Waton Financial (WTF) Long-Term Investments (2024 - 2026)
Waton Financial (WTF) posted quarterly Long-Term Investments of $2.8 million for Q1 2026, down 4.4% year-over-year from $2.9 million in Q1 2025, and down 4.4% on a QoQ basis from $2.9 million in Q1 2025.
Waton Financial (WTF) Long-Term Investments (2024 - 2026) Analysis & Trends
Waton Financial has reported Long-Term Investments for 3 years, with the latest figure at $2.8 million in Q1 2026.
- Long-Term Investments for Q1 2026 came in at $2.8 million, down 4.4% year-over-year; the trailing twelve-month figure through Mar 2026 was $2.8 million (down 4.4% YoY), and the FY2026 annual result was $2.8 million, down 4.4% from the prior year.
- Long-Term Investments fell to $2.8 million in Q1 2026, from $2.9 million in the prior quarter.
- Over five years, Long-Term Investments peaked at $3.5 million in Q1 2024 and troughed at $2.8 million in Q1 2026.
- A 3-year average of $3.0 million and a median of $2.9 million in 2025 frame the typical range for Long-Term Investments.
- The widest annual swing landed in 2025, when Long-Term Investments declined 17.09%; it then dropped 4.4% in 2026.
- A 3-year view of Long-Term Investments shows it stood at $3.5 million in 2024, then declined by 17.09% to $2.9 million in 2025, then slipped by 4.4% to $2.8 million in 2026.
- Per Business Quant data, the three most recent Long-Term Investments figures were $2.8 million in Q1 2026, $2.9 million in Q1 2025, and $3.5 million in Q1 2024.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 338.83 Bn | 205.30 Bn | - | - |
| 2 | Goldman Sachs | 316.34 Bn | -660.01 Bn | - | 255.63 Bn |
| 3 | Schwab Charles | 220.55 Bn | 135.80 Bn | - | - |
| 4 | Futu Holdings | 121.48 Bn | 105.59 Bn | 733.58 Mn | 79.10 Mn |
| 5 | Robinhood Markets | 84.07 Bn | 66.74 Bn | 1.20 Bn | - |
| 6 | Iren | 68.17 Bn | 65.95 Bn | 104.86 Mn | 192.00 Mn |
| 7 | ATIF Holdings | 45.42 Bn | 45.42 Bn | - | 31,902.00 |
| 8 | Interactive Brokers | 39.54 Bn | -3.28 Bn | - | - |
| 9 | LPL Financial Holdings | 28.27 Bn | 25.57 Bn | - | - |
| 10 | Waton Financial | 21.78 Mn | -2.36 Mn | - | 2.75 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 2.75 Mn |
| Mar 31, 2025 | 189,932.00 |
| Mar 31, 2024 | 770,308.00 |