Creative Planning’s Wise Group WSE Stock Holding History

Creative 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	$935K	Buy	+78,529	New	+$937K	﹤0.01%	2691

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

Creative Planning's WSE Position: Q2 2026 in Review

Creative Planning opened a new position in Wise Group (WSE) in Q2 2026: 78,529 shares worth $935K. The stake represents ﹤0.01% of the portfolio and ranks #2691 among its holdings.

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

Creative Planning held 78,529 shares of Wise Group worth $935K as of Q2 2026.
Wise Group was a new Creative Planning position in Q2 2026.
Wise Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2691 holding.
208 funds tracked by Wall St. Rank held Wise Group as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.