Rockefeller Capital Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Rockefeller Capital Management’s Portfolio EPI Stock Details EPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.83M	Sell	42,684 -26,962	-39%	-$1.15M	﹤0.01%	1429
2026 Q1	$2.84M	Buy	69,646 +8,039	+13%	+$355K	0.01%	1143
2025 Q4	$2.85M	Sell	61,607 -4,177	-6%	-$191K	0.01%	1098
2025 Q3	$2.91M	Buy	65,784 +1,538	+2%	+$69.8K	0.01%	1015
2025 Q2	$3.05M	Buy	64,246 +10,426	+19%	+$473K	0.01%	952
2025 Q1	$2.35M	Buy	53,820 +28,881	+116%	+$1.24M	0.01%	975
2024 Q4	$1.13M	Sell	24,939 -122	-0.5%	-$5.79K	﹤0.01%	1203
2024 Q3	$1.26M	Buy	25,061 +1,288	+5%	+$63.5K	﹤0.01%	1149
2024 Q2	$1.15M	Buy	23,773 +1,151	+5%	+$52.5K	﹤0.01%	1161
2024 Q1	$985K	Buy	22,622 +7,644	+51%	+$328K	﹤0.01%	1265
2023 Q4	$614K	Hold	14,978	–	–	﹤0.01%	1292
2023 Q3	$551K	Sell	14,978 -1,874	-11%	-$67.8K	﹤0.01%	1264
2023 Q2	$586K	Sell	16,852 -3,529	-17%	-$117K	﹤0.01%	1278
2023 Q1	$642K	Hold	20,381	–	–	﹤0.01%	1240
2022 Q4	$664K	Sell	20,381 -8,784	-30%	-$285K	﹤0.01%	1164
2022 Q3	$890K	Buy	29,165 +193	+0.7%	+$6.13K	﹤0.01%	1056
2022 Q2	$859K	Sell	28,972 -5,811	-17%	-$198K	﹤0.01%	1048
2022 Q1	$1.25M	Sell	34,783 -91	-0.3%	-$3.3K	0.01%	979
2021 Q4	$1.27M	Sell	34,874 -444	-1%	-$16.6K	0.01%	968
2021 Q3	$1.32M	Buy	35,318 +274	+0.8%	+$9.75K	0.01%	898
2021 Q2	$1.19M	Buy	35,044 +22	+0.1%	+$717	0.01%	871
2021 Q1	$1.1M	Buy	35,022 +617	+2%	+$19.2K	0.01%	752
2020 Q4	$1M	Buy	34,405 +425	+1%	+$11.1K	0.01%	688
2020 Q3	$801K	Sell	33,980 -6,926	-17%	-$157K	0.01%	657
2020 Q2	$819K	Sell	40,906 -1,768	-4%	-$32.2K	0.01%	584
2020 Q1	$691K	Buy	42,674 +32,317	+312%	+$720K	0.01%	544
2019 Q4	$258K	Buy	10,357 +4,315	+71%	+$105K	﹤0.01%	710
2019 Q3	$144K	Buy	6,042 +5,042	+504%	+$121K	﹤0.01%	695
2019 Q2	$26K	Buy	+1,000	New	+$25.9K	﹤0.01%	956

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

Rockefeller Capital Management reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 39% in Q2 2026, selling an estimated $1.15M and leaving 42,684 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

Rockefeller Capital Management first reported a position in EPI in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.05M in Q2 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Rockefeller Capital Management held 42,684 shares of WisdomTree India Earnings Fund ETF worth $1.83M as of Q2 2026.
Rockefeller Capital Management sold 26,962 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $1.15M.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1429 holding.
Rockefeller Capital Management first reported a position in WisdomTree India Earnings Fund ETF in Q2 2019 and has held it in 29 quarters since.
Rockefeller Capital Management's WisdomTree India Earnings Fund ETF position peaked at $3.05M in Q2 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

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