WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
All 13F Filings
- Location
- London, X0
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 8,094,249
- Description
- London London based advisory led wealth manager with a continental governance structure and a valuation conscious and methodical investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and active stewardship and governance oversight for private client and family mandates. Decision making is guided by risk budgets, governance discipline, and pragmatic portfolio controls through mandate specific risk calibration and mandate continuity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/22/2026 | 21 | 8,094,249 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q4 2025 | 1/22/2026 | 21 | 9,315,051 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q3 2025 | 11/5/2025 | 21 | 9,184,949 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q2 2025 | 7/24/2025 | 20 | 8,665,061 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q1 2025 | 4/24/2025 | 20 | 7,999,016 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q4 2024 | 1/13/2025 | 21 | 8,278,399 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q3 2024 | 10/21/2024 | 22 | 8,214,552 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q2 2024 | 7/10/2024 | 23 | 7,817,366 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q1 2024 | 4/18/2024 | 23 | 8,326,213 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q4 2023 | 1/16/2024 | 23 | 8,070,457 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q3 2023 | 10/23/2023 | 23 | 7,522,004 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q2 2023 | 7/19/2023 | 21 | 7,594,549 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q1 2023 | 4/18/2023 | 21 | 7,167,071 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q4 2022 | 1/11/2023 | 22 | 6,760,521 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q3 2022 | 10/26/2022 | 22 | 6,379,436 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q2 2022 | 7/26/2022 | 24 | 7,664,650 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q1 2022 | 4/27/2022 | 24 | 9,569,744 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q4 2021 | 2/1/2022 | 26 | 10,538,477 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q3 2021 | 11/3/2021 | 24 | 10,117,649 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q2 2021 | 8/31/2021 | 24 | 10,487,072 | 13F-HR/A - RESTATEMENT | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q2 2021 | 7/15/2021 | 24 | 10,487,072 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q1 2021 | 4/14/2021 | 25 | 9,581,429 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q4 2020 | 1/13/2021 | 24 | 9,785,395 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q3 2020 | 10/20/2020 | 23 | 7,396,148 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q2 2020 | 7/10/2020 | 23 | 6,579,636 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q1 2020 | 4/17/2020 | 23 | 5,591,934 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q4 2019 | 1/8/2020 | 20 | 7,467,492 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q2 2014 | 7/23/2014 | 32 | 4,152,658 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
| Q1 2014 | 4/30/2014 | 36 | 4,063,507 | 13F-HR | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.094 M | 100.0% | 0 | 1.221 M | -1.221 M |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
8,094,249
Holdings
21
QoQ value change ($000)
-1,220,802
(-13.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.