PNC (PNC) discloses 3.1M-share, 4.87% holding in WisdomTree U.S. LargeCap Dividend Fund
Rhea-AI Filing Summary
The PNC Financial Services Group, Inc. filed an amended beneficial ownership report for shares of WisdomTree U.S. LargeCap Dividend Fund. PNC reports beneficial ownership of 3,103,240 fund shares, representing 4.87% of the outstanding class, which is now described as ownership of 5 percent or less.
PNC reports sole voting power2,651,512 shares and shared voting power409,693 shares, with similar levels of sole and shared dispositive power. The filing attributes large portions of these shares to fiduciary accounts at PNC Bank, National Association and related trust and wealth management subsidiaries acting on behalf of clients.
Positive
- None.
Negative
- None.
Key Figures
Beneficially owned shares: 3,103,240
Percent of class: 4.87 %
Sole voting power: 2,651,512
+5 more
8 metrics
Beneficially owned shares
3,103,240
Total fund shares PNC reports as beneficially owned
Percent of class
4.87 %
PNC’s reported percentage of WisdomTree U.S. LargeCap Dividend Fund
Sole voting power
2,651,512
Shares over which PNC has sole power to vote
Shared voting power
409,693
Shares over which PNC has shared power to vote
Sole dispositive power
2,683,817
Shares over which PNC has sole power to dispose
Shared dispositive power
419,163
Shares over which PNC has shared power to dispose
Shares at PNC Bank, NA
2,618,422
Fund shares held in fiduciary accounts at PNC Bank, National Association
Signature date
08/07/2026
Date the amended ownership report was signed
Key Terms
beneficially owned, sole voting power, shared dispositive power, fiduciary capacity, +1 more
5 terms
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 3,103,240"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power financial
"Sole Voting Power 2,651,512.00 6 | Shared Voting Power 409,693.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
fiduciary capacity financial
"are held in accounts at PNC Bank, National Association in a fiduciary capacity for clients"
parent holding company regulatory
"If a parent holding company has filed this schedule, pursuant to (ii)(G)"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
When was this amended beneficial ownership report by PNC (PNC) signed?
The amendment was signed on 08/07/2026 by Gregory H. Kozich, Senior Vice President & Controller. The signature confirms the accuracy of the reported beneficial ownership figures and related subsidiary breakdowns at that point in time.