Perpetual Ltd
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Perpetual Ltd’s Advanced Drainage Systems WMS Stock Holding History

Perpetual Ltd’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
Q3 		$13.7M Buy
108,050
+1,634
+2% +$228K 0.21% 99
2026
Q2 		$16.7M Buy
106,416
+27,233
+34% +$3.89M 0.24% 96
2026
Q1 		$10.9M Sell
79,183
-17,612
-18% -$2.73M 0.17% 109
2025
Q4 		$14M Sell
96,795
-751
-0.8% -$109K 0.2% 105
2025
Q3 		$13.5M Sell
97,546
-3,636
-4% -$477K 0.17% 118
2025
Q2 		$11.6M Sell
101,182
-1,148
-1% -$129K 0.14% 126
2025
Q1 		$11.1M Buy
102,330
+22,445
+28% +$2.62M 0.13% 125
2024
Q4 		$9.23M Sell
79,885
-40,028
-33% -$5.56M 0.11% 124
2024
Q3 		$18.8M Sell
119,913
-10,746
-8% -$1.68M 0.2% 87
2024
Q2 		$21M Buy
130,659
+75,084
+135% +$12.5M 0.23% 86
2024
Q1 		$9.6M Buy
55,575
+4,889
+10% +$736K 0.09% 137
2023
Q4 		$7.13M Buy
50,686
+2,322
+5% +$280K 0.07% 144
2023
Q3 		$5.51M Buy
48,364
+2,854
+6% +$348K 0.06% 162
2023
Q2 		$5.18M Buy
45,510
+19,303
+74% +$1.82M 0.04% 183
2023
Q1 		$2.21M Buy
+26,207
New +$2.31M 0.02% 236

Other funds holding WMS

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Prentiss Smith & Co
Prentiss Smith & Co Brattleboro, Vermont $177M AUM 17.01% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Perpetual Ltd's WMS Position: Q3 2026 in Review

Perpetual Ltd increased its Advanced Drainage Systems (WMS) stake by 1.5% in Q3 2026, buying an estimated $228K and bringing the position to 108,050 shares worth $13.7M. The position accounts for 0.21% of the portfolio, ranked #99.

Perpetual Ltd first reported a position in WMS in Q1 2023 and has held it in 15 quarters since. The position peaked at $21M in Q2 2024. 145 funds tracked by Wall St. Rank hold WMS as of Q3 2026.

  • Perpetual Ltd held 108,050 shares of Advanced Drainage Systems worth $13.7M as of Q3 2026.
  • Perpetual Ltd bought 1,634 Advanced Drainage Systems shares in Q3 2026, an estimated $228K.
  • Advanced Drainage Systems made up 0.21% of Perpetual Ltd's portfolio in Q3 2026, its #99 holding.
  • Perpetual Ltd first reported a position in Advanced Drainage Systems in Q1 2023 and has held it in 15 quarters since.
  • Perpetual Ltd's Advanced Drainage Systems position peaked at $21M in Q2 2024.
  • 145 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.