Loring Wolcott & Coolidge Fiduciary Advisors’s Wise Group WSE Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$52.1M	Buy	+4,378,556	New	+$52.3M	0.51%	44

Other funds holding WSE

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 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

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

IMA

Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WSE Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors opened a new position in Wise Group (WSE) in Q2 2026: 4,378,556 shares worth $52.1M. The stake represents 0.51% of the portfolio and ranks #44 among its holdings.

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

Loring Wolcott & Coolidge Fiduciary Advisors held 4,378,556 shares of Wise Group worth $52.1M as of Q2 2026.
Wise Group was a new Loring Wolcott & Coolidge Fiduciary Advisors position in Q2 2026.
Wise Group made up 0.51% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #44 holding.
66 funds tracked by Wall St. Rank held Wise Group as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.