J. Safra Sarasin Holding’s Themes Generative Artificial Intelligence ETF WISE Stock Holding History

J. Safra Sarasin Holding’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	–	Sell	-5,200	Closed	-$203K	–	591
2025 Q4	$203K	Buy	+5,200	New	+$223K	﹤0.01%	496

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

J. Safra Sarasin Holding's WISE Position: Q1 2026 in Review

J. Safra Sarasin Holding sold out of Themes Generative Artificial Intelligence ETF (WISE) in Q1 2026, closing a stake of 5,200 shares — an estimated $203K sold.

J. Safra Sarasin Holding first reported a position in WISE in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 26 funds tracked by Wall St. Rank hold WISE as of Q1 2026.

J. Safra Sarasin Holding reported no remaining Themes Generative Artificial Intelligence ETF position as of Q1 2026 after selling out during the quarter.
J. Safra Sarasin Holding sold 5,200 Themes Generative Artificial Intelligence ETF shares in Q1 2026, an estimated $203K.
J. Safra Sarasin Holding first reported a position in Themes Generative Artificial Intelligence ETF in Q4 2025 and held it in 1 quarter.
J. Safra Sarasin Holding's Themes Generative Artificial Intelligence ETF position peaked at $203K in Q4 2025.
26 funds tracked by Wall St. Rank held Themes Generative Artificial Intelligence ETF as of Q1 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q1 2026, filed 4 May 2026.