Also trades as: WETF (NASDAQ) · $vol 5M
WT NYSE
WisdomTree, Inc.
1W: -1.8%
1M: -11.8%
3M: +16.5%
YTD: +70.0%
1Y: +74.7%
3Y: +222.6%
5Y: +279.1%
$21.23
+0.25 (+1.19%)
Weekly Expected Move ±3.6%
$20
$20
$21
$22
$23
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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23 relationships23
As Filer
counterparties named
0
As Counterparty
mentioned by others
5
Rel. Types
2022-03-14
Earliest Filing
2026-03-16
Latest Filing
partner: 14
target: 4
acquirer: 3
supplier: 1
investor: 1
Counterparties (Filed by WT)
23 relationshipsCompanies named in WT's SEC 8-K filings as business counterparties.
| Counterparty | Ticker | Relationship | Summary | Filing Date | SEC |
|---|---|---|---|---|---|
| WisdomTree International Holdings Ltd | WT | acquirer | Wholly-owned subsidiary of WisdomTree, Inc. that entered into a Sale and Purchase Agreement to acquire Atlantic House. | 2026-03-16 | View |
| Atlantic House Holdings Limited | SQLLW | target | Private limited company incorporated in England and Wales whose share capital was acquired by WisdomTree International H | 2026-03-16 | View |
| Ceres Partners | — | target | Acquired by WisdomTree, Inc. for $275 million cash and up to $225 million earnout. | 2025-10-02 | View |
| Ceres Partners, LLC | — | target | Target of WisdomTree's acquisition to enter the private farmland asset market. | 2025-07-31 | View |
| WisdomTree, Inc. | WT | acquirer | Company repurchasing preferred stock from Seller | 2024-08-08 | View |
| ETFS Capital Limited | — | target | Seller of Series A Non-Voting Convertible Preferred Stock | 2024-08-08 | View |
| WisdomTree, Inc. | WT | acquirer | Company repurchasing Series C Non-Voting Convertible Preferred Stock from Seller | 2023-11-20 | View |
| Gold Bullion Holdings (Jersey) Limited | — | supplier | Seller of 13,087 shares of Series C Non-Voting Convertible Preferred Stock to WisdomTree, Inc. | 2023-11-20 | View |
| World Gold Council | — | partner | Parent company of Seller (Gold Bullion Holdings) and signatory to prior Sale, Purchase and Assignment Deed | 2023-11-20 | View |
| WisdomTree International Holdings Ltd | WT | partner | Signatory to prior Sale, Purchase and Assignment Deed | 2023-11-20 | View |
| Electra Target HoldCo Limited | — | partner | Signatory to prior Sale, Purchase and Assignment Deed | 2023-11-20 | View |
| ETFS Capital Limited | — | partner | Signatory to prior Sale, Purchase and Assignment Deed | 2023-11-20 | View |
| Rodber Investments Limited | — | partner | Signatory to prior Sale, Purchase and Assignment Deed | 2023-11-20 | View |
| Graham Tuckwell | GHM | partner | Signatory to prior Sale, Purchase and Assignment Deed | 2023-11-20 | View |
| ETFS Capital Limited | — | partner | Counterparty in the 2018 Acquisition and SPA Agreement regarding gold bullion payments. | 2023-05-10 | View |
| Electra Target HoldCo Limited | — | partner | Entity acquired in the 2018 Acquisition and party to the SPA Agreement. | 2023-05-10 | View |
| World Gold Council | — | partner | Counterparty to historical royalty agreements and party to the SPA Agreement. | 2023-05-10 | View |
| Gold Bullion Holdings (Jersey) Limited | — | investor | Subsidiary of WGC; received Series C Preferred Shares and cash under the SPA Agreement. | 2023-05-10 | View |
| Rodber Investments Limited | — | partner | Entity controlled by Graham Tuckwell; received cash under the SPA Agreement. | 2023-05-10 | View |
| Graham Tuckwell | GHM | partner | Individual controlling Rodber Investments Limited and Chairman of ETFS; party to the SPA Agreement. | 2023-05-10 | View |
| WisdomTree International Holdings Ltd | WT | partner | Subsidiary of WisdomTree, Inc.; acquired ETFS in 2018 and party to the SPA Agreement. | 2023-05-10 | View |
| Continental Stock Transfer & Trust Company | — | partner | Appointed as Rights Agent for the Stockholder Rights Agreement | 2023-03-20 | View |
| Continental Stock Transfer & Trust Company | — | partner | Appointed as Rights Agent for the Stockholder Rights Agreement | 2022-03-14 | View |
Recent 8-K Filings (20)
| Filing Date | Description | Type | SEC |
|---|---|---|---|
| 2026-07-31 | Earnings Release; Other Events; Exhibits | View | |
| 2026-06-18 | Shareholder Vote | View | |
| 2026-05-29 | Other Events | View | |
| 2026-05-01 | Material Agreement; Acquisition/Disposition; Earnings Release; Regulation FD; Other Events; Exhibits | Agreement Acquisition | View |
| 2026-03-30 | Material Agreement; Financial Obligation; Exhibits | Agreement | View |
| 2026-03-24 | Unregistered Equity Sales; Other Events; Exhibits | View | |
| 2026-03-23 | Other Events; Exhibits | View | |
| 2026-03-16 | Entry into Material Definitive Agreement; Regulation FD Disclosure; Financial Statements and Exhibit | Agreement | View |
| 2026-01-30 | Results of Operations and Financial Condition; Other Events; Financial Statements and Exhibits | View | |
| 2025-10-31 | Results of Operations and Financial Condition; Other Events; Financial Statements and Exhibits | View | |
| 2025-10-02 | Entry into Material Definitive Agreement; Completion of Acquisition or Disposition of Assets; Financ | Agreement Acquisition | View |
| 2025-08-14 | Entry into Material Definitive Agreement; Creation of Direct Financial Obligation; Unregistered Sale | Agreement | View |
| 2025-08-12 | Other Events; Financial Statements and Exhibits | View | |
| 2025-08-11 | Other Events; Financial Statements and Exhibits | View | |
| 2025-07-31 | Entry into Material Definitive Agreement; Results of Operations and Financial Condition; Regulation | Agreement | View |
| 2025-06-20 | Submission of Matters to a Vote of Security Holders | View | |
| 2025-05-02 | Results of Operations and Financial Condition; Other Events; Financial Statements and Exhibits | View | |
| 2025-03-18 | Material Modification to Rights of Security Holders; Amendments to Articles of Incorporation or Byla | View | |
| 2025-01-31 | Results of Operations and Financial Condition; Other Events; Financial Statements and Exhibits | View | |
| 2025-01-24 | Other Events; Financial Statements and Exhibits | View |
Data extracted from SEC EDGAR 8-K filings using NLP. Relationships are as disclosed in filing text.
Covers 2021–2026. View on SEC EDGAR