Mutual Advisors’s Wabash National WNC Stock Holding History

Mutual Advisors’s Portfolio WNC Stock Details WNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$998K	Hold	115,720	–	–	0.02%	600
2025 Q4	$1M	Buy	115,720 +23,897	+26%	+$209K	0.02%	577
2025 Q3	$818K	Hold	91,823	–	–	0.02%	653
2025 Q2	$915K	Buy	91,823 +30,340	+49%	+$292K	0.02%	545
2025 Q1	$617K	Buy	+61,483	New	+$826K	0.02%	625
2022 Q2	–	Sell	-17,760	Closed	-$264K	–	925
2022 Q1	$264K	Sell	17,760 -14,580	-45%	-$258K	0.01%	749
2021 Q4	$631K	Hold	32,340	–	–	0.03%	507
2021 Q3	$489K	Hold	32,340	–	–	0.03%	546
2021 Q2	$517K	Sell	32,340 -1,500	-4%	-$25.8K	0.03%	513
2021 Q1	$636K	Sell	33,840 -26,900	-44%	-$476K	0.04%	437
2020 Q4	$1.05M	Hold	60,740	–	–	0.08%	293
2020 Q3	$726K	Hold	60,740	–	–	0.06%	330
2020 Q2	$645K	Hold	60,740	–	–	0.06%	315
2020 Q1	$439K	Buy	+60,740	New	+$681K	0.06%	313

Other funds holding WNC

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return