secwatch.observer — SEC 8-K summary
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Issuer:     WisdomTree, Inc. (WT)
CIK:        0000880631
Form:       8-K
Filed at:   2026-03-24T23:59:59+00:00
Accession:  0001214659-26-003676
Event type: debt
Sentiment:  neutral
Materiality: 0.75
Item codes: 3.02, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

WisdomTree prices $603.75M 4.50% convertible notes, exchanges $350M existing notes
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- 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).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/880631/000121465926003676/0001214659-26-003676-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/880631/000121465926003676/p3232608k.htm
  HTML page:      https://secwatch.observer/filing/0001214659-26-003676

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