WF
WELD

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
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 $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCA
Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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

Willow Financial's WELD Position: Q1 2026 in Review

Willow Financial reduced its Tema U.S. Manufacturing & Reshoring ETF (WELD) stake by 31% in Q1 2026, selling an estimated $1.01M and leaving 45,068 shares worth $2.24M. The position accounts for 2.27% of the portfolio, ranked #16.

Willow Financial first reported a position in WELD in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.89M in Q4 2025. 35 funds tracked by Wall St. Rank hold WELD as of Q1 2026.

  • Willow Financial held 45,068 shares of Tema U.S. Manufacturing & Reshoring ETF worth $2.24M as of Q1 2026.
  • Willow Financial sold 20,030 Tema U.S. Manufacturing & Reshoring ETF shares in Q1 2026, an estimated $1.01M.
  • Tema U.S. Manufacturing & Reshoring ETF made up 2.27% of Willow Financial's portfolio in Q1 2026, its #16 holding.
  • Willow Financial first reported a position in Tema U.S. Manufacturing & Reshoring ETF in Q4 2025 and has held it in 2 quarters since.
  • Willow Financial's Tema U.S. Manufacturing & Reshoring ETF position peaked at $2.89M in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Tema U.S. Manufacturing & Reshoring ETF as of Q1 2026.

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