WISE

Themes Generat Artif Intel
UnclassifiedUSCUSIP 882927502◍ Confluence graph
Tracked 13F Holders
22
-15 QoQ
13F Value (tracked)
$9.9M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)3 adding · 3 trimming
Insider net (180d)$0

Who owns WISE?

22 tracked 13F filers

22 tracked 13F filers disclose a position in WISE as of the latest SEC 13F filings, a combined $9.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1OLD MISSION CAPITAL LLC
$2.8M
86K
+292%
Added · +64K sh
Q1 2026
2CITADEL ADVISORS LLC
$1.4M
44K
+4.2%
Added · +2K sh
Q1 2026
3Stratos Wealth Advisors, LLC
$1.4M
37K
−5.9%
Reduced · −2K sh
Q2 2026
4HighTower Advisors, LLC
$921K
29K
−1.6%
Reduced · −452 sh
Q1 2026
5JANE STREET GROUP, LLC
$636K
20K
+22%
Added · +4K sh
Q1 2026
6HUNTINGTON NATIONAL BANK
$396K
10K
New
+10K sh
Q2 2026
7LPL Financial LLC
$324K
10K
+31%
Added · +2K sh
Q1 2026
8COMMONWEALTH EQUITY SERVICES, LLC
$323K
10K
−12%
Reduced · −1K sh
Q1 2026
9NewEdge Advisors, LLC
$347K
9K
+3.0%
Added · +265 sh
Q2 2026
10GTS SECURITIES LLC
$266K
8K
−48%
Reduced · −8K sh
Q1 2026
11JT Stratford LLC
$259K
8K
−49%
Reduced · −8K sh
Q1 2026
12THRYVE WEALTH MANAGEMENT LLC
$284K
7K
Held
Q2 2026
13Advyzon Investment Management, LLC
$261K
7K
−4.8%
Reduced · −342 sh
Q2 2026
14Arkfeld Wealth Strategies, L.L.C.
$226K
6K
−1.3%
Reduced · −78 sh
Q2 2026
15MORGAN STANLEY
$18K
568
+238%
Added · +400 sh
Q1 2026
16UBS Group AG
$14K
421
New
+421 sh
Q1 2026
17Geneos Wealth Management Inc.
$12K
300
Held
Q2 2026
18SIMPLEX TRADING, LLC
$8K
256
−53%
Reduced · −285 sh
Q1 2026
19Crewe Advisors LLC
$6K
157
+4.7%
Added · +7 sh
Q2 2026
20JONES FINANCIAL COMPANIES LLLP
$2K
50
New
+50 sh
Q1 2026
21HARBOUR INVESTMENTS, INC.
$1K
40
Held
Q1 2026
22VSM Wealth Advisory, LLC
$39
1
Held
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is WISE being bought or sold by institutions?

Last quarter, 0 funds opened a new position in WISE and 3 added to an existing one, while 3 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
0
funds
Added
3
funds
Reduced
3
funds
Exited
0
funds

Funds that own WISE also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA7 funds$3.5B
ISHARES CORE S&P 500 ETFIVV7 funds$3.1B
SS SPDR DOW JONES INDUS AVGDIA7 funds$1.6B
TAIWAN SEMICONDUCTOR-SP ADRTSM7 funds$1.4B
TESLA INCTSLA7 funds$859.6M
SS SPDR S&P 500 ETF TRUST-USSPY7 funds$806.2M
ISHARES CORE MSCI EMERGINGIEMG7 funds$730.4M
INVESCO QQQ TRUST SERIES 1QQQ7 funds$485.2M
LOCKHEED MARTIN CORPLMT7 funds$460.5M
ASML HOLDING NV-NY REG SHSASML7 funds$322.0M
RTX CORPRTX7 funds$230.3M
GENERAL DYNAMICS CORPGD7 funds$143.6M

Ranked by how many of WISE's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

9 funds-2 since Q3 2024
01224Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $3.0M

Share classes

Class13F holdersValue held
NATOUIT EXCHANGE TRADED29 funds$34.2M
WISEthis pageGENERATIVE ARTIF22 funds$9.9M
UNHGLEVERAGE SHS 2X16 funds$26.1M
URANURANIUM AND NUCL16 funds$3.6M
BOTTHUMANOID ROBOTIC15 funds$4.6M
AUMIGOLD MINERS ETF10 funds$8.4M
GSIBGLOBAL SYSTEMICA10 funds$6.8M
ADBGLEVERAGE SHS 2X10 funds$2.1M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in WISE

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/WISE/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for WISE.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WISE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.