Other Events. On July 28, 2026, the Company’s Board of Directors declared a quarterly cash dividend of $0.03 per share of common stock, payable on August 26, 2026 to stockholders of record as of the close of business on August 12, 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.

Results of Operations and Financial Condition. On July 31, 2026, WisdomTree, Inc. (the “Company”) issued a press release announcing its financial results for the three and six months ended June 30, 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 o…

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 “

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant The information provided in

Entry into a Material Definitive Agreement 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 (the “Trustee”), in a private offering to qualified institutional buyers (the “Notes Offering”) pursuant to Rule 144A under the Securities Act o…

Unregistered Sales of Equity Securities. Convertible Notes On March 23, 2026, WisdomTree, Inc. (the “Company”) priced an offering of $525.0 million aggregate principal amount of 4.50% convertible senior notes due 2031 (the “Notes”). In connection therewith, the Company entered into a purchase agreement (the “Purchase Agreement”) with an investment bank, as representative of several initial purchasers (the “Initial Purchasers”), pursuant to which the Company agreed to sell the Notes to the Ini…

Other Events. On March 23, 2026, WisdomTree, Inc. (the “Company”) issued a press release announcing that it had commenced a private offering, subject to market conditions and other factors, of $525.0 million aggregate principal amount of convertible senior notes due 2031 (the “Notes”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended. A copy of the press release is attached as Exhibit 99.1 to this Current Rep…

Entry Into a Material Definitive Agreement. Equity Purchase Agreement On March 13, 2026, WisdomTree, Inc. (the “Company” or the “Buyer’s Guarantor”) 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”),…

Regulation FD Disclosure. On March 16, 2026, the Company issued a press release announcing its entry into the Purchase Agreement. A copy of the press release containing this information is being furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The information furnished pursuant to this Item 7.01, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise su…

Results of Operations and Financial Condition On January 30, 2026, WisdomTree, Inc. (the “Company”) issued a press release announcing its financial results for the three months and year ended December 31, 2025. 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 Secti…

Other Events On January 28, 2026, the Company’s Board of Directors declared a quarterly cash dividend of $0.03 per share of common stock, payable on February 25, 2026 to stockholders of record as of the close of business on February 11, 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.

Results of Operations and Financial Condition On October 31, 2025, WisdomTree, Inc. (the “Company”) issued a press release announcing its financial results for the three and nine months ended September 30, 2025. 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 Sect…

Other Events On October 27, 2025, the Company’s Board of Directors (the “Board”) declared a quarterly cash dividend of $0.03 per share of common stock, payable on November 26, 2025 to stockholders of record as of the close of business on November 12, 2025. The Board also approved an increase of $190.0 million to the Company’s share repurchase program, bringing the total authorization to $250.0 million, which expires on April 27, 2028. Repurchases, which will include purchases to offset future…

Entry Into a Material Definitive Agreement. Equity Purchase Agreement On July 31, 2025, WisdomTree, Inc. (the “Company”) and WisdomTree Farmland Holdings, Inc. (the “Purchaser”), a wholly-owned subsidiary of the Company, entered into an Equity Purchase Agreement with Ceres Partners, LLC, an Indiana limited liability company (“Ceres”), the members of Ceres (together, the “Sellers”), and an individual acting as the Sellers’ representative, pursuant to which the Purchaser agreed to acquire from…

Completion of Acquisition or Disposition of Assets. Please see the disclosure set forth under “

Entry into a Material Definitive Agreement Indenture and Notes On August 14, 2025, WisdomTree, Inc. (the “Company”) issued $475.0 million in aggregate principal amount of 4.625% Convertible Senior Notes due 2030 (the “Notes”) pursuant to an Indenture (the “Indenture”), dated August 14, 2025, between the Company and U.S. Bank Trust Company, National Association, as trustee (the “Trustee”), in a private offering to qualified institutional buyers (the “Notes Offering”) pursuant to Rule 144A unde…

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant The information provided in

The Company offered and sold the Notes to the Initial Purchasers in reliance on the exemption from registration provided by Section 4(a)(2) of the Securities Act, and for resale by the Initial Purchasers to qualified institutional buyers pursuant to the exemption from registration provided by Rule 144A under the Securities Act. The Company relied on these exemptions from registration based in part on representations made by the Initial Purchasers in the Purchase Agreement, pursuant to which t…

Other Events. On August 12, 2025, WisdomTree, Inc. issued a press release announcing that it had priced an offering of $415 million aggregate principal amount of convertible senior notes due 2030 (the “Notes”) and that the initial purchasers of the Notes also exercised their option to purchase an additional $60 million aggregate principal amount of the Notes. A copy of the press release is filed as Exhibit 99.1 hereto and is incorporated herein by reference.

Other Events. On August 11, 2025, WisdomTree, Inc. (the “Company”) issued a press release announcing that it had commenced a private offering, subject to market conditions and other factors, of $400 million aggregate principal amount of convertible senior notes due 2030 (the “Notes”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended. A copy of the press release is attached as Exhibit 99.1 to this Current Repo…