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XPONANCE LLC

Position in WSO — Watsco Inc

CIK 1637541 PHILADELPHIA, PA

Position in WSO

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$2,682,491
+$350,234 QoQ
Shares Held
6,437
+0.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#261
of 780 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WSO Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

XPONANCE LLC holds $48,335,496 across 15 Industrial Distribution names. WSO ranks #4 (5.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 WSO
Watsco Inc
This page
6,437 $2,682,491

All Filings in WSO

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,682,491 6,437
2026-03-31 $2,332,257 6,411
2025-12-31 $1,833,681 5,442
2025-09-30 $2,455,313 6,073
2025-06-30 $2,647,511 5,995
2025-03-31 $3,042,175 5,985
2024-12-31 $2,802,111 5,913
2024-09-30 $2,644,838 5,377
2024-06-30 $2,375,494 5,128
2024-03-31 $2,662,231 6,163
2023-12-31 $2,120,926 4,950
2023-09-30 $1,850,072 4,898
2023-06-30 $1,889,039 4,952
2023-03-31 $1,963,683 6,172
2022-12-31 $1,548,275 6,208
2022-09-30 $1,458,768 5,666
2022-06-30 $1,359,124 5,691
2022-03-31 $1,097,313 3,602
2021-12-31 $1,153,901 3,688
2021-09-30 $982,798 3,714
2021-06-30 $1,102,704 3,847
2021-03-31 $905,324 3,472
2020-12-31 $780,917 3,447
2020-09-30 $805,799 3,460
2020-06-30 $525,992 2,960