WFM Asia’s Yuanbao Inc YB Stock Holding History

WFM Asia’s Portfolio YB Stock Details YB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-182,500	Closed	-$3.58M	–	9
2025 Q3	$3.58M	Buy	182,500 +86,414	+90%	+$2.19M	0.4%	8
2025 Q2	$2.02M	Buy	+96,086	New	+$1.6M	0.22%	7

Other funds holding YB

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Franchise GP Grand Cayman $215M AUM

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthCollab Bellevue, Washington $243M AUM 32.93% 1-Year Est. Return

WFM Asia's YB Position: Q4 2025 in Review

WFM Asia sold out of Yuanbao Inc (YB) in Q4 2025, closing a stake of 182,500 shares — an estimated $3.58M sold.

WFM Asia first reported a position in YB in Q2 2025 and held it in 2 quarters. The position peaked at $3.58M in Q3 2025. 12 funds tracked by Wall St. Rank hold YB as of Q4 2025.

WFM Asia reported no remaining Yuanbao Inc position as of Q4 2025 after selling out during the quarter.
WFM Asia sold 182,500 Yuanbao Inc shares in Q4 2025, an estimated $3.58M.
WFM Asia first reported a position in Yuanbao Inc in Q2 2025 and held it in 2 quarters.
WFM Asia's Yuanbao Inc position peaked at $3.58M in Q3 2025.
12 funds tracked by Wall St. Rank held Yuanbao Inc as of Q4 2025.

Based on WFM Asia's 13F filing for Q4 2025, filed 12 Feb 2026.