UBS Group
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UBS Group’s Wah Fu Education Group WAFU Stock Holding History

UBS Group’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 		$902 Sell
582
-499
-46% -$836 ﹤0.01% 9700
2025
Q4 		$1.69K Buy
+1,081
New +$1.86K ﹤0.01% 9496
2025
Q3 		– Sell
-33
Closed -$46 – 10984
2025
Q2 		$46 Buy
+33
New +$48 ﹤0.01% 10061
2025
Q1 		– Sell
-3,893
Closed -$6.54K – 10767
2024
Q4 		$6.54K Buy
+3,893
New +$6.71K ﹤0.01% 8552
2023
Q2 		– Sell
-576
Closed -$1.09K – 9713
2023
Q1 		$1.09K Sell
576
-177
-24% -$412 ﹤0.01% 8817
2022
Q4 		$1.7K Sell
753
-1,101
-59% -$2.37K ﹤0.01% 9810
2022
Q3 		$4K Buy
1,854
+1,337
+259% +$3.53K ﹤0.01% 9403
2022
Q2 		$1K Sell
517
-4,485
-90% -$11.1K ﹤0.01% 9978
2022
Q1 		$16K Buy
5,002
+1,182
+31% +$3.94K ﹤0.01% 7762
2021
Q4 		$15K Buy
+3,820
New +$20.5K ﹤0.01% 8269
2021
Q3 		– Sell
-3,039
Closed -$26K – 10135
2021
Q2 		$26K Sell
3,039
-4,533
-60% -$35.1K ﹤0.01% 7085
2021
Q1 		$95K Buy
7,572
+5,538
+272% +$31.1K ﹤0.01% 6006
2020
Q4 		$8K Buy
2,034
+1,935
+1,955% +$8.04K ﹤0.01% 7640
2020
Q3 		$0 Sell
99
-2,286
-96% -$10.7K ﹤0.01% 8442
2020
Q2 		$10K Buy
+2,385
New +$6.16K ﹤0.01% 7033
2020
Q1 		– Sell
-1,219
Closed -$2K – 8462
2019
Q4 		$2K Buy
+1,219
New +$2.54K ﹤0.01% 7854
2019
Q3 		– Sell
-2,989
Closed -$9K – 8285
2019
Q2 		$9K Buy
+2,989
New +$10K ﹤0.01% 7142

Other funds holding WAFU

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
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
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
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

UBS Group's WAFU Position: Q1 2026 in Review

UBS Group reduced its Wah Fu Education Group (WAFU) stake by 46% in Q1 2026, selling an estimated $836 and leaving 582 shares worth $902. The position accounts for ﹤0.01% of the portfolio, ranked #9700.

UBS Group first reported a position in WAFU in Q2 2019 and has held it in 17 quarters since. The position peaked at $95K in Q1 2021. 7 funds tracked by Wall St. Rank hold WAFU as of Q1 2026.

  • UBS Group held 582 shares of Wah Fu Education Group worth $902 as of Q1 2026.
  • UBS Group sold 499 Wah Fu Education Group shares in Q1 2026, an estimated $836.
  • Wah Fu Education Group made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9700 holding.
  • UBS Group first reported a position in Wah Fu Education Group in Q2 2019 and has held it in 17 quarters since.
  • UBS Group's Wah Fu Education Group position peaked at $95K in Q1 2021.
  • 7 funds tracked by Wall St. Rank held Wah Fu Education Group as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.