---
schema_version: "secwatch.filing_event.v1"
accession: "0001214659-25-012285"
form_type: "8-K"
ticker: "WT"
cik: "0000880631"
company_name: "WisdomTree, Inc."
filed_at: "2025-08-14T23:59:59+00:00"
generated_at: "2026-05-17T13:47:18.175460+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# WisdomTree issues $475M of 4.625% convertible notes due 2030, net proceeds ~$464M

## Summary
- Issued $475M principal of 4.625% Convertible Senior Notes due Aug 15, 2030; net proceeds ~$464M.
- Initial conversion price ~$19.1545 per share (52.2071 shares per $1,000); maximum 75.7003 shares per $1,000.
- Notes are senior unsecured, rank equally with existing 3.25% notes due 2026/2029 and 5.75% notes due 2028.
- Company may redeem notes on/after Aug 20, 2027 if stock >=130% of conversion price for 20/30 days.
- Interest payable semiannually Feb 15 and Aug 15, starting Feb 15, 2026; no sinking fund.

## SEC filing metadata
- accession: 0001214659-25-012285
- form_type: 8-K
- ticker: WT
- cik: 0000880631
- company_name: WisdomTree, Inc.
- filed_at: 2025-08-14T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 1.01, 2.03, 3.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/880631/000121465925012285/0001214659-25-012285-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/880631/000121465925012285/r8132508k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001214659-25-012285
- JSON: https://secwatch.observer/filing/0001214659-25-012285.json
- Plain text: https://secwatch.observer/filing/0001214659-25-012285.txt

## Key facts
- Debt Financings
  WisdomTree, Inc. incurred convertible notes of $475.0 million with Oppenheimer & Co. Inc., as representative of the Initial Purchasers at 4.625% maturing August 15, 2030.
  - Instrument: convertible notes
  - Principal: $475.0 million
  - Counterparty: Oppenheimer & Co. Inc., as representative of the Initial Purchasers
  - Rate: 4.625%
  - Maturity: August 15, 2030
  - Event: incurrence
  source text: On August 14, 2025, WisdomTree, Inc. (the “Company”) issued $475.0 million in aggregate principal amount of 4.625% Convertible Senior Notes due 2030 (the “Notes”) pursuant to an Indenture (the “Indenture”), dated August 14, 2025, between the Company and U.S. Bank Trust Company, National Association, as trustee (the “Trustee”), in a private offering to qualified institutional buyers (the “Notes Offering”) pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”).
  evidence_url: https://www.sec.gov/Archives/edgar/data/880631/000121465925012285/0001214659-25-012285-index.htm

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