Who owns WISE?
Themes Generative Artificial Intelligence ETF · Themes
21 institutions reported holding WISE, worth $10.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of WISE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Teucrium Investment Advisors, LLC | Burlington, VT | $3.6M | 93,713 | New position |
| Stratos Wealth Advisors, LLC | Beachwood, OH | $1.4M | 37,333 | −2,357 shares |
| HighTower Advisors, LLC | Chicago, IL | $1.1M | 27,363 | −1,261 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $678K | 17,522 | +8,794 shares |
| Jane Street Group, LLC | New York, NY | $637K | 16,477 | −3,286 shares |
| LPL Financial LLC | Fort Mill, SC | $458K | 11,854 | +1,787 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $393K | 10,165 | +126 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $347K | 8,984 | +265 shares |
| Citadel Advisors LLC | Miami, FL | $344K | 8,890 | −35,501 shares |
| Thryve Wealth Management LLC | Irving, TX | $284K | 7,341 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns WISE?
21 institutional managers reported holding WISE in Form 13F filings for June 30, 2026, worth $10.3M in total. The largest reported position was held by Teucrium Investment Advisors, LLC, at $3.6M.
Did institutions buy or sell WISE last quarter?
Reported 13F value fell 5.5% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is WISE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.