Spire Wealth Management WDH β€” WATERDROP INC

Ownership history in Spire Wealth Management  Β·  1 quarter on record

AI Ownership Summary

Spire Wealth Management reported WATERDROP INC (WDH) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. The latest visible filing shows WDH 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 WDH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spire Wealth Management's position in WATERDROP 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

WDH 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
2026 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 Spire Wealth Management held WDH β€” position size vs. price
% of Fund (quarterly)    WDH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 5,000 β€” β€” 0.00% $8K 2026-04-22 $1.66

🏒 Other funds also holding WDH

As of 2026 Q1 β€” sorted by position size

SmartHarvest Portfolios, LLC 0.03% JNBA Financial Advisors 3Y 7Y 0.0%

FAQ About Spire Wealth Management and WDH

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

How long has Spire Wealth Management reported owning WDH?

Spire Wealth Management reported WDH across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported WDH position in Spire Wealth Management's portfolio?

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

What is the latest reported WDH position on this page?

The most recent filing on this page is 2026 Q1, when Spire Wealth Management reported 5,000 shares, equal to 0.00% of portfolio, with an estimated market value of $8K.

What does the chart on this WDH ownership page compare?

The chart compares Spire Wealth Management's quarterly WDH 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.

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