Wealth Enhancement Advisory Services
WELD

Wealth Enhancement Advisory Services’s Tema U.S. Manufacturing & Reshoring ETF WELD Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.67M Buy
96,781
+13,465
+16% +$768K 0.01% 937
2026
Q1 		$4.16M Sell
83,316
-20,575
-20% -$1.04M 0.01% 981
2025
Q4 		$4.87M Buy
103,891
+8,034
+8% +$352K 0.01% 1032
2025
Q3 		$4.13M Buy
95,857
+4,387
+5% +$183K 0.01% 1038
2025
Q2 		$3.69M Buy
91,470
+3,715
+4% +$134K 0.01% 1044
2025
Q1 		$2.98M Buy
87,755
+77,355
+744% +$2.86M 0.01% 1041
2024
Q4 		$388K Buy
+10,400
New +$406K ﹤0.01% 2179

Other funds holding WELD

UBS Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 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
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services's WELD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Tema U.S. Manufacturing & Reshoring ETF (WELD) stake by 16% in Q2 2026, buying an estimated $768K and bringing the position to 96,781 shares worth $5.67M. The position accounts for 0.01% of the portfolio, ranked #937.

Wealth Enhancement Advisory Services first reported a position in WELD in Q4 2024 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold WELD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 96,781 shares of Tema U.S. Manufacturing & Reshoring ETF worth $5.67M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 13,465 Tema U.S. Manufacturing & Reshoring ETF shares in Q2 2026, an estimated $768K.
  • Tema U.S. Manufacturing & Reshoring ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #937 holding.
  • Wealth Enhancement Advisory Services first reported a position in Tema U.S. Manufacturing & Reshoring ETF in Q4 2024 and has held it in 7 quarters since.
  • 39 funds tracked by Wall St. Rank held Tema U.S. Manufacturing & Reshoring ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.