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End-of-day · FMP
The ETF TrackerBY WOLF
Portfolio
5 fundsWebsite ↗Are you Rockefeller?Claim This Page

Rockefeller

1Y record
5–0
Made money
100%
Money made
$186M
Typical return
+1.8%
At a glance · 1 yearNov 5, 2025 – Nov 5, 2026
Funds1 year5Bonds & cash 33 categories94th most of 94AssetsMoney invested$2.0BRockefeller <1%All ETFs $16.40T<1% of all ETF moneyWin %1 year100%5 made · 0 lostAll 78%5 of 5 · all 78%Money made1 year$186MNext: Calamos $185M60th most of 93 issuersTypical return1 year+1.8%Rockefell.All ETFsMiddle fund · all +7.8%Hot streakWeekly—Weekly scores not in yetFee per $100Each year$0.68$0.68All $0.1865th lowest of 94Launches20260JFMAMJJASON0 in 12 months

Data as of Nov 5, 2026 · a scoreboard, not advice

Record

5 funds with a full year

Rockefeller’s 1-Year Record

1Y
5 of 5 Made Money0 lostRockefeller typical +1.8% · All ETFs +7.8%
Made money · 5
More than 30%0
20–30%0
10–20%2BestRGEF+16.3%
5–10%0
0–5%3
Lost money · 0
0–5%0
5–10%0
More than 10%0
Rockefeller ETFs · past-year returns · 5 funds with a full year · as of Nov 5, 2026
@TheETFTracker·theetftracker.com

Rockefeller’s Returns by Bucket

1Y
BucketYTD1YMoney made
International1 fund · $780M+14.9%+16.3%$109M
US stocks1 fund · $736M+11.3%+10.2%$68.3M
Bonds & cash3 funds · $530M+1.1%+1.7%$8.7M
Rockefeller ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 5, 2026
@TheETFTracker·theetftracker.com

Rockefeller’s Best ETFs

YTD
+14.9%RGEF, Global Equity, led Rockefeller
1RGEFGlobal Equity+14.9%
2RSMCU.S. Small-Mid Cap+11.3%
3RMOPOpportunistic Municipal Bond+1.2%
4RMCACalifornia Municipal Bond+0.4%
Rockefeller ETFs · year-to-date returns · as of Nov 5, 2026
@TheETFTracker·theetftracker.com

Rockefeller’s Worst ETFs

YTD
0.0%RMNY, New York Municipal Bond
1RMNYNew York Municipal Bond0.0%
Rockefeller ETFs · year-to-date returns · as of Nov 5, 2026
@TheETFTracker·theetftracker.com

Rockefeller’s ETF Returns

YTD
4–1up · down this year
of 5 funds that traded Jan 1
1−520+52+10

Funds per 5-point band of YTD return (%).

Typical+1.2%
BestRGEF +14.9%
WorstRMNY 0.0%
Rockefeller ETFs · year-to-date returns · as of Nov 5, 2026
@TheETFTracker·theetftracker.com

Top 5 Rockefeller ETFs

1Y

Best first · dashed line = Rockefeller typical +1.8%

Rockefeller ETFs · past-year returns · as of Nov 5, 2026
@TheETFTracker·theetftracker.com

Rockefeller’s Money Made

1Y
$186Mmade by the 5 largest · 100% of $186M
$109MRGEF+16.3%$68.3MRSMC+10.2%$8.5MRMOP+1.8%$108KRMNY+0.3%$90KRMCA+0.5%
Rockefeller ETFs · past-year money made · as of Nov 5, 2026 · estimate: AUM × return
@TheETFTracker·theetftracker.com

Rockefeller’s Best and Worst ETFs

1Y
Best 5 of 5
RGEFGlobal Equity+16.3%
RSMCU.S. Small-Mid Cap+10.2%
RMOPOpportunistic Municipal Bond+1.8%
RMCACalifornia Municipal Bond+0.5%
RMNYNew York Municipal Bond+0.3%
End-of-day Nov 5, 2026 · funds with a full year
@TheETFTracker·theetftracker.com

Rockefeller’s Record by Bucket

1Y
International1 of 1
US stocks1 of 1
Bonds & cash3 of 3
Rockefeller ETFs · past-year returns · as of Nov 5, 2026
@TheETFTracker·theetftracker.com

Money Made by ETF Issuers

1Y
$1.66Tmade by all US ETFs · an estimate
#IssuerMade
1Vanguard$488B
2iShares$435B
3SPDR$237B
4Invesco$102B
5Schwab$92.2B
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

Rockefeller’s Losing ETFs

1Y
0funds lost money
Rockefeller ETFs · past-year returns · as of Nov 5, 2026 · worst first
@TheETFTracker·theetftracker.com

Rockefeller’s Newest ETFs

1Y
0funds not in the record yet

A fund joins Win % and typical return once it has a full year of prices.

Rockefeller ETFs · launched in the past year · as of Nov 5, 2026
@TheETFTracker·theetftracker.com
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