Position in WT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,587,112
New position
Shares Held
109,005
first reported quarter
Ownership
0.071%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026POLEN CAPITAL MANAGEMENT LLC holds $4,197,668 across 2 Asset Management names. WT ranks #2 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VCTR |
Victory Capital Holdings, Inc.
|
39,868 | $2,610,556 | |
| 2 | WT |
WisdomTree, Inc.
This page
|
109,005 | $1,587,112 |
All Filings in WT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,587,112 | 109,005 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||