---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-23-031293"
form_type: "8-K"
ticker: "WT"
cik: "0000880631"
company_name: "WisdomTree, Inc."
filed_at: "2023-02-10T23:59:59+00:00"
generated_at: "2026-06-19T18:47:28.974085+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# WisdomTree prices $130M convertible notes due 2028 at 5.75%, repurchases $115M of 2023 notes

## Summary
- Priced $130M (plus $20M option) 5.75% convertible senior notes due Aug 15, 2028; conversion price $9.54/share (~60% premium to $5.96 close).
- Proceeds to repurchase $115M of existing 4.25% convertible notes due 2023; net proceeds ~$126.4M (or ~$145.9M with option).
- Notes are senior unsecured, rank equally with existing convertible notes; settlement expected Feb 14, 2023.
- Company may redeem notes after Aug 20, 2025 if stock >=130% of conversion price; holders have put rights upon change of control.

## SEC filing metadata
- accession: 0001193125-23-031293
- form_type: 8-K
- ticker: WT
- cik: 0000880631
- company_name: WisdomTree, Inc.
- filed_at: 2023-02-10T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/880631/000119312523031293/0001193125-23-031293-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/880631/000119312523031293/d355661d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-23-031293
- JSON: https://secwatch.observer/filing/0001193125-23-031293.json
- Plain text: https://secwatch.observer/filing/0001193125-23-031293.txt

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