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Wise Group plc• Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
55
Partial Q3 2026
Total 13F value
$192.4M
Filed positions so far
New positions
17
This quarter
Sold positions
5
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Ninety One Uk Ltd

$82.6M7.20M0.18%+37.4%

Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma

$54.3M4.77M0.50%+9.0%

Banque Pictet & Cie Sa

$20.6M1.79M0.14%-0.3%

Investment Management Associates Inc /Adv

$18.3M1.61M3.73%+64.5%

Fideuram Asset Management (Ireland) Dac

$3.1M346.0K0.07%New Position

Asset Management One Co., Ltd.

$2.6M230.0K0.01%+4488.4%

Vontobel Holding Ltd.

$1.3M109.1K0.00%+2.8%

Assenagon Asset Management S.A.

$1.1M92.7K0.00%-7.2%

Asr Vermogensbeheer N.V.

$1M91.3K0.01%-21.6%

Bank Julius Baer & Co. Ltd, Zurich

$975K85.0K0.00%-5.1%

Creative Planning

$813K71.4K0.00%-9.1%

Bank Pictet & Cie (Europe) Ag

$782K68.1K0.01%+28.0%

Commonwealth Equity Services, Llc

$710K62.3K0.00%+19.3%

Mackenzie Financial Corp

$645K56.2K0.00%+9.4%

Berkeley, Inc

$473K41.6K0.15%Unchanged

Atria Investments, Inc

$424K37.2K0.00%+60.7%

Harbour Capital Advisors, Llc

$389K34.1K0.07%+51.3%

Camelot Technology Advisors, Inc.

$359K31.5K0.24%Unchanged

Yorktown Management & Research Co Inc

$239K21.0K0.16%Unchanged

Legacy Advisors, Llc

$232K20.3K0.02%+1.0%

Jvl Associates Llc

$230K20.2K0.07%New Position

Independent Financial Group, Llc

$158K13.8K0.00%New Position

Abel Hall, Llc

$158K13.8K0.03%-15.2%

Verdence Capital Advisors Llc

$157K13.7K0.01%+5.7%

Cigna Investments Inc /New

$136K11.9K0.02%New Position

Aaron Wealth Advisors Llc

$130K11.4K0.01%-51.0%

Pictet Bank & Trust Ltd

$122K10.7K0.14%Unchanged

Versant Capital Management, Inc

$114K10.0K0.01%New Position

Raiffeisen Bank International Ag

$70K8.3K0.00%New Position

Signaturefd, Llc

$41K3.6K0.00%-39.9%

Gamma Investing Llc

$40K3.5K0.00%Unchanged

Td Private Client Wealth Llc

$17K1.5K0.00%+12.6%

Owl Creek Wealth Partners Llc

$6K5540.00%+1.8%

West Paces Advisors Inc.

$6K5150.00%Unchanged

Farther Finance Advisors, Llc

$4K3830.00%New Position

Caitong International Asset Management Co., Ltd

$4K3260.00%New Position

West Financial Advisors, Llc

$2K1700.00%New Position

Private Trust Co Na

$1K1120.00%-25.3%

North Star Investment Management Corp.

$1K1010.00%Unchanged

Parkside Financial Bank & Trust

$912800.00%-59.6%

Salomon & Ludwin, Llc

$866760.00%Unchanged

American Capital Advisory, Llc

$821720.00%-38.5%

Signature Equity Partners, Llc

$683600.00%New Position

Pinnacle Wealth Planning Services, Inc.

$581510.00%-85.3%

Bell Investment Advisors, Inc

$456400.00%New Position

True Wealth Design, Llc

$399350.00%New Position

Financial Consulate, Inc

$399350.00%New Position

Brown, Lisle/Cummings, Inc.

$387340.00%-52.1%

Planning Strategies Inc.

$273240.00%New Position

Assetmark, Inc

$194170.00%New Position

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