Position in WSO
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$950,583
+$56,319 QoQ
Shares Held
2,613
-1.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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, 2026EQUITABLE TRUST CO holds $20,059,223 across 4 Industrial Distribution names.
All Filings in WSO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $950,583 | 2,613 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $894,264 | 2,654 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $971,128 | 2,402 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $835,103 | 1,891 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $607,926 | 1,196 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $562,033 | 1,186 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $573,532 | 1,166 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $528,556 | 1,141 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $640,611 | 1,483 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $635,421 | 1,483 | Shares | Defined | 2024-01-25 | |
| 2023-09-30 | $566,957 | 1,501 | Shares | Defined | 2023-11-06 | |
| 2023-06-30 | $628,281 | 1,647 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $548,507 | 1,724 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $429,964 | 1,724 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||