Osaic Holdings’s Waton Financial Ltd WTF Stock Holding History

Osaic Holdings’s Portfolio WTF Stock Details WTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.42K	Hold	725	–	–	﹤0.01%	6985
2025 Q4	$2.39K	Hold	725	–	–	﹤0.01%	7031
2025 Q3	$3.53K	Buy	+725	New	+$3.76K	﹤0.01%	6930

Other funds holding WTF

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings's WTF Position: Q1 2026 in Review

Osaic Holdings held its Waton Financial Ltd (WTF) position steady in Q1 2026 at 725 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #6985.

Osaic Holdings first reported a position in WTF in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.53K in Q3 2025. 3 funds tracked by Wall St. Rank hold WTF as of Q1 2026.

Osaic Holdings held 725 shares of Waton Financial Ltd worth $2.42K as of Q1 2026.
Osaic Holdings left its Waton Financial Ltd share count unchanged in Q1 2026.
Waton Financial Ltd made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #6985 holding.
Osaic Holdings first reported a position in Waton Financial Ltd in Q3 2025 and has held it in 3 quarters since.
Osaic Holdings's Waton Financial Ltd position peaked at $3.53K in Q3 2025.
3 funds tracked by Wall St. Rank held Waton Financial Ltd as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.