WF
VOLT

Willow Financial’s Tema Electrification ETF VOLT Stock Holding History

Willow Financial’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
Q1 		$4.02M Buy
117,477
+33,626
+40% +$1.12M 4.08% 13
2025
Q4 		$2.43M Buy
+83,851
New +$2.49M 2.47% 16

Other funds holding VOLT

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Willow Financial's VOLT Position: Q1 2026 in Review

Willow Financial increased its Tema Electrification ETF (VOLT) stake by 40% in Q1 2026, buying an estimated $1.12M and bringing the position to 117,477 shares worth $4.02M. The position accounts for 4.08% of the portfolio, ranked #13.

Willow Financial first reported a position in VOLT in Q4 2025 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold VOLT as of Q1 2026.

  • Willow Financial held 117,477 shares of Tema Electrification ETF worth $4.02M as of Q1 2026.
  • Willow Financial bought 33,626 Tema Electrification ETF shares in Q1 2026, an estimated $1.12M.
  • Tema Electrification ETF made up 4.08% of Willow Financial's portfolio in Q1 2026, its #13 holding.
  • Willow Financial first reported a position in Tema Electrification ETF in Q4 2025 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held Tema Electrification ETF as of Q1 2026.

Based on Willow Financial's 13F filing for Q1 2026, filed 21 Apr 2026.