CI Private Wealth »

Wise Group Plc Ord Shs Class A shares owned by CI Private Wealth

Quarter-by-quarter ownership of Wise Group Plc Ord Shs Class A shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Wise Group Plc Ord Shs Class A

Tip: Access up to 7 years of quarterly data

All positions including Wise Group Plc Ord Shs Class A held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wise Group Plc Ord Shs Class A by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $251k 21k 11.91

More positions owned by CI Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)

View all positions for CI Private Wealth

Top funds holding Wise Group Plc Ord Shs Class A

Capital Research and Management Company - Division 3
Vanguard Capital Management
Fil
Dream Peak Capital
Norges Bank Investment Management
Wellington Management Company
Goldman Sachs Group
Alfreton Capital
Vanguard Fiduciary Trust
Legal & General Group
Barclays
Investec Asset Management
Amundi
Loring Wolcott Coolidge Fa
Bank of America Corporation

View all funds holding Wise Group Plc Ord Shs Class A