WPG Advisers’s Custom Truck One Source CTOS Stock Holding History

WPG Advisers’s Portfolio CTOS Stock Details CTOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.02K	Buy	679 +384	+130%	+$3.62K	﹤0.01%	841
2026 Q1	$1.94K	Sell	295 -384	-57%	-$2.52K	﹤0.01%	1088
2025 Q4	$3.91K	Hold	679	–	–	﹤0.01%	961
2025 Q3	$4.36K	Hold	679	–	–	﹤0.01%	945
2025 Q2	$3.35K	Buy	679 +352	+108%	+$1.52K	﹤0.01%	995
2025 Q1	$1.38K	Buy	327 +98	+43%	+$473	﹤0.01%	1199
2024 Q4	$1.1K	Buy	+229	New	+$1.04K	﹤0.01%	1207

Other funds holding CTOS

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 24.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

YDMI

Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return

WPG Advisers's CTOS Position: Q2 2026 in Review

WPG Advisers increased its Custom Truck One Source (CTOS) stake by 130% in Q2 2026, buying an estimated $3.62K and bringing the position to 679 shares worth $8.02K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

WPG Advisers first reported a position in CTOS in Q4 2024 and has held it in 7 quarters since. 57 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

WPG Advisers held 679 shares of Custom Truck One Source worth $8.02K as of Q2 2026.
WPG Advisers bought 384 Custom Truck One Source shares in Q2 2026, an estimated $3.62K.
Custom Truck One Source made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #841 holding.
WPG Advisers first reported a position in Custom Truck One Source in Q4 2024 and has held it in 7 quarters since.
57 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.