WAG
LITE icon

Wiser Advisor Group’s Lumentum LITE Stock Holding History

Wiser Advisor Group’s Portfolio LITE Stock Details LITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52.3K Hold
61
– – 0.06% 90
2026
Q1 		$42.9K Buy
61
+60
+6,000% +$33K 0.05% 96
2025
Q4 		$369 Hold
1
– – ﹤0.01% 231
2025
Q3 		$163 Buy
+1
New +$125 ﹤0.01% 245
2025
Q2 		– Sell
-1
Closed -$62 – 159
2025
Q1 		$62 Hold
1
– – ﹤0.01% 273
2024
Q4 		$84 Buy
+1
New +$78 ﹤0.01% 264

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wiser Advisor Group's LITE Position: Q2 2026 in Review

Wiser Advisor Group held its Lumentum (LITE) position steady in Q2 2026 at 61 shares worth $52.3K. The position accounts for 0.06% of the portfolio, ranked #90.

Wiser Advisor Group first reported a position in LITE in Q4 2024 and has held it in 6 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Wiser Advisor Group held 61 shares of Lumentum worth $52.3K as of Q2 2026.
  • Wiser Advisor Group left its Lumentum share count unchanged in Q2 2026.
  • Lumentum made up 0.06% of Wiser Advisor Group's portfolio in Q2 2026, its #90 holding.
  • Wiser Advisor Group first reported a position in Lumentum in Q4 2024 and has held it in 6 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.