Institute for Wealth Management’s Watts Water Technologies WTS Stock Holding History

Institute for Wealth Management’s Portfolio WTS Stock Details WTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.79K	Buy	+10	New	+$3.12K	﹤0.01%	1501

Other funds holding WTS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Institute for Wealth Management's WTS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Watts Water Technologies (WTS) in Q2 2026: 10 shares worth $3.79K. The stake represents ﹤0.01% of the portfolio and ranks #1501 among its holdings.

299 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

Institute for Wealth Management held 10 shares of Watts Water Technologies worth $3.79K as of Q2 2026.
Watts Water Technologies was a new Institute for Wealth Management position in Q2 2026.
Watts Water Technologies made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1501 holding.
299 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.