Steward Partners Investment Advisory’s Wise Group WSE Stock Holding History

Steward Partners Investment Advisory’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	$7.33K	Buy	+615	New	+$7.34K	﹤0.01%	3840

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

Steward Partners Investment Advisory's WSE Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Wise Group (WSE) in Q2 2026: 615 shares worth $7.33K. The stake represents ﹤0.01% of the portfolio and ranks #3840 among its holdings.

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

Steward Partners Investment Advisory held 615 shares of Wise Group worth $7.33K as of Q2 2026.
Wise Group was a new Steward Partners Investment Advisory position in Q2 2026.
Wise Group made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3840 holding.
196 funds tracked by Wall St. Rank held Wise Group as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.