LPL Financial
WELD

LPL Financial’s Tema U.S. Manufacturing & Reshoring ETF WELD Stock Holding History

LPL Financial’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 		$7.97M Buy
126,773
+45,190
+55% +$2.58M ﹤0.01% 2357
2026
Q1 		$4.06M Buy
81,583
+76,264
+1,434% +$3.85M ﹤0.01% 2822
2025
Q4 		$236K Buy
+5,319
New +$233K ﹤0.01% 5338

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial's WELD Position: Q2 2026 in Review

LPL Financial increased its Tema U.S. Manufacturing & Reshoring ETF (WELD) stake by 55% in Q2 2026, buying an estimated $2.58M and bringing the position to 126,773 shares worth $7.97M. The position accounts for ﹤0.01% of the portfolio, ranked #2357.

LPL Financial first reported a position in WELD in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold WELD as of Q2 2026.

  • LPL Financial held 126,773 shares of Tema U.S. Manufacturing & Reshoring ETF worth $7.97M as of Q2 2026.
  • LPL Financial bought 45,190 Tema U.S. Manufacturing & Reshoring ETF shares in Q2 2026, an estimated $2.58M.
  • Tema U.S. Manufacturing & Reshoring ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2357 holding.
  • LPL Financial first reported a position in Tema U.S. Manufacturing & Reshoring ETF in Q4 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held Tema U.S. Manufacturing & Reshoring ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.