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Themes Generative Artificial Intelligence ETF (WISE) Institutional Ownership

$37.97 -1.61 (-4.07%)
As of 02/21/2025 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for Themes Generative Artificial Intelligence ETF (NASDAQ:WISE)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$3.91M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$6.94M
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WISE Institutional Buying and Selling by Quarter

Themes Generative Artificial Intelligence ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Strive Asset Management LLC7,345$282K0.2%N/A1.130%
2/13/2025 NewEdge Advisors LLC9,691$372K0.0%-3.8%1.491%
2/12/2025 OLD Mission Capital LLC40,667$1.56M0.0%+209.6%6.256%
2/11/2025 VSM Wealth Advisory LLC1,000$38K0.0%N/A0.154%
2/10/2025 Commonwealth Equity Services LLC15,335$588K0.0%-6.9%2.359%
1/27/2025 Stratos Wealth Advisors LLC26,965$1.04M0.0%+7.5%4.349%
10/24/2024 Consolidated Portfolio Review Corp24,246$721K0.2%+10.4%5.510%
10/21/2024 Foundations Investment Advisors LLC17,569$522K0.0%-92.9%3.993%
10/18/2024 Stratos Wealth Advisors LLC25,094$746K0.0%N/A5.703%
10/15/2024 Arkfeld Wealth Strategies L.L.C.8,215$249K0.1%-12.5%1.867%
8/2/2024 Foundations Investment Advisors LLC247,988$6.96M0.2%+10.6%34.928%
8/1/2024 Consolidated Portfolio Review Corp21,955$616K0.1%N/A3.092%
7/31/2024 Commonwealth Equity Services LLC17,484$490K0.0%+21.3%2.463%
4/15/2024 Arkfeld Wealth Strategies L.L.C.9,068$262K0.1%N/A1.353%
2/7/2024 One Capital Management LLC7,345$201K0.0%N/A6.677%
(Data available from 1/1/2016 forward)

WISE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WISE shares?

During the previous two years, 10 institutional investors and hedge funds held shares of Themes Generative Artificial Intelligence ETF. The most heavily invested institutionals were OLD Mission Capital LLC ($1.56M), Stratos Wealth Advisors LLC ($1.04M), Consolidated Portfolio Review Corp ($721K), Commonwealth Equity Services LLC ($588K), Foundations Investment Advisors LLC ($522K), NewEdge Advisors LLC ($372K), and Strive Asset Management LLC ($282K).Learn more on WISE's institutional investors.

Which institutional investors have been buying Themes Generative Artificial Intelligence ETF stock?

Of the 9 institutional investors that purchased Themes Generative Artificial Intelligence ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OLD Mission Capital LLC ($27.53K), Stratos Wealth Advisors LLC ($26.97K), Consolidated Portfolio Review Corp ($24.25K), Foundations Investment Advisors LLC ($23.84K), Arkfeld Wealth Strategies L.L.C. ($9.07K), Strive Asset Management LLC ($7.35K), and One Capital Management LLC ($7.35K).

How much institutional buying is happening at Themes Generative Artificial Intelligence ETF?

Institutional investors have bought a total of 130,409 shares in the last 24 months. This purchase volume represents approximately $4.11M in transactions.

Which Themes Generative Artificial Intelligence ETF major shareholders have been selling company stock?

The following institutional investors have sold Themes Generative Artificial Intelligence ETF stock in the last 24 months: Foundations Investment Advisors LLC ($230.42K), Arkfeld Wealth Strategies L.L.C. ($1.18K), Commonwealth Equity Services LLC ($1.14K), and NewEdge Advisors LLC ($380.00).

How much institutional selling is happening at Themes Generative Artificial Intelligence ETF?

Institutional investors have sold a total of 233,114 shares in the last 24 months. This volume of shares sold represents approximately $6.94M in transactions.



This page (NASDAQ:WISE) was last updated on 2/22/2025 by MarketBeat.com Staff
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