James T. Borello RIA
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James T. Borello RIA’s Wise Group WSE Stock Holding History

James T. Borello RIA’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 		$114 Sell
10
-6
-38% -$74 ﹤0.01% 1194
2026
Q2 		$191 Buy
+16
New +$191 ﹤0.01% 1136

Other funds holding WSE

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Berkeley Inc
Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Harbour Capital Advisors
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return

James T. Borello RIA's WSE Position: Q3 2026 in Review

James T. Borello RIA reduced its Wise Group (WSE) stake by 38% in Q3 2026, selling an estimated $74 and leaving 10 shares worth $114. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

James T. Borello RIA first reported a position in WSE in Q2 2026 and has held it in 2 quarters since. The position peaked at $191 in Q2 2026. 33 funds tracked by Wall St. Rank hold WSE as of Q3 2026.

  • James T. Borello RIA held 10 shares of Wise Group worth $114 as of Q3 2026.
  • James T. Borello RIA sold 6 Wise Group shares in Q3 2026, an estimated $74.
  • Wise Group made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1194 holding.
  • James T. Borello RIA first reported a position in Wise Group in Q2 2026 and has held it in 2 quarters since.
  • James T. Borello RIA's Wise Group position peaked at $191 in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Wise Group as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.