Polen Capital Management
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Polen Capital Management’s WisdomTree WT Stock Holding History

Polen Capital Management’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.52M Buy
149,051
+40,046
+37% +$709K 0.02% 109
2026
Q1 		$1.59M Buy
+109,005
New +$1.68M 0.01% 117

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DCM
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Polen Capital Management's WT Position: Q2 2026 in Review

Polen Capital Management increased its WisdomTree (WT) stake by 37% in Q2 2026, buying an estimated $709K and bringing the position to 149,051 shares worth $2.52M. The position accounts for 0.02% of the portfolio, ranked #109.

Polen Capital Management first reported a position in WT in Q1 2026 and has held it in 2 quarters since. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Polen Capital Management held 149,051 shares of WisdomTree worth $2.52M as of Q2 2026.
  • Polen Capital Management bought 40,046 WisdomTree shares in Q2 2026, an estimated $709K.
  • WisdomTree made up 0.02% of Polen Capital Management's portfolio in Q2 2026, its #109 holding.
  • Polen Capital Management first reported a position in WisdomTree in Q1 2026 and has held it in 2 quarters since.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.