Witan Investment Trust plc

BATS-CHIXE:WTANL Stock Report

Market Cap: UK£1.6b

This company listing is no longer active

This company may still be operating, however this listing is no longer active. Find out why through their latest events.

Witan Investment Trust Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of WTANL?
Owner TypeNumber of SharesOwnership Percentage
Private Companies1,044,2180.176%
Individual Insiders1,385,9910.233%
Public Companies4,882,0370.822%
Institutions261,605,28744%
General Public324,981,11854.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 37.95% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
6.42%
HBOS Investment Fund Managers Limited
38,100,206UK£101.3m-2.01%0.91%
3.97%
Schroder Investment Management Limited
23,606,477UK£62.8m-19.3%0.05%
3.02%
Rathbones Investment Management Limited
17,958,618UK£47.8m-2.62%0.16%
2.13%
Charles Stanley & Co. Ltd, Asset Management Arm
12,636,846UK£33.6m-4.8%0.34%
2.02%
BlackRock, Inc.
12,013,570UK£32.0m4.3%no data
1.97%
Brewin Dolphin Limited
11,687,991UK£31.1m-4.98%0.24%
1.69%
Investec Wealth & Investment Limited
10,037,731UK£26.7m-6.83%0.29%
1.66%
Barclays Bank PLC, Wealth and Investment Management Division
9,844,170UK£26.2m-4.4%0.31%
1.46%
Evelyn Partners Investment Management LLP
8,653,048UK£23.0m-3.75%0.3%
1.42%
The Vanguard Group, Inc.
8,417,051UK£22.4m16.8%no data
1.25%
Fidelity International Ltd
7,409,643UK£19.7m-0.44%0.01%
1.13%
Seven Investment Management LLP
6,692,698UK£17.8m-1.01%2.28%
1.07%
EFG Private Bank SA, Asset Management Arm
6,373,758UK£17.0m-3.95%0.77%
1.07%
Integrated Financial Arrangements plc, Asset Management Arm
6,349,463UK£16.9m-1.05%0.86%
0.97%
HSBC Global Asset Management (UK) Limited
5,767,795UK£15.3m49.6%0.01%
0.94%
Legal & General Investment Management Limited
5,560,072UK£14.8m-7.57%no data
0.82%
Lloyds Banking Group plc
4,882,037UK£13.0m-6.05%no data
0.76%
SG Hambros Bank Limited, Asset Management Arm
4,534,108UK£12.1m-0.16%3.95%
0.72%
JM Finn & Co Ltd.
4,260,614UK£11.3m0.06%0.26%
0.68%
Quilter Cheviot Limited
4,043,762UK£10.8m-3.04%0.11%
0.6%
Canaccord Genuity Wealth (International) Limited
3,569,991UK£9.5m-6.58%0.18%
0.59%
Close Asset Management Ltd.
3,482,974UK£9.3m-3.05%0.1%
0.55%
JPMorgan Chase & Co, Brokerage and Securities Investments
3,265,675UK£8.7m512%0.01%
0.54%
Royal London Asset Management Ltd.
3,207,263UK£8.5m-13.4%0.01%
0.51%
Lazard Asset Management LLC
3,050,771UK£8.1m30.9%0.01%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/10/10 15:04
End of Day Share Price 2024/09/30 00:00
Earnings2024/06/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Witan Investment Trust plc is covered by 1 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Stephen PetersCharles Stanley & Co. Ltd.