Commonwealth Equity Services’s Themes Generative Artificial Intelligence ETF WISE Stock Holding History

Commonwealth Equity Services’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	$323K	Sell	10,039 -1,371	-12%	-$49.8K	﹤0.01%	3600
2025 Q4	$445K	Buy	11,410 +1,535	+16%	+$65.8K	﹤0.01%	3270
2025 Q3	$432K	Buy	9,875 +852	+9%	+$33.8K	﹤0.01%	3303
2025 Q2	$326K	Sell	9,023 -7,370	-45%	-$233K	﹤0.01%	3512
2025 Q1	$503K	Buy	16,393 +1,058	+7%	+$38.2K	﹤0.01%	3017
2024 Q4	$588K	Sell	15,335 -1,137	-7%	-$37.8K	﹤0.01%	2835
2024 Q3	$490K	Sell	16,472 -1,012	-6%	-$28.7K	﹤0.01%	2910
2024 Q2	$490K	Buy	17,484 +3,074	+21%	+$86.2K	﹤0.01%	2851
2024 Q1	$439K	Buy	14,410 +2,160	+18%	+$62.5K	﹤0.01%	2932
2023 Q4	$335K	Buy	+12,250	New	+$328K	﹤0.01%	3089

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

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

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

Commonwealth Equity Services's WISE Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Themes Generative Artificial Intelligence ETF (WISE) stake by 12% in Q1 2026, selling an estimated $49.8K and leaving 10,039 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #3600.

Commonwealth Equity Services first reported a position in WISE in Q4 2023 and has held it in 10 quarters since. The position peaked at $588K in Q4 2024. 26 funds tracked by Wall St. Rank hold WISE as of Q1 2026.

Commonwealth Equity Services held 10,039 shares of Themes Generative Artificial Intelligence ETF worth $323K as of Q1 2026.
Commonwealth Equity Services sold 1,371 Themes Generative Artificial Intelligence ETF shares in Q1 2026, an estimated $49.8K.
Themes Generative Artificial Intelligence ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3600 holding.
Commonwealth Equity Services first reported a position in Themes Generative Artificial Intelligence ETF in Q4 2023 and has held it in 10 quarters since.
Commonwealth Equity Services's Themes Generative Artificial Intelligence ETF position peaked at $588K in Q4 2024.
26 funds tracked by Wall St. Rank held Themes Generative Artificial Intelligence ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.