Phoenix Asset Management Partners’s Wise Group WSE Stock Holding History

Phoenix Asset Management Partners’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	$2.33M	Buy	194,350 +60,000	+45%	+$716K	1.53%	10
2026 Q1	$1.6M	Hold	134,350	–	–	1.21%	10
2025 Q4	$1.61M	Buy	134,350 +74,350	+124%	+$891K	1.11%	10
2025 Q3	$836K	Buy	+60,000	New	+$836K	0.72%	9

Other funds holding WSE

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

DPC

Dream Peak Capital Hong Kong $1.01B AUM

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Alfreton Capital Radlett, Hertfordshire, United Kingdom $399M AUM 20.53% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Phoenix Asset Management Partners's WSE Position: Q2 2026 in Review

Phoenix Asset Management Partners increased its Wise Group (WSE) stake by 45% in Q2 2026, buying an estimated $716K and bringing the position to 194,350 shares worth $2.33M. The position accounts for 1.53% of the portfolio, ranked #10.

Phoenix Asset Management Partners first reported a position in WSE in Q3 2025 and has held it in 4 quarters since. 196 funds tracked by Wall St. Rank hold WSE as of Q2 2026.

Phoenix Asset Management Partners held 194,350 shares of Wise Group worth $2.33M as of Q2 2026.
Phoenix Asset Management Partners bought 60,000 Wise Group shares in Q2 2026, an estimated $716K.
Wise Group made up 1.53% of Phoenix Asset Management Partners's portfolio in Q2 2026, its #10 holding.
Phoenix Asset Management Partners first reported a position in Wise Group in Q3 2025 and has held it in 4 quarters since.
196 funds tracked by Wall St. Rank held Wise Group as of Q2 2026.

Based on Phoenix Asset Management Partners's 13F filing for Q2 2026, filed 11 Aug 2026.