Investment Banking
Sole Bookrunner for WisdomTree, Inc.
August 21, 2025
Oppenheimer & Co. Inc. Acted as Sole Bookrunner for WisdomTree, Inc. (NYSE:WT) on its $475,000,000 Convertible Senior Notes Offering
This transaction is Oppenheimer’s sixth sole managed convertible notes offering for WisdomTree.
Oppenheimer & Co. Inc. acted as Sole Bookrunner for WisdomTree, Inc. (NYSE:WT) on its $475,000,000 Convertible Senior Notes due 2030. The proceeds of the transaction were used to (i) fund the $275 million closing consideration for its acquisition of Ceres Partners, LLC, (ii) repurchase ~$24 million principal amount of WisdomTree’s 5.75% Convertible Senior Notes due 2028 for ~$37 million, (iii) repurchase 6.8 million shares of WisdomTree’s common stock for ~$90 million concurrent with the transaction and (iv) working capital and other general corporate purposes, which may include the repayment of indebtedness, including under its 3.25% convertible senior notes due 2026 (the “2026 notes”) and its 3.25% convertible senior notes due 2029 (the “2029 notes”).
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 in equity, commodity, fixed income, leveraged and inverse, currency, digital assets and other alternative strategies. WisdomTree currently has approximately $129 billion of assets under management globally.
Read the WisdomTree press release here.
Financial Institutions Investment Banking
Name:
Gilbert Dychiao
Title:Co-Head of Investment Banking, Head of Financial Institutions and Real Estate
Name:
Edward Ledwith
Title:Associate
Name:
Tucker Slattery
Title:Analyst
Convertible Securities Advisory
Name:
Robert Missant
Title:Managing Director, Head of Convertible Securities Advisory
Name:
James Lin
Title:Executive Director
Name:
Alex Silverman
Title:Analyst
Name:
Grant Reed
Title:Analyst
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