---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-23-030052"
form_type: "8-K"
ticker: "WT"
cik: "0000880631"
company_name: "WisdomTree, Inc."
filed_at: "2023-02-09T23:59:59+00:00"
generated_at: "2026-06-19T21:14:24.072238+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# WisdomTree announces $130M convertible note offering to repurchase up to $115M of 2023 notes

## Summary
- Offering $130M in convertible senior notes due 2028 to QIBs; initial purchaser option for additional $20M.
- Proceeds to repurchase up to $115M of outstanding 4.25% convertible notes due 2023 in concurrent private deals.
- Notes convertible upon certain conditions; principal cash-settled; redeemable at WisdomTree's option after Aug 20, 2025.
- Interest rate and conversion rate set at pricing; notes rank equal with existing 2023 and 2026 convertible notes.
- Certain note holders may enter derivatives or short-sell common stock, potentially affecting market price.

## SEC filing metadata
- accession: 0001193125-23-030052
- form_type: 8-K
- ticker: WT
- cik: 0000880631
- company_name: WisdomTree, Inc.
- filed_at: 2023-02-09T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/880631/000119312523030052/0001193125-23-030052-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/880631/000119312523030052/d433178d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-23-030052
- JSON: https://secwatch.observer/filing/0001193125-23-030052.json
- Plain text: https://secwatch.observer/filing/0001193125-23-030052.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.