secwatch.observer — SEC 8-K summary
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Issuer:     WisdomTree, Inc. (WT)
CIK:        0000880631
Form:       8-K
Filed at:   2026-03-30T23:59:59+00:00
Accession:  0001214659-26-003985
Event type: debt
Sentiment:  neutral
Materiality: 0.55
Item codes: 1.01, 2.03, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/880631/000121465926003985/0001214659-26-003985-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/880631/000121465926003985/o3272608k.htm
  HTML page:      https://secwatch.observer/filing/0001214659-26-003985

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