Rockefeller Capital Management
WNDY

Rockefeller Capital Management’s Global X Wind Energy ETF WNDY Stock Holding History

Rockefeller Capital Management’s Portfolio WNDY Stock Details WNDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-500
Closed -$8K – 3891
2022
Q4 		$8K Hold
500
– – ﹤0.01% 3197
2022
Q3 		$8K Hold
500
– – ﹤0.01% 3203
2022
Q2 		$9K Hold
500
– – ﹤0.01% 3197
2022
Q1 		$10K Hold
500
– – ﹤0.01% 3065
2021
Q4 		$11K Buy
+500
New +$12.2K ﹤0.01% 2949

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WA
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Rockefeller Capital Management's WNDY Position: Q1 2023 in Review

Rockefeller Capital Management sold out of Global X Wind Energy ETF (WNDY) in Q1 2023, closing a stake of 500 shares — an estimated $8K sold.

Rockefeller Capital Management first reported a position in WNDY in Q4 2021 and held it in 5 quarters. The position peaked at $11K in Q4 2021. 9 funds tracked by Wall St. Rank hold WNDY as of Q1 2023.

  • Rockefeller Capital Management reported no remaining Global X Wind Energy ETF position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 500 Global X Wind Energy ETF shares in Q1 2023, an estimated $8K.
  • Rockefeller Capital Management first reported a position in Global X Wind Energy ETF in Q4 2021 and held it in 5 quarters.
  • Rockefeller Capital Management's Global X Wind Energy ETF position peaked at $11K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held Global X Wind Energy ETF as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.