Steward Partners Investment Advisory’s Themes Generative Artificial Intelligence ETF WISE Stock Holding History

Steward Partners Investment Advisory’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	-658	Closed	-$21.2K	–	4878
2026 Q1	$21.2K	Hold	658	–	–	﹤0.01%	3203
2025 Q4	$25.6K	Hold	658	–	–	﹤0.01%	3035
2025 Q3	$28.8K	Hold	658	–	–	﹤0.01%	2909
2025 Q2	$23.8K	Sell	658 -304	-32%	-$9.61K	﹤0.01%	2839
2025 Q1	$29.5K	Buy	962 +703	+271%	+$25.4K	﹤0.01%	2639
2024 Q4	$9.94K	Buy	+259	New	+$8.62K	﹤0.01%	3098

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Steward Partners Investment Advisory's WISE Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Themes Generative Artificial Intelligence ETF (WISE) in Q2 2026, closing a stake of 658 shares — an estimated $21.2K sold.

Steward Partners Investment Advisory first reported a position in WISE in Q4 2024 and held it in 6 quarters. The position peaked at $29.5K in Q1 2025. 21 funds tracked by Wall St. Rank hold WISE as of Q2 2026.

Steward Partners Investment Advisory reported no remaining Themes Generative Artificial Intelligence ETF position as of Q2 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 658 Themes Generative Artificial Intelligence ETF shares in Q2 2026, an estimated $21.2K.
Steward Partners Investment Advisory first reported a position in Themes Generative Artificial Intelligence ETF in Q4 2024 and held it in 6 quarters.
Steward Partners Investment Advisory's Themes Generative Artificial Intelligence ETF position peaked at $29.5K in Q1 2025.
21 funds tracked by Wall St. Rank held Themes Generative Artificial Intelligence ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.