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Summit Trail Advisors, LLC

SEC CIK
0001698478
Latest filing
Aug 11, 2026

WSE holding history

Wise Group plc in every 13F filed by Summit Trail Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WSE overviewAll 13F holders of WSEFull Q2 2026 holdings

Shares (Q2 2026)
783,942
Value
$9.34M
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of WSE by Summit Trail Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026783,942$9.34M0.1%+783,942NewHolders