WAVERTON INVESTMENT MANAGEMENT LTD
Q2 2026 Form 13-F
LONDON
CIK 0001344114
· CRD 112200
· SEC-registered investment adviser
$0 Reported Value Total
WAVERTON INVESTMENT MANAGEMENT LIMITED reports 4,078 total accounts under management (AUM). There are 3,624 discretionary accounts valued at $15,743,275,157, and 454 non-discretionary accounts valued at $1,396,606,691.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered
Exempt Reporting Adviser
Discretionary & Non-Discretionary
Source: Form ADV filed 2025-07-21
Reported value
$0
Quarter over quarter
0.0%
Holdings
0
Top-10 concentration
0.0%
Key People
Form ADV owners & control persons
Michael David Allen
CHIEF OPERATING OFFICER
Ananth Steven Singh Chhoker
CHIEF FINANCIAL OFFICER
Dominic Timothy Edward Crabb
CHIEF COMPLIANCE OFFICER
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Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 12, 2026 |
| Form | 13F-HR |
| Reported value | $0 |
| Positions | 0 |
| Change in reported value | First reported quarter |
| Top-10 concentration | 0.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 12, 2026
|
0 | $0 |
|
Q4 2025 13F
Filed Feb 17, 2026
|
0 | $0 |
|
Q3 2025 13F
Filed Nov 12, 2025
|
101 | $7.8B |
|
Q2 2025 13F
Filed Aug 6, 2025
|
105 | $7.3B |
|
Q1 2025 13F
Filed Apr 24, 2025
|
102 | $6.5B |
|
Q4 2024 13F
Filed Feb 4, 2025
|
101 | $6.3B |
|
Q3 2024 13F
Filed Nov 5, 2024
|
98 | $6.1B |
|
Q2 2024 13F
Filed Aug 5, 2024
|
94 | $5.3B |
|
Q1 2024 13F
Filed May 8, 2024
|
94 | $4.8B |
|
Q4 2023 13F
Filed Feb 9, 2024
|
96 | $4.1B |
|
Q3 2023 13F
Filed Nov 6, 2023
|
72 | $3.5B |
|
Q2 2023 13F
Filed Aug 2, 2023
|
73 | $3.5B |
|
Q1 2023 13F
Filed Apr 27, 2023
|
81 | $3.2B |
|
Q4 2022 13F
Filed Feb 2, 2023
|
79 | $2.7B |
|
Q3 2022 13F
Filed Oct 19, 2022
|
79 | $2.4B |
|
Q2 2022 13F
Filed Jul 13, 2022
|
76 | $2.6B |
|
Q1 2022 13F
Filed Apr 26, 2022
|
74 | $3.0B |
|
Q4 2021 13F
Filed Feb 7, 2022
|
68 | $3.2B |
|
Q3 2021 13F
Filed Oct 18, 2021
|
52 | $2.5B |
33 earlier quarters on file — choose one from the quarter menu above.