Vest Financial’s Advanced Drainage Systems WMS Stock Holding History

Vest Financial’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	$6.67M	Buy	48,660 +2,302	+5%	+$356K	0.08%	199
2025 Q4	$6.71M	Buy	46,358 +4,001	+9%	+$579K	0.09%	169
2025 Q3	$5.87M	Buy	42,357 +8,326	+24%	+$1.09M	0.08%	169
2025 Q2	$3.91M	Buy	34,031 +10,399	+44%	+$1.16M	0.06%	202
2025 Q1	$2.57M	Buy	23,632 +2,664	+13%	+$311K	0.04%	213
2024 Q4	$2.42M	Buy	20,968 +11,180	+114%	+$1.55M	0.04%	176
2024 Q3	$1.54M	Buy	9,788 +3,153	+48%	+$492K	0.03%	154
2024 Q2	$1.06M	Buy	6,635 +1,520	+30%	+$254K	0.03%	197
2024 Q1	$881K	Buy	5,115 +3,400	+198%	+$512K	0.02%	169
2023 Q4	$241K	Buy	+1,715	New	+$207K	0.01%	163

Other funds holding WMS

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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