Financial Consulate’s Wise Group WSE Stock Holding History

Financial Consulate’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	$399	Buy	+35	New	+$434	﹤0.01%	1517

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

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

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Financial Consulate's WSE Position: Q3 2026 in Review

Financial Consulate opened a new position in Wise Group (WSE) in Q3 2026: 35 shares worth $399. The stake represents ﹤0.01% of the portfolio and ranks #1517 among its holdings.

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

Financial Consulate held 35 shares of Wise Group worth $399 as of Q3 2026.
Wise Group was a new Financial Consulate position in Q3 2026.
Wise Group made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1517 holding.
36 funds tracked by Wall St. Rank held Wise Group as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.