Ethos Financial Group’s Waterdrop WDH Stock Holding History

Ethos Financial Group’s Portfolio WDH Stock Details WDH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$73K	Hold	38,401	–	–	0.01%	524
2025 Q4	$73K	Buy	+38,401	New	+$68.4K	0.01%	512

Other funds holding WDH

BPH

Boundless Plain Holdings Hong Kong $304M AUM

ICCFIA

IDG China Capital Fund III Associates Central Hong Kong, China $868M AUM 24.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return

ICCFGIA

IDG China Capital Fund GP III Associates Central Hong Kong, China $113M AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ethos Financial Group's WDH Position: Q1 2026 in Review

Ethos Financial Group held its Waterdrop (WDH) position steady in Q1 2026 at 38,401 shares worth $73K. The position accounts for 0.01% of the portfolio, ranked #524.

Ethos Financial Group first reported a position in WDH in Q4 2025 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold WDH as of Q1 2026.

Ethos Financial Group held 38,401 shares of Waterdrop worth $73K as of Q1 2026.
Ethos Financial Group left its Waterdrop share count unchanged in Q1 2026.
Waterdrop made up 0.01% of Ethos Financial Group's portfolio in Q1 2026, its #524 holding.
Ethos Financial Group first reported a position in Waterdrop in Q4 2025 and has held it in 2 quarters since.
35 funds tracked by Wall St. Rank held Waterdrop as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.