Security key
G9548D104
Waton Financial Ltd - Ordinary shares, no par value per share (WTF)
CUSIP: G9548D104
Q2 2026 13F Holders as of 30 Jun 2026
- Security type / class
- Equity / Ordinary shares, no par value per share
- Total 13F shares
- 185,445
- Total 13F value
- $472,884
- Share change
- +135,325
- SEC-reported price per share
- $2.55
- Number of holders
- 6
- Value change
- +$345,079
- Number of buys
- 4
- Shares outstanding
- 48,211,765
Holder snapshot
5 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2026
Institutions
6
Top holders
6
WTF full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q1 2026
Waton Financial Ltd SEC filings
Waton Financial Ltd company facts
Broader feeds
Reporting periods
Holder history for CUSIP G9548D104
Recent filing periods:
Ownership snapshot
Top reported holders of WTF - Waton Financial Ltd - Ordinary shares, no par value per share (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Kai Zhou
Disclosed value leader
Kai Zhou
Comparable rows
6/6
Latest evidence
31 Mar 2026
3/4/5
13D/G
13F
Lead comparable stake: 85%
13D/G row: Kai Zhou
Quick read
Kai Zhou leads the comparable SEC ownership view at 85%.
6 of 6 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Kai Zhou's linked filing trail.
Comparable ownership
Top 5
Kai Zhou
85%
Huaxin Wen
1.4%
James Beeland Rogers Jr.
0.46%
GEODE CAPITAL MANAGEMENT, LLC
0.06%
UBS Group AG
0.04%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 6 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Kai Zhou |
3/4/5
13D/G
Chief Technology Officer, Director, 10%+ Owner · ZHOU KAI
|
85%
from 13D/G
|
$197,113,800
40,980,000 shares
|
— | 18 Mar 2026 |
| Huaxin Wen |
3/4/5
Chief Financial Officer
|
1.4%
|
$2,271,911
688,458 shares
|
— | 18 Mar 2026 |
| James Beeland Rogers Jr. |
3/4/5
Director, Senior Advisor
|
0.46%
|
$1,061,788
220,746 shares
|
— | 18 Mar 2026 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
0.06%
|
$98,790
29,578 shares
|
— | 31 Mar 2026 |
| UBS Group AG |
13F
Company
|
0.04%
|
$66,189
19,817 shares
|
— | 31 Mar 2026 |
| OSAIC HOLDINGS, INC. |
13F
Company
|
0%
|
$2,421
725 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
6
Shares
185,445
Rows available
6
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2026 vs Q1 2026 Across Filers
Q1 2026 holders
3
Q2 2026 holders
6
Holder diff
3
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend