WPLCF β€” Wise Plc

Ownership history in O'Brien Greene & Co. Inc  Β·  6 quarters on record

AI Ownership Summary

O'Brien Greene & Co. Inc reported Wise Plc (WPLCF) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.96% in 2025 Q2. The latest visible filing shows WPLCF at 0.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WPLCF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was O'Brien Greene & Co. Inc's position in Wise Plc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WPLCF was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.96% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How O'Brien Greene & Co. Inc held WPLCF β€” position size vs. price
% of Fund (quarterly)    WPLCF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 230,000 +20,000 +9.5% 0.80% $2.7M 2026-02-14 (Est.) $12.00
2025 Q3 UNCHANGED 210,000 β€” 0% 0.92% $3.0M 2025-11-10 $12.40
2025 Q2 ADDED 210,000 +4,000 +1.9% 0.96% $2.9M 2025-08-06 $13.59
2025 Q1 ADDED 206,000 +9,000 +4.6% 0.86% $2.6M 2025-05-12 $13.19
2024 Q4 ADDED 197,000 +76,000 +62.8% 0.86% $2.7M 2025-02-03 $13.89
2024 Q3 INITIATED 121,000 β€” β€” 0.34% $1.1M 2024-11-15 $10.77

🏒 Other funds also holding WPLCF

As of 2025 Q4 β€” sorted by position size

Resolute Advisors LLC 3Y 0.06% Next Capital Management LLC 3Y 7Y 0.04%

FAQ About O'Brien Greene & Co. Inc and WPLCF

These are the practical questions this page is built to answer before you even open the full history table.

How long has O'Brien Greene & Co. Inc reported owning WPLCF?

O'Brien Greene & Co. Inc reported WPLCF across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported WPLCF position in O'Brien Greene & Co. Inc's portfolio?

The largest reported portfolio weight for WPLCF was 0.96% in 2025 Q2.

What is the latest reported WPLCF position on this page?

The most recent filing on this page is 2025 Q4, when O'Brien Greene & Co. Inc reported 230,000 shares, equal to 0.80% of portfolio, with an estimated market value of $2.7M.

What does the chart on this WPLCF ownership page compare?

The chart compares O'Brien Greene & Co. Inc's quarterly WPLCF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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