Rockefeller Capital Management’s WisdomTree WT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$123K	Buy	7,251 +4,662	+180%	+$82.5K	﹤0.01%	2870
2026 Q1	$37.7K	Buy	2,589 +2,118	+450%	+$32.7K	﹤0.01%	3420
2025 Q4	$5.74K	Sell	471 -201	-30%	-$2.43K	﹤0.01%	4026
2025 Q3	$9.34K	Buy	+672	New	+$8.98K	﹤0.01%	3673
2023 Q1	–	Sell	-160	Closed	–	–	3904
2022 Q4	$0	Hold	160	–	–	﹤0.01%	4252
2022 Q3	$0	Sell	160 -15	-9%	-$77	﹤0.01%	4431
2022 Q2	$0	Buy	175 +75	+75%	+$430	﹤0.01%	4424
2022 Q1	$0	Hold	100	–	–	﹤0.01%	4088
2021 Q4	$0	Hold	100	–	–	﹤0.01%	4010
2021 Q3	$0	Hold	100	–	–	﹤0.01%	3869
2021 Q2	$0	Hold	100	–	–	﹤0.01%	3625
2021 Q1	$0	Hold	100	–	–	﹤0.01%	3409
2020 Q4	$0	Hold	100	–	–	﹤0.01%	3022
2020 Q3	$0	Hold	100	–	–	﹤0.01%	2828
2020 Q2	$0	Hold	100	–	–	﹤0.01%	2705
2020 Q1	$0	Hold	100	–	–	﹤0.01%	2500
2019 Q4	$0	Hold	100	–	–	﹤0.01%	2228
2019 Q3	$1K	Buy	+100	New	+$565	﹤0.01%	1886

Other funds holding WT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

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

Rockefeller Capital Management increased its WisdomTree (WT) stake by 180% in Q2 2026, buying an estimated $82.5K and bringing the position to 7,251 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #2870.

Rockefeller Capital Management first reported a position in WT in Q3 2019 and has held it in 18 quarters since. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Rockefeller Capital Management held 7,251 shares of WisdomTree worth $123K as of Q2 2026.
Rockefeller Capital Management bought 4,662 WisdomTree shares in Q2 2026, an estimated $82.5K.
WisdomTree made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2870 holding.
Rockefeller Capital Management first reported a position in WisdomTree in Q3 2019 and has held it in 18 quarters since.
310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

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