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Gilpin Wealth Management’s Wise Group WSE Stock Holding History

Gilpin Wealth 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
Q3 		$57 Buy
+5
New +$62 ﹤0.01% 1380

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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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

Gilpin Wealth Management's WSE Position: Q3 2026 in Review

Gilpin Wealth Management opened a new position in Wise Group (WSE) in Q3 2026: 5 shares worth $57. The stake represents ﹤0.01% of the portfolio and ranks #1380 among its holdings.

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

  • Gilpin Wealth Management held 5 shares of Wise Group worth $57 as of Q3 2026.
  • Wise Group was a new Gilpin Wealth Management position in Q3 2026.
  • Wise Group made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1380 holding.
  • 7 funds tracked by Wall St. Rank held Wise Group as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.