David M. Polen
Polen Capital Management
Polen Capital Management WisdomTree Inc stake
total: 588
Polen Capital Management WT trades
- Total transactions:
- 2
- New positions:
- 1
- Added:
- 1
- Held since:
- 2026 Q1
- Held for:
- 2 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 149,051 WisdomTree Inc (WT) shares with a market value of roughly $2.52M accounting for 0.02% of the overall portfolio. To date, the estimated cost basis is nearly $15.2 for "buy" trades. Polen Capital Management first purchased WT in 2026 Q1, initially acquiring 109,005 shares. Since the initial investment in WisdomTree Inc (WT), Polen Capital Management has made 1 more transaction.
When did Polen Capital Management buy WisdomTree Inc (WT)?
Polen Capital Management first invested in WisdomTree Inc (WT) in 2026 Q1 at the reported quarter-end price of $14.56 per share.
What's the cost basis of Polen Capital Management's WT stake?
The estimated cost basis for WisdomTree Inc (WT) stake is around $15.20 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $15.20
Polen Capital Management's historical trades in WisdomTree Inc
2 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.02%
|
149,051
|
$16.94
|
$2,524,924
|
+36.74% (+40,046)
|
+0.01%
|
|
2026 Q1
|
0.01%
|
109,005
|
$14.56
|
$1,587,113
|
new
|
+0.01%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.