CARLSON FINANCIAL, INC.’s WisdomTree Quantum Computing Fund WQTM Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio WQTM Stock Details WQTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$426K	Buy	+11,269	New	+$382K	0.22%	103

Other funds holding WQTM

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s WQTM Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. opened a new position in WisdomTree Quantum Computing Fund (WQTM) in Q2 2026: 11,269 shares worth $426K. The stake represents 0.22% of the portfolio and ranks #103 among its holdings.

60 funds tracked by Wall St. Rank hold WQTM as of Q2 2026.

CARLSON FINANCIAL, INC. held 11,269 shares of WisdomTree Quantum Computing Fund worth $426K as of Q2 2026.
WisdomTree Quantum Computing Fund was a new CARLSON FINANCIAL, INC. position in Q2 2026.
WisdomTree Quantum Computing Fund made up 0.22% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #103 holding.
60 funds tracked by Wall St. Rank held WisdomTree Quantum Computing Fund as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.