CAPTRUST Financial Advisors
WSE

CAPTRUST Financial Advisors’s Wise Group WSE Stock Holding History

CAPTRUST Financial 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
Q2 		$872K Buy
+73,257
New +$874K ﹤0.01% 1823

Other funds holding WSE

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
DPC
Dream Peak Capital Hong Kong $1.01B AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AC
Alfreton Capital Radlett, Hertfordshire, United Kingdom $399M AUM 20.53% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CAPTRUST Financial Advisors's WSE Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Wise Group (WSE) in Q2 2026: 73,257 shares worth $872K. The stake represents ﹤0.01% of the portfolio and ranks #1823 among its holdings.

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

  • CAPTRUST Financial Advisors held 73,257 shares of Wise Group worth $872K as of Q2 2026.
  • Wise Group was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Wise Group made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1823 holding.
  • 208 funds tracked by Wall St. Rank held Wise Group as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.