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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
Q1 		$29.4K Buy
+19,000
New +$31.8K ﹤0.01% 90

Other funds holding WAFU

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Financial Plan Inc's WAFU Position: Q1 2026 in Review

Financial Plan Inc opened a new position in Wah Fu Education Group (WAFU) in Q1 2026: 19,000 shares worth $29.4K. The stake represents ﹤0.01% of the portfolio and ranks #90 among its holdings.

7 funds tracked by Wall St. Rank hold WAFU as of Q1 2026.

  • Financial Plan Inc held 19,000 shares of Wah Fu Education Group worth $29.4K as of Q1 2026.
  • Wah Fu Education Group was a new Financial Plan Inc position in Q1 2026.
  • Wah Fu Education Group made up ﹤0.01% of Financial Plan Inc's portfolio in Q1 2026, its #90 holding.
  • 7 funds tracked by Wall St. Rank held Wah Fu Education Group as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.