Pinnacle Wealth Planning Services’s Wise Group WSE Stock Holding History

Pinnacle Wealth Planning Services’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	$4.14K	Buy	+348	New	+$4.15K	﹤0.01%	2337

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Pinnacle Wealth Planning Services's WSE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services opened a new position in Wise Group (WSE) in Q2 2026: 348 shares worth $4.14K. The stake represents ﹤0.01% of the portfolio and ranks #2337 among its holdings.

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

Pinnacle Wealth Planning Services held 348 shares of Wise Group worth $4.14K as of Q2 2026.
Wise Group was a new Pinnacle Wealth Planning Services position in Q2 2026.
Wise Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2337 holding.
208 funds tracked by Wall St. Rank held Wise Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.