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
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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Rockefeller Capital Management's EPS Position: Q4 2022 in Review

Rockefeller Capital Management sold out of WisdomTree US LargeCap Fund (EPS) in Q4 2022, closing a stake of 1,000 shares — an estimated $38K sold.

Rockefeller Capital Management first reported a position in EPS in Q2 2022 and held it in 2 quarters. The position peaked at $73K in Q2 2022. 101 funds tracked by Wall St. Rank hold EPS as of Q4 2022.

  • Rockefeller Capital Management reported no remaining WisdomTree US LargeCap Fund position as of Q4 2022 after selling out during the quarter.
  • Rockefeller Capital Management sold 1,000 WisdomTree US LargeCap Fund shares in Q4 2022, an estimated $38K.
  • Rockefeller Capital Management first reported a position in WisdomTree US LargeCap Fund in Q2 2022 and held it in 2 quarters.
  • Rockefeller Capital Management's WisdomTree US LargeCap Fund position peaked at $73K in Q2 2022.
  • 101 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q4 2022.

Based on Rockefeller Capital Management's 13F filing for Q4 2022, filed 6 Mar 2023.