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.
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Key Figures
Beneficially owned shares:3,103,240Percent of class:4.87 %Sole voting power:2,651,512+5 more
8 metrics
Beneficially owned shares3,103,240Total fund shares PNC reports as beneficially owned
Percent of class4.87 %PNC’s reported percentage of WisdomTree U.S. LargeCap Dividend Fund
Sole voting power2,651,512Shares over which PNC has sole power to vote
Shared voting power409,693Shares over which PNC has shared power to vote
Sole dispositive power2,683,817Shares over which PNC has sole power to dispose
Shared dispositive power419,163Shares over which PNC has shared power to dispose
Shares at PNC Bank, NA2,618,422Fund shares held in fiduciary accounts at PNC Bank, National Association
Signature date08/07/2026Date the amended ownership report was signed
Key Terms
beneficially owned, sole voting power, shared dispositive power, fiduciary capacity, +1 more
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 powerfinancial
"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.
shared dispositive powerfinancial
"Shared Dispositive Power 419,163.00"
fiduciary capacityfinancial
"are held in accounts at PNC Bank, National Association in a fiduciary capacity for clients"
parent holding companyregulatory
"If a parent holding company has filed this schedule, pursuant to (ii)(G)"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What percentage of WisdomTree U.S. LargeCap Dividend Fund shares does PNC (PNC) report owning?
The PNC Financial Services Group reports beneficial ownership of 4.87% of the WisdomTree U.S. LargeCap Dividend Fund, corresponding to 3,103,240 shares. This level is disclosed as ownership of 5 percent or less of the fund’s outstanding shares.
How many WisdomTree U.S. LargeCap Dividend Fund shares does PNC (PNC) beneficially own?
PNC reports beneficial ownership of 3,103,240 shares of the WisdomTree U.S. LargeCap Dividend Fund. These holdings include shares over which PNC and its subsidiaries have sole or shared voting and dispositive power, largely in fiduciary accounts for clients.
What voting power does PNC (PNC) report over WisdomTree U.S. LargeCap Dividend Fund shares?
PNC reports sole voting power2,651,512 shares and shared voting power409,693 shares. These figures reflect the extent to which PNC and its subsidiaries can vote or direct the voting of the fund shares held for clients.
Which PNC (PNC) subsidiaries hold WisdomTree U.S. LargeCap Dividend Fund shares in fiduciary accounts?
Shares are held through several subsidiaries, including PNC Bank, National Association, PNC Delaware Trust Company, PNC Ohio Trust Company, and PNC Wealth Management LLC. These entities hold fund shares in a fiduciary capacity for various client accounts.
How many WisdomTree U.S. LargeCap Dividend Fund shares are held at PNC Bank for clients?
Of the total reported holdings, 2,618,422 shares are held in accounts at PNC Bank, National Association in a fiduciary capacity for clients. Additional portions are held at PNC Delaware Trust Company, PNC Ohio Trust Company, and PNC Wealth Management LLC.
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.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 20)
WisdomTree U.S. LargeCap Dividend Fund
(Name of Issuer)
Exchange-Traded Fund
(Title of Class of Securities)
97717W307
(CUSIP Number)
06/30/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
97717W307
1
Names of Reporting Persons
The PNC Financial Services Group, Inc.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
PENNSYLVANIA
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
2,651,512.00
6
Shared Voting Power
409,693.00
7
Sole Dispositive Power
2,683,817.00
8
Shared Dispositive Power
419,163.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
3,103,240.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
4.87 %
12
Type of Reporting Person (See Instructions)
HC
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
WisdomTree U.S. LargeCap Dividend Fund
(b)
Address of issuer's principal executive offices:
c/o WisdomTree Trust, 250 West 34th Street, 3rd Floor, New York, NY 10119
Item 2.
(a)
Name of person filing:
The PNC Financial Services Group, Inc.
(b)
Address or principal business office or, if none, residence:
300 Fifth Avenue, Pittsburgh, PA 15222-2401
(c)
Citizenship:
Pennsylvania
(d)
Title of class of securities:
Exchange-Traded Fund
(e)
CUSIP No.:
97717W307
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
3,103,240
(b)
Percent of class:
4.87 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
2,651,512
(ii) Shared power to vote or to direct the vote:
409,693
(iii) Sole power to dispose or to direct the disposition of:
2,683,817
(iv) Shared power to dispose or to direct the disposition of:
419,163
Item 5.
Ownership of 5 Percent or Less of a Class.
Ownership of 5 percent or less of a class
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
Not Applicable
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
PNC Bank, National Association - BK
PNC Delaware Trust Company - BK
PNC Ohio Trust Company - BK
PNC Wealth Management LLC - BD
Of the total fund shares reported herein, 2,618,422 are held in accounts at PNC Bank, National Association in a fiduciary capacity for clients.
Of the total fund shares reported herein, 27,044 are held in accounts at PNC Delaware Trust Company in a fiduciary capacity for clients.
Of the total fund shares reported herein, 11,173 are held in accounts at PNC Ohio Trust Company in a fiduciary capacity for clients.
Of the total fund shares reported herein, 446,601 are held in accounts at PNC Wealth Management LLC in a fiduciary capacity for clients.
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
