LPL Financial
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LPL Financial’s Themes Generative Artificial Intelligence ETF WISE Stock Holding History

LPL Financial’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 		$324K Buy
10,067
+2,353
+31% +$85.4K ﹤0.01% 5138
2025
Q4 		$301K Sell
7,714
-250
-3% -$10.7K ﹤0.01% 5143
2025
Q3 		$348K Buy
+7,964
New +$316K ﹤0.01% 4931

Other funds holding WISE

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
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
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

LPL Financial's WISE Position: Q1 2026 in Review

LPL Financial increased its Themes Generative Artificial Intelligence ETF (WISE) stake by 31% in Q1 2026, buying an estimated $85.4K and bringing the position to 10,067 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #5138.

LPL Financial first reported a position in WISE in Q3 2025 and has held it in 3 quarters since. The position peaked at $348K in Q3 2025. 26 funds tracked by Wall St. Rank hold WISE as of Q1 2026.

  • LPL Financial held 10,067 shares of Themes Generative Artificial Intelligence ETF worth $324K as of Q1 2026.
  • LPL Financial bought 2,353 Themes Generative Artificial Intelligence ETF shares in Q1 2026, an estimated $85.4K.
  • Themes Generative Artificial Intelligence ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5138 holding.
  • LPL Financial first reported a position in Themes Generative Artificial Intelligence ETF in Q3 2025 and has held it in 3 quarters since.
  • LPL Financial's Themes Generative Artificial Intelligence ETF position peaked at $348K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held Themes Generative Artificial Intelligence ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.