EFG
WDH

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
Q2 		$43.4K Hold
38,401
– – ﹤0.01% 626
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 $432M AUM
ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $564M AUM 61.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
ICCFGIA
IDG China Capital Fund GP III Associates Central Hong Kong, China $73.5M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ethos Financial Group's WDH Position: Q2 2026 in Review

Ethos Financial Group held its Waterdrop (WDH) position steady in Q2 2026 at 38,401 shares worth $43.4K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Ethos Financial Group first reported a position in WDH in Q4 2025 and has held it in 3 quarters since. The position peaked at $73K in Q1 2026. 39 funds tracked by Wall St. Rank hold WDH as of Q2 2026.

  • Ethos Financial Group held 38,401 shares of Waterdrop worth $43.4K as of Q2 2026.
  • Ethos Financial Group left its Waterdrop share count unchanged in Q2 2026.
  • Waterdrop made up ﹤0.01% of Ethos Financial Group's portfolio in Q2 2026, its #626 holding.
  • Ethos Financial Group first reported a position in Waterdrop in Q4 2025 and has held it in 3 quarters since.
  • Ethos Financial Group's Waterdrop position peaked at $73K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held Waterdrop as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.