Back to WMS

Creative Planning → WMS

Creative Planning WMS Position History

Advanced Drainage Systems, Inc. • Industrials

Quarters held
8
Latest value
$5.9M
Q3 2026
Peak value
$5.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$16K
Q3 2025$2.4M
Q4 2025$2.9M
Q1 2026$3.4M
Q2 2026$33K
Q2 2026$4.8M
Q3 2026$38K
Q3 2026$5.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.9M46.8K——
Q3 2026$38K300——
Q2 2026$4.8M30.3K——
Q2 2026$33K211——
Q1 2026$3.4M24.7K——
Q4 2025$2.9M19.9K——
Q3 2025$2.4M17.4K——
Q3 2025$16K116——

Other funds holding WMS

Other Creative Planning positions

ETHA

ISHARES TR

$19B
ETHA

ISHARES TR

$18.2B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15B
VGES

VANGUARD BD INDEX FDS

$9.7B
VGES

VANGUARD BD INDEX FDS

$9.6B
VGES

VANGUARD BD INDEX FDS

$9.2B
Creative Planning WMS Holdings: 13F Position History | Track13F