Rockefeller Capital Management
DOL icon

Rockefeller Capital Management’s WisdomTree True Developed International Fund DOL Stock Holding History

Rockefeller Capital Management’s Portfolio DOL Stock Details DOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.05M Sell
54,487
-1,978
-4% -$145K 0.01% 1068
2026
Q1 		$3.84M Buy
56,465
+9,769
+21% +$680K 0.01% 1028
2025
Q4 		$3.07M Buy
46,696
+2,991
+7% +$190K 0.01% 1069
2025
Q3 		$2.72M Sell
43,705
-551
-1% -$33.6K 0.01% 1038
2025
Q2 		$2.64M Sell
44,256
-862
-2% -$49.5K 0.01% 1010
2025
Q1 		$2.48M Sell
45,118
-2,617
-5% -$139K 0.01% 952
2024
Q4 		$2.36M Sell
47,735
-1,049
-2% -$53.9K 0.01% 958
2024
Q3 		$2.63M Sell
48,784
-1,957
-4% -$102K 0.01% 901
2024
Q2 		$2.57M Sell
50,741
-3,859
-7% -$199K 0.01% 890
2024
Q1 		$2.82M Sell
54,600
-7,501
-12% -$374K 0.01% 874
2023
Q4 		$3.06M Buy
62,101
+74
+0.1% +$3.45K 0.01% 778
2023
Q3 		$2.83M Buy
+62,027
New +$2.91M 0.01% 730
2023
Q1 		– Sell
-661
Closed -$29K – 2464
2022
Q4 		$29K Sell
661
-1,356
-67% -$56.7K ﹤0.01% 2644
2022
Q3 		$75K Hold
2,017
– – ﹤0.01% 2145
2022
Q2 		$84K Sell
2,017
-18
-0.9% -$826 ﹤0.01% 2036
2022
Q1 		$98K Buy
2,035
+444
+28% +$21.7K ﹤0.01% 1989
2021
Q4 		$78K Buy
1,591
+515
+48% +$25K ﹤0.01% 2038
2021
Q3 		$51K Buy
1,076
+260
+32% +$12.9K ﹤0.01% 2129
2021
Q2 		$40K Buy
+816
New +$40.5K ﹤0.01% 2174

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HNB
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rockefeller Capital Management's DOL Position: Q2 2026 in Review

Rockefeller Capital Management reduced its WisdomTree True Developed International Fund (DOL) stake by 3.5% in Q2 2026, selling an estimated $145K and leaving 54,487 shares worth $4.05M. The position accounts for 0.01% of the portfolio, ranked #1068.

Rockefeller Capital Management first reported a position in DOL in Q2 2021 and has held it in 19 quarters since. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

  • Rockefeller Capital Management held 54,487 shares of WisdomTree True Developed International Fund worth $4.05M as of Q2 2026.
  • Rockefeller Capital Management sold 1,978 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $145K.
  • WisdomTree True Developed International Fund made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1068 holding.
  • Rockefeller Capital Management first reported a position in WisdomTree True Developed International Fund in Q2 2021 and has held it in 19 quarters since.
  • 108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

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