Thrivent Financial for Lutherans’s Tema U.S. Manufacturing & Reshoring ETF WELD Stock Holding History

Thrivent Financial for Lutherans’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	$21.6M	Sell	343,763 -14,422	-4%	-$823K	0.04%	440
2026 Q1	$17.8M	Sell	358,185 -1,445,016	-80%	-$73M	0.03%	460
2025 Q4	$80.1M	Buy	1,803,201 +1,446,253	+405%	+$63.4M	0.14%	160
2025 Q3	$15.3M	Sell	356,948 -1,002,392	-74%	-$41.8M	0.03%	466
2025 Q2	$53.4M	Buy	1,359,340 +1,032,266	+316%	+$37.2M	0.12%	215
2025 Q1	$13.4M	Sell	327,074 -1,440,643	-81%	-$53.3M	0.03%	496
2024 Q4	$67.1M	Buy	1,767,717 +348,884	+25%	+$13.6M	0.13%	220
2024 Q3	$53.5M	Buy	1,418,833 +434,735	+44%	+$15.6M	0.1%	259
2024 Q2	$33.6M	Buy	+984,098	New	+$34.3M	0.07%	330

Other funds holding WELD

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Thrivent Financial for Lutherans's WELD Position: Q2 2026 in Review

Thrivent Financial for Lutherans reduced its Tema U.S. Manufacturing & Reshoring ETF (WELD) stake by 4% in Q2 2026, selling an estimated $823K and leaving 343,763 shares worth $21.6M. The position accounts for 0.04% of the portfolio, ranked #440.

Thrivent Financial for Lutherans first reported a position in WELD in Q2 2024 and has held it in 9 quarters since. The position peaked at $80.1M in Q4 2025. 48 funds tracked by Wall St. Rank hold WELD as of Q2 2026.

Thrivent Financial for Lutherans held 343,763 shares of Tema U.S. Manufacturing & Reshoring ETF worth $21.6M as of Q2 2026.
Thrivent Financial for Lutherans sold 14,422 Tema U.S. Manufacturing & Reshoring ETF shares in Q2 2026, an estimated $823K.
Tema U.S. Manufacturing & Reshoring ETF made up 0.04% of Thrivent Financial for Lutherans's portfolio in Q2 2026, its #440 holding.
Thrivent Financial for Lutherans first reported a position in Tema U.S. Manufacturing & Reshoring ETF in Q2 2024 and has held it in 9 quarters since.
Thrivent Financial for Lutherans's Tema U.S. Manufacturing & Reshoring ETF position peaked at $80.1M in Q4 2025.
48 funds tracked by Wall St. Rank held Tema U.S. Manufacturing & Reshoring ETF as of Q2 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2026, filed 14 Aug 2026.