How many shares of EES does Rockefeller Capital Management L.P. own?

As of 2026-Q2, Rockefeller Capital Management L.P. holds 50,093 shares of EES (WISDOMTREE TR).

What is Rockefeller Capital Management L.P.'s EES position worth?

As of 2026-Q2, Rockefeller Capital Management L.P.'s EES position is worth $3.4M.

Is Rockefeller Capital Management L.P. buying or selling EES?

In 2026-Q2, Rockefeller Capital Management L.P. increased their EES position (+6.9% change in shares).

When did Rockefeller Capital Management L.P. first buy EES?

Based on available 13F filings, Rockefeller Capital Management L.P. first reported a position in EES in 2019-Q1. They have held the position across 30 quarters.

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Rockefeller Capital Management L.P.

EES
30 quarters

Position history for Rockefeller Capital Management L.P.'s holdings in WISDOMTREE TR

Current Value

$3.4M

Current Shares

50,093

Total Value Change

+$1.3M

Total Shares Change

-7,066

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	50,093	+6.9%	$3.4M	0.0%	$67.79	28
2026-Q1	Increased	46,878	+1.6%	$2.7M	0.0%	$59.71	27
2025-Q4	Increased	46,139	+380.0%	$2.6M	0.0%	$57.34	42
2025-Q3	Decreased	9,613	-57.8%	$537,087	0.0%	$55.58	0
2025-Q2	Increased	22,750	+100.0%	$1.2M	0.0%	$50.63	41
2025-Q1	Increased	11,373	+0.0%	$555,459	0.0%	$48.38	24
2024-Q4	Increased	11,371	+0.4%	$613,369	0.0%	$52.99	24
2024-Q3	Decreased	11,330	-3.4%	$597,685	0.0%	$51.47	0
2024-Q2	Increased	11,727	+0.0%	$552,718	0.0%	$46.15	24
2024-Q1	Decreased	11,725	-2.7%	$587,665	0.0%	$48.87	0
2023-Q4	Decreased	12,054	-2.5%	$600,555	0.0%	$48.43	0
2023-Q3	Decreased	12,357	-0.7%	$534,699	0.0%	$41.93	0
2023-Q2	Decreased	12,449	-0.2%	$557,862	0.0%	$43.40	0
2023-Q1	Increased	12,477	+0.0%	$539,000	0.0%	$40.78	24
2022-Q4	Increased	12,476	+0.0%	$531,000	0.0%	$40.86	24
2022-Q3	Decreased	12,473	-13.7%	$488,000	0.0%	$37.67	0
2022-Q2	Increased	14,445	+0.0%	$593,000	0.0%	$39.32	24
2022-Q1	Increased	14,443	+3.7%	$692,000	0.0%	$46.04	25
2021-Q4	Decreased	13,932	-1.5%	$716,000	0.0%	$48.77	0
2021-Q3	Decreased	14,140	-0.2%	$683,000	0.0%	$46.17	0
2021-Q2	Decreased	14,172	-9.9%	$699,000	0.0%	$45.96	0
2021-Q1	Decreased	15,734	-2.8%	$745,000	0.0%	$44.14	0
2020-Q4	Decreased	16,185	-7.6%	$629,000	0.0%	$36.16	0
2020-Q3	Increased	17,516	+5.2%	$523,000	0.0%	$27.67	25
2020-Q2	Increased	16,653	+15.2%	$473,000	0.0%	$25.91	28
2020-Q1	Increased	14,456	+980.4%	$323,000	0.0%	$20.53	38
2019-Q4	Increased	1,338	+179.9%	$51,000	0.0%	$35.05	33
2019-Q3	Increased	478	+0.4%	$17,000	0.0%	$32.33	18
2019-Q2	Decreased	476	-99.2%	$17,000	0.0%	$32.60	0
2019-Q1	New	57,159	-	$2.1M	0.0%	$32.68	36

Other major holders of EES: Steward Partners Investment Advisory, LLC, UBS Group AG, MORGAN STANLEY

EES30 quarters

EES
30 quarters