WIM
GRID

Waycross Investment Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Waycross Investment Management’s Portfolio GRID Stock Details GRID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.57M Buy
39,455
+4,822
+14% +$906K 5.76% 3
2026
Q1 		$5.67M Buy
34,633
+18,874
+120% +$3.14M 5.41% 7
2025
Q4 		$2.41M Buy
15,759
+2,161
+16% +$332K 2.12% 14
2025
Q3 		$2.05M Buy
13,598
+10,993
+422% +$1.58M 2.1% 12
2025
Q2 		$362K Buy
+2,605
New +$324K 0.38% 36

Other funds holding GRID

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $337M AUM 27.28% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Waycross Investment Management's GRID Position: Q2 2026 in Review

Waycross Investment Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 14% in Q2 2026, buying an estimated $906K and bringing the position to 39,455 shares worth $7.57M. The position accounts for 5.76% of the portfolio, ranked #3.

Waycross Investment Management first reported a position in GRID in Q2 2025 and has held it in 5 quarters since. 91 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Waycross Investment Management held 39,455 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $7.57M as of Q2 2026.
  • Waycross Investment Management bought 4,822 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $906K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 5.76% of Waycross Investment Management's portfolio in Q2 2026, its #3 holding.
  • Waycross Investment Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2025 and has held it in 5 quarters since.
  • 91 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Waycross Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.