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Creative Planning WSE Position History
Wise Group plc • Services
Quarters held
4
Latest value
$806K
Q3 2026
Peak value
$917K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $19K |
| Q2 2026 | $917K |
| Q3 2026 | $7K |
| Q3 2026 | $806K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $806K | 70.8K | — | — |
| Q3 2026 | $7K | 621 | — | — |
| Q2 2026 | $917K | 77.0K | — | — |
| Q2 2026 | $19K | 1.6K | — | — |