Envestnet Asset Management’s Wise Group WSE Stock Holding History

Envestnet Asset 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	$2.48M	Buy	+208,531	New	+$2.49M	﹤0.01%	3002

Other funds holding WSE

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 Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

IMA

Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Envestnet Asset Management's WSE Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in Wise Group (WSE) in Q2 2026: 208,531 shares worth $2.48M. The stake represents ﹤0.01% of the portfolio and ranks #3002 among its holdings.

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

Envestnet Asset Management held 208,531 shares of Wise Group worth $2.48M as of Q2 2026.
Wise Group was a new Envestnet Asset Management position in Q2 2026.
Wise Group made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3002 holding.
47 funds tracked by Wall St. Rank held Wise Group as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.