Rockefeller Capital Management
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Rockefeller Capital Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Rockefeller Capital Management’s Portfolio WTAI Stock Details WTAI Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.69M Buy
2025
Q2 		$1.6M Buy
2025
Q1 		$1.19M Buy
2024
Q4 		$1.16M Buy
2024
Q3 		$986K Sell
2024
Q2 		$1.27M Buy
2024
Q1 		$412K Sell
2023
Q4 		$462K Sell
2023
Q3 		$426K Sell
2023
Q2 		$513K Buy