Financial Plan Inc’s Wah Fu Education Group WAFU Stock Holding History

Financial Plan Inc’s Portfolio WAFU Stock Details WAFU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-19,000	Closed	-$29.4K	–	101
2026 Q1	$29.4K	Buy	+19,000	New	+$31.8K	﹤0.01%	90

Other funds holding WAFU

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Financial Plan Inc's WAFU Position: Q2 2026 in Review

Financial Plan Inc sold out of Wah Fu Education Group (WAFU) in Q2 2026, closing a stake of 19,000 shares — an estimated $29.4K sold.

Financial Plan Inc first reported a position in WAFU in Q1 2026 and held it in 1 quarter. The position peaked at $29.4K in Q1 2026. 5 funds tracked by Wall St. Rank hold WAFU as of Q2 2026.

Financial Plan Inc reported no remaining Wah Fu Education Group position as of Q2 2026 after selling out during the quarter.
Financial Plan Inc sold 19,000 Wah Fu Education Group shares in Q2 2026, an estimated $29.4K.
Financial Plan Inc first reported a position in Wah Fu Education Group in Q1 2026 and held it in 1 quarter.
Financial Plan Inc's Wah Fu Education Group position peaked at $29.4K in Q1 2026.
5 funds tracked by Wall St. Rank held Wah Fu Education Group as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.