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WisdomTree LargeCap Value Fund shares owned by Rubicon Advisors, GP

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Rubicon Advisors, GP from 13F filings

Historical chart of Rubicon Advisors, GP investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Rubicon Advisors, GP consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Rubicon Advisors, GP

Quarter filed Position value Share count Share price at filing
2025-12-31 $424k 4.5k 93.30

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Vanguard Index Fds Total Stk Mkt (VTI)
T Rowe Price Etf Cap Appreciation (TCAF)

View all positions for Rubicon Advisors, GP

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
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Northwestern Mutual Wealth Management Company
Wealth Enhancement Advisory Services
Stifel Financial
Lido Advisors
Resolute Capital
Onyx Bridge Wealth Group
Legacy Financial Advisors
Anderson Financial Strategies

View all funds holding WisdomTree LargeCap Value Fund