---
schema_version: "secwatch.filing_event.v1"
accession: "0001214659-25-011813"
form_type: "8-K"
ticker: "WT"
cik: "0000880631"
company_name: "WisdomTree, Inc."
filed_at: "2025-08-12T23:59:59+00:00"
generated_at: "2026-05-17T15:03:15.817701+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# WisdomTree prices $475M convertible notes at 4.625% due 2030; repurchases $37M of 2028 notes and $90M of stock

## Summary
- Priced $475M aggregate convertible senior notes due 2030 (4.625% interest, conversion price $19.1545, 45% premium).
- Net proceeds ~$464M; $275M earmarked for Ceres Partners acquisition, $37M to repurchase 2028 notes, $90M to repurchase 6.8M shares.
- Repurchased $24.0M principal of 5.75% 2028 notes (~93% outstanding) for ~$37M cash; one-time extinguishment loss of ~$13M.
- Repurchased ~6.8M common shares from note purchasers at $13.21/share, using ~$90M of proceeds.
- Notes senior unsecured, callable after Aug 2027 if stock ≥130% of conversion price; holders get repurchase rights on change of control.

## SEC filing metadata
- accession: 0001214659-25-011813
- form_type: 8-K
- ticker: WT
- cik: 0000880631
- company_name: WisdomTree, Inc.
- filed_at: 2025-08-12T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/880631/000121465925011813/0001214659-25-011813-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/880631/000121465925011813/r8112508k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001214659-25-011813
- JSON: https://secwatch.observer/filing/0001214659-25-011813.json
- Plain text: https://secwatch.observer/filing/0001214659-25-011813.txt

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