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WTF — WATON FINL LTD

Reported value held$270.74K
Funds holding (latest)3
SectorFinancials
Funds holding (Q2 2026)2
Institutional value$171.18K · 67.13K sh
New / Add / Cut / Exit0 / 1 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +35.9% (+17.74K sh)
Institutional value change Up +3.8%

As of Q2 2026, 2 SEC-registered investment managers reported holding WTF (WATON FINL LTD) in their latest 13F filings, with a combined reported value of $171.18K across 67.13K shares. That is +35.9% by share count (+17.74K shares) versus the previous quarter, while reported value moved +3.8%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

WTF 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 — 2 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 37.55K $95.76K 0.00% Add
Geode Capital Management history 29.58K $75.42K 0.00% Hold

Q1 2026 — 2 funds

FundSharesValuePortfolio WeightChange
Geode Capital Management history 29.58K $98.79K 0.00% Hold
UBS Group AG history 19.82K $66.19K 0.00% Reduce

Q4 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 30.17K $99.55K 0.00% New
Geode Capital Management history 29.58K $97.61K 0.00% Hold
UBS Group AG history 22.86K $75.44K 0.00% Add

Q3 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Geode Capital Management history 29.58K $182.50K 0.00% Add
UBS Group AG history 2.98K $18.41K 0.00% Reduce

Q2 2025 — 3 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 51.72K $308.75K 0.00% New
Citadel Advisors history 40.92K $244.30K 0.00% New
Geode Capital Management history 15.20K $90.74K 0.00% New

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 3 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025
UBS Group AG 37.55K 19.82K 22.86K 2.98K 51.72K
Geode Capital Management 29.58K 29.58K 29.58K 29.58K 15.20K
Citadel Advisors — — 30.17K — 40.92K

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