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JVL Associates’s Wise Group WSE Stock Holding History

JVL Associates’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 		$230K Buy
+20,234
New +$251K 0.07% 71

Other funds holding WSE

CTA
Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 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
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

JVL Associates's WSE Position: Q3 2026 in Review

JVL Associates opened a new position in Wise Group (WSE) in Q3 2026: 20,234 shares worth $230K. The stake represents 0.07% of the portfolio and ranks #71 among its holdings.

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

  • JVL Associates held 20,234 shares of Wise Group worth $230K as of Q3 2026.
  • Wise Group was a new JVL Associates position in Q3 2026.
  • Wise Group made up 0.07% of JVL Associates's portfolio in Q3 2026, its #71 holding.
  • 7 funds tracked by Wall St. Rank held Wise Group as of Q3 2026.

Based on JVL Associates's 13F filing for Q3 2026, filed 9 Oct 2026.