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
Q2 		$458K Buy
11,854
+1,787
+18% +$68.9K ﹤0.01% 5094
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

TIA
Teucrium Investment Advisors Burlington, Vermont $112M AUM
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
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
TWM
Thryve Wealth Management Irving, Texas $179M AUM

LPL Financial's WISE Position: Q2 2026 in Review

LPL Financial increased its Themes Generative Artificial Intelligence ETF (WISE) stake by 18% in Q2 2026, buying an estimated $68.9K and bringing the position to 11,854 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #5094.

LPL Financial first reported a position in WISE in Q3 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold WISE as of Q2 2026.

  • LPL Financial held 11,854 shares of Themes Generative Artificial Intelligence ETF worth $458K as of Q2 2026.
  • LPL Financial bought 1,787 Themes Generative Artificial Intelligence ETF shares in Q2 2026, an estimated $68.9K.
  • Themes Generative Artificial Intelligence ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5094 holding.
  • LPL Financial first reported a position in Themes Generative Artificial Intelligence ETF in Q3 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held Themes Generative Artificial Intelligence ETF as of Q2 2026.

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