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Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
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, subj…
Entry into a Material Definitive Agreement. Sale and Purchase Agreement As previously disclosed, on March 13, 2026, WisdomTree, Inc. (the “Company”) and WisdomTree International Holdings Ltd (the “Buyer”), a wholly-owned subsidiary of the Company, entered into a Sale and Purchase Agreement (the “Purchase Agreement”) with Atlantic House Holdings Limited, a private limited company incorporated in England and Wales (“Atlantic House”), the shareholders of Atlantic House (together, the “Sellers”),…
Results of Operations and Financial Condition. On May 1, 2026, the Company issued a press release announcing its financial results for the three months ended March 31, 2026. A copy of the press release containing this information is being furnished as Exhibit 99.1 to this Report on Form 8-K and is incorporated herein by reference. The information furnished pursuant to this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act…
Regulation FD Disclosure. On May 1, 2026, the Company issued a press release announcing the closing of the Acquisition. A copy of the press release containing this information is being furnished as Exhibit 99.2 to this Report on Form 8-K and is incorporated herein by reference. The information furnished pursuant to this Item 7.01, including Exhibit 99.2, shall not be deemed “filed” for purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities under that Section and s…
Other Events. On April 27, 2026, the Company’s Board of Directors declared a quarterly cash dividend of $0.03 per share of common stock, payable on May 27, 2026 to stockholders of record as of the close of business on May 13, 2026. A copy of the press release issued in connection with the dividend is attached as Exhibit 99.1 to this Report on Form 8-K and is incorporated herein by reference.
Completion of Acquisition or Disposition of Assets. Please see the disclosure set forth under “
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