WPG Advisers’s IES Holdings IESC Stock Holding History

WPG Advisers’s Portfolio IESC Stock Details IESC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.67K	Buy	10 +4	+67%	+$1.29K	﹤0.01%	1049
2026 Q1	$1.43K	Hold	6	–	–	﹤0.01%	1175
2025 Q4	$1.17K	Buy	+6	New	+$1.21K	﹤0.01%	1268

Other funds holding IESC

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

WPG Advisers's IESC Position: Q2 2026 in Review

WPG Advisers increased its IES Holdings (IESC) stake by 67% in Q2 2026, buying an estimated $1.29K and bringing the position to 10 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

WPG Advisers first reported a position in IESC in Q4 2025 and has held it in 3 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

WPG Advisers held 10 shares of IES Holdings worth $3.67K as of Q2 2026.
WPG Advisers bought 4 IES Holdings shares in Q2 2026, an estimated $1.29K.
IES Holdings made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1049 holding.
WPG Advisers first reported a position in IES Holdings in Q4 2025 and has held it in 3 quarters since.
414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

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