WI
W1M Investment Management Ltd Investment Portfolio (Q2 2026) — 13F Stock Holdings
W1M Investment Management LtdCIK: 0001344114
Long-term holder
Total reported value
—
Reporting period: 2026-06-30 · Number of holdings: 0
W1M Investment Management Ltd disclosed 0 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of — and a quarterly turnover rate of 0.0%.
Personality snowflake
- Concentration
- 0
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 0
- Sizing Uniformity
- —
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Ikena Oncology Inc | Stock-Other | — | — | — |
Portfolio Performance
Performance for Q3 2026
—
Performance Last 4 Quarters
+8%
- Stdev
- +12.6%
- Beta
- +0.96
- Alpha
- +1.9%
- Max Drawdown
- -8.5%
- Annualized Perf
- +21.4%
- Batting Avg vs S&P
- +53.3%
- Sortino
- +3.66
- Stutzer
- +0.48
- Treynor
- +0.21
- Sterling
- +1.65
- Calmar
- +2.53
- Information Ratio
- +0.23
- Tracking Error
- +5.2%
- Stdev Down
- +5.5%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +35%
- Worst 12 Months
- +5.3%
- Efficiency Ratio
- +0.63
- Sharpe
- +1.61
- Stdev Sectors
- —
- Skewness
- +0.07
- Kurtosis
- -0.77
- Upside Potential
- +5.42
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 0 | — | 0 | ||
| 2025 Q4 | 1 | — | 100 | ||
| 2025 Q3 | 101 | $7.8B | 48 | ||
| 2025 Q2 | 105 | $7.3B | 0 | ||
| 2025 Q1 | 102 | $6.5B | 100 | ||
| 2024 Q4 | 101 | $6.3B | 0 | ||
| 2024 Q3 | 98 | $6.1B | 0 | ||
| 2024 Q2 | 94 | $5.3B | 0 | ||
| 2024 Q1 | 94 | $4.8B | 0 | ||
| 2023 Q4 | 96 | $4.1B | 0 | ||
| 2023 Q3 | 72 | $3.5B | 0 | ||
| 2023 Q2 | 73 | $3.5B | 0 | ||
| 2023 Q1 | 81 | $3.2B | 0 | ||
| 2022 Q4 | 79 | $2.7B | 0 | ||
| 2022 Q3 | 79 | $2.4B | 0 | ||
| 2022 Q2 | 76 | $2.6B | 0 | ||
| 2022 Q1 | 74 | $3.0B | 0 | ||
| 2021 Q4 | 68 | $3.2B | 0 | ||
| 2021 Q3 | 52 | $2.5B | 0 | ||
| 2021 Q2 | 52 | $2.6B | 94 | ||
| 2021 Q1 | 53 | $2.3B | 17 | ||
| 2020 Q4 | 54 | $2.2B | 27 | ||
| 2020 Q3 | 52 | $2.0B | 28 | ||
| 2020 Q2 | 51 | $1.8B | 24 | ||
| 2020 Q1 | 47 | $1.5B | 40 | ||
| 2019 Q4 | 46 | $1.9B | 13 | ||
| 2019 Q3 | 76 | $2.0B | 25 | ||
| 2019 Q2 | 78 | $2.0B | 22 | ||
| 2019 Q1 | 74 | $1.9B | 24 | ||
| 2018 Q4 | 72 | $1.6B | 26 | ||
| 2018 Q3 | 73 | $2.0B | 22 | ||
| 2018 Q2 | 71 | $1.7B | 27 | ||
| 2018 Q1 | 74 | $1.7B | 21 | ||
| 2017 Q4 | 77 | $1.7B | 17 | ||
| 2017 Q3 | 78 | $1.6B | 27 | ||
| 2017 Q2 | 78 | $1.5B | 24 | ||
| 2017 Q1 | 98 | $1.6B | 33 | ||
| 2016 Q4 | 110 | $1.5B | 26 | ||
| 2016 Q3 | 95 | $1.5B | 27 | ||
| 2016 Q2 | 99 | $1.3B | 33 | ||
| 2016 Q1 | 106 | $1.3B | 37 | ||
| 2015 Q4 | 110 | $1.3B | 52 | ||
| 2015 Q3 | 107 | $1.2B | 25 | ||
| 2015 Q2 | 102 | $1.4B | 21 | ||
| 2015 Q1 | 95 | $1.4B | 17 | ||
| 2014 Q4 | 95 | $1.4B | 20 | ||
| 2014 Q3 | 95 | $1.5B | 23 | ||
| 2014 Q2 | 97 | $1.5B | 58 | ||
| 2014 Q1 | 163 | $2.1B | 20 | ||
| 2013 Q4 | 161 | $2.0B | 38 | ||
| 2013 Q3 | 179 | $1.7B | 55 | ||
| 2013 Q2 | 89 | $1.2B | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is W1M Investment Management Ltd and what type of investor is it?
W1M Investment Management Ltd is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately —, spread across 0 disclosed positions.
What are W1M Investment Management Ltd's largest equity positions?
Based on the latest 13F filing, W1M Investment Management Ltd's top holdings by market value are:
1. Ikena Oncology Inc — $0.0
What changes did W1M Investment Management Ltd make in its most recent portfolio filing?
No notable portfolio changes were recorded for W1M Investment Management Ltd in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does W1M Investment Management Ltd focus on?
Sector breakdown data is not yet available for W1M Investment Management Ltd. Check back after the next 13F processing cycle.
Investment Profile
W1M Investment Management Ltd returned an annualized 21.4% over the trailing 30 months — outperforming the S&P 500 by 1.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.96 (roughly in line with the market) and a 53% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding.
Its turnover score has fallen from 100 to 0 over the past 4 quarters — a shift toward longer holding periods.
Peer Institutions
Institutions with a similar AUM
CA
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Total reported value
—
1 stks
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Stale — no recent filing
Concentration0.0
Portfolio Stability0.0
Sector conviction0.0
View detail
KF
Kresge Foundation
CIK 0000056822
Total reported value
—
1 stks
2019-12-31
Stale — no recent filing
Concentration0.0
Portfolio Stability0.0
Sector conviction0.0
View detail
RA
Resource America, Inc.
CIK 0000083402
Total reported value
—
1 stks
2021-09-30
Stale — no recent filing
Concentration0.0
Portfolio Stability0.0
Sector conviction0.0
View detail
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Developer Access
Access W1M Investment Management Ltd's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/waverton-investment-management-ltdCLI
npx alphasmo institutions get waverton-investment-management-ltd