WDH Institutional Ownership & Shareholders

WATERDROP INC (WDH) is currently held by 38 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $28.13M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Boundless Plain Holdings Ltd is currently the largest disclosed institutional shareholder of WDH tracked by InsiderSet, reporting ownership valued at approximately $12.98M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.49M, representing an estimated loss of -11.50% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed WDH value among the investors covered in this analysis. Major shareholders include Boundless Plain Holdings Ltd, Idg China Capital Fund Iii Associates L.P., Morgan Stanley, and several other long-term asset managers with concentrated positions in WATERDROP INC (WDH).

This page ranks the largest institutional WDH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

38

Total Reported Value

$28.13M

Largest Holder

Boundless Plain Holdings Ltd

Largest Position

$12.98M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

49

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Boundless Plain Holdings Ltd3.01%11,485,432$12,978,538$11,485,432-$1,493,106-11.50%
Idg China Capital Fund Iii Associates L.P.1.15%5,729,041$6,473,817$5,729,041-$744,776-11.50%
Morgan Stanley0.00%3,271,149$3,696,399$3,271,149-$425,250-11.50%
Baader Bank Aktiengesellschaft0.15%1,603,508$1,811,964$1,603,508-$208,456-11.50%
Avenir Tech Ltd0.16%859,202$970,898$859,202-$111,696-11.50%
Acadian Asset Management Llc0.00%300,169$332,000$300,169-$31,831-9.59%
Idg China Capital Fund Gp Iii Associates Ltd.0.44%283,175$319,988$283,175-$36,813-11.50%
Citadel Advisors Llc0.00%231,742$261,868$231,742-$30,126-11.50%
Gsa Capital Partners Llp0.02%222,237$251,000$222,237-$28,763-11.46%
Goldman Sachs Group Inc0.00%164,440$185,817$164,440-$21,377-11.50%
Renaissance Technologies LLCJim Simons0.00%134,327$151,790$134,327-$17,463-11.50%
Invesco Ltd.0.00%97,672$110,369$97,672-$12,697-11.50%
Sg Americas Securities, Llc0.00%77,064$87,000$77,064-$9,936-11.42%
State Street Corp0.00%68,321$77,203$68,321-$8,882-11.50%
Millennium Management Llc0.00%61,475$69,467$61,475-$7,992-11.50%
Sei Investments Co0.00%40,824$46,131$40,824-$5,307-11.50%
Arrowstreet Capital, Limited Partnership0.00%39,372$44,490$39,372-$5,118-11.50%
Ethos Financial Group, Llc0.00%38,401$43,393$38,401-$4,992-11.50%
Smartharvest Portfolios, Llc0.01%27,441$27,990$27,441-$549-1.96%
Police & Firemen'S Retirement System Of New Jersey0.00%23,970$27,086$23,970-$3,116-11.50%
Wells Fargo & Company/Mn0.00%20,000$22,600$20,000-$2,600-11.50%
Bnp Paribas Financial Markets0.00%19,400$21,922$19,400-$2,522-11.50%
Oversea-Chinese Banking Corp Ltd0.00%19,081$21,562$19,081-$2,481-11.51%
Rhumbline Advisers0.00%15,359$17,354$15,359-$1,995-11.50%
Ground Swell Capital, Llc0.02%13,683$15,462$13,683-$1,779-11.51%
Centiva Capital, Lp0.00%12,328$13,931$12,328-$1,603-11.51%
Point72 Asset Management, L.P.0.00%10,717$12,110$10,717-$1,393-11.50%
Xtx Topco Ltd0.00%10,050$11,357$10,050-$1,307-11.51%
Hrt Financial Lp0.00%10,373$11,000$10,373-$627-5.70%
Nisa Investment Advisors, Llc0.00%4,250$4,335$4,250-$85-1.96%
Sbi Securities Co., Ltd.0.00%4,075$4,157$4,075-$82-1.97%
Tower Research Capital Llc (Trc)0.00%2,866$3,239$2,866-$373-11.52%
Jnba Financial Advisors0.00%2,808$3,174$2,808-$366-11.53%
Jpmorgan Chase & Co0.00%2,020$2,222$2,020-$202-9.09%
Royal Bank Of Canada0.00%1,813$2,000$1,813-$187-9.35%
Kelleher Financial Advisors0.00%120$122$120-$2-1.64%
Blackrock, Inc.0.00%56$63$56-$7-11.11%
Caitong International Asset Management Co., Ltd0.00%1$1$1$00.00%
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Frequently asked questions about WDH

  • Who are the largest institutional holders of WDH?

    The largest institutional holders of WDH reported in the latest SEC Form 13F filings include Boundless Plain Holdings Ltd, Idg China Capital Fund Iii Associates L.P., Morgan Stanley, Baader Bank Aktiengesellschaft, and Avenir Tech Ltd. InsiderSet ranks institutional holders by their latest reported WDH position.

  • What is WDH institutional ownership?

    This page tracks WDH positions reported by institutional investment managers through SEC Form 13F. WATERDROP INC (WDH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own WDH?

    InsiderSet currently tracks 38 institutional managers reporting WDH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WDH shareholders.

  • How much WDH stock do institutions own?

    Institutional investment managers disclosed approximately $28.13M in WDH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was WDH institutional ownership last updated?

    The latest WDH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional WDH holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WDH position after the reporting date.

  • Are institutions buying or selling WDH?

    Institutional buying and selling can be analyzed by comparing WDH positions across consecutive 13F reporting periods. InsiderSet's WDH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WDH ownership changes.

  • How has WDH institutional ownership changed over time?

    InsiderSet tracks WDH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.