Wise Group PLC (WISE)

CUSIP: G9723Y105 | 233 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13GKristo Kaarmann	186,858,255	18.2%	New 5%+ stake	Jun 30, 2026	No 13F filer matched
13GOrbis Investment Management LTD with Allan Gray Australia Pty Limited	56,530,693	5.5%

Institutional Holders — Q3 2026

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Ninety One UK Ltd7,195,705

0.2% of portfolio$82.6M

Loring Wolcott & Coolidge Fiduciary Advisors LLP4,771,451

0.5% of portfolio$54.3M

Citigroup Inc3,793,873

0.0% of portfolio$43.2M

Banque Pictet & CIE SA1,790,440

0.1% of portfolio$20.6M

Investment Management Associates Inc1,605,161

3.7% of portfolio$18.3M

Bank of New York Mellon Corp1,367,071

0.0% of portfolio$15.6M

Pictet Asset Management Holding SA493,275

0.0% of portfolio$5.7M

Fideuram Asset Management (Ireland) dac345,993

0.1% of portfolio$3.1M

Asset Management One Co., Ltd.229,972

0.0% of portfolio$2.6M

Retirement Systems of Alabama216,500

0.0% of portfolio$2.5M

O'Brien Greene & Co. Inc145,000

0.5% of portfolio$1.7M

Vontobel Holding Ltd.109,141

0.0% of portfolio$1.3M

Nations Financial Group Inc,99,236

0.1% of portfolio$1.1M

Assenagon Asset Management S.A.92,693

0.0% of portfolio$1.1M

ASR Vermogensbeheer N.V.91,332

0.0% of portfolio$1.0M

Bank Julius Baer & Co. Ltd, Zurich85,010

0.0% of portfolio$974.8K

Creative Planning71,421

0.0% of portfolio$813.5K

Bank Pictet & Cie (Europe) AG68,100

0.0% of portfolio$782.0K

Commonwealth Equity Services, LLC62,346

0.0% of portfolio$710.1K

MacKenzie Financial Corp56,229

0.0% of portfolio$644.7K

Allen Investment Management, LLC44,526

0.0% of portfolio$507.2K

Berkeley, Inc41,570

0.1% of portfolio$473.5K

Atria Investments, Inc37,248

0.0% of portfolio$424.3K

Harbour Capital Advisors, LLC34,150

0.1% of portfolio$389.0K

Camelot Technology Advisors, Inc.31,499

0.2% of portfolio$358.8K

Jefferies Financial Group Inc.28,637

0.0% of portfolio$328.3K

Yorktown Management & Research Co Inc21,000

0.2% of portfolio$239.2K

Legacy Advisors, LLC20,331

0.0% of portfolio$231.6K

jvl associates llc20,234

0.1% of portfolio$230.5K

Dimensional Fund Advisors LP17,901

0.0% of portfolio$203.9K

US Bancorp \de\15,753

0.0% of portfolio$179.4K

Independent Financial Group, LLC13,848

0.0% of portfolio$157.7K

Abel Hall, LLC13,843

0.0% of portfolio$157.7K

Verdence Capital Advisors LLC13,747

0.0% of portfolio$156.6K

Cigna Investments Inc11,897

0.0% of portfolio$136

Aaron Wealth Advisors LLC11,384

0.0% of portfolio$129.7K

Pictet Bank & Trust Ltd10,650

0.1% of portfolio$122.3K

Versant Capital Management, Inc9,970

0.0% of portfolio$113.6K

Raiffeisen Bank International AG8,293

0.0% of portfolio$70.4K

Signaturefd, LLC3,557

0.0% of portfolio$40.5K

Gamma Investing LLC3,512

0.0% of portfolio$40.0K

TD Private Client Wealth LLC1,521

0.0% of portfolio$17.3K

Parallel Advisors, LLC740

0.0% of portfolio$8.4K

Owl Creek Wealth Partners LLC554

0.0% of portfolio$6.3K

West Paces Advisors Inc.515

0.0% of portfolio$5.9K

Farther Finance Advisors, LLC383

0.0% of portfolio$4.4K

Caitong International Asset Management Co., Ltd326

0.0% of portfolio$3.7K

West Financial Advisors, LLC170

0.0% of portfolio$1.9K

Fifth Third Bancorp137

0.0% of portfolio$1.6K

Private Trust Co NA112

0.0% of portfolio$1.3K

EverSource Wealth Advisors, LLC102

0.0% of portfolio$1.2K

North Star Investment Management Corp.101

0.0% of portfolio$1.2K

Parkside Financial Bank & Trust80

0.0% of portfolio$912

Salomon & Ludwin, LLC76

0.0% of portfolio$866

American Capital Advisory, LLC72

0.0% of portfolio$821

Larson Financial Group LLC67

0.0% of portfolio$763

Signature Equity Partners, LLC60

0.0% of portfolio$683

Pinnacle Wealth Planning Services, Inc.51

0.0% of portfolio$581

Bell Investment Advisors, Inc40

0.0% of portfolio$456

True Wealth Design, LLC35

0.0% of portfolio$399

Financial Consulate, Inc35

0.0% of portfolio$399

Brown, Lisle Ings, Inc.34

0.0% of portfolio$387

Planning Strategies Inc.24

0.0% of portfolio$273

Assetmark, Inc17

0.0% of portfolio$194

Nisa Investment Advisors, LLC11

0.0% of portfolio$125

James T. Borello RIA10

0.0% of portfolio$114

Monetary Solutions, Ltd9

0.0% of portfolio$103

Root Financial Partners, LLC6

0.0% of portfolio$68

Gilpin Wealth Management, LLC5

0.0% of portfolio$57

				Style	Turnover	Location	Filed
Ninety One UK Ltd	7,195,705	$82.6M	0.2%	Core	Medium	London, United Kingdom	2026-10-15
Loring Wolcott & Coolidge Fiduciary Advisors LLP	4,771,451	$54.3M	0.5%	Growth	Very Low	Boston, MA	2026-10-23
Citigroup Inc	3,793,873	$43.2M	0.0%	Core	Medium	New York, NY	2026-11-04
Banque Pictet & CIE SA	1,790,440	$20.6M	0.1%	Core	Medium	Geneva 73, Switzerland	2026-10-16
Investment Management Associates Inc	1,605,161	$18.3M	3.7%	Deep Value	Medium	Greenwood Village, CO	2026-10-29
Bank of New York Mellon Corp	1,367,071	$15.6M	0.0%	Core	Low	New York, NY	2026-11-05
Pictet Asset Management Holding SA	493,275	$5.7M	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
Fideuram Asset Management (Ireland) dac	345,993	$3.1M	0.1%	Core	High	Dublin 1, Lithuania	2026-10-29
Asset Management One Co., Ltd.	229,972	$2.6M	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-27
Retirement Systems of Alabama	216,500	$2.5M	0.0%	Index	Low	Montgomery, AL	2026-11-04
O'Brien Greene & Co. Inc	145,000	$1.7M	0.5%	Core	Low	Media, PA	2026-11-05
Vontobel Holding Ltd.	109,141	$1.3M	0.0%	Core	Medium	Zurich, Switzerland	2026-10-16
Nations Financial Group Inc,	99,236	$1.1M	0.1%	Core	Low	Cedar Rapids, IA	2026-11-05
Assenagon Asset Management S.A.	92,693	$1.1M	0.0%	Growth	High	Senningerberg, Netherlands	2026-10-15
ASR Vermogensbeheer N.V.	91,332	$1.0M	0.0%	Core	Low	Utrecht, Philippines	2026-10-16
Bank Julius Baer & Co. Ltd, Zurich	85,010	$974.8K	0.0%	Growth	Medium	Zurich, Switzerland	2026-10-29
Creative Planning	71,421	$813.5K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Bank Pictet & Cie (Europe) AG	68,100	$782.0K	0.0%	Growth	Low	Frankfurt Am Main, Hong Kong	2026-10-20
Commonwealth Equity Services, LLC	62,346	$710.1K	0.0%	ETF	Low	Waltham, MA	2026-11-02
MacKenzie Financial Corp	56,229	$644.7K	0.0%	Core	Medium	Toronto Ontario, Australia	2026-11-02
Allen Investment Management, LLC	44,526	$507.2K	0.0%	Momentum	Medium	New York, NY	2026-11-03
Berkeley, Inc	41,570	$473.5K	0.1%	Core	Low	Boise, ID	2026-10-20
Atria Investments, Inc	37,248	$424.3K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
Harbour Capital Advisors, LLC	34,150	$389.0K	0.1%	Growth	Low	Tysons Corner, VA	2026-10-13
Camelot Technology Advisors, Inc.	31,499	$358.8K	0.2%	ETF	Low	San Francisco, CA	2026-10-09
Jefferies Financial Group Inc.	28,637	$328.3K	0.0%	Core	Very High	New York, NY	2026-11-05
Yorktown Management & Research Co Inc	21,000	$239.2K	0.2%	Momentum	Medium	Forest, VA	2026-10-28
Legacy Advisors, LLC	20,331	$231.6K	0.0%	ETF	Low	Plymouth Meeting, PA	2026-10-19
jvl associates llc	20,234	$230.5K	0.1%	ETF	Low	Wyoming, MI	2026-10-09
Dimensional Fund Advisors LP	17,901	$203.9K	0.0%	Index	Low	Austin, TX	2026-11-04
US Bancorp \de\	15,753	$179.4K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Independent Financial Group, LLC	13,848	$157.7K	0.0%	Growth	Low	San Diego, CA	2026-10-13
Abel Hall, LLC	13,843	$157.7K	0.0%	Core	Medium	Baton Rouge, LA	2026-10-19
Verdence Capital Advisors LLC	13,747	$156.6K	0.0%	Core	Medium	Hunt Valley, MD	2026-10-26
Cigna Investments Inc	11,897	$136	0.0%	Core	Very Low	Bloomfield, CT	2026-10-19
Aaron Wealth Advisors LLC	11,384	$129.7K	0.0%	Growth	Medium	Chicago, IL	2026-10-13
Pictet Bank & Trust Ltd	10,650	$122.3K	0.1%	Growth	Medium	Nassau, Colombia	2026-10-21
Versant Capital Management, Inc	9,970	$113.6K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Raiffeisen Bank International AG	8,293	$70.4K	0.0%	Growth	Medium	Vienna, Chile	2026-10-28
Signaturefd, LLC	3,557	$40.5K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Gamma Investing LLC	3,512	$40.0K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
TD Private Client Wealth LLC	1,521	$17.3K	0.0%	ETF	Low	New York, NY	2026-10-28
Parallel Advisors, LLC	740	$8.4K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Owl Creek Wealth Partners LLC	554	$6.3K	0.0%	Index	Low	Greenwood Village, CO	2026-10-20
West Paces Advisors Inc.	515	$5.9K	0.0%	ETF	Low	Atlanta, GA	2026-10-13
Farther Finance Advisors, LLC	383	$4.4K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Caitong International Asset Management Co., Ltd	326	$3.7K	0.0%	Growth	Very High	Hong Kong, South Korea	2026-10-29
West Financial Advisors, LLC	170	$1.9K	0.0%	ETF	Low	Des Moines, IA	2026-10-22
Fifth Third Bancorp	137	$1.6K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Private Trust Co NA	112	$1.3K	0.0%	Core	Low	Cleveland, OH	2026-10-20
EverSource Wealth Advisors, LLC	102	$1.2K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
North Star Investment Management Corp.	101	$1.2K	0.0%	Core	Low	Chicago, IL	2026-10-27
Parkside Financial Bank & Trust	80	$912	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Salomon & Ludwin, LLC	76	$866	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
American Capital Advisory, LLC	72	$821	0.0%	ETF	Low	Ketchum, ID	2026-10-28
Larson Financial Group LLC	67	$763	0.0%	Growth	Low	St Louis, MO	2026-11-05
Signature Equity Partners, LLC	60	$683	0.0%	Growth	Medium	Columbus, OH	2026-10-29
Pinnacle Wealth Planning Services, Inc.	51	$581	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Bell Investment Advisors, Inc	40	$456	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
True Wealth Design, LLC	35	$399	0.0%	ETF	Medium	Akron, OH	2026-10-13
Financial Consulate, Inc	35	$399	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
Brown, Lisle Ings, Inc.	34	$387	0.0%	Core	Very Low	Providence, RI	2026-10-16
Planning Strategies Inc.	24	$273	0.0%	ETF	N/A	Lancaster, PA	2026-10-02
Assetmark, Inc	17	$194	0.0%	ETF	Low	Concord, CA	2026-10-21
Nisa Investment Advisors, LLC	11	$125	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
James T. Borello RIA	10	$114	0.0%	ETF	Very Low	East Dundee, IL	2026-10-16
Monetary Solutions, Ltd	9	$103	0.0%	ETF	Very Low	Dayton, OH	2026-10-22
Root Financial Partners, LLC	6	$68	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Gilpin Wealth Management, LLC	5	$57	0.0%	Growth	Low	Denver, CO	2026-10-09