STA
WSE

Summit Trail Advisors’s Wise Group WSE Stock Holding History

Summit Trail 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 		$9.34M Buy
+783,942
New +$9.36M 0.12% 100

Other funds holding WSE

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
DPC
Dream Peak Capital Hong Kong $1.01B AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AC
Alfreton Capital Radlett, Hertfordshire, United Kingdom $399M AUM 20.53% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Trail Advisors's WSE Position: Q2 2026 in Review

Summit Trail Advisors opened a new position in Wise Group (WSE) in Q2 2026: 783,942 shares worth $9.34M. The stake represents 0.12% of the portfolio and ranks #100 among its holdings.

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

  • Summit Trail Advisors held 783,942 shares of Wise Group worth $9.34M as of Q2 2026.
  • Wise Group was a new Summit Trail Advisors position in Q2 2026.
  • Wise Group made up 0.12% of Summit Trail Advisors's portfolio in Q2 2026, its #100 holding.
  • 208 funds tracked by Wall St. Rank held Wise Group as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.