate [e.g., 5, 6], awl-shaped with reduced lamina (ala), but Hickey [7] argued that a few South American species (I. bacculata, I. bradei, I. gigantea) and fossils of Isoetites have laminate leaves [7 and references therein]. The same is thus true for the South African I. wormaldii. In I. wormaldii, the flattened appearance is at least in part caused by size reduction of the air channels (lacunae). Two of the four longitudinal air channels that are normally present in leaves of Isoetes (the two adaxial channels) are poorly developed in the basal parts of the leaves and distally gradually even more so, to completely disappear at the tip of the leaves [55], giving the leaves their flattened appearance as seen in transverse section. Reduction of the number of air channels are otherwise rarely reported for leaves of Isoetes [but see Troia and Raimondo, reference 9], as is laminate leaves with a flattened shape as seen in transverse section. Such leaves are according to Hickey [7] possibly unknown in Isoetes with the exception of I. bacculata, I. bradei, I. gigantea, and are not described for the other South African species discussed by Duthie [55]. Flattened, apparently laminate leaves occur, however, in isoetalean fossils such as the Early Triassic Isoetes beestonii [Fig. 3:6 in reference 57] and the Middle Jurassic Isoetites rolandii [Figs. 1 and 6 in reference 58]. Hickey [7] argued that Isoetites and the three extant South American species I. bacculata, I. bradei and I. gigantea represent unrelated but ancestral lineages, possibly (successive?) sister lineage(s) to the remaining extant clade. While evolution of leaf shape in Isoetes is complex, it is interesting to note that the laminate/alate I. wormaldii is sister to the remaining species of the genus (Fig. 1). Previous work [23, 34] has shown that the laminate/alate I. bradei and I. gigantea are nested within clade A [sensu Larsén and Rydin, reference 23], which is sister to the remaining genus except I. wormaldii, and referred to as a possible “Gondwana clade” [33 and subsequent work].
The corm-like stem of Isoetes becomes lobed at the base [4, 55, 59, 60]. While the number of lobes were variable in extinct isoetaleans, modern day Isoetes are 2-lobed or 3-lobed (sometimes with ontogenetic modifications) [3–5, 60, 61]. Based on ancestral state reconstruction on a sample of phylogenetic trees, Freund et al. [18] found that the 3-lobed condition is ancestral. Our results, placing the 3-lobed I. wormaldii [4, 54, 55] as sister to the remaining genus, support the conclusions in Freund et al. [18].
The megaspores of I. wormaldii are of the typical Isoetes type [i.e., trilete with a distinct equatorial ridge, 4], but the ultrastructural ornamentation of the megaspores is reticulate (Fig. 3a, b) [4, 55] in a distinct pattern we have not seen otherwise documented neither in the literature nor in our own studies. The microspores are monolete and the proximal ridge is prominent (Fig. 3c, d). There are in addition two less prominent distal ridges and the microspores were said to be “3-ridged” in the original description [54]. This should not be misunderstood as a trilete condition; all extant species of Isoetes have monolete microspores [27], and this is thus also true for I. wormaldii (Fig. 3c, d). Trilete microspores occur in the living sister group Selaginella [62], and in some extinct members of the isoetalean lineage. Isoetaleans with trilete microspores are documented through time, e.g., in the Late Devonian Clevelandodendron ohioensis [63], in the Triassic Isoetes beestonii [57] and Pleuromeia rossica [64], but during the Mesozoic, trilete microspores become more rare in the Isoetales and an evolutionary trend from trilete to monolete microspores has been hypothesized for the isoetalean lycopsids through the Mesozoic [10, 16, 60]. It should be noted, however, that interpretations of spore evolution in the Isoetales are complicated by the fact that the outermost layer of the spore, a silicified perispore, may not survive fossilization [60, 65, 66].
The genus-wide phylogeny
Remaining phylogenetic results (Fig. 1) are in agreement with previous work with comparatively extensive global sampling of the genus [e.g., 23, 31–34]. However [and in line with the relatively few previous studies that have included more than one sample per species, e.g., 34], our results clearly indicate the need for extensive alpha-taxonomic work on Isoetes. Some of the most widespread species (i.e., the circumboreal I. lacustris and I. echinospora, and the African I. schweinfurthii and I. welwitschii) are clearly not monophyletic. These species have a complicated taxonomic history, often with ample described taxa that are currently considered synonymous to these species (see examples from the present study in Additional file 2: Appendix S1). To understand the underlying biology requires extensive investigations, including morphological studies of a large set of specimens. It appears likely that such future work will lead to revisions of current species delimitations, at least for these presumably widespread species.
Clade A. Clade A (Fig. 1) contains species from the southern hemisphere. Isoetes capensis from South Africa is here sister to the remaining species of clade A, and previous work has shown that I. capensis groups with additional South African species, i.e., I. stellenbossiensis, I. stephanseniae, I. toximontana [23, 33–35] and I. eludens [34]. Several of them are seriously threatened. Isoetes capensis of the Western Cape is considered endangered and declining [67], and I. stephanseniae is, like I. wormaldii, critically endangered [68].
Isoetes australis from western Australia is clearly not closely related to other Australian species, and differs from them in several respects. It further possesses some features that are unique or rare within the entire genus, e.g., regarding its anatomy and distichous leaf arrangement [69]. It differs from most (but not all) other Australian species, and from most (but not all) other species in clade A, in that its corm is 2-lobed, not 3-lobed [18, 69]. Williams [69] argues in the original description of the species that its small size, distichous phyllotaxy, and unique anatomy indicate a permanently juvenile condition compared to other species of Isoetes.
A diverse and broadly distributed clade of South American and Central American species occurring from Cuba and Mexico in the north to Argentina in the south is also included in clade A (A-3). Knowledge of diversity, phylogeny and biogeography of South American species of Isoetes has increased dramatically as a consequence of recent work by Pereira and colleagues [34, 36, 39, 40], including description of new species [e.g., 70, 71, 72] as well as studies at the population level [e.g., 73, 74]. The South-Central American clade of clade A (A-3) comprises at least 17 species [the present study and results in previous work, references 23, 34, 36, 39].
The South-Central American clade is sister to a clade of Indian/tropical Asian/Australian species (clade A-4) plus a mostly tropical African clade (clade A-5). The former clade (A-4) includes both subspecies of I. coromandelina (i.e., the Indian/subcontinental I. coromandelina subsp. coromandelina and the northern Australian I. coromandelina subsp. macrotuberculata). It is surprising to note that a West tropical African species is nested within this otherwise Asian/Australian clade: I. melanotheca. This species has to our knowledge not been included in previous phylogenetic work and its position needs to be confirmed using additional representatives of the species than the single sample used here. Sister to the Indian/tropical Asian/Australian/tropical African clade is a clade (clade A-5) that comprises a number of species from southern (and tropical) Africa and Madagascar (i.e., I. welwitschii, I. schweinfurthii, I. jaegeri, I. nigritiana, I. pitotii, I. abyssinica, I. rhodesiana), some of which are relatively widespread as currently circumscribed. Our results (the position of sample EL035) as well as previous work [32, 34] tentatively indicate that I. kersii is included as well. However, phylogeny and species delimitations of African species of Isoetes need more research and probably some alpha-taxonomic revision. Results within clade A-5 are partly poorly supported and may conflict between results from plastid and nuclear data (although conflicting results are unsupported). Isoetes rhodesiana and I. kersii are considered synonymous with I. schweinfurthii [3], but our results show that I. schweinfurthii is non-monophyletic, and the same holds for I. welwitschii. Further studies and taxonomic revision should be based on a substantially expanded sample of African Isoetes.
Clade B. The presence of clade B (Fig. 1) was indicated already in early work based on molecular data [31], but it has nevertheless remained poorly known until recently. Several studies did not include any representatives of the clade [32, 33]. Based on results of the present study and previous work with extensive global sampling of the genus [23, 34], it is evident that clade B has a nearly worldwide distribution with representatives from the Mediterranean region (clades B-1 and B-3), North America (clade B-2), India (clade B-3), and southern (to tropical) Africa and Madagascar (clade B-4). The European species of clade B are thus resolved in two groups (clades B-1 and B-3) that correspond respectively to the Isoetes histrix group and the Isoetes longissima group of Troía et al. [20]. We show that I. boryana and I. longissima subsp. tenuissima are included in the Isoetes longissima group, as predicted by Troía [e.g., 75]. It appears, however, uncertain if I. longissima represents a single species [Fig. 1 of the present study as well as Fig. 2 in reference 20].
The biogeographical history of clade B is not readily understood. Based on the phylogenetic pattern Larsén and Rydin [23] speculated that clade B is the Laurasian equivalent to the (possibly) Gondwanan clade A, and results in Pereira et al. [34] resolved the clade (B) as having a European/North African ancestry. However, the inclusion of a substantial number of African species, and an Indian species in clade B (Fig. 1) would, if vicariance is assumed the main biogeographic process responsible for the observed pattern, rather point to a Pangean origin of the clade, something that is refuted by the hereto estimated crown age for clade B of the earliest Paleogene [23, 34], or younger [35, 39]. While more recent dispersal processes are evident in the clade, e.g., between southern Africa and Madagascar, and between Europe and northern Africa (Fig. 1), the large-scale phylogenetic pattern in clade B may potentially indicate an older clade with substantial extinction [for example of elements of the early Cenozoic Tethys flora as discussed in 23], despite an apparent incongruence with previously estimated node ages.
Clade C. As in previous work [23, 32–36, 39], the Italian endemic I. malinverniana, with a critical conservation status [76], is sister to a large clade comprising species from Asia, Australia and New Zealand (clade D) as well as a clade that includes American species and species with a circumboreal distribution (clade E) (Fig. 1). Larsén and Rydin [23] included several samples of I. malinverniana and the results indicated monophyly of the species. Bolin et al. [28] showed that the southwest Asian I. anatolica is sister to I. malinverniana. The morphological similarities mentioned for the two [3-lobed corm and a lack of velum, 28] are, however, not unique to these two species but occur for example also in several South African species including I. wormaldii [55].
Clade D. Clade D comprises a mostly Australian clade (clade D-1), that also includes the Indian I. sampathkumaranii and species from New Zealand [i.e., I. kirkii and in addition I. alpina as shown in previous work, reference 23]. While I. australis of clade A is restricted to western Australia and I. coromandelina subsp. macrotuberculata (also of clade A) to northern Australia, the Australian species of clade D are more broadly distributed, or restricted to the southeastern parts of the continent. Clade D-1 is sister to an Australian clade (D-2) with apparent southern to Tasmanian distribution. The species of clade D-3 are widely distributed in eastern and tropical Asia (Fig. 1) [see also reference 23 for extended sampling]. Studies have indicated that the Chinese species I. hypsophila is sister to the remaining clade D [e.g., 33] and it has been used as an a priori decided outgroup in studies of Asian Isoetes [e.g., 77, 78]. Here, we removed I. hypsophila from the final combined analyses because our single sample of the species (Additional file 1: Fig. S4a) displays distinctly different phylogenetic positions as analyzed using plastid data and nuclear ribosomal data (Additional file 1: Figs. S1, S2). While the “sister to clade D hypothesis” is supported in the analysis of nuclear ribosomal ITS (Additional file 1: Fig. S2), the species is sister to clade E based on plastid data (Additional file 1: Fig. S1). Tentative comparison indicates that our sequences of I. hypsophila are congruent with data from this species that has been previously deposited on GenBank. It is nevertheless difficult to speculate regarding the reason for this apparent cytonuclear discordance; that the species may be of hybrid origin is only one of several possible biological and methodological explanations.
Clade E. The two Andean species I. andina and I. andicola (clade E-1) are here strongly supported as sister to the remaining clade E (clade E-2) (Fig. 1). Isoetes andicola was sister to the remaining species in the equivalent of our clade E in a recent study [36] based on large amounts of data (plastome data) although with a more restricted sample of taxa than included here. The result is interesting because I. andicola was formerly placed in its own genus (based on stem morphology) [79]; however, our results show that the species is not the lone sister species of the remaining clade E but part of a clade that comprises at least one additional species (I. andina; Fig. 1).
The remaining clade E (clade E-2) comprises a substantial diversity of American species, and in addition some species with circumboreal distribution extending through Canada, Greenland, Scandinavia and Russia. One of these species is I. lacustris, and the here included samples of it from Russia, North and central Europe, Greenland and the United States do not form a clade. The same holds for our included samples of I. echinospora, which is present in two supported clades within clade E. Transitions between North America, Central America and South America appear to have occurred repeatedly in clade E but the poor resolution in the clade prevent further conclusions. The lack of resolution in this clade may at least partly be a result of a high prevalence of polyploids/hybrids and subsequent reticulate evolution, which appear common in Isoetes, at least in American species (i.e., our clade E) [22, 40, 80] but may also be due simply to lack of sufficient variation in the molecular markers used here. Using the entire plastome for phylogenetic inference in clade E has for example proven successful [36, 38], although allopolyploidy/hybridization likely will go undetected unless complemented with other sources of data.
As with I. hypsophila discussed above, a sample of “I. velata” collected in Portugal (EL120; Additional file 1: Fig. S4b) was removed from the combined analyses because of conflicting positions in results based on plastid vs. nuclear ribosomal data (Additional file 1: Figs. S1, S2). It is either well-supported as sister to clade E (plastid data, Additional file 1: Fig. S1), or the unsupported sister to clade D and I. hypsophila (nuclear ribosomal ITS, Additional file 1: Fig. S2). It further seems clear that the sample is misidentified; other samples of I. longissima (the accepted name of the synonym I. velata) are resolved in clade B. Our investigations do not provide a straightforward indication on what species this sample may instead represent. Most European species belong in two separate clades within clade B and are discussed above, but a few species belong in clade E, (apart from the widespread I. lacustris and I. echinospora also I. azorica, Fig. 1). Previous results [20] show that additional European species belong in clade E (i.e., I. delilei, I. phrygia and I. todaroana), but their relationships to the vast diversity of species in clade E are so far understudied.
In some previous work [23, 33, 34, 37], sequences produced from one-two samples of I. histrix have been used and these samples were resolved in the equivalent of clade E (whereas other samples of the species are resolved in the equivalent of clade B, see also above). This apparent contradiction regarding the phylogenetic position of I. histrix was, however, recently resolved by Troía et al. [20] who identified that this material sequenced by Hoot and colleagues actually represents another species, I. phrygia. The material was originally collected in Greece by a colleague of ours, Dr. Hans-Erik Wanntorp (Wanntorp NR5350). We have previously used an rbcL sequence produced from other material sampled in Greece by Dr. Wanntorp in two of our studies [23, 32], samples that also fall in clade E in those studies. Although not produced from the same plant material as used by Hoot and colleagues, it appears reasonable to believe that all these plants come from the same locality, and we therefore conclude that the rbcL sequence of “I. histrix” originally produced by one of us (CR) during work with Rydin and Wikström [32] actually represents the species I. phrygia, not I. histrix.
Biogeography and node ages
Biogeography, node ages, and influential processes such as spore dispersal ability and speciation have repeatedly been discussed for Isoetes, based on morphology and/or chromosome data [e.g., 4, 8, 21, 24–26, 28], molecular data [e.g., 20, 32, 33, 78], dated molecular phylogenies [e.g., 23, 35] and dated phylogenies in combination with biogeographic analyses [e.g., 34, 37, 39]. Topological results of phylogenetic analyses of Isoetes are not easily translated into self-evident biogeographic patterns and processes. Species occurring in southern to tropical Africa fall into five major clades, Indian species are resolved in three major clades, Australian and tropical Asian species are present in three and two clades, respectively, and South American species occur in at least three clades. The same is true for the Northern Hemisphere; both European and North American species are each placed in at least three major clades. Furthermore, because the crown group Isoetes belongs to the ancient isoetalean lineage, it has the potential to be truly ancient. Vicariance can therefore not be a priori excluded as a potential explanation for the observed topological patterns. However, evolution is a continuous process and even if ancient major vicariant events have affected the phylogeny of Isoetes, more recent dispersal has too. A study of Mediterranean species indicated that long-distance dispersal followed by successful colonization may be uncommon in the genus [24]. On the other hand, with time even rare events may accumulate and become part of the evolutionary history of a group. The distribution patterns of some species indicate that long distance dispersal may have successfully occurred in Isoetes, and a strong dispersal capacity appears evident in at least some species (e.g., I. azorica, I. hawaiiensis, I. japonica and species of tropical Asia, and potentially also in the circumboreal I. lacustris and I. echinospora).
Studies on the biogeographic history of a group of organisms should be set up as testable hypotheses [81]. The potential effect of vicariance can for example be explicitly tested for, using analyses of divergence times of clades where the result may reject or not reject the hypothesis that a certain vicariance event caused (explains) a certain clade divergence [81]. Therefore, rigorous results on nodes ages appear as the most important first step for a better understanding of historical biogeography in Isoetes. Unfortunately, robust results on nodes ages have proven difficult to accomplish for Isoetes. Larsén and Rydin [23] and Pereira et al. [34] found similar node ages with, for example, a median age of the crown group Isoetes of around 150 Mya, i.e., before the final rifting of the Gondwana. By contrast, results in Wood et al. indicate that extant diversity originated approximately 100 million years later [35] or even some 130 million years later based on plastome data [35, 39], thus at a time when the continents were approaching their current positions. All these results are in turn in opposition with those of Kim and Choi [37], who report much older node ages (e.g., clade BCDE originating at the Triassic-Jurassic border, c. 250 Mya).
Analytical methodologies and data utilized were not identical in these studies, which may explain deviating results, and we agree with Wood et al. [35] who conclude that both the use of appropriate fossil calibrations and the choice of molecular data are very important and will have critical impact on estimated dates [35]. It is nevertheless clear that it is difficult to accomplish a robust age estimate of the crown group of Isoetes (NW, EL, CR, work in progress), which complicates the use of node ages to infer biogeographic processes responsible for the observed phylogenetic and distributional patterns in Isoetes. While for example the topological results in the Isoetes clade A (Fig. 1) indeed bring to mind an ancestry of ancient Gondwana distribution(s), including several subclades with intriguing patterns (e.g., a southern African species sister to two Indian species), it is not possible to exclude other processes at this point. Long-distance dispersal followed by colonization and allopatric speciation must also be considered, for example by testing the hypothesis of a causal effect resulting from the atmospheric/oceanic West Wind Drift, a Cenozoic process that will result in (unidirectional) dispersal patterns and topologies that are different from those expected as a consequence of allopatric speciation following the sequential break-up of the Gondwana continent [e.g., 82, 83] during the Mesozoic. Furthermore, and as is speculated on above, apparent biogeographical patterns can be misleading due to substantial extinction [81], not least in a potentially old genus like Isoetes. Recent methodological advances are promising regarding possibilities to take extinction more explicitly into consideration in biogeographic studies [84], but to successfully utilize such methodological progress in studies of Isoetes will require that fossils can be unambiguously placed, phylogenetically, within the extant clade in the future.