Blue Trust Inc’s World Kinect Corp WKC Stock Holding History

Blue Trust Inc’s Portfolio WKC Stock Details WKC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.24K	Hold	97	–	–	﹤0.01%	2116
2025 Q4	$2.27K	Hold	97	–	–	﹤0.01%	2131
2025 Q3	$2.52K	Hold	97	–	–	﹤0.01%	2120
2025 Q2	$2.75K	Sell	97 -338	-78%	-$8.96K	﹤0.01%	2089
2025 Q1	$12.3K	Hold	435	–	–	﹤0.01%	1810
2024 Q4	$12K	Buy	435 +147	+51%	+$4.22K	﹤0.01%	1771
2024 Q3	$7.43K	Buy	288 +43	+18%	+$1.19K	﹤0.01%	2297
2024 Q2	$6.48K	Hold	245	–	–	﹤0.01%	2097
2024 Q1	$6.48K	Sell	245 -278	-53%	-$6.6K	﹤0.01%	1566
2023 Q4	$12K	Buy	523 +66	+14%	+$1.39K	﹤0.01%	1526
2023 Q3	$9K	Buy	457 +183	+67%	+$4.08K	﹤0.01%	1452
2023 Q2	$7K	Sell	274 -1,032	-79%	-$24.6K	﹤0.01%	1440
2023 Q1	$36K	Buy	1,306 +274	+27%	+$7.46K	﹤0.01%	1170
2022 Q4	$24K	Buy	1,032 +335	+48%	+$9K	﹤0.01%	1245
2022 Q3	$14K	Hold	697	–	–	﹤0.01%	1243
2022 Q2	$19K	Buy	+697	New	+$17.1K	﹤0.01%	978

Other funds holding WKC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return