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Wise Group plc

WSE
Exchange
Nasdaq
Industry
Services-Business Services, NEC
SEC CIK
0002099039

In the last 90 days, Wise Group plc insiders filed 0 open-market purchases and 2 sales; 214 institutions reported holding it in 13F filings for Q2 2026, worth $3.20B in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in Wise Group plc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
214
+213 vs. Q1 2026
Shares held
267.9M
+267.8M (+199,301.6%) vs. Q1 2026
Total value
$3.20B
+$3.20B (+200,049.0%) vs. Q1 2026
New holders
213
1 more added
Sold out
0
0 more reduced

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting WSE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 214 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 214 institutions
Value heldQ2 2026: $3.20B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $836.0KQ4 2025: $1.61MQ1 2026: $1.60MQ2 2026: $3.20B
Institutions holding WSE and their total value by quarter
QuarterHoldersValue
Q2 2026214$3.20B
Q1 20261$1.60M
Q4 20251$1.61M
Q3 20251$836.0K
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Wise Group plc; share changes are against Q1 2026.

Institutions holding WSE in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Highland Investment Advisors LLC7$830.00%+7New
Larson Financial Group LLC8$950.00%+8New
Monetary Solutions, Ltd9$1070.00%+9New
Bogart Wealth, LLC15$1790.00%+15New
Silicon Valley Capital Partners18$2140.00%+18New
UMA Financial Services, Inc.23$2740.00%+23New
Cornerstone Planning Group LLC26$3210.00%+26New
Plante Moran Financial Advisors, LLC39$4640.00%+39New
Nisa Investment Advisors, LLC46$5480.00%+46New
Principia Wealth Advisory, LLC63$7500.00%+63New
Transamerica Financial Advisors, Inc.67$7970.00%+67New
Brown, Lisle/Cummings, Inc.71$8460.00%+71New
SHP Wealth Management75$8930.00%+75New
Salomon & Ludwin, LLC76$9360.00%+76New
North Star Investment Management Corp.101$1.20K0.00%+101New
Cornerstone Financial Management LLC102$1.22K0.00%+102New
Whipplewood Advisors, LLC108$1.29K0.00%+108New
Synergy Investment Management, LLC115$1.37K0.00%+115New
American Capital Advisory, LLC117$1.39K0.00%+117New
EverSource Wealth Advisors, LLC144$1.72K0.00%+144New
Allworth Financial LP150$1.78K0.00%+150New
Private Trust Co NA150$1.79K0.00%+150New
Ronald Blue Trust, Inc.159$1.89K0.00%+159New
Fifth Third Bancorp180$2.14K0.00%+180New
Parkside Financial Bank & Trust198$2.36K0.00%+198New
Action Point Financial Planning, LLC218$2.58K0.00%+218New
Simplex Trading, LLC240$2.86K0.00%+240New
Pinnacle Wealth Planning Services, Inc.348$4.14K0.00%+348New
Baillie Gifford & Co434$5.17K0.00%+434New
West Paces Advisors Inc.515$6.13K0.00%+515New
Owl Creek Wealth Partners LLC544$6.48K0.00%+544New
Advisor Group Holdings, Inc.558$6.64K0.00%+558New
Steward Partners Investment Advisory, LLC615$7.33K0.00%+615New
Jones Financial Companies LLLP712$8.68K0.00%+712New
Bessemer Group Inc743$9.00K0.00%+743New
Federation des caisses Desjardins du Quebec1,232$14.7K0.00%+1,232New
TD Private Client Wealth LLC1,351$16.1K0.00%+1,351New
Global Retirement Partners, LLC1,355$16.1K0.00%+1,355New
SRS Capital Advisors, Inc.1,900$22.6K0.00%+1,900New
GAMMA Investing LLC3,512$41.8K0.00%+3,512New
Parallel Advisors, LLC3,964$47.2K0.00%+3,964New
TD Waterhouse Canada Inc.3,970$49.3K0.00%+3,970New
Advisors Asset Management, Inc.4,160$49.5K0.00%+4,160New
Asset Management One Co.,Ltd.5,012$59.7K0.00%+5,012New
The PNC Financial Services Group, Inc.5,644$67.2K0.00%+5,644New
Signaturefd, LLC5,914$70.4K0.00%+5,914New
Vanguard National Trust Co7,005$83.4K0.00%+7,005New
Clearstead Advisors, LLC7,294$86.9K0.00%+7,294New
Macquarie Group Ltd7,343$87.5K0.00%+7,343New
Wells Fargo & Company8,021$95.5K0.00%+8,021New
Rhumbline Advisers8,028$95.6K0.00%+8,028New
BNP Paribas Arbitrage, SA10,000$119.1K0.00%+10,000New
Lido Advisors, LLC10,190$121.4K0.00%+10,190New
Marshall Wace, LLP10,401$123.9K0.00%+10,401New
Mercer Global Advisors Inc10,490$124.9K0.00%+10,490New
Two Sigma Securities, LLC10,528$125.4K0.01%+10,528New
Schonfeld Strategic Advisors LLC10,656$126.9K0.00%+10,656New
Pictet Bank & Trust Ltd10,650$127.8K0.14%+10,650New
Ethic Inc.11,165$133.0K0.00%+11,165New
Thrivent Financial for Lutherans11,172$134.0K0.00%+11,172New
Metis Global Partners, LLC11,397$136.7K0.00%+11,397New
Brevan Howard Capital Management LP12,339$147.0K0.00%+12,339New
Wealth Alliance12,379$147.4K0.01%+12,379New
Verdence Capital Advisors LLC13,003$154.9K0.01%+13,003New
Epacria Capital Partners, LLC13,638$162.4K0.13%+13,638New
Neuberger Berman Group LLC14,872$178.5K0.00%+14,872New
JustInvest LLC15,989$190.4K0.00%+15,989New
Resolute Partners Group15,994$191.9K0.05%+15,994New
Abel Hall, LLC16,319$194.4K0.03%+16,319New
Saranac Partners Ltd18,284$217.8K0.07%+18,284New
Callan Family Office, LLC18,301$218.9K0.00%+18,301New
US Bancorp19,251$229.3K0.00%+19,251New
SG Americas Securities, LLC20,100$239.0K0.00%+20,100New
Legacy Advisors, LLC20,133$239.8K0.02%+20,133New
Yorktown Management & Research Co Inc21,000$250.1K0.15%+21,000New
CI Private Wealth, LLC21,105$251.4K0.00%+21,105New
Susquehanna International Group, LLP22,249$265.0K0.00%+22,249New
Choate Investment Advisors22,372$268.5K0.00%+22,372New
Atria Investments LLC23,177$276.0K0.00%+23,177New
Aaron Wealth Advisors23,251$276.9K0.01%+23,251New
Quadrature Capital Ltd23,884$284.5K0.00%+23,884New
Harbour Capital Advisors, LLC22,575$290.7K0.05%+22,575New
Vancity Investment Management Ltd28,999$345.0K0.05%+28,999New
XTX Topco Ltd29,488$351.2K0.00%+29,488New
Camelot Technology Advisors, Inc.31,499$375.2K0.26%+31,499New
Point72 Asset Management, L.P.32,515$387.3K0.00%+32,515New
Westerkirk Capital Inc.32,705$389.5K0.04%+32,705New
Squarepoint Ops LLC34,816$414.7K0.00%+34,816New
Pathstone Holdings, LLC37,976$452.3K0.00%+37,976New
Mackenzie Financial Corp51,414$464.9K0.00%+51,414New
Berkeley, Inc41,570$495.1K0.16%+41,570New
First Trust Advisors LP43,544$522.0K0.00%+43,544New
Allen Investment Management LLC44,526$530.3K0.01%+44,526New
Commonwealth Equity Services, LLC52,254$622.4K0.00%+52,254New
Vident Advisory, LLC52,506$625.3K0.00%+52,506New
Caisse de Depot Et Placement du Quebec53,055$636.7K0.00%+53,055New
Pictet & Cie (Europe) SA53,200$638.5K0.01%+53,200New
LPL Financial LLC57,209$681.4K0.00%+57,209New
Jasper Ridge Partners, L.P.59,198$705.0K0.02%+59,198New
Intesa Sanpaolo S.p.A.59,976$717.0K0.03%+59,976New