AssetMark Inc’s Wise Group WSE Stock Holding History

AssetMark Inc’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	$194	Buy	+17	New	+$211	﹤0.01%	3617

Other funds holding WSE

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Investment Management Associates Greenwood Village, Colorado $490M AUM 6.7% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AssetMark Inc's WSE Position: Q3 2026 in Review

AssetMark Inc opened a new position in Wise Group (WSE) in Q3 2026: 17 shares worth $194. The stake represents ﹤0.01% of the portfolio and ranks #3617 among its holdings.

62 funds tracked by Wall St. Rank hold WSE as of Q3 2026.

AssetMark Inc held 17 shares of Wise Group worth $194 as of Q3 2026.
Wise Group was a new AssetMark Inc position in Q3 2026.
Wise Group made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3617 holding.
62 funds tracked by Wall St. Rank held Wise Group as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.