Security Snapshot

Wise Plc - COM Institutional Ownership

CUSIP: G97229101

13F Institutional Holders and Ownership History from Q3 2021 to Q4 2025

Latest Period

Q4 2025

Institutions Reporting

3

Shares (Excl. Options)

257,110

Price

$12.01

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Type / Class
Equity / COM
Price per share
$12.01
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
257,110
Total reported value
$3,018,764
% of total 13F portfolios
0%
Share change
+19,779
Value change
+$231,246
Number of holders
3
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • G97229101 - Wise Plc - COM is tracked under CUSIP G97229101.
  • 3 institutions reported positions in Q4 2025.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 4 to 3 between Q3 2025 and Q4 2025.
  • Reported value moved from $3,388,303 to $3,018,764.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 3 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP G97229101?
CUSIP G97229101 identifies G97229101 - Wise Plc - COM in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 3 institutional investors reported holding 257,110 shares of Wise Plc - COM.

Institutional Holders of Wise Plc - COM across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 257,110 $3,018,764 +$231,246 $12.01 3
2025 Q3 237,331 $3,388,303 +$2,954 $14.03 4
2025 Q2 237,110 $3,335,442 +$285,701 $14.35 3
2025 Q1 217,116 $2,710,946 +$35,935 $12.36 2
2024 Q4 212,994 $2,875,360 +$927,272 $13.40 2
2024 Q3 148,110 $1,326,882 +$1,326,882 $9.00 3
2024 Q2 0 $0 -$130,335 $12.01 0
2024 Q1 11,116 $130,335 $11.72 1
2023 Q4 11,116 $123,747 $11.13 1
2023 Q3 11,116 $93,241 -$22,806,552 $8.39 1
2023 Q2 2,743,606 $22,898,454 +$20,774 $8.31 2
2023 Q1 2,741,012 $18,387,566 $6.71 1
2022 Q4 2,741,012 $18,556,442 +$28,847 $6.77 1
2022 Q3 2,736,751 $20,186,000 +$20,186,000 $7.38 1
2021 Q4 0 $0 -$252,000 $12.01 0
2021 Q3 17,008 $252,000 +$252,000 $14.81 2