WSE · Company research
Wise Group plc Class A Ordinary Shares (WSE): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
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Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34816 | 414659 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 932 | 11072 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NATIXIS ADVISORS, LLC | 1018331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84937 | 1011 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13100 | 156021 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Thrivent Financial for Lutherans | 314984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11172 | 134 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Capital World Investors | 1422849 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13441049 | 161290069 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20100 | 239 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 382799 | 4559136 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bogart Wealth, LLC | 1715740 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 179 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Vanguard National Trust Co | 1984256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7005 | 83430 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Dream Peak Capital Ltd | 2032148 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15591685 | 185696968 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4857250 | 57849848 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 558 | 6645 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Berkeley, Inc | 2051965 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41570 | 495099 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Bank Pictet & Cie (Europe) AG | 1123274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53200 | 638453 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| CAPTRUST FINANCIAL ADVISORS | 1512024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73257 | 872492 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GAMMA Investing LLC | 2010235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3512 | 41828 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Summit Trail Advisors, LLC | 1698478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 783942 | 9336749 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CIBC WORLD MARKET INC. | 1421224 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 183666 | 2187462 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3000000 | 36690000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BANQUE PICTET & CIE SA | 1535602 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1795190 | 21544065 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Intesa Sanpaolo S.p.A. | 1374384 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59976 | 717004 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Capital Group Private Client Services, Inc. | 1857666 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86032 | 1031670 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Capital International Investors | 1562230 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45988256 | 551720573 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2817516 | 33684340 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Pictet Asset Management Holding SA | 1993888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 499616 | 5995889 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 418 | 4980 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 1649647 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3111895 | 37202248 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18917 | 225302 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Farringdon Capital, Ltd. | 1750980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77917 | 927991 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1156039 | 13873573 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 708379 | 8493589 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vitruvian Partners LLP | 1692590 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 281277 | 3350009 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Madison Asset Management, LLC | 1299351 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 144869 | 1725390 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. | 1939970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 203078 | 2437138 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bank Julius Baer & Co. Ltd, Zurich | 1544599 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89555 | 1074496 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46 | 548 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Vancity Investment Management Ltd | 1846311 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28999 | 345 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Westerkirk Capital Inc. | 2080423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32705 | 389517 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Korea Investment CORP | 1441689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 371573 | 4459246 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 217345 | 2605315 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57209 | 681361 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Lido Advisors, LLC | 1650150 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10190 | 121374 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15989 | 190429 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Aristides Capital LLC | 1595521 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 917960 | 10932904 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21038 | 250564 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Blue Trust, Inc. | 1856022 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 159 | 1894 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43544 | 522007 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Quadrature Capital Ltd | 1651424 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23884 | 284458 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| FIL Ltd | 318989 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19345165 | 232021284 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 105455 | 1265231 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| MACQUARIE GROUP LTD | 1418333 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7343 | 87455 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SHP Wealth Management | 1807060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75 | 893 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| COMMONWEALTH EQUITY SERVICES, LLC | 312272 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52254 | 622350 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Transamerica Financial Advisors, LLC | 1502149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67 | 797 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76973 | 916744 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 180 | 2144 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Owl Creek Wealth Partners LLC | 2133805 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 544 | 6480 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Alfreton Capital LLP | 1873435 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7090000 | 85038965 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Schonfeld Strategic Advisors LLC | 1665241 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10656 | 126911 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Planning Services, Inc. | 1726752 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 348 | 4145 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Physician Wealth Advisors, Inc. | 1795173 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23 | 274 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Caisse de depot et placement du Quebec | 898286 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53055 | 636684 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| North Star Investment Management Corp. | 1342857 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 101 | 1203 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| EFG International AG | 2109868 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17857 | 212677 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Retirement Systems of Alabama | 1593051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 197100 | 2347461 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| SIH Partners, LLLP | 1996244 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1776000 | 21152160 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000 | 119100 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Metis Global Partners, LLC | 1594916 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11397 | 136739 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Allen Investment Management, LLC | 1326234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44526 | 530305 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 540754 | 6440380 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Plante Moran Financial Advisors, LLC | 1424717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39 | 464 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| O'Brien Greene & Co. Inc | 1768635 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 145000 | 1726950 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| BAILLIE GIFFORD & CO | 1088875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 434 | 5169 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1520354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 302082 | 3621051 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36884 | 442644 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 319781 | 3808592 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Assenagon Asset Management S.A. | 1546007 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 99831 | 1198078 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1355 | 16138 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Vident Advisory, LLC | 1744347 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43597 | 519240 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.