Position in WSO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$12,563,992
+$1,392,365 QoQ
Shares Held
30,149
-1.8% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#118
of 780 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026WENDELL DAVID ASSOCIATES INC holds $21,296,339 across 3 Industrial Distribution names. WSO ranks #1 (59.0% of the industry book) .
All Filings in WSO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,563,992 | 30,149 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $11,171,627 | 30,709 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $10,576,523 | 31,389 | Shares | Other | 2026-01-30 | |
| 2025-09-30 | $12,971,156 | 32,083 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $14,164,078 | 32,073 | Shares | Other | 2025-07-29 | |
| 2025-03-31 | $16,310,330 | 32,088 | Shares | Other | 2025-04-18 | |
| 2024-12-31 | $15,267,314 | 32,217 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $15,960,030 | 32,447 | Shares | Other | 2024-10-21 | |
| 2024-06-30 | $15,317,957 | 33,067 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $14,260,193 | 33,012 | Shares | Other | 2024-04-22 | |
| 2023-12-31 | $14,114,658 | 32,942 | Shares | Other | 2024-01-22 | |
| 2023-09-30 | $12,318,960 | 32,614 | Shares | Other | 2023-10-20 | |
| 2023-06-30 | $12,563,714 | 32,935 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $10,453,146 | 32,855 | Shares | Other | 2023-04-19 | |
| 2022-12-31 | $7,827,419 | 31,385 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $8,075,232 | 31,365 | Shares | Other | 2022-10-18 | |
| 2022-06-30 | $7,269,680 | 30,440 | Shares | Other | 2022-07-14 | |
| 2022-03-31 | $8,750,784 | 28,725 | Shares | Other | 2022-04-22 | |
| 2021-12-31 | $8,484,366 | 27,117 | Shares | Other | 2022-01-24 | |
| 2021-09-30 | $6,926,428 | 26,175 | Shares | Other | 2021-10-19 | |
| 2021-06-30 | $6,650,048 | 23,200 | Shares | Other | 2021-07-19 | |
| 2021-03-31 | $6,158,915 | 23,620 | Shares | Other | 2021-04-20 | |
| 2020-12-31 | $5,385,093 | 23,770 | Shares | Other | 2021-01-22 | |
| 2020-09-30 | $5,518,328 | 23,695 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $4,208,824 | 23,685 | Shares | Other | 2020-07-17 | |
| 2020-03-31 | $3,685,259 | 23,320 | Shares | Other | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||