secwatch.observer — SEC 8-K summary
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Issuer:     WisdomTree, Inc. (WT)
CIK:        0000880631
Form:       8-K
Filed at:   2025-08-14T23:59:59+00:00
Accession:  0001214659-25-012285
Event type: debt
Sentiment:  neutral
Materiality: 0.55
Item codes: 1.01, 2.03, 3.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/880631/000121465925012285/0001214659-25-012285-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/880631/000121465925012285/r8132508k.htm
  HTML page:      https://secwatch.observer/filing/0001214659-25-012285

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer