---
schema_version: "secwatch.filing_event.v1"
accession: "0001214659-26-003985"
form_type: "8-K"
ticker: "WT"
cik: "0000880631"
company_name: "WisdomTree, Inc."
filed_at: "2026-03-30T23:59:59+00:00"
generated_at: "2026-05-15T08:30:05.597010+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# WisdomTree issues $603.75M of 4.50% convertible notes due 2031, nets ~$591.2M

## Summary
- Aggregate principal $603.75M, 4.50% interest, semiannual, matures October 1, 2031.
- Net proceeds ~$591.2M from sale to qualified institutional buyers under Rule 144A.
- Initial conversion price ~$21.58 per share (rate 46.3306 shares per $1,000 principal).
- Optional redemption on/after April 6, 2028 if stock price ≥130% of conversion price for 20 of 30 trading days.
- Notes are senior unsecured, rank equally with existing 3.25% 2026, 3.25% 2029, and 4.625% 2030 notes.

## SEC filing metadata
- accession: 0001214659-26-003985
- form_type: 8-K
- ticker: WT
- cik: 0000880631
- company_name: WisdomTree, Inc.
- filed_at: 2026-03-30T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/880631/000121465926003985/0001214659-26-003985-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/880631/000121465926003985/o3272608k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001214659-26-003985
- JSON: https://secwatch.observer/filing/0001214659-26-003985.json
- Plain text: https://secwatch.observer/filing/0001214659-26-003985.txt

## Source-grounded claims
- claim_id: 206d56239171affbc3cb5c71fa34bb079cd4b2cb
  claim: WisdomTree, Inc. incurred convertible notes of $603.75 million with U.S. Bank Trust Company, National Association at 4.50% maturing October 1, 2031.
  evidence_excerpt: On March 30, 2026, WisdomTree, Inc. (the “Company”) issued $603.75 million in aggregate principal amount of 4.50% Convertible Senior Notes due 2031
  evidence_url: https://www.sec.gov/Archives/edgar/data/880631/000121465926003985/0001214659-26-003985-index.htm
- claim_id: 667f0374710e91da4d844458158cad7ffa5fbacc
  claim: WisdomTree, Inc. entered into Indenture with U.S. Bank Trust Company, National Association valued at $603.75 million (effective 2026-03-30).
  evidence_excerpt: On March 30, 2026, WisdomTree, Inc. (the “Company”) issued $603.75 million in aggregate principal amount of 4.50% Convertible Senior Notes due 2031 (the “Notes”) pursuant to an Indenture (the “Indenture”), dated March 30, 2026, between the Company and U.S. Bank Trust Company, National Association, as trustee
  evidence_url: https://www.sec.gov/Archives/edgar/data/880631/000121465926003985/0001214659-26-003985-index.htm

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