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Applied Finance Capital Management’s Advanced Drainage Systems WMS Stock Holding History

Applied Finance Capital Management’s Portfolio WMS Stock Details WMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,558
Closed -$216K – 306
2025
Q3 		$216K Sell
1,558
-402
-21% -$52.8K 0.02% 267
2025
Q2 		$225K Buy
1,960
+64
+3% +$7.17K 0.02% 297
2025
Q1 		$206K Buy
1,896
+152
+9% +$17.7K 0.02% 288
2024
Q4 		$202K Buy
+1,744
New +$242K 0.01% 296

Other funds holding WMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Applied Finance Capital Management's WMS Position: Q4 2025 in Review

Applied Finance Capital Management sold out of Advanced Drainage Systems (WMS) in Q4 2025, closing a stake of 1,558 shares — an estimated $216K sold.

Applied Finance Capital Management first reported a position in WMS in Q4 2024 and held it in 4 quarters. The position peaked at $225K in Q2 2025. 547 funds tracked by Wall St. Rank hold WMS as of Q4 2025.

  • Applied Finance Capital Management reported no remaining Advanced Drainage Systems position as of Q4 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 1,558 Advanced Drainage Systems shares in Q4 2025, an estimated $216K.
  • Applied Finance Capital Management first reported a position in Advanced Drainage Systems in Q4 2024 and held it in 4 quarters.
  • Applied Finance Capital Management's Advanced Drainage Systems position peaked at $225K in Q2 2025.
  • 547 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2025.

Based on Applied Finance Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.