WT
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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 $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return