Wells Fargo’s Rockefeller U.S. Small-Mid Cap ETF RSMC Stock Holding History

Wells Fargo’s Portfolio RSMC Stock Details RSMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$524K	Buy	+18,123	New	+$502K	﹤0.01%	4589

Other funds holding RSMC

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

MHIC

Marble Harbor Investment Counsel Boston, Massachusetts $984M AUM 19.46% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Wells Fargo's RSMC Position: Q2 2026 in Review

Wells Fargo opened a new position in Rockefeller U.S. Small-Mid Cap ETF (RSMC) in Q2 2026: 18,123 shares worth $524K. The stake represents ﹤0.01% of the portfolio and ranks #4589 among its holdings.

17 funds tracked by Wall St. Rank hold RSMC as of Q2 2026.

Wells Fargo held 18,123 shares of Rockefeller U.S. Small-Mid Cap ETF worth $524K as of Q2 2026.
Rockefeller U.S. Small-Mid Cap ETF was a new Wells Fargo position in Q2 2026.
Rockefeller U.S. Small-Mid Cap ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #4589 holding.
17 funds tracked by Wall St. Rank held Rockefeller U.S. Small-Mid Cap ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.