Cambridge Investment Research Advisors’s Themes Generative Artificial Intelligence ETF WISE Stock Holding History

Cambridge Investment Research Advisors’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	$281K	Sell	8,728 -1,322	-13%	-$48K	﹤0.01%	3345
2025 Q4	$392K	Buy	10,050 +103	+1%	+$4.42K	﹤0.01%	2948
2025 Q3	$435K	Buy	9,947 +158	+2%	+$6.26K	﹤0.01%	2802
2025 Q2	$354K	Buy	9,789 +2,115	+28%	+$66.9K	﹤0.01%	2846
2025 Q1	$236K	Buy	7,674 +2,374	+45%	+$85.8K	﹤0.01%	3075
2024 Q4	$203K	Buy	+5,300	New	+$176K	﹤0.01%	3187

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors's WISE Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Themes Generative Artificial Intelligence ETF (WISE) stake by 13% in Q1 2026, selling an estimated $48K and leaving 8,728 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #3345.

Cambridge Investment Research Advisors first reported a position in WISE in Q4 2024 and has held it in 6 quarters since. The position peaked at $435K in Q3 2025. 26 funds tracked by Wall St. Rank hold WISE as of Q1 2026.

Cambridge Investment Research Advisors held 8,728 shares of Themes Generative Artificial Intelligence ETF worth $281K as of Q1 2026.
Cambridge Investment Research Advisors sold 1,322 Themes Generative Artificial Intelligence ETF shares in Q1 2026, an estimated $48K.
Themes Generative Artificial Intelligence ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3345 holding.
Cambridge Investment Research Advisors first reported a position in Themes Generative Artificial Intelligence ETF in Q4 2024 and has held it in 6 quarters since.
Cambridge Investment Research Advisors's Themes Generative Artificial Intelligence ETF position peaked at $435K in Q3 2025.
26 funds tracked by Wall St. Rank held Themes Generative Artificial Intelligence ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.