Physician Wealth Advisors, Inc. WBTN WEBTOON ENTMT INC

Ownership history in Physician Wealth Advisors, Inc.  ·  5 quarters on record

AI Ownership Summary

Physician Wealth Advisors, Inc. reported WEBTOON ENTMT INC (WBTN) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows WBTN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WBTN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Physician Wealth Advisors, Inc.'s position in WEBTOON ENTMT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WBTN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Physician Wealth Advisors, Inc. held WBTN — position size vs. price
% of Fund (quarterly)    WBTN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 143 +71 +98.6% 0.00% $1K 2026-04-24 $11.13
2025 Q4 ADDED 72 +19 +35.8% 0.00% $939 2026-01-29 $12.59
2025 Q3 UNCHANGED 53 0% 0.00% $1K 2025-11-04 $17.15
2025 Q2 REDUCED 32.1% +117.3% 53 -25 -32.1% 0.00% $482 2025-07-14 $9.35
2025 Q1 INITIATED 78 0.00% $599 2025-04-28 $9.17

FAQ About Physician Wealth Advisors, Inc. and WBTN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Physician Wealth Advisors, Inc. reported owning WBTN?

Physician Wealth Advisors, Inc. reported WBTN across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported WBTN position in Physician Wealth Advisors, Inc.'s portfolio?

The largest reported portfolio weight for WBTN was 0.00% in 2026 Q1.

What is the latest reported WBTN position on this page?

The most recent filing on this page is 2026 Q1, when Physician Wealth Advisors, Inc. reported 143 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this WBTN ownership page compare?

The chart compares Physician Wealth Advisors, Inc.'s quarterly WBTN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Physician Wealth Advisors, Inc. time their WBTN position?

Based on 13F filing dates vs. subsequent WBTN price moves, Physician Wealth Advisors, Inc. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on WBTN relative to SPY over the holding period was -23.1%.

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