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Disclosery

FIRST TRUST ADVISORS LP: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on WM, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 333,128 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 333,128 shares
    Change vs previous 13F +52,775 shares

    0.04% of the 13F portfolio, value $74,247,548.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 280,353 shares
    Change vs previous 13F -22,204 shares

    0.05% of the 13F portfolio, value $64,422,415.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 302,557 shares
    Change vs previous 13F +3,904 shares

    0.05% of the 13F portfolio, value $66,474,846.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 298,653 shares
    Change vs previous 13F -253,430 shares

    0.05% of the 13F portfolio, value $65,951,586.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 552,083 shares
    Change vs previous 13F +315,811 shares

    0.1% of the 13F portfolio, value $126,327,664.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 236,272 shares
    Change vs previous 13F -8,651 shares

    0.05% of the 13F portfolio, value $54,699,399.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 244,923 shares
    Change vs previous 13F -53,815 shares

    0.04% of the 13F portfolio, value $49,423,082.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 298,738 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $62,018,008.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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