WMS Group LLC
WMS Group LLC reported 57 positions worth $77.5M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: SCHD (8.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHD | SH | $6.8M | 8.77% | 214,430 | — | — | |
| ▸ 2 | JPST | SH | $5.1M | 6.62% | 101,560 | — | — | |
| ▸ 3 | MTUM | SH | $4.7M | 6.09% | 13,772 | — | — | |
| ▸ 4 | FTSL | SH | $4.5M | 5.76% | 99,841 | — | — | |
| ▸ 5 | AAPL | SH | $3.9M | 5.08% | 13,603 | — | — | |
| ▸ 6 | JEPI | SH | $3.8M | 4.95% | 67,959 | — | — | |
| ▸ 7 | JEPQ | SH | $3.6M | 4.60% | 57,985 | — | — | |
| ▸ 8 | AMZN | SH | $3.3M | 4.31% | 14,027 | — | — | |
| ▸ 9 | JPM | SH | $2.7M | 3.53% | 8,364 | — | — | |
| ▸ 10 | GOOGL | SH | $2.6M | 3.34% | 7,247 | — | — |
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Frequently Asked Questions
What stocks does WMS Group LLC hold as of Q2 2026?
WMS Group LLC reported 57 positions worth $77.5M in its Q2 2026 13F filing. Largest positions: SCHD (8.8%), JPST (6.6%), MTUM (6.1%), FTSL (5.8%) and AAPL (5.1%).
What did WMS Group LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did WMS Group LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.