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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 2018-04-30 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
DEFINITIVE PROXY STATEMENT
Proxy Solicitation & Information Statement
2018-04-30 English
FORM 8-K
Regulatory Filings Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a current report used to announce significant events. The text includes an Item 2.02 Results of Operations and Financial Condition, which references a press release announcing financial results for the quarter ended March 31, 2018. It also includes an Item 8.01 Other Events section announcing a quarterly cash dividend declaration. The document itself is short (3492 characters) and primarily serves to furnish a press release rather than containing detailed financial statements or analysis. According to the rules, such a document is a Regulatory Filing (RNS) because it is a current report filing that includes announcements but does not contain the full financial report or detailed financial data itself. It is not an Earnings Release (ER) because it is a filing of the release, not the initial announcement standalone, and not an Interim Report (IR) because it lacks substantive financial data. It is not a Notice of Dividend Amount (DIV) because the dividend announcement is part of a broader 8-K filing. Therefore, the best classification is Regulatory Filings (RNS).
2018-04-27 English
FORM 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 specifically details the appointment of a new director and a new chief accounting officer, including biographical information and terms of appointment. There are no financial statements or detailed financial performance data included. The key section is Item 5.02, which relates to changes in directors or officers. This matches the definition of Board/Management Information (MANG), which covers announcements of changes in the company's board of directors or senior management. The document length is 7651 characters, sufficient to contain detailed appointment information but not a full financial report. Therefore, the correct classification is MANG with high confidence.
2018-04-26 English
SCHEDULE 13G
Major Shareholding Notification
2018-04-18 English
PRELIMINARY PROXY STATEMENT
Proxy Solicitation & Information Statement Classification · 100% confidence The document is a Preliminary Proxy Statement filed on Schedule 14A with the SEC, related to the 2018 Annual Meeting of Stockholders of WisdomTree Investments, Inc. It includes detailed information about the meeting agenda, board of directors, executive compensation, stockholder voting instructions, and proposals to be voted on. Proxy statements are materials sent to shareholders to provide information and solicit votes for meetings. This matches the definition of Proxy Solicitation & Information Statement (PSI). The document is lengthy (15,000 characters) and contains substantive content, not just an announcement or notice, so it is not a Report Publication Announcement or Regulatory Filing. Therefore, the correct classification is PSI with high confidence.
2018-04-13 English
FORM 8-K
Regulatory Filings Classification · 100% 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 includes detailed disclosures about a material definitive agreement (acquisition of ETFS), senior secured debt financing related to the acquisition, investor rights agreement, waiver and variation agreement, and amendments to articles of incorporation related to preferred shares. The document is not a full annual or quarterly report, nor is it a transcript, proxy, or earnings release. It is a regulatory filing reporting significant corporate events and agreements. Therefore, the appropriate classification is Regulatory Filings (RNS). The document length is substantial (15,000 characters), and it contains detailed event disclosures rather than just an announcement of a report or certification.
2018-04-13 English

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