Thematics Asset Management’s Advanced Drainage Systems WMS Stock Holding History

Thematics Asset Management’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
2025 Q3	$20.2M	Sell	145,500 -5,000	-3%	-$657K	0.92%	42
2025 Q2	$17.3M	Buy	150,500 +53,000	+54%	+$5.94M	0.78%	50
2025 Q1	$10.6M	Buy	97,500 +10,000	+11%	+$1.17M	0.54%	66
2024 Q4	$10.1M	Sell	87,500 -6,000	-6%	-$833K	0.44%	76
2024 Q3	$14.7M	Buy	93,500 +4,000	+4%	+$625K	0.58%	66
2024 Q2	$14.4M	Hold	89,500	–	–	0.59%	63
2024 Q1	$15.4M	Sell	89,500 -20,500	-19%	-$3.09M	0.64%	59
2023 Q4	$15.5M	Buy	110,000 +5,000	+5%	+$603K	0.68%	58
2023 Q3	$12M	Sell	105,000 -16,000	-13%	-$1.95M	0.59%	65
2023 Q2	$13.8M	Sell	121,000 -9,000	-7%	-$849K	0.66%	60
2023 Q1	$10.9M	Buy	130,000 +26,000	+25%	+$2.29M	0.6%	67
2022 Q4	$8.52M	Buy	+104,000	New	+$10.5M	0.52%	72

Other funds holding WMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Thematics Asset Management's WMS Position: Q3 2025 in Review

Thematics Asset Management reduced its Advanced Drainage Systems (WMS) stake by 3.3% in Q3 2025, selling an estimated $657K and leaving 145,500 shares worth $20.2M. The position accounts for 0.92% of the portfolio, ranked #42.

Thematics Asset Management first reported a position in WMS in Q4 2022 and has held it in 12 quarters since. 499 funds tracked by Wall St. Rank hold WMS as of Q3 2025.

Thematics Asset Management held 145,500 shares of Advanced Drainage Systems worth $20.2M as of Q3 2025.
Thematics Asset Management sold 5,000 Advanced Drainage Systems shares in Q3 2025, an estimated $657K.
Advanced Drainage Systems made up 0.92% of Thematics Asset Management's portfolio in Q3 2025, its #42 holding.
Thematics Asset Management first reported a position in Advanced Drainage Systems in Q4 2022 and has held it in 12 quarters since.
499 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2025.

Based on Thematics Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.