EWA
WSE

EverSource Wealth Advisors’s Wise Group WSE Stock Holding History

EverSource Wealth 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 		$1.72K Buy
+144
New +$1.72K ﹤0.01% 3784

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
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
IMA
Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

EverSource Wealth Advisors's WSE Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in Wise Group (WSE) in Q2 2026: 144 shares worth $1.72K. The stake represents ﹤0.01% of the portfolio and ranks #3784 among its holdings.

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

  • EverSource Wealth Advisors held 144 shares of Wise Group worth $1.72K as of Q2 2026.
  • Wise Group was a new EverSource Wealth Advisors position in Q2 2026.
  • Wise Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3784 holding.
  • 50 funds tracked by Wall St. Rank held Wise Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.