WASHINGTON CAPITAL MANAGEMENT, INC IEX IDEX CORP COM

Ownership history in WASHINGTON CAPITAL MANAGEMENT, INC  ·  19 quarters on record

AI Ownership Summary

WASHINGTON CAPITAL MANAGEMENT, INC reported IDEX CORP COM (IEX) in 19 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.54% in 2026 Q1. The latest visible filing shows IEX at 0.54% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IEX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WASHINGTON CAPITAL MANAGEMENT, INC's position in IDEX CORP 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
2026 Q1

IEX was reported at 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 to 2026 Q1

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.

How WASHINGTON CAPITAL MANAGEMENT, INC held IEX — position size vs. price
% of Fund (quarterly)    IEX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 3,350 +2,050 +157.7% 0.54% $635K 2026-04-27 $204.74
2025 Q4 REDUCED 96.4% +6.9% 1,300 -35,200 -96.4% 0.19% $231K 2026-01-29 $199.72
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WASHINGTON CAPITAL MANAGEMENT, INC and IEX

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

How long has WASHINGTON CAPITAL MANAGEMENT, INC reported owning IEX?

WASHINGTON CAPITAL MANAGEMENT, INC reported IEX across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported IEX position in WASHINGTON CAPITAL MANAGEMENT, INC's portfolio?

The largest reported portfolio weight for IEX was 0.54% in 2026 Q1.

What is the latest reported IEX position on this page?

The most recent filing on this page is 2026 Q1, when WASHINGTON CAPITAL MANAGEMENT, INC reported 3,350 shares, equal to 0.54% of portfolio, with an estimated market value of $635K.

What does the chart on this IEX ownership page compare?

The chart compares WASHINGTON CAPITAL MANAGEMENT, INC's quarterly IEX 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 WASHINGTON CAPITAL MANAGEMENT, INC time their IEX position?

Based on 13F filing dates vs. subsequent IEX price moves, WASHINGTON CAPITAL MANAGEMENT, INC correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on IEX relative to SPY over the holding period was +32.8%.

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