Creative Planning
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Creative Planning’s Advanced Drainage Systems WMS Stock Holding History

Creative Planning’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
2026
Q1 		$3.39M Buy
24,733
+4,801
+24% +$743K ﹤0.01% 1476
2025
Q4 		$2.89M Buy
19,932
+2,379
+14% +$344K ﹤0.01% 1405
2025
Q3 		$2.43M Buy
17,553
+948
+6% +$124K ﹤0.01% 1385
2025
Q2 		$1.91M Sell
16,605
-1,481
-8% -$166K ﹤0.01% 1353
2025
Q1 		$1.97M Buy
18,086
+6,166
+52% +$719K ﹤0.01% 1188
2024
Q4 		$1.38M Buy
11,920
+210
+2% +$29.1K ﹤0.01% 1402
2024
Q3 		$1.84M Buy
11,710
+7,009
+149% +$1.09M ﹤0.01% 1109
2024
Q2 		$754K Buy
4,701
+401
+9% +$67K ﹤0.01% 1621
2024
Q1 		$741K Buy
4,300
+258
+6% +$38.8K ﹤0.01% 1559
2023
Q4 		$568K Buy
4,042
+149
+4% +$18K ﹤0.01% 1629
2023
Q3 		$443K Buy
3,893
+160
+4% +$19.5K ﹤0.01% 1640
2023
Q2 		$425K Buy
3,733
+405
+12% +$38.2K ﹤0.01% 1663
2023
Q1 		$280K Buy
3,328
+563
+20% +$49.5K ﹤0.01% 1871
2022
Q4 		$227K Sell
2,765
-300
-10% -$30.4K ﹤0.01% 1935
2022
Q3 		$381K Buy
3,065
+199
+7% +$24.8K ﹤0.01% 1499
2022
Q2 		$258K Buy
2,866
+208
+8% +$21.4K ﹤0.01% 1717
2022
Q1 		$316K Buy
2,658
+1
+0% +$119 ﹤0.01% 1611
2021
Q4 		$362K Buy
2,657
+12
+0.5% +$1.48K ﹤0.01% 1496
2021
Q3 		$286K Hold
2,645
– – ﹤0.01% 1624
2021
Q2 		$308K Buy
+2,645
New +$294K ﹤0.01% 1549
2016
Q4 		– Sell
-55
Closed -$1K – 4864
2016
Q3 		$1K Buy
+55
New +$1.4K ﹤0.01% 4453

Other funds holding WMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Creative Planning's WMS Position: Q1 2026 in Review

Creative Planning increased its Advanced Drainage Systems (WMS) stake by 24% in Q1 2026, buying an estimated $743K and bringing the position to 24,733 shares worth $3.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Creative Planning first reported a position in WMS in Q3 2016 and has held it in 21 quarters since. 576 funds tracked by Wall St. Rank hold WMS as of Q1 2026.

  • Creative Planning held 24,733 shares of Advanced Drainage Systems worth $3.39M as of Q1 2026.
  • Creative Planning bought 4,801 Advanced Drainage Systems shares in Q1 2026, an estimated $743K.
  • Advanced Drainage Systems made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1476 holding.
  • Creative Planning first reported a position in Advanced Drainage Systems in Q3 2016 and has held it in 21 quarters since.
  • 576 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.