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WisdomTree, Inc. — Investor Relations & Filings

Ticker · WT ISIN · US97717P1049 LEI · 549300WIU8IS7UFO7871 US Financial and insurance activities
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Filings indexed 1,143 across all filing types
Latest filing 2022-05-27 Proxy Solicitation & In…
Country US United States of America
Listing US WT

About WisdomTree, Inc.

https://www.wisdomtree.com/

WisdomTree, Inc. is a global financial company that operates as an asset manager and a sponsor of exchange-traded products (ETPs). The firm offers a diversified suite of exchange-traded funds (ETFs) and other investment solutions to investors and financial professionals. A significant area of focus for the company is the integration of traditional finance with blockchain technology and digital assets. This initiative includes the development of an integrated stablecoin infrastructure for payments and treasury management, and a financial application, WisdomTree Prime, which allows users to save, spend, and invest in digital assets, including tokenized assets, cryptocurrencies, and digital funds.

Recent filings

Filing Released Lang Actions
PRE 14A
Proxy Solicitation & Information Statement Classification · 100% confidence The document is a Schedule 14A proxy statement filed with the SEC for WisdomTree Investments, Inc. It is titled as a "Preliminary Proxy Statement" for the 2022 Annual Meeting of Stockholders. The content includes detailed information about the annual meeting, voting procedures, proposals to be voted on (such as election of directors, ratification of auditors, amendments to certificate of incorporation, executive compensation, equity plan approval, and board declassification), corporate governance, executive compensation, and other related matters. It also references the Annual Report on Form 10-K for the prior fiscal year but does not contain the full annual report itself. The document is clearly a proxy solicitation document intended to provide shareholders with information to vote at the annual meeting. This matches the definition of Proxy Solicitation & Information Statement (PSI). The document length is substantial (15,000 characters), and it is not merely an announcement or a brief notice, so it is not RPA or RNS. Therefore, the correct classification is PSI with high confidence.
2022-05-27 English
Major Shareholding Notification 2022
Major Shareholding Notification
2022-05-27 English
DEFA14A
Board/Management Information Classification · 95% confidence The document is a Form 8-K current report filed with the SEC by WisdomTree Investments, Inc. It details a Cooperation Agreement involving board expansion and director appointments, amendments to a Stockholder Rights Agreement, and related governance changes. The document includes descriptions of director appointments, committee assignments, and governance arrangements. It also references an upcoming proxy statement on Schedule 14A for the 2022 Annual Meeting and encourages stockholders to read the definitive proxy statement when available. The content focuses on board and management changes and governance matters rather than financial results or audit information. The document is not a full annual or quarterly report, nor is it a proxy statement itself, but it announces significant board and management changes and related agreements. Therefore, the most appropriate classification is Board/Management Information (MANG).
2022-05-26 English
8-K
Board/Management Information Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a current report used to announce major events that shareholders should know about. The content focuses on the entry into a material definitive agreement, specifically a Cooperation Agreement that involves changes to the company's board of directors, including the appointment of new directors and the formation of a new committee. It also discusses amendments to a Stockholder Rights Agreement and includes details about director appointments and compensations. The document does not contain financial statements or detailed financial performance data but rather announces changes in board composition and governance-related agreements. This fits the category of Board/Management Information (MANG), which covers announcements of changes in the company's board of directors or senior management. The document length is substantial and contains detailed descriptions of the agreements and appointments, confirming it is not a brief announcement or a proxy solicitation but a formal current report on management changes.
2022-05-26 English
AMENDMENT NO. 3 TO THE SCHEDULE 13D
Major Shareholding Notification
2022-05-06 English
10-Q
Interim / Quarterly Report Q1 2022
2022-05-05 English

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