Rockefeller Capital Management
EPS icon

Rockefeller Capital Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Rockefeller Capital Management’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$101K Buy
+1,300
New +$98.5K ﹤0.01% 2984
2022
Q4 		– Sell
-1,000
Closed -$38K – 3938
2022
Q3 		$38K Sell
1,000
-800
-44% -$34.1K ﹤0.01% 2481
2022
Q2 		$73K Buy
+1,800
New +$79.6K ﹤0.01% 2105

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Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Rockefeller Capital Management opened a new position in WisdomTree US LargeCap Fund (EPS) in Q2 2026: 1,300 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #2984 among its holdings. This is a return to the name: Rockefeller Capital Management previously reported a position in EPS as recently as Q3 2022.

Rockefeller Capital Management first reported a position in EPS in Q2 2022 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Rockefeller Capital Management held 1,300 shares of WisdomTree US LargeCap Fund worth $101K as of Q2 2026.
  • WisdomTree US LargeCap Fund was a new Rockefeller Capital Management position in Q2 2026.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2984 holding.
  • Rockefeller Capital Management first reported a position in WisdomTree US LargeCap Fund in Q2 2022 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

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