WSE Institutional Ownership & Shareholders

Wise Group plc (WSE) is currently held by 211 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.14B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Capital International Investors is currently the largest disclosed institutional shareholder of WSE tracked by InsiderSet, reporting ownership valued at approximately $551.72M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $499.89M, representing an estimated loss of -9.39% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed WSE value among the investors covered in this analysis. Major shareholders include Capital International Investors, Vanguard Capital Management Llc, Fil Ltd, and several other long-term asset managers with concentrated positions in Wise Group plc (WSE).

This page ranks the largest institutional WSE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

211

Total Reported Value

$3.14B

Largest Holder

Capital International Investors

Largest Position

$551.72M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

219

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Capital International Investors0.11%45,988,256$551,720,573$499,892,343-$51,828,230-9.39%
Vanguard Capital Management Llc0.01%21,948,742$263,099,570$238,582,826-$24,516,744-9.32%
Fil Ltd0.17%19,483,411$233,679,373$211,784,678-$21,894,695-9.37%
Dream Peak Capital Ltd18.33%15,591,685$185,696,968$169,481,616-$16,215,352-8.73%
Norges Bank0.02%14,980,282$179,623,690$162,835,665-$16,788,025-9.35%
Capital World Investors0.02%13,441,049$161,290,069$146,104,203-$15,185,866-9.42%
Wellington Management Group Llp0.03%13,204,563$158,322,636$143,533,600-$14,789,036-9.34%
Alfreton Capital Llp21.34%7,090,000$85,038,965$77,068,300-$7,970,665-9.37%
Vanguard Fiduciary Trust Co0.02%6,423,502$76,998,518$69,823,467-$7,175,051-9.32%
Goldman Sachs Group Inc0.01%6,307,552$75,122,944$68,563,090-$6,559,854-8.73%
Legal & General Group Plc0.01%5,657,437$67,886,724$61,496,340-$6,390,384-9.41%
Barclays Plc0.02%5,352,595$63,749,406$58,182,708-$5,566,698-8.73%
Ninety One Uk Ltd0.14%5,235,954$62,836,623$56,914,820-$5,921,803-9.42%
Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma0.50%4,771,451$54,346,850$51,865,672-$2,481,178-4.57%
Bank Of America Corp0.00%3,772,783$44,933,846$41,010,151-$3,923,695-8.73%
Liontrust Investment Partners Llp0.65%3,712,549$44,554,280$40,355,408-$4,198,872-9.42%
Td Asset Management Inc0.04%3,604,276$43,254,871$39,178,480-$4,076,391-9.42%
Citigroup Inc0.02%3,467,191$41,294,245$37,688,366-$3,605,879-8.73%
Deutsche Bank Ag\0.01%3,202,708$38,144,252$34,813,436-$3,330,816-8.73%
Edmond De Rothschild Holding S.A.0.49%3,111,895$37,202,248$33,826,299-$3,375,949-9.07%
Bnp Paribas Asset Management Holding S.A.0.04%3,018,678$36,184,831$32,813,030-$3,371,801-9.32%
Swiss National Bank0.02%2,817,516$33,684,340$30,626,399-$3,057,941-9.08%
Russell Investments Group, Ltd.0.03%2,626,984$31,527,206$28,555,316-$2,971,890-9.43%
Tfj Management, Llc17.53%2,259,114$26,906,048$24,556,569-$2,349,479-8.73%
Wcm Investment Management, Llc0.05%2,192,259$26,472,704$23,829,855-$2,642,849-9.98%
Vanguard Asset Management, Ltd0.02%2,009,764$24,091,041$21,846,135-$2,244,906-9.32%
Morgan Stanley0.00%1,980,309$23,585,488$21,525,959-$2,059,529-8.73%
Capital International, Inc./Ca/0.16%1,955,908$23,463,419$21,260,720-$2,202,699-9.39%
Capital International Sarl0.30%1,782,781$21,394,481$19,378,829-$2,015,652-9.42%
Banque Pictet & Cie Sa0.20%1,790,440$20,559,841$19,462,083-$1,097,758-5.34%
Caisse Des Depots Et Consignations0.34%1,692,938$20,317,061$18,402,236-$1,914,825-9.42%
Nuveen, Llc0.00%1,674,002$20,089,625$18,196,402-$1,893,223-9.42%
Investment Management Associates Inc4.81%1,605,161$18,282,784$17,448,100-$834,684-4.57%
Credit Agricole S A0.05%1,521,284$18,118,492$16,536,357-$1,582,135-8.73%
Ruffer Llp0.60%1,415,047$16,963,419$15,381,561-$1,581,858-9.33%
Jpmorgan Chase & Co0.00%1,183,601$14,475,440$12,865,743-$1,609,697-11.12%
Allianz Asset Management Gmbh0.01%1,212,550$14,441,470$13,180,418-$1,261,052-8.73%
Bank Of New York Mellon Corp0.00%1,083,769$12,907,685$11,780,569-$1,127,116-8.73%
Capital International Ltd0.38%972,356$11,663,203$10,569,510-$1,093,693-9.38%
Millennium Management Llc0.01%930,589$11,083,315$10,115,502-$967,813-8.73%
Aristides Capital Llc2.80%917,960$10,932,904$9,978,225-$954,679-8.73%
Ubs Group Ag0.00%896,886$10,681,912$9,749,151-$932,761-8.73%
Geode Capital Management, Llc0.00%866,439$10,319,288$9,418,192-$901,096-8.73%
Summit Trail Advisors, Llc0.12%783,942$9,336,749$8,521,450-$815,299-8.73%
Orbis Allan Gray Ltd0.03%730,105$8,695,551$7,936,241-$759,310-8.73%
Aqr Capital Management Llc0.00%708,379$8,493,589$7,700,080-$793,509-9.34%
National Bank Of Canada0.01%589,934$7,096,228$6,412,583-$683,645-9.63%
Jane Street Group, Llc0.00%558,957$6,657,178$6,075,863-$581,315-8.73%
Royal Bank Of Canada0.00%534,317$6,364,000$5,808,026-$555,974-8.74%
Zurcher Kantonalbank (Zurich Cantonalbank)0.01%519,788$6,237,973$5,650,096-$587,877-9.42%
Showing 50 of 210

Frequently asked questions about WSE

  • Who are the largest institutional holders of WSE?

    The largest institutional holders of WSE reported in the latest SEC Form 13F filings include Capital International Investors, Vanguard Capital Management Llc, Fil Ltd, Dream Peak Capital Ltd, and Norges Bank. InsiderSet ranks institutional holders by their latest reported WSE position.

  • What is WSE institutional ownership?

    This page tracks WSE positions reported by institutional investment managers through SEC Form 13F. Wise Group plc (WSE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own WSE?

    InsiderSet currently tracks 211 institutional managers reporting WSE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WSE shareholders.

  • How much WSE stock do institutions own?

    Institutional investment managers disclosed approximately $3.14B in WSE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was WSE institutional ownership last updated?

    The latest WSE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional WSE holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WSE position after the reporting date.

  • Are institutions buying or selling WSE?

    Institutional buying and selling can be analyzed by comparing WSE positions across consecutive 13F reporting periods. InsiderSet's WSE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WSE ownership changes.

  • How has WSE institutional ownership changed over time?

    InsiderSet tracks WSE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.