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GAMMA Investing’s Wise Group WSE Stock Holding History

GAMMA Investing’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 		$40K Hold
3,512
– – ﹤0.01% 2528
2026
Q2 		$41.8K Buy
+3,512
New +$41.9K ﹤0.01% 2423

Other funds holding WSE

CTA
Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

GAMMA Investing's WSE Position: Q3 2026 in Review

GAMMA Investing held its Wise Group (WSE) position steady in Q3 2026 at 3,512 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #2528.

GAMMA Investing first reported a position in WSE in Q2 2026 and has held it in 2 quarters since. The position peaked at $41.8K in Q2 2026. 7 funds tracked by Wall St. Rank hold WSE as of Q3 2026.

  • GAMMA Investing held 3,512 shares of Wise Group worth $40K as of Q3 2026.
  • GAMMA Investing left its Wise Group share count unchanged in Q3 2026.
  • Wise Group made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2528 holding.
  • GAMMA Investing first reported a position in Wise Group in Q2 2026 and has held it in 2 quarters since.
  • GAMMA Investing's Wise Group position peaked at $41.8K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Wise Group as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.