Envestnet Asset Management
WELD

Envestnet Asset Management’s Tema U.S. Manufacturing & Reshoring ETF WELD Stock Holding History

Envestnet Asset Management’s Portfolio WELD Stock Details WELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$250K Buy
+3,969
New +$226K ﹤0.01% 4534
2025
Q1 		– Sell
-11,158
Closed -$416K – 4454
2024
Q4 		$416K Buy
+11,158
New +$436K ﹤0.01% 3683

Other funds holding WELD

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCA
Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Envestnet Asset Management's WELD Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in Tema U.S. Manufacturing & Reshoring ETF (WELD) in Q2 2026: 3,969 shares worth $250K. The stake represents ﹤0.01% of the portfolio and ranks #4534 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in WELD as recently as Q4 2024.

Envestnet Asset Management first reported a position in WELD in Q4 2024 and has held it in 2 quarters since. The position peaked at $416K in Q4 2024. 39 funds tracked by Wall St. Rank hold WELD as of Q2 2026.

  • Envestnet Asset Management held 3,969 shares of Tema U.S. Manufacturing & Reshoring ETF worth $250K as of Q2 2026.
  • Tema U.S. Manufacturing & Reshoring ETF was a new Envestnet Asset Management position in Q2 2026.
  • Tema U.S. Manufacturing & Reshoring ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4534 holding.
  • Envestnet Asset Management first reported a position in Tema U.S. Manufacturing & Reshoring ETF in Q4 2024 and has held it in 2 quarters since.
  • Envestnet Asset Management's Tema U.S. Manufacturing & Reshoring ETF position peaked at $416K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held Tema U.S. Manufacturing & Reshoring ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.