Rockefeller Capital Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.07M	Sell	18,170 -951	-5%	-$54.6K	﹤0.01%	1657
2026 Q1	$997K	Buy	19,121 +1,452	+8%	+$79.2K	﹤0.01%	1615
2025 Q4	$968K	Buy	17,669 +53	+0.3%	+$2.9K	﹤0.01%	1568
2025 Q3	$950K	Buy	17,616 +56	+0.3%	+$2.9K	﹤0.01%	1444
2025 Q2	$879K	Buy	17,560 +1,155	+7%	+$53.4K	﹤0.01%	1375
2025 Q1	$743K	Buy	+16,405	New	+$774K	﹤0.01%	1364

Other funds holding NTSX

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $159M AUM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Rockefeller Capital Management reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 5% in Q2 2026, selling an estimated $54.6K and leaving 18,170 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

Rockefeller Capital Management first reported a position in NTSX in Q1 2025 and has held it in 6 quarters since. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Rockefeller Capital Management held 18,170 shares of WisdomTree US Efficient Core Fund worth $1.07M as of Q2 2026.
Rockefeller Capital Management sold 951 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $54.6K.
WisdomTree US Efficient Core Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1657 holding.
Rockefeller Capital Management first reported a position in WisdomTree US Efficient Core Fund in Q1 2025 and has held it in 6 quarters since.
112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

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