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Exencial Wealth Advisors’s Advanced Drainage Systems WMS Stock Holding History

Exencial Wealth Advisors’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 		$704K Buy
5,134
+1,916
+60% +$296K 0.02% 343
2025
Q4 		$466K Buy
3,218
+40
+1% +$5.79K 0.01% 406
2025
Q3 		$441K Buy
3,178
+167
+6% +$21.9K 0.01% 398
2025
Q2 		$346K Buy
3,011
+66
+2% +$7.39K 0.01% 421
2025
Q1 		$320K Buy
2,945
+201
+7% +$23.4K 0.01% 421
2024
Q4 		$317K Buy
2,744
+51
+2% +$7.08K 0.01% 425
2024
Q3 		$423K Buy
+2,693
New +$420K 0.02% 387

Other funds holding WMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Exencial Wealth Advisors's WMS Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Advanced Drainage Systems (WMS) stake by 60% in Q1 2026, buying an estimated $296K and bringing the position to 5,134 shares worth $704K. The position accounts for 0.02% of the portfolio, ranked #343.

Exencial Wealth Advisors first reported a position in WMS in Q3 2024 and has held it in 7 quarters since. 579 funds tracked by Wall St. Rank hold WMS as of Q1 2026.

  • Exencial Wealth Advisors held 5,134 shares of Advanced Drainage Systems worth $704K as of Q1 2026.
  • Exencial Wealth Advisors bought 1,916 Advanced Drainage Systems shares in Q1 2026, an estimated $296K.
  • Advanced Drainage Systems made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #343 holding.
  • Exencial Wealth Advisors first reported a position in Advanced Drainage Systems in Q3 2024 and has held it in 7 quarters since.
  • 579 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.