Aaron Wealth Advisors
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Aaron Wealth Advisors’s Wise Group WSE Stock Holding History

Aaron Wealth Advisors’s Portfolio WSE Stock Details WSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$130K Sell
11,384
-11,867
-51% -$147K 0.01% 678
2026
Q2 		$277K Buy
+23,251
New +$278K 0.01% 601

Other funds holding WSE

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
LBP AM
LBP AM Paris, France $11.2B AUM 34.48% 1-Year Est. Return
Investment Management Associates
Investment Management Associates Greenwood Village, Colorado $490M AUM 6.7% 1-Year Est. Return

Aaron Wealth Advisors's WSE Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its Wise Group (WSE) stake by 51% in Q3 2026, selling an estimated $147K and leaving 11,384 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #678.

Aaron Wealth Advisors first reported a position in WSE in Q2 2026 and has held it in 2 quarters since. The position peaked at $277K in Q2 2026. 80 funds tracked by Wall St. Rank hold WSE as of Q3 2026.

  • Aaron Wealth Advisors held 11,384 shares of Wise Group worth $130K as of Q3 2026.
  • Aaron Wealth Advisors sold 11,867 Wise Group shares in Q3 2026, an estimated $147K.
  • Wise Group made up 0.01% of Aaron Wealth Advisors's portfolio in Q3 2026, its #678 holding.
  • Aaron Wealth Advisors first reported a position in Wise Group in Q2 2026 and has held it in 2 quarters since.
  • Aaron Wealth Advisors's Wise Group position peaked at $277K in Q2 2026.
  • 80 funds tracked by Wall St. Rank held Wise Group as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.