WIM
TCAF icon

Westside Investment Management’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Westside Investment Management’s Portfolio TCAF Stock Details TCAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$633K Buy
+17,775
New +$665K 0.1% 168
2025
Q4 		– Sell
-18,000
Closed -$679K – 1544
2025
Q3 		$679K Buy
18,000
+55
+0.3% +$2.01K 0.11% 151
2025
Q2 		$633K Buy
17,945
+620
+4% +$20.3K 0.12% 147
2025
Q1 		$559K Buy
17,325
+1,650
+11% +$55.3K 0.12% 143
2024
Q4 		$522K Buy
15,675
+5,400
+53% +$182K 0.11% 146
2024
Q3 		$342K Buy
10,275
+250
+2% +$8.01K 0.07% 179
2024
Q2 		$315K Buy
10,025
+7,550
+305% +$229K 0.07% 183
2024
Q1 		$74.8K Buy
+2,475
New +$71.4K 0.02% 327

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Morgan Stanley
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Wells Fargo
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Osaic Holdings
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Baird Financial Group
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VOYA Investment Management
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return