WISE — THEMES GENRTVE ARTFCL

Ownership history in ORG Partners LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which ORG Partners LLC reported a position in THEMES GENRTVE ARTFCL (WISE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2025 Q3)
Avg. % of fund
0.02%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 3,200 — 0% 0.02% $125K $38.97
2025 Q3 ADDED 3,200 +1,150 +56.1% 0.03% $140K $41.95
2025 Q2 UNCHANGED 2,050 — 0% 0.02% $73K $34.68
2025 Q1 INITIATED 2,050 — — 0.02% $63K $29.45
% of Fund (quarterly)    WISE price (monthly, adj. close)

Other funds also holding WISE

As of 2025 Q4 — sorted by position size

Strive Asset Management, LLC 0.17% THRYVE WEALTH MANAGEMENT LLC 0.14% Arkfeld Wealth Strategies, L.L.C. 3Y 0.11% JT Stratford LLC 3Y 7Y 0.08% Stratos Wealth Advisors, LLC 3Y 7Y 0.07% U.S. Capital Wealth Advisors, LLC 3Y 0.03% GTS SECURITIES LLC 0.02% OLD MISSION CAPITAL LLC 3Y 7Y 0.02% J. Safra Sarasin Holding AG 0.0% NewEdge Advisors, LLC 3Y 7Y 0.0%
← Back to ORG Partners LLC Holdings