Wealth First Portfolio Managers (WEALTH)₹822.15−3.28%Other Financial Services
At the end of the Jun 2026 quarter, Wealth First Portfolio Managers' shareholders were: promoters 73.99%, DIIs 0.10%, public 25.91%. Promoter holding is unchanged on the quarter. It had 7,947 shareholders.
As of · Company filings (shareholding pattern)
| Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Promoters | 73.96% | 73.96% | 73.96% | 73.96% | 73.99% | 73.99% | 73.99% | 73.99% | 73.99% | 73.99% | 73.99% | 73.99% |
| DIIs | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.04% | 0.09% | 0.12% | 0.10% | 0.11% | 0.10% |
| Public | 26.04% | 26.04% | 26.04% | 26.04% | 26.01% | 25.97% | 25.97% | 25.92% | 25.89% | 25.91% | 25.90% | 25.91% |
| Number of shareholders | 979 | 1,179 | 2,173 | 4,233 | 8,529 | 10,163 | 9,803 | 9,540 | 9,111 | 8,803 | 8,144 | 7,947 |
| Holder | Category | Jun 2026 | Change (pp) |
|---|---|---|---|
| Ashish Navnitlal Shah | Promoter | 32.12% | 0.00 |
| Hena Ashish Shah | Promoter | 31.69% | 0.00 |
| Wealth First Commodities Private Limited | Promoter | 3.72% | 0.00 |
| Oraculo Stockbrokers Private Limited | Promoter | 3.45% | 0.00 |
| Waao Partners | Public | 2.46% | 0.00 |
| Pratul Krishnakant Shroff | Public | 2.38% | 0.00 |
| Gaurang Parmanand Shah | Public | 2.04% | −0.02 |
| Dsfs Shares And Stock Broking Private Limited | Promoter | 1.24% | 0.00 |
| Dalal And Shah Fiscal Services Limited | Promoter | 0.47% | 0.00 |
| Shah Navnitlal Popatlal Huf | Promoter | 0.44% | 0.00 |
| Shah Vipin Parshottam Huf | Promoter | 0.44% | 0.00 |
| Viren Vipinchandra Shah | Promoter | 0.33% | 0.00 |
| Wealth First Advisors Private Limited | Promoter | 0.04% | 0.00 |
Promoters held 73.99% of Wealth First Portfolio Managers at the end of the Jun 2026 quarter, the same as a year earlier.
In the Jun 2026 quarter, foreign institutional investors (FIIs) held no reported stake and domestic institutions (DIIs) held 0.10% (down 0.01 percentage points from 0.11% a quarter earlier).
Wealth First Portfolio Managers had 7,947 shareholders at the end of the Jun 2026 quarter, against 9,540 a year earlier.
Waao Partners (Public) held 2.46% at the end of the Jun 2026 quarter, the largest named holding outside the promoter group.