Ownership history in WMS Partners, LLC Β· 14 quarters on record
This page tracks every 13F SEC filing in which WMS Partners, LLC reported a position in ISHARES INC (ACWV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π WMS Partners, LLC underperformed the S&P 500 by β9.9% annually on this ACWV position. Timing score: 36% (4/11 decisions correct). Average cost basis: $84.38. Maximum drawdown during holding period: β6.3%.
β Significantly underperformed the S&P 500 by 9.9% ann.
13 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 11 add/trim decisions correct
Best entry: $81.67 (2022 Q3) Β· Worst: $110.54 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 6 trims. Bought during 2 of 3 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.13% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size