0001013594-25-001007.txt : 20250814 0001013594-25-001007.hdr.sgml : 20250814 20250814091835 ACCESSION NUMBER: 0001013594-25-001007 CONFORMED SUBMISSION TYPE: SCHEDULE 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20250814 DATE AS OF CHANGE: 20250814 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: WisdomTree, Inc. CENTRAL INDEX KEY: 0000880631 STANDARD INDUSTRIAL CLASSIFICATION: SECURITY BROKERS, DEALERS & FLOTATION COMPANIES [6211] ORGANIZATION NAME: 09 Crypto Assets EIN: 133487784 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SCHEDULE 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-41859 FILM NUMBER: 251214849 BUSINESS ADDRESS: STREET 1: 250 WEST 34TH STREET STREET 2: 3RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10119 BUSINESS PHONE: 212-801-2080 MAIL ADDRESS: STREET 1: 250 WEST 34TH STREET STREET 2: 3RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10119 FORMER COMPANY: FORMER CONFORMED NAME: WisdomTree Investments, Inc. DATE OF NAME CHANGE: 20090401 FORMER COMPANY: FORMER CONFORMED NAME: INDEX DEVELOPMENT PARTNERS INC DATE OF NAME CHANGE: 20020812 FORMER COMPANY: FORMER CONFORMED NAME: FINANCIAL DATA SYSTEMS DATE OF NAME CHANGE: 19951120 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: Azora Capital LP CENTRAL INDEX KEY: 0001700272 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SCHEDULE 13G/A BUSINESS ADDRESS: STREET 1: 3480 MAIN HIGHWAY STREET 2: SUITE 200 CITY: MIAMI STATE: FL ZIP: 33133 BUSINESS PHONE: 2126102742 MAIL ADDRESS: STREET 1: 3480 MAIN HIGHWAY STREET 2: SUITE 200 CITY: MIAMI STATE: FL ZIP: 33133 SCHEDULE 13G/A 1 primary_doc.xml SCHEDULE 13G/A 0001013594-25-000159 0001700272 XXXXXXXX LIVE 3 Common Stock, $0.01 par value ("Common Stock") 06/30/2025 0000880631 WisdomTree, Inc. 97717P104 250 WEST 34TH STREET 3RD FLOOR NEW YORK NY 10119 Rule 13d-1(b) Azora Capital LP b DE 0 7069860 0 7069860 7069860 N 4.8 IA Azora Capital GP LLC b DE 0 7069860 0 7069860 7069860 N 4.8 OO Ravi Chopra b X1 0 7069860 0 7069860 7069860 N 4.8 IN HC WisdomTree, Inc. 250 WEST 34TH STREET, 3RD FLOOR, NEW YORK, New York, 10119 This statement is filed by: - Azora Capital LP, a Delaware limited partnership ("Azora Capital") registered with the Securities and Exchange Commission (the "SEC"), which serves as the investment manager to certain investment funds and/or accounts (the "Funds"), with respect to the shares of Common Stock (as defined in Item 2(d) below) held by the Funds; - Azora Capital GP LLC, a Delaware limited liability company ("Azora Capital GP"), which serves as the general partner to Azora Capital, with respect to the shares of Common Stock held by the Funds; and - Ravi Chopra ("Mr. Chopra"), a United States citizen, who serves as the managing member to Azora Capital GP with respect to the shares of Common Stock held by the Funds. The foregoing persons are hereinafter sometimes collectively referred to as the "Reporting Persons." Any disclosures herein with respect to persons other than the Reporting Persons are made on information and belief after making inquiry to the appropriate party. The business address of Azora Capital, Azora Capital GP and Mr. Chopra is at 3480 Main Highway, Suite 200, Miami, FL 33133. Azora Capital is a Delaware limited partnership. Azora Capital GP is a Delaware limited liability company. Mr. Chopra is a U.S. citizen. N IA HC The percentages used herein and in the rest of this Schedule 13G are for each Reporting Person and have been calculated based upon 147,031,590 Common Stock issued and outstanding as of April 23, 2025 as reported by the Issuer in its Current Report on Form 8-K filed with the SEC on June 20, 2025. As of the close of business on June 30, 2025, the Reporting Persons may be deemed to have beneficially owned approximately 4.8% of Common Stock outstanding. Amount beneficially owned: 7,069,860 4.8% 0 7,069,860 0 7,069,860 N Y N All of the securities reported in this Schedule 13G are directly owned by the Funds, which are managed on a discretionary basis by Azora Capital (and indirectly, the Reporting Persons), and only Azora Capital has beneficial ownership (within the meaning of Rule 13d-3) of the Common Stock. Y N See Exhibit A on the Schedule 13G filed by the Reporting Persons with the Securities and Exchange Commission on February 6, 2025. Y N By signing below I certify that, to the best of my knowledge and belief, the foreign regulatory scheme applicable to By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect. is substantially comparable to the regulatory scheme applicable to the functionally equivalent U.S. institution(s). I also undertake to furnish to the Commission staff, upon request, information that would otherwise be disclosed in a Schedule 13D. Azora Capital LP /s/ Ravi Chopa 08/14/2025 Azora Capital GP LLC /s/ Ravi Chopa 08/14/2025 Ravi Chopra /s/ Ravi Chopa 08/14/2025