Position in WMS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$676,183
+$183,750 QoQ
Shares Held
4,308
+20.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#306
of 543 holders
Holding Since
Jun 2022
8 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Ethic Inc. holds $49,201,603 across 13 Building Products & Equipment names. WMS ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
126,375 | $18,464,651 | |
| 2 | TT |
Trane Technologies plc
|
29,866 | $14,668,984 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
105,396 | $7,730,796 | |
| 4 | SPXC |
SPX Technologies, Inc.
|
7,657 | $1,877,266 | |
| 5 | MAS |
Masco Corp /De/
|
17,600 | $1,432,112 | |
| 6 | CSL |
Carlisle Companies Inc
|
3,271 | $1,186,555 | |
| 7 | LII |
Lennox International Inc
|
1,899 | $1,088,032 | |
| 8 | WMS |
Advanced Drainage Systems, Inc.
This page
|
4,308 | $676,183 |
All Filings in WMS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $676,183 | 4,308 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $492,433 | 3,591 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $318,770 | 2,201 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $270,472 | 1,721 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $290,787 | 1,813 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $296,425 | 1,721 | Shares | Sole | 2024-05-13 | |
| 2022-09-30 | $330,202 | 2,655 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $224,904 | 2,497 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||