WAFU · Wah Fu Education & Technology Group Ltd. · Holdings

$1.48 -0.01 (-0.67%) At close · Oct 23

Market Cap

$6.66M

4.41M

Volume · Oct 23 7033 Avg daily vol (3M) 1.52M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of WAFU: 13F, 13D and 13G, insiders and funds →

The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.

Quarter:

Holders: 5

Total Value: $194,931

Total Shares: 128,246

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 5 13F filers

Top Holder

72.4%

of institutional value

Top 5

100.0%

of institutional value

Top 10

100.0%

of institutional value

HHI

5,994

Highly concentrated

Who Holds WAFU

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 5 filers, like-for-like change -25.8%; actively managed books -25.8%.

Holder type	Share	Filers	Change	Exited
Registered adviser	99.8%	3	-25.6%	2
Bank	0.2%	1	-60.1%	0
Non-US	0.0%	1	0.0%	0
Holding company	0.0%	0	—	0
Unknown	0.0%	0	—	0

Style	Share	Filers	Change	Exited
Systematic-like	99.8%	2	+5.3%	0
Diversified active	0.2%	3	-99.2%	1
Concentrated	0.0%	0	-100.0%	1
Not measured	0.0%	0	—	0
Unknown	0.0%	0	—	0

Turnover	Share	Filers	Change	Exited
Low turnover	0.0%	2	0.0%	0
Medium turnover	0.2%	1	-99.3%	1
High turnover	99.8%	2	+5.3%	0
Unknown	0.0%	0	-100.0%	1
Not measured	0.0%	0	—	0

Holding horizon	Share	Filers	Change	Exited
Medium horizon	0.0%	1	0.0%	0
Long horizon	27.6%	3	-40.3%	1
Short horizon	0.0%	0	-100.0%	1
Unknown	72.4%	1	-1.7%	0
Not measured	0.0%	0	—	0

13F book size	Share	Filers	Change	Exited
$1B to $10B	0.0%	2	-99.9%	1
$100B or more	100.0%	3	+5.0%	0
$10B to $100B	0.0%	0	-100.0%	1
Under $1B	0.0%	0	—	0
Not measured	0.0%	0	—	0

Client base	Share	Filers	Change	Exited
Individuals and high net worth	0.0%	1	-99.9%	1
Pooled investment vehicles	99.8%	2	-16.4%	1
Unknown	0.2%	2	-60.0%	0

Private funds	Share	Filers	Change	Exited
Hedge funds	99.8%	2	-16.4%	1
Private equity funds	0.0%	1	0.0%	0
No private funds	0.0%	0	-100.0%	1
Unknown	0.2%	2	-60.0%	0

Location	Share	Filers	Change	New	Exited
United States	99.8%	3	-25.6%	0	2
Outside the US	0.2%	2	-60.0%	0	0

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Conviction and Crowding

5 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

0.000% of filers hold it in their top 10

Mar 31, 2026: 0

Holders above 5%

median weight 0.000%

Mar 31, 2026: 0

Crowding

—

a foreign private issuer reports ordinary shares, a different unit from the listed shares

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

a foreign private issuer reports ordinary shares, a different unit from the listed shares

Top 10 holders

100.0%

of 13F shares, Herfindahl 0.599

Active holders

-25.8%

like-for-like share change of active filers

5% stakes on record

1 13D, 0 13G

How long holders have held it value-weighted 3.0 quarters

Under 1 year 100.0% 1 to 3 years 0.001% 3 years or more 0.015% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost

$1.69

estimated per share

Mar 31, 2026: $1.69

Quarter-end price

$1.52

implied by 13F values

Estimated gain or loss

-10.2%

price against the estimated cost

Estimated at a loss

100.0%

of costed 13F value

Estimated cost covers 100.0% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shareholder Targets

13F filers that own its peers but not WAFU, quarter ended Jun 30, 2026

WAFU has no holder-overlap peers, so these filers hold the largest Consumer Defensive stocks: WMT, COST, KO, PG, PM, PEP, MO, MDLZ, MNST, CL, TGT, KDP, SYY, KMB, KVUE, ADM, KR, KHC. 5,913 filers in all.

#	Filer	In peers	Of book	Largest peers
1	BlackRock, Inc. Holding company, Index-like	$217,152,843,282 18 held	3.25%	WMT, COST, PG
2	VANGUARD CAPITAL MANAGEMENT LLC Registered adviser, Index-like	$173,391,081,480 18 held	3.71%	WMT, COST, PG
3	STATE STREET CORP Bank, Index-like	$120,597,809,572 18 held	3.57%	WMT, COST, PG
4	VANGUARD PORTFOLIO MANAGEMENT LLC Registered adviser, Diversified active	$71,890,089,904 18 held	3.24%	WMT, COST, PG
5	GEODE CAPITAL MANAGEMENT, LLC Registered adviser, Index-like	$70,023,286,415 18 held	3.73%	WMT, COST, PG
6	Invesco Ltd. Adviser, Diversified active	$55,331,551,080 18 held	4.39%	WMT, COST, PEP
7	MORGAN STANLEY Holding company, Index-like	$52,658,448,665 18 held	2.83%	WMT, COST, KO
8	FMR LLC Holding company, Diversified active	$49,928,980,168 18 held	2.18%	KO, PM, COST
9	JPMORGAN CHASE & CO Bank, Diversified active	$46,399,216,156 18 held	2.71%	WMT, PM, KO
10	Berkshire Hathaway Inc Insurer, Concentrated	$42,365,164,398 3 held	14.2%	KO, KHC, KR

Holder type: Registered adviser 3 Bank 1 Non-US 1

Showing 5 of 5

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

TWO SIGMA INVESTMENTS, LP

$141,166

72.42%

92,873

CITADEL ADVISORS LLC

$53,382

27.39%

35,120

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	35,120	$53,382	100.0%	Defined

UBS Group AG

$352

0.18%

232

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Securities LLC	232	$352	100.0%	Defined

HOLLENCREST CAPITAL MANAGEMENT

$30

0.02%

SBI Securities Co., Ltd.

0.00%

Key facts CIK 1716770 CUSIP G94184101 13F (30d) 1 filings 1 filers Visit website