THEMES GENERAT ARTIF INTEL (WISE) Institutional Ownership Changes & 13F Activity

THEMES GENERAT ARTIF INTEL (WISE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, Stratos Wealth Advisors, Llc, U.S. Capital Wealth Advisors, Llc, Hightower Advisors, Llc, and Welch Financial Planning, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Thryve Wealth Management LlcBuy+7,341—7,341$286.04KQ4 2025Feb 25, 2026
Newedge Advisors, LlcBuy+20,136—20,136$784.63KQ4 2025Feb 18, 2026
Citadel Advisors LlcBuy+42,608—42,608$1.66MQ4 2025Feb 17, 2026
Old Mission Capital LlcBuy+21,849—21,849$851.35KQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+7,389—7,389$287.90KQ4 2025Feb 17, 2026
Gts Securities LlcBuy+15,823—15,823$616.54KQ4 2025Feb 13, 2026
Morgan StanleyBuy+168—168$6.55KQ4 2025Feb 13, 2026
Jane Street Group, LlcBuy+16,143—16,143$629.01KQ4 2025Feb 12, 2026
Jt Stratford LlcBuy+15,865—15,865$618.18KQ4 2025Feb 12, 2026
Commonwealth Equity Services, LlcBuy+11,410—11,410$444.60KQ4 2025Feb 12, 2026
Steward Partners Investment Advisory, LlcBuy+658—658$25.64KQ4 2025Feb 12, 2026
Lpl Financial LlcBuy+7,714—7,714$300.58KQ4 2025Feb 11, 2026
Simplex Trading, LlcBuy+541—541$21.08KQ4 2025Feb 11, 2026
Harbour Investments, Inc.Buy+40—40$1.56KQ4 2025Feb 09, 2026
Hightower Advisors, LlcBuy+29,076—29,076$1.13MQ4 2025Feb 06, 2026
Vsm Wealth Advisory, LlcBuy+1—1$39.00Q4 2025Feb 06, 2026
Cambridge Investment Research Advisors, Inc.Buy+10,050—10,050$392.00KQ4 2025Feb 05, 2026
Welch Financial Planning, LlcBuy+23,061—23,061$898.57KQ4 2025Feb 02, 2026
Geneos Wealth Management Inc.Buy+300—300$11.69KQ4 2025Jan 28, 2026
U.S. Capital Wealth Advisors, LlcBuy+29,465—29,465$1.15MQ4 2025Jan 23, 2026
Stratos Wealth Advisors, LlcBuy+36,445—36,445$1.42MQ4 2025Jan 20, 2026
Crewe Advisors LlcBuy+150—150$5.84KQ4 2025Jan 16, 2026
J. Safra Sarasin Holding AgBuy+5,200—5,200$202.62KQ4 2025Jan 15, 2026
Arkfeld Wealth Strategies, L.L.C.Buy+7,578—7,578$311.13KQ4 2025Jan 12, 2026
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Frequently asked questions about WISE activity

  • Which institutional owners are buying WISE?

    Institutional owners buying WISE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in WISE activity?

    "Buy" means an investor increased their reported position in WISE compared to the prior reporting period. This reflects growing exposure to THEMES GENERAT ARTIF INTEL (WISE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in WISE increasing?

    Institutional interest in WISE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.