LA
WSE

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
Q2 		$240K Buy
+20,133
New +$240K 0.02% 291

Other funds holding WSE

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Legacy Advisors's WSE Position: Q2 2026 in Review

Legacy Advisors opened a new position in Wise Group (WSE) in Q2 2026: 20,133 shares worth $240K. The stake represents 0.02% of the portfolio and ranks #291 among its holdings.

24 funds tracked by Wall St. Rank hold WSE as of Q2 2026.

  • Legacy Advisors held 20,133 shares of Wise Group worth $240K as of Q2 2026.
  • Wise Group was a new Legacy Advisors position in Q2 2026.
  • Wise Group made up 0.02% of Legacy Advisors's portfolio in Q2 2026, its #291 holding.
  • 24 funds tracked by Wall St. Rank held Wise Group as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.