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Independent Financial Group’s Wise Group WSE Stock Holding History

Independent Financial Group’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 		$158K Buy
+13,848
New +$172K ﹤0.01% 1530

Other funds holding WSE

HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
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
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 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

Independent Financial Group's WSE Position: Q3 2026 in Review

Independent Financial Group opened a new position in Wise Group (WSE) in Q3 2026: 13,848 shares worth $158K. The stake represents ﹤0.01% of the portfolio and ranks #1530 among its holdings.

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

  • Independent Financial Group held 13,848 shares of Wise Group worth $158K as of Q3 2026.
  • Wise Group was a new Independent Financial Group position in Q3 2026.
  • Wise Group made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1530 holding.
  • 11 funds tracked by Wall St. Rank held Wise Group as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.