ENVESTNET ASSET MANAGEMENT INC: WMS position timeline

ENVESTNET ASSET MANAGEMENT INC held 82,330 WMS shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 82,330 shares

   Change vs previous 13F -5,310 shares

   <0.01% of the 13F portfolio, value $12,922,504.

   13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
   Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 80,667 shares
   • Envestnet Portfolio Solutions, Inc.: 1,663 shares
2. period ended2026-03-31

   13F 87,640 shares

   Change vs previous 13F +22,227 shares

   <0.01% of the 13F portfolio, value $12,018,109.

   13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 85,712 shares
   • Envestnet Portfolio Solutions, Inc.: 1,928 shares

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

3. period ended2025-12-31

   13F 65,413 shares

   Change vs previous 13F -38,771 shares

   <0.01% of the 13F portfolio, value $9,472,218.

   13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 62,935 shares
   • Envestnet Portfolio Solutions, Inc.: 2,478 shares

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

4. period ended2025-09-30

   13F 104,184 shares

   Change vs previous 13F -4,658 shares

   <0.01% of the 13F portfolio, value $14,450,278.

   13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 102,051 shares
   • Envestnet Portfolio Solutions, Inc.: 2,133 shares

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

5. period ended2025-06-30

   13F 108,842 shares

   Change vs previous 13F +30,244 shares

   <0.01% of the 13F portfolio, value $12,501,608.

   13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 106,705 shares
   • Envestnet Portfolio Solutions, Inc.: 2,137 shares

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

6. period ended2025-03-31

   13F 78,598 shares

   Change vs previous 13F +5,987 shares

   <0.01% of the 13F portfolio, value $8,539,726.

   13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 70,705 shares
   • Envestnet Portfolio Solutions, Inc.: 7,893 shares

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

7. period ended2024-12-31

   13F 72,611 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $8,393,907.

   13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 63,540 shares
   • Envestnet Portfolio Solutions, Inc.: 9,071 shares

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