True Wealth Design’s Wise Group WSE Stock Holding History

True Wealth Design’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	$399	Buy	+35	New	+$434	﹤0.01%	2196

Other funds holding WSE

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

True Wealth Design's WSE Position: Q3 2026 in Review

True Wealth Design opened a new position in Wise Group (WSE) in Q3 2026: 35 shares worth $399. The stake represents ﹤0.01% of the portfolio and ranks #2196 among its holdings.

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

True Wealth Design held 35 shares of Wise Group worth $399 as of Q3 2026.
Wise Group was a new True Wealth Design position in Q3 2026.
Wise Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2196 holding.
11 funds tracked by Wall St. Rank held Wise Group as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.