IWC
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Integrated Wealth Concepts’s Advanced Drainage Systems WMS Stock Holding History

Integrated Wealth Concepts’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 		$324K Buy
+2,364
New +$366K ﹤0.01% 1804
2025
Q3 		– Sell
-2,941
Closed -$338K – 2110
2025
Q2 		$338K Buy
+2,941
New +$329K ﹤0.01% 1491

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

Integrated Wealth Concepts's WMS Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Advanced Drainage Systems (WMS) in Q1 2026: 2,364 shares worth $324K. The stake represents ﹤0.01% of the portfolio and ranks #1804 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in WMS as recently as Q2 2025.

Integrated Wealth Concepts first reported a position in WMS in Q2 2025 and has held it in 2 quarters since. The position peaked at $338K in Q2 2025. 576 funds tracked by Wall St. Rank hold WMS as of Q1 2026.

  • Integrated Wealth Concepts held 2,364 shares of Advanced Drainage Systems worth $324K as of Q1 2026.
  • Advanced Drainage Systems was a new Integrated Wealth Concepts position in Q1 2026.
  • Advanced Drainage Systems made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1804 holding.
  • Integrated Wealth Concepts first reported a position in Advanced Drainage Systems in Q2 2025 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's Advanced Drainage Systems position peaked at $338K in Q2 2025.
  • 576 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.