UBS Group’s Waton Financial Ltd WTF Stock Holding History

UBS Group’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	$66.2K	Sell	19,817 -3,043	-13%	-$11.3K	﹤0.01%	7215
2025 Q4	$75.4K	Buy	22,860 +19,877	+666%	+$88.8K	﹤0.01%	7037
2025 Q3	$18.4K	Sell	2,983 -48,734	-94%	-$253K	﹤0.01%	8206
2025 Q2	$309K	Buy	+51,717	New	+$346K	﹤0.01%	6418

Other funds holding WTF

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's WTF Position: Q1 2026 in Review

UBS Group reduced its Waton Financial Ltd (WTF) stake by 13% in Q1 2026, selling an estimated $11.3K and leaving 19,817 shares worth $66.2K. The position accounts for ﹤0.01% of the portfolio, ranked #7215.

UBS Group first reported a position in WTF in Q2 2025 and has held it in 4 quarters since. The position peaked at $309K in Q2 2025. 3 funds tracked by Wall St. Rank hold WTF as of Q1 2026.

UBS Group held 19,817 shares of Waton Financial Ltd worth $66.2K as of Q1 2026.
UBS Group sold 3,043 Waton Financial Ltd shares in Q1 2026, an estimated $11.3K.
Waton Financial Ltd made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7215 holding.
UBS Group first reported a position in Waton Financial Ltd in Q2 2025 and has held it in 4 quarters since.
UBS Group's Waton Financial Ltd position peaked at $309K in Q2 2025.
3 funds tracked by Wall St. Rank held Waton Financial Ltd as of Q1 2026.

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