# EDGAR Filing Document

**Accession Number:** 0000880631
**File Stem:** 0001214659-26-006842
**Filing Date:** 2026-5
**Character Count:** 7095
**Document Hash:** 900689bb8bac236fa15fcfc33be655f6
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214659-26-006842.hdr.sgml**: 20260529

**ACCESSION NUMBER**: 0001214659-26-006842

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 11

**CONFORMED PERIOD OF REPORT**: 20260528

**ITEM INFORMATION**: Other Events

**FILED AS OF DATE**: 20260529

**DATE AS OF CHANGE**: 20260528

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** WisdomTree, Inc.
- **CENTRAL INDEX KEY:** 0000880631
- **STANDARD INDUSTRIAL CLASSIFICATION:** SECURITY BROKERS, DEALERS & FLOTATION COMPANIES [6211]
- **ORGANIZATION NAME:** 09 Crypto Assets
- **EIN:** 133487784
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-10932
- **FILM NUMBER:** 261038079

**BUSINESS ADDRESS:**
- **STREET 1:** 250 WEST 34TH STREET
- **STREET 2:** 3RD FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10119
- **BUSINESS PHONE:** 212-801-2080

**MAIL ADDRESS:**
- **STREET 1:** 250 WEST 34TH STREET
- **STREET 2:** 3RD FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10119

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** WisdomTree Investments, Inc.
- **DATE OF NAME CHANGE:** 20090401

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** INDEX DEVELOPMENT PARTNERS INC
- **DATE OF NAME CHANGE:** 20020812

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** FINANCIAL DATA SYSTEMS
- **DATE OF NAME CHANGE:** 19951120

?xml version='1.0' encoding='ASCII'?

**UNITED STATES** 

**SECURITIES AND EXCHANGE COMMISSION**

**Washington, D.C. 20549**

**Form 8-K**

**CURRENT REPORT** 

**Pursuant to Section 13 or 15(d)** 

**of the Securities Exchange Act of 1934** 

**Date of Report (Date of earliest event reported): May 28, 2026**

**WisdomTree, Inc.** 

**(Exact name of registrant as specified in its charter)**

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| | | |
|:---|:---|:---|
| **Delaware** | **001-10932** | **13-3487784** |
| **(State or other jurisdiction**<br> **of incorporation)** | **Commission**<br> **File Number:** | **(IRS Employer**<br> **Identification No.)** |

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**250 West 34<sup>th</sup> Street**

**3<sup>rd</sup> Floor**

**New York, NY 10119** 

**(Address of principal executive offices, including zip code)** 

**(212) 801-2080**

**(Registrant's telephone number, including area code)** 

**(Former name or former address, if changed since last report)**

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

◻ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

◻ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

◻ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

◻ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Exchange Act:

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| | | |
|:---|:---|:---|
| **Title of each class** | **Trading**<br> **Symbol(s)** | **Name of each exchange**<br> **on which registered** |
| **Common Stock, $0.01 par value** | **WT** | **The New York Stock Exchange** |

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Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ◻

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ◻

**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.

**SIGNATURES** 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

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| | | |
|:---|:---|:---|
|  | WisdomTree, Inc. | WisdomTree, Inc. |
| Date: May 28, 2026 | By: | /s/ Bryan Edmiston<br>|
|  |  | Bryan Edmiston |
|  |  | Chief Financial Officer |

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