Legacy Advisors
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Legacy Advisors’s Wise Group WSE Stock Holding History

Legacy Advisors’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 		$232K Buy
20,331
+198
+1% +$2.45K 0.02% 283
2026
Q2 		$240K Buy
+20,133
New +$240K 0.02% 291

Other funds holding WSE

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
LBP AM
LBP AM Paris, France $11.2B AUM 34.48% 1-Year Est. Return

Legacy Advisors's WSE Position: Q3 2026 in Review

Legacy Advisors increased its Wise Group (WSE) stake by 0.98% in Q3 2026, buying an estimated $2.45K and bringing the position to 20,331 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #283.

Legacy Advisors first reported a position in WSE in Q2 2026 and has held it in 2 quarters since. The position peaked at $240K in Q2 2026. 87 funds tracked by Wall St. Rank hold WSE as of Q3 2026.

  • Legacy Advisors held 20,331 shares of Wise Group worth $232K as of Q3 2026.
  • Legacy Advisors bought 198 Wise Group shares in Q3 2026, an estimated $2.45K.
  • Wise Group made up 0.02% of Legacy Advisors's portfolio in Q3 2026, its #283 holding.
  • Legacy Advisors first reported a position in Wise Group in Q2 2026 and has held it in 2 quarters since.
  • Legacy Advisors's Wise Group position peaked at $240K in Q2 2026.
  • 87 funds tracked by Wall St. Rank held Wise Group as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.