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JT Stratford LLC’s Themes Generative Artificial Intelligence ETF WISE Stock Holding History

JT Stratford LLC’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 		– Sell
-8,052
Closed -$259K – 342
2026
Q1 		$259K Sell
8,052
-7,813
-49% -$284K 0.03% 270
2025
Q4 		$618K Buy
15,865
+6,835
+76% +$293K 0.08% 193
2025
Q3 		$395K Buy
+9,030
New +$358K 0.05% 232

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LPL Financial
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HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JT Stratford LLC's WISE Position: Q2 2026 in Review

JT Stratford LLC sold out of Themes Generative Artificial Intelligence ETF (WISE) in Q2 2026, closing a stake of 8,052 shares — an estimated $259K sold.

JT Stratford LLC first reported a position in WISE in Q3 2025 and held it in 3 quarters. The position peaked at $618K in Q4 2025. 21 funds tracked by Wall St. Rank hold WISE as of Q2 2026.

  • JT Stratford LLC reported no remaining Themes Generative Artificial Intelligence ETF position as of Q2 2026 after selling out during the quarter.
  • JT Stratford LLC sold 8,052 Themes Generative Artificial Intelligence ETF shares in Q2 2026, an estimated $259K.
  • JT Stratford LLC first reported a position in Themes Generative Artificial Intelligence ETF in Q3 2025 and held it in 3 quarters.
  • JT Stratford LLC's Themes Generative Artificial Intelligence ETF position peaked at $618K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Themes Generative Artificial Intelligence ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.