Wealth First Portfolio Managers Ltd Shareholding Pattern: Promoters, FIIs, DIIs & Public Holdings (Latest)

Financial Shareholding

Shareholding Snapshot : Dec 2025

Score and Return Performance

Majority shareholders

Promoters

Pledged Promoter Holdings

None

Mutual Funds

Held by 0 Schemes

FIIs

Held by 1 FIIs (0.0%)

Promoter with highest holding

Ashish Navnitlal Shah (32.16%)

Highest Public shareholder

Waao Partners (2.47%)

Individual Investors Holdings

20.94%

Shareholding Analysis

Promoters

No change in Promoter holdings

FII

FII holding has remained constant. However, the number of shares held by the FIIs has increased by 169.84% during the period

MF

No change in MF holdings

Insurance

No change in holdings by Insurance companies

OtherDII

Other DII holding has decreased by -0.03%

NII

Holdings of Non Institutional Shareholders has increased by 0.02%

Shareholding Snapshot: Dec 25

Shareholders

Shares(Cr.)

Holding(%)

Promoters

Pledged shares

0.79

0.0

74.04%

0.0%

FIIs

0.0%

Mutual Funds

0.0%

Insurance

0.0%

Other DIIs

0.1%

Non Institutional Investors

0.28

25.85%

Others

0.0%

Total

1.07

100%

Promoter Holding - Dec 25

Shareholders

Total Shares(Cr.)

in %

Ashish Navnitlal Shah

0.34

32.16%

Hena Ashish Shah

0.34

31.72%

Wealth First Commodities Private Limited

0.04

3.75%

Oraculo Stockbrokers Private Limited

0.04

3.44%

Dsfs Shares And Stock Broking Private Limited

0.01

1.25%

Dalal And Shah Fiscal Services Limited

0.01

0.47%

Shah Vipin Parshottam Huf

0.44%

Shah Navnitlal Popatlal Huf

0.44%

Viren Vipinchandra Shah

0.33%

Wealth First Advisors Private Limited

0.04%

Wealth First Investment Advisers Private Limited

Ashish Navnitlal Shah Huf

Kirti Pandya

Swapneel Ashish Shah

Misha Ashish Shah

Ashesh Navnitlal Shah

Public Shareholders (above 5%) Dec 25

Shareholders

in %

Total Shares(Cr.)

Public Shareholders (above 1%) Dec 25

Shareholders

in %

Total Shares(Cr.)

Waao Partners

2.47%

0.03

Gaurang Parmanand Shah

2.12%

0.02

Pratul Krishnakant Shroff

1.76%

0.02

Nitin Madhukarbhai Pandya

1.31%

0.01

Shareholding Compare (%holding)

Dec 25

Sep 25

Change(%)

Promoters

74.04

FIIs

Mutual Funds

Insurance Companies

Other DIIs

0.1

0.12

-0.02

Non Institution

25.85

25.83

0.02

Promoter holding 74.04%

in Dec 2025

Figures in Cr

No change in Promoter holdings

No change in Promoter pledged shares

FIIs Holdings 0.0%

in Dec 2025

Figures in Cr

FII holding has remained constant. However, the number of shares held by the FIIs has increased by 169.84% during the period

Number of FIIs holding stake in the company has remained stable at 1

MF Holdings 0%

in Dec 2025

Figures in Cr

No change in MF holdings

Number of MFs holding stake in the company has remained stable at 0

Insurance Holdings 0%

in Dec 2025

Figures in Cr

No change in holdings by Insurance companies

Number of Insurance companies holding stake in the company has remained stable at 0

Other DII Holdings 0.1%

in Dec 2025

Figures in Cr

Other DII holding has decreased by -0.03%

Number of Other DIIs holding stake in the company has decreased to 2 from 3

NIIs Holdings 25.85%

in Dec 2025

Figures in Cr

Holdings of Non Institutional Shareholders has increased by 0.02%

Number of Non Institutional Shareholders holding stake in the company has decreased to 8788 from 9095