WDH — WATERDROP INC
Reported value held$7.01M
Funds holding (latest)18
SectorFinancials
Funds holding (Q2 2026)11
Institutional value$4.56M · 4.03M sh
New / Add / Cut / Exit3 / 2 / 3 / 2
Top-5 / Top-10 concentration96.7% / 100.0%
Institutional holdings change
Accumulating +0.1%
(+4.38K sh)
Institutional value change
Down -30.2%
As of Q2 2026, 11 SEC-registered investment managers reported holding WDH (WATERDROP INC) in their latest 13F filings, with a combined reported value of $4.56M across 4.03M shares. That is +0.1% by share count (+4.38K shares) versus the previous quarter, while reported value moved -30.2%. Ownership is concentrated: the five largest holders account for 96.7% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 3 opened new positions, 2 added to existing stakes, 3 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
WDH is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.27M | $3.70M | 0.00% | Reduce |
| Citadel Advisors history | 231.74K | $261.87K | 0.00% | Add |
| Goldman Sachs Group history | 164.44K | $185.82K | 0.00% | Reduce |
| Renaissance Technologies history | 134.33K | $151.79K | 0.00% | Add |
| Invesco Ltd history | 97.67K | $110.37K | 0.00% | Reduce |
| Millennium Management history | 61.48K | $69.47K | 0.00% | New |
| Arrowstreet Capital history | 39.37K | $44.49K | 0.00% | Hold |
| Wells Fargo & Co history | 20.00K | $22.60K | 0.00% | Hold |
| Point72 Asset Management history | 10.72K | $12.11K | 0.00% | New |
| JPMorgan Chase & Co history | 2.02K | $2.22K | 0.00% | New |
| BlackRock Inc history | 56 | $63 | 0.00% | Hold |
Q1 2026 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.40M | $5.51M | 0.00% | Reduce |
| Marshall Wace history | 199.43K | $323.08K | 0.00% | Reduce |
| Goldman Sachs Group history | 168.21K | $272.50K | 0.00% | Reduce |
| Invesco Ltd history | 111.24K | $180.20K | 0.00% | Reduce |
| Renaissance Technologies history | 57.96K | $93.89K | 0.00% | New |
| Arrowstreet Capital history | 39.37K | $63.78K | 0.00% | Hold |
| Citadel Advisors history | 30.47K | $49.36K | 0.00% | Reduce |
| Wells Fargo & Co history | 20.00K | $32.40K | 0.00% | Hold |
| UBS Group AG history | 2.83K | $4.58K | 0.00% | New |
| BlackRock Inc history | 56 | $91 | 0.00% | Hold |
Q4 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.52M | $6.69M | 0.00% | Reduce |
| Marshall Wace history | 372.60K | $707.94K | 0.00% | Add |
| Goldman Sachs Group history | 171.33K | $325.52K | 0.00% | Reduce |
| Invesco Ltd history | 114.33K | $217.22K | 0.00% | Add |
| Citadel Advisors history | 89.67K | $170.38K | 0.00% | New |
| Arrowstreet Capital history | 39.37K | $74.81K | 0.00% | Hold |
| Wells Fargo & Co history | 20.00K | $38.00K | 0.00% | Hold |
| Point72 Asset Management history | 16.72K | $31.76K | 0.00% | New |
| JPMorgan Chase & Co history | 3.56K | $6.76K | 0.00% | Reduce |
| BlackRock Inc history | 56 | $106 | 0.00% | Hold |
Q3 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.63M | $6.86M | 0.00% | Add |
| Marshall Wace history | 368.13K | $695.77K | 0.00% | Add |
| Goldman Sachs Group history | 208.81K | $394.65K | 0.00% | Add |
| Invesco Ltd history | 113.48K | $214.49K | 0.00% | Reduce |
| Arrowstreet Capital history | 39.37K | $74.41K | 0.00% | Add |
| Wells Fargo & Co history | 20.00K | $37.80K | 0.00% | Hold |
| JPMorgan Chase & Co history | 6.38K | $12.06K | 0.00% | Add |
| BlackRock Inc history | 56 | $106 | 0.00% | New |
Q2 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.39M | $4.57M | 0.00% | Add |
| Invesco Ltd history | 115.32K | $155.68K | 0.00% | New |
| Goldman Sachs Group history | 69.14K | $93.33K | 0.00% | New |
| UBS Group AG history | 29.23K | $39.47K | 0.00% | New |
| Wells Fargo & Co history | 20.00K | $27.00K | 0.00% | New |
| Marshall Wace history | 18.88K | $25.49K | 0.00% | New |
| Arrowstreet Capital history | 13.86K | $18.71K | 0.00% | New |
| JPMorgan Chase & Co history | 2.32K | $3.13K | 0.00% | New |
Q1 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.37M | $5.02M | 0.00% | Add |
| Millennium Management history | 160.94K | $239.81K | 0.00% | Add |
New Positions (Q2 2026)
- Millennium Management 61.48K sh · $69.47K
- Point72 Asset Management 10.72K sh · $12.11K
- JPMorgan Chase & Co 2.02K sh · $2.22K
Fully Exited (vs previous quarter)
- Marshall Wace sold 199.43K sh · $323.08K
- UBS Group AG sold 2.83K sh · $4.58K
Fund Position History — shares by quarter (top 18 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 3.27M | 3.40M | 3.52M | 3.63M | 3.39M | 3.37M | 3.15M | 3.18M | 3.19M | 3.15M | 3.15M | 3.17M | 3.31M | 3.32M | 3.16M | 3.15M | 3.15M | 3.19M | 3.24M | 3.16M |
| Citadel Advisors | 231.74K | 30.47K | 89.67K | — | — | — | — | — | 27.36K | — | — | — | — | — | — | — | — | 41.99K | 15.77K | — |
| Goldman Sachs Group | 164.44K | 168.21K | 171.33K | 208.81K | 69.14K | — | — | — | — | — | — | — | — | 53.30K | — | — | — | — | — | — |
| Renaissance Technologies | 134.33K | 57.96K | — | — | — | — | — | — | 82.80K | 162.74K | 26.20K | — | — | 36.70K | 56.30K | 54.10K | 74.20K | 26.90K | 396.08K | — |
| Invesco Ltd | 97.67K | 111.24K | 114.33K | 113.48K | 115.32K | — | — | 120.07K | 118.31K | — | 113.89K | 126.64K | 798.42K | — | — | — | — | — | — | — |
| Millennium Management | 61.48K | — | — | — | — | 160.94K | 69.60K | 169.82K | 340.10K | — | 10.05K | 53.65K | — | 76.49K | — | — | — | 30.92K | 38.96K | 104.32K |
| Arrowstreet Capital | 39.37K | 39.37K | 39.37K | 39.37K | 13.86K | — | — | — | — | — | — | — | 94.32K | — | — | — | — | — | — | — |
| Wells Fargo & Co | 20.00K | 20.00K | 20.00K | 20.00K | 20.00K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Point72 Asset Management | 10.72K | — | 16.72K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 2.02K | — | 3.56K | 6.38K | 2.32K | — | — | 2.91K | 2.91K | 2.91K | 3.53K | 4.30K | 4.46K | — | — | — | 6.00K | 6.00K | 6.00K | 6.00K |
| BlackRock Inc | 56 | 56 | 56 | 56 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Marshall Wace | — | 199.43K | 372.60K | 368.13K | 18.88K | — | — | — | — | — | 19.45K | 206.89K | — | 100.29K | — | — | — | — | — | — |
| UBS Group AG | — | 2.83K | — | — | 29.23K | — | — | — | — | 20.74K | — | 1.46K | — | 5.29K | 813 | — | 4.08K | 3.98K | 9.64K | 2.61K |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | 49.80K | — | — | — | — | 53.76K | — |
| Bank of America Corp | — | — | — | — | — | — | — | 30 | — | — | — | — | — | 83 | 8.50K | 2.50K | 2.70K | 2.74K | 1.61K | 10.01K |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 2 | 4.01K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 11.26K | 19.22K | 125.53K |
| Ontario Teachers Pension Plan | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 818.05K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details