Vantage Financial Partners, LLC WMS — ADVANCED DRAIN SYS INC DEL COM

Ownership history in Vantage Financial Partners, LLC  ·  8 quarters on record

AI Ownership Summary

Vantage Financial Partners, LLC reported ADVANCED DRAIN SYS INC DEL COM (WMS) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.67% in 2024 Q1. The latest visible filing shows WMS at 0.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WMS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vantage Financial Partners, LLC's position in ADVANCED DRAIN SYS INC DEL COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WMS was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WMS stock page Vantage Financial Partners, LLC fund profile Vantage Financial Partners, LLC full holdings
How Vantage Financial Partners, LLC held WMS — position size vs. price
% of Fund (quarterly)    WMS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 9.8% -5.2% ✅ 14,651 -1,589 -9.8% 0.43% $2.1M 2026-02-14 (Est.) $170.80
2025 Q3 ADDED — — — 16,240 +2,688 +19.8% 0.47% $2.3M 2025-11-05 $134.43
2025 Q2 REDUCED 6.7% +20.3% ❌ 13,552 -966 -6.7% 0.36% $1.6M 2025-08-06 $113.52
2025 Q1 UNCHANGED — — — 14,518 — 0% 0.39% $1.6M 2025-05-07 $110.65
2024 Q4 UNCHANGED — — — 14,518 — 0% 0.42% $1.7M 2025-02-06 $116.92
2024 Q3 UNCHANGED — — — 14,518 — 0% 0.57% $2.3M 2024-11-08 $135.12
2024 Q2 UNCHANGED — — — 14,518 — 0% 0.60% $2.3M 2024-08-07 $147.70
2024 Q1 INITIATED — — — 14,518 — — 0.67% $2.5M 2024-05-02 $160.38

🏢 Other funds also holding WMS

As of 2026 Q1 — sorted by position size

Owls Nest Partners IA, LLC 3Y 12.68% Impactive Capital LP 3Y 8.52% ACK Asset Management LLC 3Y 7Y 6.68% Triodos Investment Management BV 3Y 7Y 5.57% Alpine Peaks Capital, LP 3Y 4.24% PRENTISS SMITH & CO INC 3Y 7Y 3.48% RIK SAYLOR FINANCIAL, INC. 2.39% EDENTREE ASSET MANAGEMENT Ltd 2.28% Impax Asset Management Group plc 3Y 7Y 1.84% Hill City Capital, LP 3Y 1.81%

FAQ About Vantage Financial Partners, LLC and WMS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Vantage Financial Partners, LLC reported owning WMS?

Vantage Financial Partners, LLC reported WMS across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported WMS position in Vantage Financial Partners, LLC's portfolio?

The largest reported portfolio weight for WMS was 0.67% in 2024 Q1.

What is the latest reported WMS position on this page?

The most recent filing on this page is 2025 Q4, when Vantage Financial Partners, LLC reported 14,651 shares, equal to 0.43% of portfolio, with an estimated market value of $2.1M.

What does the chart on this WMS ownership page compare?

The chart compares Vantage Financial Partners, LLC's quarterly WMS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Vantage Financial Partners, LLC time their WMS position?

Based on 13F filing dates vs. subsequent WMS price moves, Vantage Financial Partners, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on WMS relative to SPY over the holding period was -13.5%.

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