WWM
V icon

Wiser Wealth Management’s Visa V Stock Holding History

Wiser Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$585K Buy
1,704
+441
+35% +$142K 0.11% 42
2026
Q1 		$382K Sell
1,263
-4
-0.3% -$1.29K 0.08% 47
2025
Q4 		$444K Buy
1,267
+26
+2% +$8.86K 0.1% 42
2025
Q3 		$424K Buy
1,241
+338
+37% +$117K 0.1% 41
2025
Q2 		$321K Buy
903
+118
+15% +$41.1K 0.08% 41
2025
Q1 		$275K Buy
785
+69
+10% +$23.3K 0.08% 41
2024
Q4 		$226K Buy
+716
New +$215K 0.06% 45

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Wiser Wealth Management's V Position: Q2 2026 in Review

Wiser Wealth Management increased its Visa (V) stake by 35% in Q2 2026, buying an estimated $142K and bringing the position to 1,704 shares worth $585K. The position accounts for 0.11% of the portfolio, ranked #42.

Wiser Wealth Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. 1,065 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wiser Wealth Management held 1,704 shares of Visa worth $585K as of Q2 2026.
  • Wiser Wealth Management bought 441 Visa shares in Q2 2026, an estimated $142K.
  • Visa made up 0.11% of Wiser Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Wiser Wealth Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 1,065 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.