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Wise Group Plc Ord Shs Class A shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of Wise Group Plc Ord Shs Class A shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors 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 Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wise Group Plc Ord Shs Class A by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.3M 784k 11.91

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Alphabet Cap Stk Cl A (GOOGL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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Dlocal Class A Com (DLO)
Amazon (AMZN)

View all positions for Summit Trail Advisors

Top funds holding Wise Group Plc Ord Shs Class A

Investec Asset Management
Amundi
Loring Wolcott Coolidge Fa
TD Asset Management
Edmond De Rothschild Holding
Russell Investments
Banque Pictet & Cie Sa
Caisse Des Depots Et Consignations
Ruffer
Jpmorgan Chase & Co
Bank of New York Mellon
Summit Trail Advisors
Pictet Asset Management Holding SA
USS Investment Management
Retirement Systems of Alabama

View all funds holding Wise Group Plc Ord Shs Class A