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Witan Investment Trust LSE:WTAN Stock Report

Last Price


Market Cap







20 Mar, 2023


Company Financials

WTAN Stock Overview

Witan Investment Trust plc is a closed-ended equity mutual fund launched and managed by Witan Investment Services Limited.

WTAN fundamental analysis
Snowflake Score
Future Growth0/6
Past Performance0/6
Financial Health1/6

My Notes

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Witan Investment Trust plc Competitors













Price History & Performance

Summary of all time highs, changes and price drops for Witan Investment Trust
Historical stock prices
Current Share PriceUK£2.18
52 Week HighUK£2.38
52 Week LowUK£2.00
1 Month Change-6.44%
3 Month Change1.16%
1 Year Change-5.83%
3 Year Change59.36%
5 Year Change9.55%
Change since IPO603.23%

Recent News & Updates

Recent updates

Shareholder Returns

WTANGB Capital MarketsGB Market

Return vs Industry: WTAN exceeded the UK Capital Markets industry which returned -8.2% over the past year.

Return vs Market: WTAN exceeded the UK Market which returned -7.2% over the past year.

Price Volatility

Is WTAN's price volatile compared to industry and market?
WTAN volatility
WTAN Average Weekly Movement2.5%
Capital Markets Industry Average Movement4.2%
Market Average Movement5.1%
10% most volatile stocks in GB Market11.2%
10% least volatile stocks in GB Market2.7%

Stable Share Price: WTAN is less volatile than 75% of UK stocks over the past 3 months, typically moving +/- 2% a week.

Volatility Over Time: WTAN's weekly volatility (2%) has been stable over the past year.

About the Company

19096Andrew L. Bell

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

How do Witan Investment Trust's earnings and revenue compare to its market cap?
WTAN fundamental statistics
Market CapUK£1.46b
Earnings (TTM)-UK£280.55m
Revenue (TTM)n/a


P/S Ratio


P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
WTAN income statement (TTM)
Cost of RevenueUK£0
Gross Profit-UK£259.40m
Other ExpensesUK£21.15m

Last Reported Earnings

Dec 31, 2022

Next Earnings Date


Earnings per share (EPS)-0.42
Gross Margin100.00%
Net Profit Margin108.15%
Debt/Equity Ratio16.4%

How did WTAN perform over the long term?

See historical performance and comparison



Current Dividend Yield


Payout Ratio