Skip to Main

Sole Bookrunner for WisdomTree Investments

  • Oppenheimer
  • June 14, 2021

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.

tombstone
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

DISCLOSURES

This notice is provided for informational purposes only, and is not intended as a recommendation or an offer or solicitation for the purchase or sale of any security or financial instrument. Nothing contained herein shall constitute an offer or solicitation to buy or sell any securities discussed herein in any jurisdiction where such offer or solicitation would be prohibited.

This notice may contain statistical data cited from third-party sources believed to be reliable, but Oppenheimer & Co. Inc. does not represent that any such third-party statistical information is accurate or complete, and it should not be relied upon as such. All market prices, data and other information are not warranted as to completeness or accuracy and are subject to change without notice.

2021 Oppenheimer & Co. Inc. Transacts Business on all Principal Exchanges and Member SIPC 3631498.1