Advyzon Investment Management’s Themes Generative Artificial Intelligence ETF WISE Stock Holding History

Advyzon Investment Management’s Portfolio WISE Stock Details WISE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$228K	Buy	+7,089	New	+$257K	0.02%	622

Other funds holding WISE

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Advyzon Investment Management's WISE Position: Q1 2026 in Review

Advyzon Investment Management opened a new position in Themes Generative Artificial Intelligence ETF (WISE) in Q1 2026: 7,089 shares worth $228K. The stake represents 0.02% of the portfolio and ranks #622 among its holdings.

26 funds tracked by Wall St. Rank hold WISE as of Q1 2026.

Advyzon Investment Management held 7,089 shares of Themes Generative Artificial Intelligence ETF worth $228K as of Q1 2026.
Themes Generative Artificial Intelligence ETF was a new Advyzon Investment Management position in Q1 2026.
Themes Generative Artificial Intelligence ETF made up 0.02% of Advyzon Investment Management's portfolio in Q1 2026, its #622 holding.
26 funds tracked by Wall St. Rank held Themes Generative Artificial Intelligence ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.