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Sole Bookrunner for WisdomTree

  • Oppenheimer & Co. Inc.
  • March 2, 2023

Oppenheimer & Co. Inc. acted as Sole Bookrunner for WisdomTree, Inc. (NYSE:WT) on its $130,000,000 Convertible Senior Notes Offering

This is Oppenheimer’s fourth Sole-Bookrun Convertible Note Offering for WisdomTree in the last three years

Oppenheimer & Co. acted as the Sole Bookrunner for WisdomTree, Inc. (NYSE:WT) on its $130,000,000 offering of 5.75% Convertible Senior Notes due 2028. The proceeds of the transaction will be used to repurchase $115,000,000 principal amount of WisdomTree’s 4.25% Convertible Senior Notes due in 2023 as well as for working capital and other general corporate purposes.

mavick deal
Quotation from Aenean Pretium

"Your process for executing our convertible note offerings has been streamlined and well managed."

Jonathan Steinberg, Founder and CEO of WisdomTree

WisdomTree, 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, digital assets and other alternative strategies. WisdomTree currently has approximately $82.0 billion of assets under management globally.

Financial Institutions Investment Banking

Gilbert Dychiao     
Head of Financial Institutions Group, Managing Director

Stefan Kuhar

Ethan MacKenzie

Vikas Dalal

Convertibles Securities Advisory Team

Robert Missant
Head of Convertible Securities Advisory, Managing Director

James Lin

Heath Loch


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