Jim Simons’s Wah Fu Education Group WAFU Stock Holding History

Jim Simons’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	$49K	Sell	31,600 -2,400	-7%	-$4.02K	﹤0.01%	3110
2025 Q4	$53K	Sell	34,000 -4,700	-12%	-$8.1K	﹤0.01%	3086
2025 Q3	$71.2K	Buy	38,700 +16,800	+77%	+$25.6K	﹤0.01%	3300
2025 Q2	$30.7K	Sell	21,900 -18,700	-46%	-$27K	﹤0.01%	3440
2025 Q1	$65K	Buy	+40,600	New	+$72.8K	﹤0.01%	3256
2023 Q3	–	Sell	-14,700	Closed	-$33K	–	4157
2023 Q2	$33K	Buy	+14,700	New	+$31.4K	﹤0.01%	3688
2021 Q4	–	Sell	-17,800	Closed	-$112K	–	4262
2021 Q3	$112K	Buy	17,800 +4,100	+30%	+$28K	﹤0.01%	3302
2021 Q2	$119K	Buy	+13,700	New	+$106K	﹤0.01%	3340
2020 Q3	–	Sell	-21,131	Closed	-$93K	–	3728
2020 Q2	$93K	Buy	+21,131	New	+$54.6K	﹤0.01%	3290

Other funds holding WAFU

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

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

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

Jim Simons's WAFU Position: Q1 2026 in Review

Jim Simons reduced its Wah Fu Education Group (WAFU) stake by 7.1% in Q1 2026, selling an estimated $4.02K and leaving 31,600 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #3110.

Jim Simons first reported a position in WAFU in Q2 2020 and has held it in 9 quarters since. The position peaked at $119K in Q2 2021. 7 funds tracked by Wall St. Rank hold WAFU as of Q1 2026.

Jim Simons held 31,600 shares of Wah Fu Education Group worth $49K as of Q1 2026.
Jim Simons sold 2,400 Wah Fu Education Group shares in Q1 2026, an estimated $4.02K.
Wah Fu Education Group made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #3110 holding.
Jim Simons first reported a position in Wah Fu Education Group in Q2 2020 and has held it in 9 quarters since.
Jim Simons's Wah Fu Education Group position peaked at $119K in Q2 2021.
7 funds tracked by Wall St. Rank held Wah Fu Education Group as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.