As of the latest SEC filings, WISE PLC (WISE) is held by 120 institutional funds. The largest fund shareholder is Baillie Gifford International Growth Fund (BGESX), holding an estimated $42,204,982.44 in market value, representing 1.49% of its portfolio.
Funds holding WISE PLC (WISE)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WISE
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
BGESX
Baillie Gifford International Growth Fund
|
MF | Independent / Boutique | 1.49% | $42,204,982.44 | 3,504,761 | Mar 31, 2026 | May 21, 2026 |
|
CNWAX
New World Fund Inc
|
MF | Independent / Boutique | 0.03% | $27,389,368.94 | 1,914,754 | Apr 30, 2026 | Jun 26, 2026 |
|
TRWFX
Transamerica International Equity
|
MF | Transamerica | 0.53% | $22,177,070.10 | 1,550,700 | Apr 30, 2026 | Jun 18, 2026 |
|
SCHF
Schwab International Equity ETF
|
ETF | Charles Schwab | 0.03% | $18,196,846.06 | 1,572,899 | Feb 28, 2026 | Apr 24, 2026 |
|
WCMI
First Trust WCM International Equity ETF
|
ETF | First Trust | 1.39% | $14,727,223.65 | 1,222,977 | Mar 31, 2026 | May 28, 2026 |
|
RTIUX
Tax-Managed International Equity Fund
|
MF | Russell Investments | 0.17% | $9,547,556.28 | 667,457 | Apr 30, 2026 | Jun 22, 2026 |
|
HNCYX
THE HARTFORD INTERNATIONAL GROWTH FUND
|
MF | Independent / Boutique | 1.82% | $8,274,505.55 | 578,583 | Apr 30, 2026 | Jun 25, 2026 |
|
GSIE
Goldman Sachs ActiveBeta(R) International Equity ETF
|
ETF | Goldman Sachs | 0.15% | $8,084,591.62 | 698,815 | Feb 28, 2026 | Apr 28, 2026 |
|
EWU
iShares MSCI United Kingdom ETF
|
ETF | BlackRock / iShares | 0.23% | $7,403,032.05 | 638,916 | Feb 28, 2026 | Apr 23, 2026 |
|
SPDW
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
ETF | State Street (SPDR) | 0.02% | $6,509,654.95 | 546,669 | Mar 31, 2026 | May 28, 2026 |
|
SWISX
Schwab International Index Fund
|
MF | Charles Schwab | 0.04% | $6,171,952.84 | 431,565 | Apr 30, 2026 | Jun 25, 2026 |
|
BTMGX
iShares MSCI EAFE International Index Fund
|
MF | BlackRock / iShares | 0.04% | $4,981,309.27 | 413,655 | Mar 31, 2026 | May 28, 2026 |
|
BUFIX
Buffalo International Fund
|
MF | Independent / Boutique | 0.54% | $4,335,159.63 | 360,000 | Mar 31, 2026 | May 22, 2026 |
|
CIVKX
American Funds International Vantage Fund
|
MF | Capital Group / American Funds | 0.16% | $4,056,822.32 | 283,607 | Apr 30, 2026 | Jun 26, 2026 |
|
CIOAX
Calvert International Opportunities Fund
|
MF | Calvert / Morgan Stanley | 1.61% | $3,780,233.96 | 313,916 | Mar 31, 2026 | May 26, 2026 |
|
-
Aquarius International Fund
|
ETF | Independent / Boutique | 0.43% | $3,415,355.28 | 294,760 | Feb 28, 2026 | Apr 28, 2026 |
|
-
Variable Portfolio - Partners International Value Fund
|
ETF | Columbia Threadneedle | 0.22% | $3,246,573.24 | 269,600 | Mar 31, 2026 | May 28, 2026 |
|
TINFX
Thornburg International Growth Fund
|
MF | Independent / Boutique | 0.51% | $3,197,416.38 | 265,518 | Mar 31, 2026 | May 26, 2026 |
|
HDVAX
Hartford International Equity Fund
|
MF | Independent / Boutique | 0.42% | $3,079,748.19 | 215,347 | Apr 30, 2026 | Jun 25, 2026 |
|
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
|
ETF | Independent / Boutique | 0.03% | $3,011,318.61 | 259,674 | Feb 27, 2026 | Apr 29, 2026 |
|
SWMIX
Schwab International Opportunities Fund
|
MF | Charles Schwab | 0.26% | $2,708,514.31 | 189,389 | Apr 30, 2026 | Jun 25, 2026 |
|
RLNAX
International Developed Markets Fund
|
MF | Russell Investments | 0.19% | $2,679,181.13 | 187,298 | Apr 30, 2026 | Jun 22, 2026 |
|
HRITX
Hood River International Opportunity Fund
|
MF | Independent / Boutique | 0.77% | $2,675,829.11 | 222,206 | Mar 31, 2026 | May 29, 2026 |
|
DFIEX
INTERNATIONAL CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,388,493.47 | 167,012 | Apr 30, 2026 | Jun 24, 2026 |
|
BTLSX
Baillie Gifford International Concentrated Growth Equities Fund
|
MF | Independent / Boutique | 2.80% | $2,356,715.93 | 195,705 | Mar 31, 2026 | May 21, 2026 |
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