Position in WMS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,486,567
+$277,218 QoQ
Shares Held
9,471
+7.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#241
of 543 holders
Holding Since
Jun 2022
12 quarters on record
Voting authority
Sole 58%
Shared 42%
None 0%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Tidal Investments LLC holds $117,565,622 across 21 Building Products & Equipment names. WMS ranks #12 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
196,359 | $28,690,013 | |
| 2 | AAON |
Aaon, Inc.
|
153,244 | $19,440,533 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
238,788 | $17,515,099 | |
| 4 | TT |
Trane Technologies plc
|
32,105 | $15,768,691 | |
| 5 | SPXC |
SPX Technologies, Inc.
|
52,384 | $12,842,985 | |
| 6 | LII |
Lennox International Inc
|
5,667 | $3,246,907 | |
| 7 | MAS |
Masco Corp /De/
|
33,845 | $2,753,967 | |
| 8 | OC |
Owens Corning
|
15,893 | $2,526,351 |
All Filings in WMS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,486,567 | 9,471 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,209,349 | 8,819 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $902,290 | 6,230 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $293,350 | 2,115 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $587,464 | 3,738 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $819,431 | 5,109 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,165,400 | 12,572 | Shares | Defined | 2024-05-16 | |
| 2023-12-31 | $795,037 | 5,653 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $792,142 | 6,959 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $685,182 | 6,022 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $516,123 | 6,129 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $101,508 | 1,127 | Shares | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||