Dan Polen - Polen Capital Management LLC

Dan Polen - Polen Capital Management

Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077

Holdings Activity Buys Sells History

Holding/activity history for WisdomTree, Inc. (WT)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2026 Q1	109,005	0.01	Buy	0.01	$12.19–17.68 · VW $15.59i	$1,587,113	SEC

Price snapshot:

Current price$18.97

Avg. buy price$14.56

+/- since buy30.29%

52-week low$10.65

52-week high$20.18