WPG Advisers’s Badger Meter BMI Stock Holding History

WPG Advisers’s Portfolio BMI Stock Details BMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-29	Closed	-$5.18K	–	1484
2025 Q3	$5.18K	Sell	29 -19	-40%	-$3.74K	﹤0.01%	897
2025 Q2	$11.8K	Buy	48 +5	+12%	+$1.13K	0.01%	616
2025 Q1	$8.18K	Hold	43	–	–	0.01%	702
2024 Q4	$9.12K	Buy	+43	New	+$9.36K	0.01%	659

Other funds holding BMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

WPG Advisers's BMI Position: Q4 2025 in Review

WPG Advisers sold out of Badger Meter (BMI) in Q4 2025, closing a stake of 29 shares — an estimated $5.18K sold.

WPG Advisers first reported a position in BMI in Q4 2024 and held it in 4 quarters. The position peaked at $11.8K in Q2 2025. 486 funds tracked by Wall St. Rank hold BMI as of Q4 2025.

WPG Advisers reported no remaining Badger Meter position as of Q4 2025 after selling out during the quarter.
WPG Advisers sold 29 Badger Meter shares in Q4 2025, an estimated $5.18K.
WPG Advisers first reported a position in Badger Meter in Q4 2024 and held it in 4 quarters.
WPG Advisers's Badger Meter position peaked at $11.8K in Q2 2025.
486 funds tracked by Wall St. Rank held Badger Meter as of Q4 2025.

Based on WPG Advisers's 13F filing for Q4 2025, filed 28 Jan 2026.