Waton FinancialWTF

13F holders, Q3 2025 (September 30)
4holders −1
2new positions
3sold out
$6.15avg. 13F price*

At the end of Q3 2025, 4 institutions reported holding Waton Financial Ltd. (WTF) in their 13F filings, down 1 from Q2 2025. 2 opened new positions and 3 sold out. The largest holders were Geode Capital Management, LLC ($182K), Symmetry Peak Management LLC ($151K) and UBS Group AG ($18K).

Company
Waton Financial Ltd.
CUSIP
G9548D104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q2 2025: 5Q2 2025Q3 2025: 4Q3 2025Q4 2025: 5Q4 2025Q1 2026: 3Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions2$154K
Exits3$314K

All 13F filers, Q2 2025 → Q3 2025: 39,544 shares bought and 101,352 shares sold, net −61,808 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Geode Capital Management, LLC 0.00% Add +94.6% 29,578 $182K
Symmetry Peak Management LLC 1.11% New 24,440 $151K
UBS Group AG 0.00% Reduce -94.2% 2,983 $18K
Osaic Holdings, Inc. 0.00% New 725 $4K

"% of holder's portfolio" is WTF's weight in each manager's 13F, not the share of Waton Financial Ltd. the manager owns.