Action Point Financial Planning’s Wise Group WSE Stock Holding History

Action Point Financial Planning’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 Q2	$2.58K	Buy	+218	New	+$2.6K	﹤0.01%	2132

Other funds holding WSE

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

DPC

Dream Peak Capital Hong Kong $1.01B AUM

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Alfreton Capital Radlett, Hertfordshire, United Kingdom $399M AUM 20.53% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Action Point Financial Planning's WSE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Wise Group (WSE) in Q2 2026: 218 shares worth $2.58K. The stake represents ﹤0.01% of the portfolio and ranks #2132 among its holdings.

208 funds tracked by Wall St. Rank hold WSE as of Q2 2026.

Action Point Financial Planning held 218 shares of Wise Group worth $2.58K as of Q2 2026.
Wise Group was a new Action Point Financial Planning position in Q2 2026.
Wise Group made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2132 holding.
208 funds tracked by Wall St. Rank held Wise Group as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.