Wise Group plc hedge fund holdings
WSENASDAQ$11.76+0.09 (+0.77% today)
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
WSE · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: May 11, 2026 to Oct 6, 2026. Price (-23.6%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q3 2025 | 1 | 0 | $836K | $0 | 1 | Nov 14, 2025 |
| Q4 2025 | 1 | 0 | $891K | $0 | 1 | Feb 14, 2026 |
| Q1 2026 | 0 | 0 | $0 | $0 | 1 | May 15, 2026 |
| Q2 2026 | 177 | 0 | $2.7B | $0 | 202 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
202 filersNew position
176$2.7B+227M sh
Increased
1$715K+60K sh
Reduced
0$00 sh
Out / sold
0$00 sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Capital International Investors | New Buy | +$552M | $552M | 0.11% | Aug 12, 2026 |
| FIL Ltd | New Buy | +$234M | $234M | 0.17% | Aug 13, 2026 |
| Dream Peak Capital Ltd | New Buy | +$186M | $186M | 18.33% | Aug 12, 2026 |
| Capital World Investors | New Buy | +$161M | $161M | 0.02% | Aug 12, 2026 |
| Wellington Management Group LLP | New Buy | +$158M | $158M | 0.03% | Aug 14, 2026 |
| Alfreton Capital LLP | New Buy | +$85M | $85M | 21.34% | Aug 11, 2026 |
| Ninety One UK Ltd | New Buy | +$62.8M | $62.8M | 0.14% | Jul 16, 2026 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | New Buy | +$52.1M | $52.1M | 0.51% | Jul 30, 2026 |
| Liontrust Investment Partners LLP | New Buy | +$44.6M | $44.6M | 0.65% | Aug 18, 2026 |
| Edmond de Rothschild Holding S.A. | New Buy | +$37.2M | $37.2M | 0.49% | Aug 10, 2026 |
| TFJ Management, LLC | New Buy | +$26.9M | $26.9M | 13.05% | Aug 14, 2026 |
| WCM Investment Management, LLC | New Buy | +$26.5M | $26.5M | 0.05% | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | New Buy | +$24.1M | $24.1M | 0.02% | Aug 13, 2026 |
| Capital International, Inc. | New Buy | +$23.5M | $23.5M | 0.16% | Aug 12, 2026 |
| Banque Pictet & Cie SA | New Buy | +$21.5M | $21.5M | 0.13% | Jul 24, 2026 |
| Capital International Sarl | New Buy | +$21.4M | $21.4M | 0.30% | Aug 12, 2026 |
| Credit Agricole S A | New Buy | +$18.1M | $18.1M | 0.04% | Aug 14, 2026 |
| Ruffer LLP | New Buy | +$17M | $17M | 0.60% | Jul 30, 2026 |
| Capital International Ltd | New Buy | +$11.7M | $11.7M | 0.38% | Aug 12, 2026 |
| Investment Management Associates Inc | New Buy | +$11.6M | $11.6M | 2.38% | Aug 3, 2026 |
| Summit Trail Advisors, LLC | New Buy | +$9.34M | $9.34M | 0.12% | Aug 11, 2026 |
| Orbis Allan Gray Ltd | New Buy | +$8.7M | $8.7M | 0.03% | Aug 14, 2026 |
| EDENTREE ASSET MANAGEMENT Ltd | New Buy | +$6.2M | $6.2M | 1.89% | Aug 14, 2026 |
| Pictet Asset Management Holding SA | New Buy | +$6M | $6M | 0.01% | Jul 30, 2026 |
| Aviva PLC | New Buy | +$5.14M | $5.14M | 0.01% | Aug 13, 2026 |
| Public Sector Pension Investment Board | New Buy | +$4.73M | $4.73M | 0.01% | Aug 13, 2026 |
| Korea Investment CORP | New Buy | +$4.46M | $4.46M | 0.01% | Aug 12, 2026 |
| Canada Pension Plan Investment Board | New Buy | +$4.16M | $4.16M | 0.00% | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | New Buy | +$4.03M | $4.03M | 0.01% | Aug 13, 2026 |
| Vitruvian Partners LLP | New Buy | +$3.35M | $3.35M | 1.67% | Aug 10, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | New Buy | +$3.22M | $3.22M | 0.01% | Aug 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | New Buy | +$3M | $3M | 0.00% | Aug 14, 2026 |
| SIH Partners, LLLP | New Buy | +$2.74M | $2.74M | 0.02% | Aug 14, 2026 |
| Quantinno Capital Management LP | New Buy | +$2.66M | $2.66M | 0.00% | Aug 13, 2026 |
| Abu Dhabi Investment Council Co P.J.S.C | New Buy | +$2.64M | $2.64M | 0.37% | Aug 13, 2026 |
| Royal London Asset Management Ltd | New Buy | +$2.51M | $2.51M | 0.00% | Aug 13, 2026 |
| Capital Group Investment Management Pte. Ltd. | New Buy | +$2.44M | $2.44M | 0.37% | Aug 12, 2026 |
| USS Investment Management Ltd | New Buy | +$2.43M | $2.43M | 0.01% | Aug 11, 2026 |
| Retirement Systems of Alabama | New Buy | +$2.35M | $2.35M | 0.01% | Jul 28, 2026 |
| Cibc World Market Inc. | New Buy | +$2.19M | $2.19M | 0.00% | Aug 13, 2026 |
| Thornburg Investment Management Inc | New Buy | +$2.01M | $2.01M | 0.02% | Aug 13, 2026 |
| Madison Asset Management, LLC | New Buy | +$1.73M | $1.73M | 0.02% | Aug 10, 2026 |
| Van Eck Associates Corp | New Buy | +$1.61M | $1.61M | 0.00% | Aug 14, 2026 |
| ASR Vermogensbeheer N.V. | New Buy | +$1.4M | $1.4M | 0.01% | Jul 20, 2026 |
| Emmett Investment Management, LP | New Buy | +$1.3M | $1.3M | 0.91% | Aug 14, 2026 |
| Vontobel Holding Ltd. | New Buy | +$1.27M | $1.27M | 0.00% | Aug 3, 2026 |
| Kerrisdale Advisers, LLC | New Buy | +$1.2M | $1.2M | 0.30% | Aug 14, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | New Buy | +$1.07M | $1.07M | 0.00% | Aug 10, 2026 |
| Capital Group Private Client Services, Inc. | New Buy | +$1.03M | $1.03M | 0.01% | Aug 12, 2026 |
| EFG International AG | New Buy | +$1M | $1M | 0.02% | Aug 14, 2026 |
| Rathbones Group PLC | New Buy | +$965K | $965K | 0.00% | Jul 23, 2026 |
| Farringdon Capital, Ltd. | New Buy | +$928K | $928K | 0.46% | Aug 12, 2026 |
| Ossiam | New Buy | +$925K | $925K | 0.01% | Aug 13, 2026 |
| JBF Capital, Inc. | New Buy | +$904K | $904K | 0.12% | Aug 13, 2026 |
| Storgate, LLC | New Buy | +$832K | $832K | 0.17% | Aug 12, 2026 |
| Prudential PLC | New Buy | +$796K | $796K | 0.00% | Aug 14, 2026 |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd | Added 44.66% | +$720K | $2.33M | 1.53% | Aug 11, 2026 |
| Jasper Ridge Partners, L.P. | New Buy | +$705K | $705K | 0.02% | Aug 14, 2026 |
| Bank Pictet & Cie (Europe) AG | New Buy | +$638K | $638K | 0.01% | Jul 24, 2026 |
| Caisse de depot et placement du Quebec | New Buy | +$637K | $637K | 0.00% | Aug 14, 2026 |
| Allen Investment Management, LLC | New Buy | +$530K | $530K | 0.01% | Aug 5, 2026 |
| Berkeley, Inc | New Buy | +$495K | $495K | 0.16% | Jul 24, 2026 |
| Westerkirk Capital Inc. | New Buy | +$390K | $390K | 0.04% | Aug 10, 2026 |
| Camelot Technology Advisors, Inc. | New Buy | +$375K | $375K | 0.25% | Jul 10, 2026 |
| Vancity Investment Management Ltd | New Buy | +$345K | $345K | 0.05% | Aug 24, 2026 |
| Harbour Capital Advisors, LLC | New Buy | +$291K | $291K | 0.05% | Jul 15, 2026 |
| Aaron Wealth Advisors LLC | New Buy | +$277K | $277K | 0.01% | Jul 16, 2026 |
| Atria Investments, Inc | New Buy | +$276K | $276K | 0.00% | Jul 28, 2026 |
| Choate Investment Advisors | New Buy | +$268K | $268K | 0.00% | Aug 11, 2026 |
| Yorktown Management & Research Co Inc | New Buy | +$250K | $250K | 0.15% | Jul 23, 2026 |
| Legacy Advisors, LLC | New Buy | +$240K | $240K | 0.02% | Jul 24, 2026 |
| Saranac Partners Ltd | New Buy | +$218K | $218K | 0.06% | Aug 13, 2026 |
| Resolute Advisors LLC | New Buy | +$192K | $192K | 0.05% | Aug 14, 2026 |
| Epacria Capital Partners, LLC | New Buy | +$162K | $162K | 0.13% | Aug 14, 2026 |
| Verdence Capital Advisors LLC | New Buy | +$155K | $155K | 0.01% | Jul 29, 2026 |
| Wealth Alliance, LLC | New Buy | +$147K | $147K | 0.01% | Aug 11, 2026 |
| Metis Global Partners, LLC | New Buy | +$137K | $137K | 0.00% | Aug 10, 2026 |
| Thrivent Financial for Lutherans | New Buy | +$134K | $134K | 0.00% | Aug 14, 2026 |
| Ethic Inc. | New Buy | +$133K | $133K | 0.00% | Jul 29, 2026 |
| PICTET BANK & TRUST Ltd | New Buy | +$128K | $128K | 0.14% | Jul 24, 2026 |
| Lido Advisors, LLC | New Buy | +$121K | $121K | 0.00% | Aug 7, 2026 |
| Macquarie Group Ltd | New Buy | +$87.5K | $87.5K | 0.00% | Aug 14, 2026 |
| Vanguard National Trust Co | New Buy | +$83.4K | $83.4K | 0.00% | Aug 13, 2026 |
| Asset Management One Co., Ltd. | New Buy | +$59.7K | $59.7K | 0.00% | Jul 28, 2026 |
| TD Private Client Wealth LLC | New Buy | +$16.1K | $16.1K | 0.00% | Aug 4, 2026 |
| Bessemer Group Inc | New Buy | +$9K | $9K | 0.00% | Aug 12, 2026 |
| Owl Creek Wealth Partners LLC | New Buy | +$6.48K | $6.48K | 0.00% | Jul 20, 2026 |
| West Paces Advisors Inc. | New Buy | +$6.13K | $6.13K | 0.00% | Jul 20, 2026 |
| Baillie Gifford & Co | New Buy | +$5.17K | $5.17K | 0.00% | Aug 6, 2026 |
| Pinnacle Wealth Planning Services, Inc. | New Buy | +$4.15K | $4.15K | 0.00% | Aug 7, 2026 |
| Fiduciary Financial Advisors | New Buy | +$2.59K | $2.59K | 0.00% | Aug 14, 2026 |
| Synergy Investment Management, LLC | New Buy | +$1.37K | $1.37K | 0.00% | Aug 14, 2026 |
| Whipplewood Advisors, LLC | New Buy | +$1.29K | $1.29K | 0.00% | Jul 27, 2026 |
| Cornerstone Financial Management LLC | New Buy | +$1.22K | $1.22K | 0.00% | Aug 28, 2026 |
| North Star Investment Management Corp. | New Buy | +$1.2K | $1.2K | 0.00% | Jul 28, 2026 |
| Salomon & Ludwin, LLC | New Buy | +$936 | $936 | 0.00% | Aug 7, 2026 |
| SHP Wealth Management | New Buy | +$893 | $893 | 0.00% | Aug 11, 2026 |
| Principia Wealth Advisory, LLC | New Buy | +$750 | $750 | 0.00% | Aug 26, 2026 |
| Bogart Wealth, LLC | New Buy | +$179 | $179 | 0.00% | Jul 24, 2026 |
| Monetary Solutions, Ltd | New Buy | +$107 | $107 | 0.00% | Jul 23, 2026 |