Crewe Advisors’s Themes Generative Artificial Intelligence ETF WISE Stock Holding History

Crewe 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 Q2	$6.07K	Buy	157 +7	+5%	+$270	﹤0.01%	842
2026 Q1	$4.82K	Hold	150	–	–	﹤0.01%	784
2025 Q4	$5.84K	Buy	150 +3	+2%	+$129	﹤0.01%	704
2025 Q3	$6.43K	Buy	147 +2	+1%	+$79	﹤0.01%	703
2025 Q2	$5.24K	Buy	145 +4	+3%	+$126	﹤0.01%	529
2025 Q1	$4.33K	Buy	141 +4	+3%	+$145	﹤0.01%	493
2024 Q4	$5.26K	Buy	+137	New	+$4.56K	﹤0.01%	477

Other funds holding WISE

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

VWA

VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return

Crewe Advisors's WISE Position: Q2 2026 in Review

Crewe Advisors increased its Themes Generative Artificial Intelligence ETF (WISE) stake by 4.7% in Q2 2026, buying an estimated $270 and bringing the position to 157 shares worth $6.07K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Crewe Advisors first reported a position in WISE in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.43K in Q3 2025. 3 funds tracked by Wall St. Rank hold WISE as of Q2 2026.

Crewe Advisors held 157 shares of Themes Generative Artificial Intelligence ETF worth $6.07K as of Q2 2026.
Crewe Advisors bought 7 Themes Generative Artificial Intelligence ETF shares in Q2 2026, an estimated $270.
Themes Generative Artificial Intelligence ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #842 holding.
Crewe Advisors first reported a position in Themes Generative Artificial Intelligence ETF in Q4 2024 and has held it in 7 quarters since.
Crewe Advisors's Themes Generative Artificial Intelligence ETF position peaked at $6.43K in Q3 2025.
3 funds tracked by Wall St. Rank held Themes Generative Artificial Intelligence ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.