Witan Investment Trust plc

Witan Investment Trust plc

WTAN.L
Witan Investment Trust plcGB flagLondon Stock Exchange
266.00
GBp
+0.50
(+0.19%)
0.36EPS
7.39P/E
1.58BMarket Cap
Witan Investment Trust plc
WTAN.L
(London Stock Exchange)

Recent

price

266.00

P/E

ratio

7.39

div

yld

- -

ROIC.AI

2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
FRC
-0.24
0.22
0.2
-0.11
0.16
0.33
0.11
0.09
0.35
0.36
-0.17
0.44
0.09
0.35
-0.39
- -
Revenue per Share
-0.26
0.2
0.18
-0.11
0.15
0.32
0.1
0.09
0.34
0.35
-0.18
0.43
0.05
0.34
-0.4
- -
Basic EPS, GAAP
- -
- -
- -
0.01
0.03
0.08
-0.01
0.03
0.04
- -
- -
- -
- -
- -
- -
- -
Free Cash Flow per Basic Share
- -
- -
- -
0.02
0.03
0.03
0.03
0.03
0.04
0.04
0.04
0.05
0.06
0.06
0.06
- -
Dividend per Share
0.1
0.1
0.1
0.1
0.05
0.05
0.05
0.05
0.05
0.06
0.06
0.06
0.06
0.06
0.07
- -
Book Value per Share
0.81
0.97
1.15
1.03
1.16
1.45
1.52
1.62
1.82
2.21
1.99
2.33
2.29
2.59
2.18
- -
Tangible Book Value per Share
1,088
1,059
991
968
956
947
947
972
951
896
891
879
842
770
708
- -
Basic Weighted Avg Shares
-259
228
199
-102
153
311
101
91
335
326
-156
386
75
269
-273
190
Sales/Revenue/Turnover
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Operating Margin (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Depreciation Expense
-279
210
177
-109
146
304
95
84
327
317
-164
376
46
263
-281
181
Net Income, GAAP
- -
0.76
0.96
- -
1.08
0.53
1.26
2.08
0.73
0.78
- -
0.9
4.72
0.73
- -
1.47
Effective Tax Rate (%)
107.63
91.76
88.9
106.97
95.9
97.84
94.11
92.26
97.78
97.31
105.72
97.38
60.83
97.52
102.6
95.72
Profit Margin (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Working Capital
140
110
110
123
129
118
153
185
209
241
249
269
263
252
251
237
LT Debt
879
1,023
1,142
994
1,106
1,373
1,441
1,577
1,727
1,981
1,773
2,051
1,925
1,992
1,542
1,562
Total Equity
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Invested Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Capital (%)
-264.42
199.53
173.77
-108.69
196.39
640.86
201.27
171.82
654.05
634.18
-328.82
751.38
91.74
525.3
-560.91
362.84
Return on Common Equity (%)

Capital Structure

FRC

in mil. unless spec.
No data availableFinancial data will appear here once available

Working Capital

FRC

in mil. unless spec.
No data availableFinancial data will appear here once available

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
1.98%
-1.66%
1.29%
Free Cash Flow
- -
- -
- -
Net Income, GAAP
-26%
-63.04%
-164.69%
Sales/Revenue/Turnover
-50.14%
-108.44%
-169.34%
Total Cash Common Dividend
2.24%
-0.2%
-4.11%

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2021
- -
- -
- -
- -
269
2022
- -
- -
- -
- -
-273
2023
- -
- -
- -
- -
190

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2021
- -
- -
- -
- -
0.34
2022
- -
- -
- -
- -
-0.4
2023
- -
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2021
- -
- -
- -
- -
0.06
2022
- -
- -
- -
- -
0.06
2023
- -
- -
- -
- -
- -
Business
Witan Investment Trust plc Witan Investment Trust plc is a formerly self-managed, closed-ended investment trust that invests in global equities using a multi-manager approach with 8 to 12 third-party managers, including 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, Pzena Investment Management LLC, Tweedy Browne Company LLC and GQG Partners LLC; the executive team directly manages the remaining assets while overseeing manager selection, monitoring and gearing. The trust targets dividend-paying growth and value stocks across diversified sectors worldwide, benchmarking against a composite index of 40% FTSE All-Share, 20% FTSE All-World North America, 20% FTSE All-World Europe ex-UK and 20% FTSE All-World Asia Pacific indices, serving individual and institutional investors seeking long-term capital growth. Founded in 1909 and headquartered in London, United Kingdom, it operated primarily in the UK with global portfolio exposure until its merger with Alliance Trust plc in October 2024 to form Alliance Witan plc, creating a larger multi-manager entity with approximately £5 billion in net assets, enhanced liquidity, lower costs and potential FTSE 100 inclusion.