WH
VOLT

Willner & Heller’s Tema Electrification ETF VOLT Stock Holding History

Willner & Heller’s Portfolio VOLT Stock Details VOLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$358K Buy
+8,547
New +$335K 0.22% 120

Other funds holding VOLT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWP
Avid Wealth Partners San Antonio, Texas $207M AUM 29.44% 1-Year Est. Return

Willner & Heller's VOLT Position: Q2 2026 in Review

Willner & Heller opened a new position in Tema Electrification ETF (VOLT) in Q2 2026: 8,547 shares worth $358K. The stake represents 0.22% of the portfolio and ranks #120 among its holdings.

131 funds tracked by Wall St. Rank hold VOLT as of Q2 2026.

  • Willner & Heller held 8,547 shares of Tema Electrification ETF worth $358K as of Q2 2026.
  • Tema Electrification ETF was a new Willner & Heller position in Q2 2026.
  • Tema Electrification ETF made up 0.22% of Willner & Heller's portfolio in Q2 2026, its #120 holding.
  • 131 funds tracked by Wall St. Rank held Tema Electrification ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.