WH
WELD

Willner & Heller’s Tema U.S. Manufacturing & Reshoring ETF WELD Stock Holding History

Willner & Heller’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 		$293K Buy
4,662
+135
+3% +$7.7K 0.18% 136
2026
Q1 		$225K Buy
+4,527
New +$229K 0.17% 151

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

Willner & Heller increased its Tema U.S. Manufacturing & Reshoring ETF (WELD) stake by 3% in Q2 2026, buying an estimated $7.7K and bringing the position to 4,662 shares worth $293K. The position accounts for 0.18% of the portfolio, ranked #136.

Willner & Heller first reported a position in WELD in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold WELD as of Q2 2026.

  • Willner & Heller held 4,662 shares of Tema U.S. Manufacturing & Reshoring ETF worth $293K as of Q2 2026.
  • Willner & Heller bought 135 Tema U.S. Manufacturing & Reshoring ETF shares in Q2 2026, an estimated $7.7K.
  • Tema U.S. Manufacturing & Reshoring ETF made up 0.18% of Willner & Heller's portfolio in Q2 2026, its #136 holding.
  • Willner & Heller first reported a position in Tema U.S. Manufacturing & Reshoring ETF in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Tema U.S. Manufacturing & Reshoring ETF as of Q2 2026.

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