VSM Wealth Advisory’s Themes Generative Artificial Intelligence ETF WISE Stock Holding History

VSM Wealth 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	$39	Hold	1	–	–	﹤0.01%	501
2026 Q1	$32	Hold	1	–	–	﹤0.01%	494
2025 Q4	$39	Hold	1	–	–	﹤0.01%	439
2025 Q3	$44	Hold	1	–	–	﹤0.01%	433
2025 Q2	$36	Sell	1 -999	-100%	-$31.6K	﹤0.01%	503
2025 Q1	$30.7K	Hold	1,000	–	–	0.01%	233
2024 Q4	$38.4K	Buy	+1,000	New	+$33.3K	0.01%	216

Other funds holding WISE

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

VSM Wealth Advisory's WISE Position: Q2 2026 in Review

VSM Wealth Advisory held its Themes Generative Artificial Intelligence ETF (WISE) position steady in Q2 2026 at 1 share worth $39. The position accounts for ﹤0.01% of the portfolio, ranked #501.

VSM Wealth Advisory first reported a position in WISE in Q4 2024 and has held it in 7 quarters since. The position peaked at $38.4K in Q4 2024. 3 funds tracked by Wall St. Rank hold WISE as of Q2 2026.

VSM Wealth Advisory held 1 share of Themes Generative Artificial Intelligence ETF worth $39 as of Q2 2026.
VSM Wealth Advisory left its Themes Generative Artificial Intelligence ETF share count unchanged in Q2 2026.
Themes Generative Artificial Intelligence ETF made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #501 holding.
VSM Wealth Advisory first reported a position in Themes Generative Artificial Intelligence ETF in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Themes Generative Artificial Intelligence ETF position peaked at $38.4K in Q4 2024.
3 funds tracked by Wall St. Rank held Themes Generative Artificial Intelligence ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.