---
schema_version: "secwatch.filing_event.v1"
accession: "0001214659-26-003676"
form_type: "8-K"
ticker: "WT"
cik: "0000880631"
company_name: "WisdomTree, Inc."
filed_at: "2026-03-24T23:59:59+00:00"
generated_at: "2026-05-15T09:18:26.529539+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# WisdomTree prices $603.75M 4.50% convertible notes, exchanges $350M existing notes

## Summary
- Priced $603.75M (incl. full greenshoe) of 4.50% convertible senior notes due 2031; net proceeds ~$591.2M.
- Exchanged $75M of 3.25% 2026 notes for ~6.81M shares + $0.7M cash, and $275M of 2029 notes for ~$302.7M cash + ~4.19M shares.
- Estimated $105M one-time loss on extinguishment from the exchanges.
- Proceeds: ~$200M for Atlantic House acquisition, ~$302.7M for 2029 note cash consideration, remainder for general corporate purposes.
- Conversion premium ~60% over $13.49 stock price (conversion price ~$21.58 per share).

## SEC filing metadata
- accession: 0001214659-26-003676
- form_type: 8-K
- ticker: WT
- cik: 0000880631
- company_name: WisdomTree, Inc.
- filed_at: 2026-03-24T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 3.02, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/880631/000121465926003676/0001214659-26-003676-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/880631/000121465926003676/p3232608k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001214659-26-003676
- JSON: https://secwatch.observer/filing/0001214659-26-003676.json
- Plain text: https://secwatch.observer/filing/0001214659-26-003676.txt

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