Waton Financial (WTF) Short-term Investments (2024 - 2026)

Waton Financial (WTF) posted quarterly Short-term Investments of $13.7 million for Q1 2026, up 122.11% year-over-year from $6.2 million in Q1 2025, and down 11.6% on a QoQ basis from $15.5 million in Q3 2025.

Waton Financial (WTF) Short-term Investments (2024 - 2026) Analysis & Trends

Waton Financial has reported Short-term Investments for 3 years, with the latest figure at $13.7 million in Q1 2026.

  • Short-term Investments for Q1 2026 came in at $13.7 million, up 122.11% year-over-year; the trailing twelve-month figure through Mar 2026 was $13.7 million (up 122.11% YoY), and the FY2026 annual result was $13.7 million, up 122.11% from the prior year.
  • Short-term Investments declined to $13.7 million in Q1 2026, from $15.5 million in the prior quarter.
  • Over five years, Short-term Investments peaked at $15.5 million in Q3 2025 and troughed at $5.7 million in Q1 2024.
  • A 3-year average of $10.3 million and a median of $10.0 million in 2025 frame the typical range for Short-term Investments.
  • The widest annual swing landed in 2025, when Short-term Investments rose 8.4%; it then surged 122.11% in 2026.
  • A 3-year view of Short-term Investments shows it stood at $5.7 million in 2024, then surged by 172.36% to $15.5 million in 2025, then fell by 11.6% to $13.7 million in 2026.
  • Per Business Quant data, the three most recent Short-term Investments figures were $13.7 million in Q1 2026, $15.5 million in Q3 2025, and $6.2 million in Q1 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn -
2 Goldman Sachs 316.34 Bn -660.01 Bn -
3 Schwab Charles 220.55 Bn 135.80 Bn -
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn
7 ATIF Holdings 45.42 Bn 45.42 Bn -
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 -

Historic Data

Download Data
DateValue
Mar 31, 2026 13.73 Mn
Sep 30, 2025 15.54 Mn
Mar 31, 2025 6.18 Mn
Mar 31, 2024 5.70 Mn