Wise Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

LSE:WISE Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
19 Apr 24	BuyUK£2,497	Terri Duhon	Individual		308	UK£8.11

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of WISE?
Owner Type	Number of Shares	Ownership Percentage
Employee Share Scheme	18,935,638	1.86%
Private Companies	41,530,261	4.07%
VC/PE Firms	60,260,144	5.91%
General Public	70,225,946	6.88%
Individual Insiders	191,662,029	18.8%
Institutions	637,763,716	62.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 72.93% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
18.3%	Kristo Kaarmann	186,858,255	UK£1.9b	0%	no data
13.5%	Baillie Gifford & Co.	138,082,512	UK£1.4b	-1.43%	0.78%
5.91%	Andreessen Horowitz LLC	60,260,144	UK£624.9m	-28.8%	10.14%
3.67%	Osaühing Notorius	37,466,926	UK£388.5m	-17.6%	no data
3.36%	JPMorgan Chase & Co, Private Banking and Investment Banking Investments	34,299,437	UK£355.7m	-2.32%	0.11%
3.35%	Lone Pine Capital LLC	34,214,595	UK£354.8m	1.84%	2.72%
2.92%	The Vanguard Group, Inc.	29,826,770	UK£309.3m	2.59%	0.01%
2.84%	BlackRock, Inc.	28,942,730	UK£300.1m	-0.97%	0.01%
2.43%	Morgan Stanley, Investment Banking and Brokerage Investments	24,765,789	UK£256.8m	3.04%	0.04%
1.86%	Wise Plc Ebt	18,935,638	UK£196.4m	-6.7%	no data
1.74%	Lead Edge Capital Management, LLC	17,795,467	UK£184.5m	0%	40.0%
1.68%	Norges Bank Investment Management	17,146,983	UK£177.8m	-3.52%	0.02%
1.39%	UBS Asset Management AG	14,201,058	UK£147.3m	0.89%	0.02%
1.31%	Goldman Sachs Group, Investment Banking and Securities Investments	13,392,607	UK£138.9m	17.9%	0.08%
0.95%	Valar Ventures LP	9,649,165	UK£100.1m	-2.88%	100.0%
0.93%	Fidelity International Ltd	9,442,156	UK£97.9m	298%	0.05%
0.89%	National Financial Services LLC, Asset Management Arm	9,059,836	UK£94.0m	42.8%	3.27%
0.83%	AS LHV Varahaldus	8,420,396	UK£87.3m	-1.85%	21.6%
0.78%	D1 Capital Partners L.P.	7,921,865	UK£82.2m	3.42%	1.76%
0.76%	Wellington Management Group LLP	7,753,218	UK£80.4m	62.3%	0.02%
0.75%	Orbis Investment Management Limited	7,622,207	UK£79.0m	32.3%	0.32%
0.72%	Liontrust Asset Management PLC	7,329,436	UK£76.0m	10.8%	0.4%
0.7%	State Street Global Advisors, Inc.	7,106,183	UK£73.7m	7.2%	no data
0.69%	Merrill Lynch & Co. Inc., Banking Investments	7,059,067	UK£73.2m	-33.2%	0.03%
0.65%	Vitruvian Partners LLP	6,616,524	UK£68.6m	0%	16.38%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 08:00
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2024/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Wise plc is covered by 25 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Sven Merkt	Barclays
Orson Rout	Barclays
Orson Rout	Barclays