Sole Bookrunner for WisdomTree Investments
June 2021
Oppenheimer & Co. Inc. acted as Sole Bookrunner for WisdomTree Investments (NASDAQ: WETF) on its $150,000,000 offering of 3.25% Senior Convertible Notes due 2026
WisdomTree Investments, Inc., through its subsidiaries in the U.S. and Europe, is an ETF and ETP sponsor and asset manager headquartered in New York. WisdomTree offers products covering equity, commodity, fixed income, leveraged and inverse, currency, cryptocurrency and alternative strategies. WisdomTree currently has approximately $75.9 billion in assets under management globally. WisdomTree is led by Founder and CEO Jonathan “Jono” Steinberg.
Deal team:
Financial Institutions Investment Banking
Gilbert Dychiao
Managing Director
Head of Financial Institutions Group
Convertible Securities Advisory
Robert Missant
Executive Director
Head of Convertible Securities Advisory
Convertible Securities Sales & Trading
Marc Rice
Managing Director
Head of Convertible Securities Sales & Trading
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