Wingate Wealth Advisors’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Wingate Wealth Advisors’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 Q2	$4.13M	Buy	100,561 +10,259	+11%	+$405K	1.82%	13
2026 Q1	$3.21M	Buy	90,302 +1,917	+2%	+$71.8K	1.72%	13
2025 Q4	$3.38M	Buy	88,385 +438	+0.5%	+$16.8K	1.88%	12
2025 Q3	$3.32M	Sell	87,947 -825	-0.9%	-$30.2K	2.3%	9
2025 Q2	$3.13M	Sell	88,772 -2,715	-3%	-$89.1K	2.79%	5
2025 Q1	$2.95M	Buy	91,487 +6,548	+8%	+$220K	3.4%	5
2024 Q4	$2.83M	Buy	+84,939	New	+$2.86M	2.78%	2

Other funds holding TCAF

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Wingate Wealth Advisors's TCAF Position: Q2 2026 in Review

Wingate Wealth Advisors increased its T. Rowe Price Capital Appreciation Equity ETF (TCAF) stake by 11% in Q2 2026, buying an estimated $405K and bringing the position to 100,561 shares worth $4.13M. The position accounts for 1.82% of the portfolio, ranked #13.

Wingate Wealth Advisors first reported a position in TCAF in Q4 2024 and has held it in 7 quarters since. 357 funds tracked by Wall St. Rank hold TCAF as of Q2 2026.

Wingate Wealth Advisors held 100,561 shares of T. Rowe Price Capital Appreciation Equity ETF worth $4.13M as of Q2 2026.
Wingate Wealth Advisors bought 10,259 T. Rowe Price Capital Appreciation Equity ETF shares in Q2 2026, an estimated $405K.
T. Rowe Price Capital Appreciation Equity ETF made up 1.82% of Wingate Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Wingate Wealth Advisors first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q4 2024 and has held it in 7 quarters since.
357 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.