WTAN Stock Overview
Witan Investment Trust plc is a closed-ended equity mutual fund launched and managed by Witan Investment Services Limited.
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 0/6 |
| Past Performance | 3/6 |
| Financial Health | 2/6 |
| Dividends | 4/6 |
Witan Investment Trust plc Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | UK£2.49 |
| 52 Week High | UK£2.54 |
| 52 Week Low | UK£2.09 |
| Beta | 0.74 |
| 1 Month Change | 0% |
| 3 Month Change | 6.64% |
| 1 Year Change | 10.42% |
| 3 Year Change | 3.97% |
| 5 Year Change | 16.14% |
| Change since IPO | 703.23% |
Recent News & Updates
Recent updates
Shareholder Returns
| WTAN | GB Capital Markets | GB Market | |
|---|---|---|---|
| 7D | 0.2% | -0.7% | 2.2% |
| 1Y | 10.4% | 6.6% | 0.9% |
Return vs Industry: WTAN exceeded the UK Capital Markets industry which returned 7% over the past year.
Return vs Market: WTAN exceeded the UK Market which returned 0.6% over the past year.
Price Volatility
| WTAN volatility | |
|---|---|
| WTAN Average Weekly Movement | 1.3% |
| Capital Markets Industry Average Movement | 4.3% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in GB Market | 11.3% |
| 10% least volatile stocks in GB Market | 2.7% |
Stable Share Price: WTAN has not had significant price volatility in the past 3 months.
Volatility Over Time: WTAN's weekly volatility (1%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1909 | 6 | Andrew L. Bell | www.witan.com |
Witan Investment Trust plc is a closed-ended equity mutual fund launched and managed by Witan Investment Services Limited. The fund is co-managed by Artemis Investment Management LLP, Lindsell Train Limited, Heronbridge Investment Management LLP, MFS International (UK) Limited, Veritas Asset Management LLP, Lansdowne Partners (UK) LLP, Marathon Asset Management, LLP, Matthews International Capital Management, LLC, Trilogy Global Advisors, LLC, Pzena Investment Management LLC, Tweedy, Browne Company LLC, and GQG Partners, LLC. It invests in public equity markets across the globe.
Witan Investment Trust plc Fundamentals Summary
| WTAN fundamental statistics | |
|---|---|
| Market cap | UK£1.52b |
| Earnings (TTM) | UK£181.48m |
| Revenue (TTM) | UK£207.95m |
8.4x
P/E Ratio7.3x
P/S RatioIs WTAN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| WTAN income statement (TTM) | |
|---|---|
| Revenue | UK£207.95m |
| Cost of Revenue | UK£0 |
| Gross Profit | UK£207.95m |
| Other Expenses | UK£26.47m |
| Earnings | UK£181.48m |
Last Reported Earnings
Dec 31, 2023
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.30 |
| Gross Margin | 100.00% |
| Net Profit Margin | 87.27% |
| Debt/Equity Ratio | 15.3% |
How did WTAN perform over the long term?
See historical performance and comparison