Item 8.01. Other Events. On May 28, 2026, WisdomTree, Inc. (the “Company”) entered into individual, privately negotiated repurchase agreements with certain holders of its outstanding 3.25% Convertible Senior Notes due 2029 (the “Notes”) to repurchase approximately $51.9 million in aggregate principal amount of the Notes for an aggregate cash repurchase price of approximately $87.3 million (the “Notes repurchase transactions”). The Notes repurchase transactions are expected to close on June 1, 2026, subject to the satisfaction of customary closing conditions. After consummation of the Notes repurchase transactions, approximately $18.1 million of the Notes will be outstanding. Cautionary Statement Regarding Forward-Looking Statements This Current Report on Form 8-K contains “forward-looking statements” as defined in the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, but are not limited to, statements about the closing of the Notes repurchase transactions. Although the Company believes that the expectations reflected in these forward-looking statements are reasonable, these statements relate to future events, and involve known and unknown risks, uncertainties and other factors that may cause actual results to be materially different from expected results expressed or implied by these forward-looking statements. In some cases, you can identify forward-looking statements by terminology such as “may,” “will,” “should,” “expects,” “intends,” “plans,” “anticipates,” “believes,” “estimates,” “predicts,” “potential,” “continue” or the negative of these terms or other comparable terminology. These statements are only predictions. You should not place undue reliance on forward-looking statements because they involve known and unknown risks, uncertainties and other factors, which are, in some cases, beyond the Company’s control and which could materially affect results. Factors that may cause actual results to differ materially from current expectations include, among other things, the risk that all or a portion of the Notes repurchase transactions do not close when expected or at all and the other risks set forth under the caption “Risk Factors” in the Company’s Annual Report on Form 10-K for the year ended December 31, 2025, and in subsequent reports filed with or furnished to the Securities and Exchange Commission. If one or more of these or other risks or uncertainties occur, or if the Company’s underlying assumptions prove to be incorrect, actual results may vary significantly from those implied or projected by the forward-looking statements. No forward-looking statement is a guarantee of future performance. You should read this Current Report on Form 8-K completely and with the understanding that the Company’s actual future results may be materially different from any future results expressed or implied by these forward-looking statements.
WT Wisdomtree, Inc. - 8-K
Accession
0001214659-26-0068428.01
Item 8.01 - Other Events
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