Which New Zealand managed funds hold Wise Plc?

37 New Zealand managed funds hold Wise Plc as a direct holding, across 12 fund managers. Weights range from 0.000% to 0.610% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Wise Plc indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in Wise Plc?

Te Ahumairangi Global Equity Fund has the largest direct holding at 0.610% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Wise Plc?

37 funds hold Wise Plc directly, across 12 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold Wise Plc indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
Te Ahumairangi Global Equity Fund	Te Ahumairangi	0.610%
Summer Global Equities	Summer	0.280%
BetaShares Global Quality Leaders Fund	BetaShares	0.160%
Summer Growth Selection	Summer	0.130%
Milford Aggressive Fund	Milford	0.100%
Octagon Balanced Fund	Octagon	0.090%
Summer Balanced Selection	Summer	0.090%
Harbour Balanced Growth Fund	Harbour	0.080%
BetaShares Global Sustainability Leaders Fund	BetaShares	0.070%
BetaShares Global Sustainability Leaders Fund (NZD Hedged)	BetaShares	0.070%
Kernel World ex-US Fund	Kernel	0.040%
Summer Conservative Selection	Summer	0.040%
Harbour Income Fund	Harbour	0.020%
Milford Active Growth Fund	Milford	0.020%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.010%
Mercer All Country Global Shares Index Fund	Mercer	0.010%
Simplicity Balanced Investment Fund	Simplicity	0.010%
Simplicity Growth Investment Fund	Simplicity	0.010%
Simplicity High Growth Investment Fund	Simplicity	0.010%
Simplicity Hedged Global Share Fund	Simplicity	0.010%
Simplicity Unhedged Global Share Fund	Simplicity	0.010%
ACI Conservative Fund	AACI	0.000%
ACI Growth Fund	AACI	0.000%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.000%
Mercer Responsible Balanced Fund	Mercer	0.000%
Milford Balanced Fund	Milford	0.000%
Milford Conservative Fund	Milford	0.000%
Mercer Global Shares Fund	Mercer	0.000%
Simplicity Conservative Investment Fund	Simplicity	0.000%
Booster Shielded Growth Fund	Booster	0.000%
Kernel Balanced Fund	Kernel	0.000%
Kernel High Growth Fund	Kernel	0.000%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.000%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.000%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.000%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.000%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.000%

Funds holding Wise Plc usually also hold

Companies that appear alongside Wise Plc in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 8 spellings were treated as Wise Plc — shown so you can check the grouping rather than take it on trust.

WISE CL A ORD SHS
WISE PLC - A
WISE PLC CLASS A
Wise Cl A Ord Shs
Wise PLC
Wise Plc
Wise Plc - A
Wise plc

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