AIM
WSE

Allen Investment Management’s Wise Group WSE Stock Holding History

Allen Investment Management’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 		$530K Buy
+44,526
New +$531K 0.01% 186

Other funds holding WSE

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allen Investment Management's WSE Position: Q2 2026 in Review

Allen Investment Management opened a new position in Wise Group (WSE) in Q2 2026: 44,526 shares worth $530K. The stake represents 0.01% of the portfolio and ranks #186 among its holdings.

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

  • Allen Investment Management held 44,526 shares of Wise Group worth $530K as of Q2 2026.
  • Wise Group was a new Allen Investment Management position in Q2 2026.
  • Wise Group made up 0.01% of Allen Investment Management's portfolio in Q2 2026, its #186 holding.
  • 66 funds tracked by Wall St. Rank held Wise Group as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.