WAM
WELD

Worth Asset Management’s Tema U.S. Manufacturing & Reshoring ETF WELD Stock Holding History

Worth Asset Management’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 		$262K Hold
4,170
– – 0.08% 161
2026
Q1 		$208K Buy
+4,170
New +$211K 0.08% 177

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

Worth Asset Management's WELD Position: Q2 2026 in Review

Worth Asset Management held its Tema U.S. Manufacturing & Reshoring ETF (WELD) position steady in Q2 2026 at 4,170 shares worth $262K. The position accounts for 0.08% of the portfolio, ranked #161.

Worth Asset Management 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.

  • Worth Asset Management held 4,170 shares of Tema U.S. Manufacturing & Reshoring ETF worth $262K as of Q2 2026.
  • Worth Asset Management left its Tema U.S. Manufacturing & Reshoring ETF share count unchanged in Q2 2026.
  • Tema U.S. Manufacturing & Reshoring ETF made up 0.08% of Worth Asset Management's portfolio in Q2 2026, its #161 holding.
  • Worth Asset Management 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 Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.