WFP
WISE icon

Welch Financial Planning’s Themes Generative Artificial Intelligence ETF WISE Stock Holding History

Welch Financial Planning’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
-22,831
Closed -$734K – 75
2026
Q1 		$734K Sell
22,831
-230
-1% -$8.35K 0.53% 32
2025
Q4 		$899K Buy
+23,061
New +$989K 0.65% 25

Other funds holding WISE

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
VWA
VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return

Welch Financial Planning's WISE Position: Q2 2026 in Review

Welch Financial Planning sold out of Themes Generative Artificial Intelligence ETF (WISE) in Q2 2026, closing a stake of 22,831 shares — an estimated $734K sold.

Welch Financial Planning first reported a position in WISE in Q4 2025 and held it in 2 quarters. The position peaked at $899K in Q4 2025. 8 funds tracked by Wall St. Rank hold WISE as of Q2 2026.

  • Welch Financial Planning reported no remaining Themes Generative Artificial Intelligence ETF position as of Q2 2026 after selling out during the quarter.
  • Welch Financial Planning sold 22,831 Themes Generative Artificial Intelligence ETF shares in Q2 2026, an estimated $734K.
  • Welch Financial Planning first reported a position in Themes Generative Artificial Intelligence ETF in Q4 2025 and held it in 2 quarters.
  • Welch Financial Planning's Themes Generative Artificial Intelligence ETF position peaked at $899K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Themes Generative Artificial Intelligence ETF as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.