Position in WDH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$43,393
-$18,816 QoQ
Shares Held
38,401
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#18
of 39 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WDH Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Ethos Financial Group, LLC holds $8,481,469 across 2 Insurance - Diversified names. WDH ranks #2 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
16,863 | $8,438,076 | |
| 2 | WDH |
Waterdrop Inc.
This page
|
38,401 | $43,393 |
All Filings in WDH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,393 | 38,401 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $62,209 | 38,401 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $72,961 | 38,401 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||