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Disclosery

Ethic Inc.: WTS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ethic Inc. on WTS, newest first. How the timeline and the estimate are built.

Ethic Inc. held 2,520 WTS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,520 shares
    Change vs previous 13F -605 shares

    0.01% of the 13F portfolio, value $986,386.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,125 shares
    Change vs previous 13F +1,230 shares

    0.01% of the 13F portfolio, value $907,094.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,895 shares
    Change vs previous 13F +509 shares

    0.01% of the 13F portfolio, value $522,989.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,386 shares
    Change vs previous 13F +75 shares

    0.01% of the 13F portfolio, value $387,001.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,311 shares
    Change vs previous 13F +317 shares

    0.01% of the 13F portfolio, value $322,440.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 994 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $204,913.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).