---
schema_version: "secwatch.filing_event.v1"
accession: "0001214659-24-014143"
form_type: "8-K"
ticker: "WT"
cik: "0000880631"
company_name: "WisdomTree, Inc."
filed_at: "2024-08-09T23:59:59+00:00"
generated_at: "2026-05-31T10:37:46.093001+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# WisdomTree prices $345M convertible notes, 9% EPS-accretive Series A buyback

## Summary
- WisdomTree priced $300M (with $45M greenshoe exercised) of 3.25% convertible notes due 2029; conversion price $11.82/share (22.5% premium).
- Proceeds used: ~$144M to repurchase all 14,750 Series A preferred shares from ETFS Capital (9% earnings accretive).
- Also repurchasing ~$104M of 2028 notes (expected $30M loss on extinguishment) and ~$55M of common stock at $9.65/share.
- Expected net proceeds ~$337M after discounts and expenses; closing expected August 13, 2024.

## SEC filing metadata
- accession: 0001214659-24-014143
- form_type: 8-K
- ticker: WT
- cik: 0000880631
- company_name: WisdomTree, Inc.
- filed_at: 2024-08-09T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/880631/000121465924014143/0001214659-24-014143-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/880631/000121465924014143/x882408k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001214659-24-014143
- JSON: https://secwatch.observer/filing/0001214659-24-014143.json
- Plain text: https://secwatch.observer/filing/0001214659-24-014143.txt

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