Willow Financial
WELD icon

Willow Financial’s Tema U.S. Manufacturing & Reshoring ETF WELD Stock Holding History

Willow Financial’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
Q3 		$2.99M Buy
+56,194
New +$3.15M 2.84% 12
2026
Q1 		$2.24M Sell
45,068
-20,030
-31% -$1.01M 2.27% 16
2025
Q4 		$2.89M Buy
+65,098
New +$2.85M 2.93% 14

Other funds holding WELD

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cooper Capital Advisors
Cooper Capital Advisors Encinitas, California $245M AUM 17.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
National Wealth Management Group
National Wealth Management Group Cincinnati, Ohio $347M AUM 28.17% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
WealthBridge Capital Management
WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Willow Financial's WELD Position: Q3 2026 in Review

Willow Financial opened a new position in Tema U.S. Manufacturing & Reshoring ETF (WELD) in Q3 2026: 56,194 shares worth $2.99M. The stake represents 2.84% of the portfolio and ranks #12 among its holdings. This is a return to the name: Willow Financial previously reported a position in WELD as recently as Q1 2026.

Willow Financial first reported a position in WELD in Q4 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold WELD as of Q3 2026.

  • Willow Financial held 56,194 shares of Tema U.S. Manufacturing & Reshoring ETF worth $2.99M as of Q3 2026.
  • Tema U.S. Manufacturing & Reshoring ETF was a new Willow Financial position in Q3 2026.
  • Tema U.S. Manufacturing & Reshoring ETF made up 2.84% of Willow Financial's portfolio in Q3 2026, its #12 holding.
  • Willow Financial first reported a position in Tema U.S. Manufacturing & Reshoring ETF in Q4 2025 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held Tema U.S. Manufacturing & Reshoring ETF as of Q3 2026.

Based on Willow Financial's 13F filing for Q3 2026, filed 12 Nov 2026.