WisdomTree, Inc. Files 8-K on Asset Deal and Agreements

TL;DR

WisdomTree's 8-K: Asset deal done, new agreements in place. Big moves happening.

AI Summary

On October 1, 2025, WisdomTree, Inc. filed an 8-K report detailing a material definitive agreement and the completion of an acquisition or disposition of assets. The filing also includes financial statements and exhibits related to these events. The company was formerly known as WisdomTree Investments, Inc. before a name change on April 1, 2009.

Why It Matters

This 8-K filing indicates significant corporate activity for WisdomTree, Inc., including potential acquisitions or dispositions of assets and material agreements, which could impact its business operations and financial performance.

Risk Assessment

Risk Level: medium — The filing pertains to material definitive agreements and asset transactions, which inherently carry business and financial risks that could affect the company.

Key Players & Entities

• WisdomTree, Inc. (company) — Registrant
• October 1, 2025 (date) — Date of earliest event reported
• WisdomTree Investments, Inc. (company) — Former company name
• April 1, 2009 (date) — Date of name change
• INDEX DEVELOPMENT PARTNERS INC (company) — Former company name
• FINANCIAL DATA SYSTEMS (company) — Former company name

FAQ

Key Financial Figures

• $0.01 — e on which registered Common Stock, $0.01 par value WT The New York Stock Exc
• $275.0 million — gregate consideration consisting of (i) $275.0 million in cash, subject to customary post-clos
• $225.0 m — and (ii) earnout consideration of up to $225.0 million, payable in 2030, contingent upon

Filing Documents

• w1012508k.htm (8-K) — 23KB
• ex99_1.htm (EX-99.1) — 14KB
• wtt_logo.jpg (GRAPHIC) — 10KB
• 0001214659-25-014468.txt ( ) — 217KB
• wt-20251001.xsd (EX-101.SCH) — 3KB
• wt-20251001_lab.xml (EX-101.LAB) — 33KB
• wt-20251001_pre.xml (EX-101.PRE) — 22KB
• w1012508k_htm.xml (XML) — 4KB

01. Entry Into a Material Definitive Agreement

Item 1.01. Entry Into a Material Definitive Agreement. Equity Purchase Agreement On July 31, 2025, WisdomTree, Inc. (the "Company") and WisdomTree Farmland Holdings, Inc. (the "Purchaser"), a wholly-owned subsidiary of the Company, entered into an Equity Purchase Agreement with Ceres Partners, LLC, an Indiana limited liability company ("Ceres"), the members of Ceres (together, the "Sellers"), and an individual acting as the Sellers' representative, pursuant to which the Purchaser agreed to acquire from the Sellers all of the issued and outstanding equity interests of Ceres (the "Acquisition"). On October 1, 2025, the Purchaser completed the Acquisition for aggregate consideration consisting of (i) $275.0 million in cash, subject to customary post-closing adjustments, including adjustments to cash, indebtedness and working capital, and (ii) earnout consideration of up to $225.0 million, payable in 2030, contingent upon Ceres achieving a compound annual growth rate in revenue of 12% to 22% during the earnout measurement period of January 1, 2025 through December 31, 2029.

01. Completion of Acquisition or Disposition of Assets

Item 2.01. Completion of Acquisition or Disposition of Assets. Please see the disclosure set forth under " Item 1.01 Entry into a Material Definitive Agreement " regarding the completion of the Acquisition, which is incorporated by reference into this Item 2.01.

01. Financial Statements and Exhibits

Item 9.01. Financial Statements and Exhibits (d) Exhibits: Exhibit 99.1 Press Release, dated October 2, 2025 Exhibit 104 Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. WisdomTree, Inc. Date: October 2, 2025 By: /s/ Bryan Edmiston Bryan Edmiston Chief Financial Officer

View Full Filing

View this 8-K filing on SEC EDGAR