---
schema_version: "secwatch.filing_event.v1"
accession: "0001214659-26-003657"
form_type: "8-K"
ticker: "WT"
cik: "0000880631"
company_name: "WisdomTree, Inc."
filed_at: "2026-03-23T23:59:59+00:00"
generated_at: "2026-05-15T09:26:20.829906+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# WisdomTree launches $525M convertible note offering due 2031, proceeds for Atlantic House acquisition and note exchanges

## Summary
- Principal amount $525M (plus $78.75M option) of convertible senior notes due 2031 in a private offering.
- Proceeds: ~$200M for Atlantic House Holdings acquisition, up to $275M to exchange 2029 notes, remainder for working capital.
- Concurrent exchange of up to $75M 2026 notes for common stock and up to $275M 2029 notes for cash and stock.
- Notes redeemable at WisdomTree's option on or after April 6, 2028; conversion features detailed.

## SEC filing metadata
- accession: 0001214659-26-003657
- form_type: 8-K
- ticker: WT
- cik: 0000880631
- company_name: WisdomTree, Inc.
- filed_at: 2026-03-23T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/880631/000121465926003657/0001214659-26-003657-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/880631/000121465926003657/y3232618k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001214659-26-003657
- JSON: https://secwatch.observer/filing/0001214659-26-003657.json
- Plain text: https://secwatch.observer/filing/0001214659-26-003657.txt

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