Wise Group plc (WSE) — Institutional Holders, Q2 2026 (page 3)
216 institutional investment managers reported a WSE position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 216. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WSE 13F holders ranked 201–216 of 216
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | North Star Investment Management#201 · 101 sh | 101 | $1.2K | <0.01% | New |
| 202 | Salomon & Ludwin#202 · 76 sh | 76 | $936.00 | <0.01% | New |
| 203 | SHP Wealth Management#203 · 75 sh | 75 | $893.00 | <0.01% | New |
| 204 | BROWN, LISLE/CUMMINGS#204 · 71 sh | 71 | $846.00 | — | New |
| 205 | Transamerica Financial Advisors#205 · 67 sh | 67 | $797.00 | <0.01% | New |
| 206 | Principia Wealth Advisory#206 · 63 sh | 63 | $750.00 | <0.01% | New |
| 207 | NISA INVESTMENT ADVISORS#207 · 46 sh | 46 | $548.00 | — | New |
| 208 | Plante Moran Financial Advisors#208 · 39 sh | 39 | $464.00 | 0.00% | New |
| 209 | Cornerstone Planning Group#209 · 26 sh | 26 | $321.00 | — | New |
| 210 | Physician Wealth Advisors#210 · 23 sh | 23 | $274.00 | — | New |
| 211 | Silicon Valley Capital Partners#211 · 18 sh | 18 | $214.00 | 0.00% | New |
| 212 | James T. Borello RIA#212 · 16 sh | 16 | $191.00 | — | New |
| 213 | Bogart Wealth#213 · 15 sh | 15 | $179.00 | 0.00% | New |
| 214 | Monetary Solutions, Ltd#214 · 9 sh | 9 | $107.00 | — | New |
| 215 | Larson Financial Group#215 · 8 sh | 8 | $95.00 | 0.00% | New |
| 216 | Highland Investment Advisors#216 · 7 sh | 7 | $83.00 | 0.00% | — |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.