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 Q3	$41.3K	Sell	17,201 -20,352	-54%	-$56.8K	﹤0.01%	7793
2026 Q2	$95.8K	Buy	37,553 +17,736	+89%	+$59K	﹤0.01%	7217
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

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return

UBS Group's WTF Position: Q3 2026 in Review

UBS Group reduced its Waton Financial Ltd (WTF) stake by 54% in Q3 2026, selling an estimated $56.8K and leaving 17,201 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #7793.

UBS Group first reported a position in WTF in Q2 2025 and has held it in 6 quarters since. The position peaked at $309K in Q2 2025. 5 funds tracked by Wall St. Rank hold WTF as of Q3 2026.

UBS Group held 17,201 shares of Waton Financial Ltd worth $41.3K as of Q3 2026.
UBS Group sold 20,352 Waton Financial Ltd shares in Q3 2026, an estimated $56.8K.
Waton Financial Ltd made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #7793 holding.
UBS Group first reported a position in Waton Financial Ltd in Q2 2025 and has held it in 6 quarters since.
UBS Group's Waton Financial Ltd position peaked at $309K in Q2 2025.
5 funds tracked by Wall St. Rank held Waton Financial Ltd as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.