Position in WMS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$213,100
-$27,752 QoQ
Shares Held
1,554
-6.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Phoenix Financial Ltd. holds $9,408,469 across 3 Building Products & Equipment names.
All Filings in WMS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,100 | 1,554 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $240,852 | 1,663 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $245,499 | 1,770 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $263,833 | 2,297 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $267,604 | 2,463 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $270,735 | 2,342 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $385,827 | 2,455 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $351,735 | 2,193 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $371,521 | 2,157 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $365,101 | 2,596 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $305,747 | 2,686 | Shares | Defined | 2023-12-04 | |
| 2023-06-30 | $397,205 | 3,491 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $298,524 | 3,545 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $215,908 | 2,634 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $351,220 | 2,824 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $277,055 | 3,076 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $395,280 | 3,327 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $592,982 | 4,356 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $504,504 | 4,664 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $1,747,034 | 14,987 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,315,844 | 12,727 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $216,472 | 2,590 | Shares | Defined | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||