Jeff Yass’s Tema U.S. Manufacturing & Reshoring ETF WELD Stock Holding History

Jeff Yass’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	$476K	Sell	7,577 -168,081	-96%	-$9.59M	﹤0.01%	10026
2026 Q1	$8.74M	Buy	175,658 +169,596	+2,798%	+$8.57M	﹤0.01%	3317
2025 Q4	$269K	Sell	6,062 -5,687	-48%	-$249K	﹤0.01%	10215
2025 Q3	$505K	Sell	11,749 -25,215	-68%	-$1.05M	﹤0.01%	8924
2025 Q2	$1.45M	Buy	+36,964	New	+$1.33M	﹤0.01%	6527
2025 Q1	–	Sell	-17,126	Closed	-$639K	–	13311
2024 Q4	$639K	Sell	17,126 -1,513	-8%	-$59.1K	﹤0.01%	8070
2024 Q3	$702K	Buy	18,639 +4,815	+35%	+$173K	﹤0.01%	7643
2024 Q2	$472K	Buy	13,824 +1,388	+11%	+$48.3K	﹤0.01%	8400
2024 Q1	$447K	Sell	12,436 -3,933	-24%	-$130K	﹤0.01%	8780
2023 Q4	$522K	Buy	16,369 +7,403	+83%	+$212K	﹤0.01%	8569
2023 Q3	$248K	Buy	+8,966	New	+$259K	﹤0.01%	9765

Other funds holding WELD

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return

Jeff Yass's WELD Position: Q2 2026 in Review

Jeff Yass reduced its Tema U.S. Manufacturing & Reshoring ETF (WELD) stake by 96% in Q2 2026, selling an estimated $9.59M and leaving 7,577 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #10026.

Jeff Yass first reported a position in WELD in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.74M in Q1 2026. 49 funds tracked by Wall St. Rank hold WELD as of Q2 2026.

Jeff Yass held 7,577 shares of Tema U.S. Manufacturing & Reshoring ETF worth $476K as of Q2 2026.
Jeff Yass sold 168,081 Tema U.S. Manufacturing & Reshoring ETF shares in Q2 2026, an estimated $9.59M.
Tema U.S. Manufacturing & Reshoring ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10026 holding.
Jeff Yass first reported a position in Tema U.S. Manufacturing & Reshoring ETF in Q3 2023 and has held it in 11 quarters since.
Jeff Yass's Tema U.S. Manufacturing & Reshoring ETF position peaked at $8.74M in Q1 2026.
49 funds tracked by Wall St. Rank held Tema U.S. Manufacturing & Reshoring ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.