EXENCIAL WEALTH ADVISORS, LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 1576151
OKLAHOMA CITY, OK
Position in WMS
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$704,025
+$237,963 QoQ
Shares Held
5,134
+59.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $1,600,127 across 3 Building Products & Equipment names. WMS ranks #1 (44.0% of the industry book) .
All Filings in WMS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $704,025 | 5,134 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $466,062 | 3,218 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $440,788 | 3,178 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $345,843 | 3,011 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $319,974 | 2,945 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $317,206 | 2,744 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $423,231 | 2,693 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||