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
DateValue
Mar 31, 2026 2.75 Mn
Mar 31, 2025 189,932.00
Mar 31, 2024 770,308.00