PS
WSE icon

Planning Strategies’s Wise Group WSE Stock Holding History

Planning Strategies’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 		$273 Buy
+24
New +$297 ﹤0.01% 1027

Other funds holding WSE

CTA
Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Planning Strategies's WSE Position: Q3 2026 in Review

Planning Strategies opened a new position in Wise Group (WSE) in Q3 2026: 24 shares worth $273. The stake represents ﹤0.01% of the portfolio and ranks #1027 among its holdings.

7 funds tracked by Wall St. Rank hold WSE as of Q3 2026.

  • Planning Strategies held 24 shares of Wise Group worth $273 as of Q3 2026.
  • Wise Group was a new Planning Strategies position in Q3 2026.
  • Wise Group made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #1027 holding.
  • 7 funds tracked by Wall St. Rank held Wise Group as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.