Yorktown Management & Research Company’s Wise Group WSE Stock Holding History

Yorktown Management & Research Company’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	$250K	Buy	+21,000	New	+$251K	0.15%	242

Other funds holding WSE

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Yorktown Management & Research Company's WSE Position: Q2 2026 in Review

Yorktown Management & Research Company opened a new position in Wise Group (WSE) in Q2 2026: 21,000 shares worth $250K. The stake represents 0.15% of the portfolio and ranks #242 among its holdings.

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

Yorktown Management & Research Company held 21,000 shares of Wise Group worth $250K as of Q2 2026.
Wise Group was a new Yorktown Management & Research Company position in Q2 2026.
Wise Group made up 0.15% of Yorktown Management & Research Company's portfolio in Q2 2026, its #242 holding.
75 funds tracked by Wall St. Rank held Wise Group as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.