Position in WMS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,454,830
-$1,217,915 QoQ
Shares Held
34,753
-28.6% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#150
of 543 holders
Holding Since
Dec 2023
11 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, 2026Vest Financial, LLC holds $9,833,809 across 3 Building Products & Equipment names. WMS ranks #1 (55.5% of the industry book) .
All Filings in WMS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,454,830 | 34,753 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $6,672,745 | 48,660 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $6,714,029 | 46,358 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $5,874,915 | 42,357 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $3,908,800 | 34,031 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $2,567,616 | 23,632 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $2,423,900 | 20,968 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $1,538,282 | 9,788 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $1,064,187 | 6,635 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $881,007 | 5,115 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $241,197 | 1,715 | Shares | Defined | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||