Creative Planning »

Wise Group Plc Ord Shs Class A shares owned by Creative Planning

Quarter-by-quarter ownership of Wise Group Plc Ord Shs Class A shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning 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 Creative Planning 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $935k 79k 11.91

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust St Str P500etf (SPYM)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Mid Cap Etf (VO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Creative Planning

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