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WSE

Wise Group

208 hedge funds and large institutions have $3.14B invested in Wise Group in 2026 Q2 according to their latest regulatory filings, with 207 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

196,340% more capital invested

Capital invested by funds: $1.6M → $3.14B (+$3.14B)

20,700% more funds holding

Funds holding: 1208 (+207)

500% more funds holding in top 10

Funds holding in top 10: 16 (+5)

34% more call options, than puts

Call options by funds: $77.4M | Put options by funds: $57.8M

25.65% more ownership

Funds ownership: 0%25.65% (+26%)

Holders
208
Holders Change
+207
Holders Change %
+20,700%
% of All Funds
2.53%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.07%
New
207
Increased
1
Reduced
Closed
Calls
$77.4M
Puts
$57.8M
Net Calls
+$19.5M
Net Calls Change
+$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
176
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.7K +$14.7K +1,232 New
Bessemer Group
177
Bessemer Group
New Jersey
$9K +$8.87K +743 New
Jones Financial Companies
178
Jones Financial Companies
Missouri
$8.68K +$8.5K +712 New
SPIA
179
Steward Partners Investment Advisory
New York
$7.33K +$7.34K +615 New
Osaic Holdings
180
Osaic Holdings
Arizona
$6.64K +$6.66K +558 New
OCWP
181
Owl Creek Wealth Partners
Colorado
$6.48K +$6.49K +544 New
WPA
182
West Paces Advisors
Georgia
$6.13K +$6.15K +515 New
Baillie Gifford & Co
183
Baillie Gifford & Co
United Kingdom
$5.17K +$5.18K +434 New
IWC
184
Integrated Wealth Concepts
Massachusetts
$4.98K +$4.99K +418 New
PWPS
185
Pinnacle Wealth Planning Services
Ohio
$4.14K +$4.15K +348 New
Simplex Trading
186
Simplex Trading
Illinois
$2.86K +$2.86K +240 New
APFP
187
Action Point Financial Planning
Michigan
$2.58K +$2.6K +218 New
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$2.14K +$2.15K +180 New
BTI
189
Blue Trust Inc
Georgia
$1.89K +$1.9K +159 New
PTC
190
Private Trust Company
Ohio
$1.79K +$1.79K +150 New
AF
191
Allworth Financial
California
$1.78K +$1.79K +150 New
EWA
192
EverSource Wealth Advisors
Alabama
$1.72K +$1.72K +144 New
ACA
193
American Capital Advisory
Idaho
$1.39K +$1.4K +117 New
SIM
194
Synergy Investment Management
Florida
$1.37K +$1.37K +115 New
WA
195
Whipplewood Advisors
Colorado
$1.29K +$1.29K +108 New
CFM
196
Cornerstone Financial Management
Massachusetts
$1.22K +$1.22K +102 New
NSIM
197
North Star Investment Management
Illinois
$1.2K +$1.21K +101 New
SL
198
Salomon & Ludwin
Virginia
$936 +$907 +76 New
SWM
199
SHP Wealth Management
Massachusetts
$893 +$895 +75 New
TFA
200
Transamerica Financial Advisors
Florida
$797 +$800 +67 New

WSE Hedge Fund Activity: Q2 2026 in Review

208 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Wise Group (WSE) for Q2 2026, worth a combined $3.14B — up 196,340% from $1.6M a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new WSE positions and 0 closed out — a net gain of 207 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $549M.

  • 208 institutional investors held Wise Group (WSE) as of Q2 2026, up from 1 in Q1 2026.
  • Funds reported $3.14B of Wise Group stock for Q2 2026, up 196,340% quarter-over-quarter.
  • 207 funds opened new Wise Group positions in Q2 2026 and 0 closed out, a net change of +207 holders.
  • The largest Wise Group buyer in Q2 2026 was Capital International Investors, an estimated $549M added.

Based on aggregated 13F filings for Q2 2026.