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Disclosery

FIRST TRUST ADVISORS LP: WMS position timeline

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

FIRST TRUST ADVISORS LP held 2,660,753 WMS 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 2,660,753 shares
    Change vs previous 13F +616,696 shares

    0.25% of the 13F portfolio, value $417,631,493.

    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 2,044,057 shares
    Change vs previous 13F -378,619 shares

    0.2% of the 13F portfolio, value $280,301,449.

    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 2,422,676 shares
    Change vs previous 13F +5,734 shares

    0.26% of the 13F portfolio, value $350,876,227.

    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 2,416,942 shares
    Change vs previous 13F +238,179 shares

    0.25% of the 13F portfolio, value $335,229,749.

    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 2,178,763 shares
    Change vs previous 13F +117,963 shares

    0.2% of the 13F portfolio, value $250,252,926.

    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 2,060,800 shares
    Change vs previous 13F +327,973 shares

    0.2% of the 13F portfolio, value $223,906,056.

    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 1,732,827 shares
    Change vs previous 13F +544,109 shares

    0.18% of the 13F portfolio, value $200,314,758.

    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 1,188,718 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $186,818,916.

    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).