AlTi Global’s TCW Transform 500 ETF VOTE Stock Holding History

AlTi Global’s Portfolio VOTE Stock Details VOTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$201K	Buy	+2,227	New	+$199K	﹤0.01%	453

Other funds holding VOTE

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return

Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Financial Insights Tacoma, Washington $394M AUM 16.93% 1-Year Est. Return

AlTi Global's VOTE Position: Q3 2026 in Review

AlTi Global opened a new position in TCW Transform 500 ETF (VOTE) in Q3 2026: 2,227 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #453 among its holdings.

68 funds tracked by Wall St. Rank hold VOTE as of Q3 2026.

AlTi Global held 2,227 shares of TCW Transform 500 ETF worth $201K as of Q3 2026.
TCW Transform 500 ETF was a new AlTi Global position in Q3 2026.
TCW Transform 500 ETF made up ﹤0.01% of AlTi Global's portfolio in Q3 2026, its #453 holding.
68 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2026.

Based on AlTi Global's 13F filing for Q3 2026, filed 9 Nov 2026.