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Whittier Trust’s Advanced Drainage Systems WMS Stock Holding History

Whittier Trust’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 		– Sell
-45
Closed -$5.17K – 1629
2025
Q2 		$5.17K Hold
45
– – ﹤0.01% 1341
2025
Q1 		$4.89K Sell
45
-45
-50% -$5.25K ﹤0.01% 1319
2024
Q4 		$10.4K Hold
90
– – ﹤0.01% 1241
2024
Q3 		$14.1K Hold
90
– – ﹤0.01% 1199
2024
Q2 		$14.4K Buy
+90
New +$15K ﹤0.01% 1173
2023
Q2 		– Sell
-87
Closed -$7.33K – 1618
2023
Q1 		$7.33K Buy
+87
New +$7.65K ﹤0.01% 1348
2022
Q3 		– Sell
-32
Closed -$3K – 1776
2022
Q2 		$3K Hold
32
– – ﹤0.01% 1531
2022
Q1 		$4K Buy
+32
New +$3.8K ﹤0.01% 1494

Other funds holding WMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Whittier Trust's WMS Position: Q3 2025 in Review

Whittier Trust sold out of Advanced Drainage Systems (WMS) in Q3 2025, closing a stake of 45 shares — an estimated $5.17K sold.

Whittier Trust first reported a position in WMS in Q1 2022 and held it in 8 quarters. The position peaked at $14.4K in Q2 2024. 500 funds tracked by Wall St. Rank hold WMS as of Q3 2025.

  • Whittier Trust reported no remaining Advanced Drainage Systems position as of Q3 2025 after selling out during the quarter.
  • Whittier Trust sold 45 Advanced Drainage Systems shares in Q3 2025, an estimated $5.17K.
  • Whittier Trust first reported a position in Advanced Drainage Systems in Q1 2022 and held it in 8 quarters.
  • Whittier Trust's Advanced Drainage Systems position peaked at $14.4K in Q2 2024.
  • 500 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.