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ORG Partners’s Themes Generative Artificial Intelligence ETF WISE Stock Holding History

ORG Partners’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
2025
Q4 		$125K Hold
3,200
– – 0.02% 412
2025
Q3 		$140K Buy
3,200
+1,150
+56% +$45.6K 0.03% 404
2025
Q2 		$73.4K Hold
2,050
– – 0.02% 478
2025
Q1 		$62.9K Buy
+2,050
New +$74.1K 0.02% 452

Other funds holding WISE

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
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

ORG Partners's WISE Position: Q4 2025 in Review

ORG Partners held its Themes Generative Artificial Intelligence ETF (WISE) position steady in Q4 2025 at 3,200 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #412.

ORG Partners first reported a position in WISE in Q1 2025 and has held it in 4 quarters since. The position peaked at $140K in Q3 2025. 25 funds tracked by Wall St. Rank hold WISE as of Q4 2025.

  • ORG Partners held 3,200 shares of Themes Generative Artificial Intelligence ETF worth $125K as of Q4 2025.
  • ORG Partners left its Themes Generative Artificial Intelligence ETF share count unchanged in Q4 2025.
  • Themes Generative Artificial Intelligence ETF made up 0.02% of ORG Partners's portfolio in Q4 2025, its #412 holding.
  • ORG Partners first reported a position in Themes Generative Artificial Intelligence ETF in Q1 2025 and has held it in 4 quarters since.
  • ORG Partners's Themes Generative Artificial Intelligence ETF position peaked at $140K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held Themes Generative Artificial Intelligence ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.