Capital Advisors Ltd’s Wabash National WNC Stock Holding History

Capital Advisors Ltd’s Portfolio WNC Stock Details WNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10K	Hold	704	–	–	﹤0.01%	862
2026 Q1	$6K	Hold	704	–	–	﹤0.01%	940
2025 Q4	$6K	Hold	704	–	–	﹤0.01%	925
2025 Q3	$7K	Hold	704	–	–	﹤0.01%	874
2025 Q2	$7K	Sell	704 -39	-5%	-$375	﹤0.01%	875
2025 Q1	$8K	Buy	743 +39	+6%	+$524	﹤0.01%	838
2024 Q4	$12K	Hold	704	–	–	﹤0.01%	751
2024 Q3	$14K	Hold	704	–	–	﹤0.01%	712
2024 Q2	$15K	Hold	704	–	–	﹤0.01%	657
2024 Q1	$21K	Hold	704	–	–	﹤0.01%	583
2023 Q4	$18K	Hold	704	–	–	﹤0.01%	583
2023 Q3	$15K	Hold	704	–	–	﹤0.01%	612
2023 Q2	$18K	Buy	+704	New	+$17.3K	﹤0.01%	596
2023 Q1	–	Sell	-704	Closed	–	–	1585
2022 Q4	$0	Buy	+704	New	+$15.3K	﹤0.01%	1690

Other funds holding WNC

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Advisors Ltd's WNC Position: Q2 2026 in Review

Capital Advisors Ltd held its Wabash National (WNC) position steady in Q2 2026 at 704 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Capital Advisors Ltd first reported a position in WNC in Q4 2022 and has held it in 14 quarters since. The position peaked at $21K in Q1 2024. 166 funds tracked by Wall St. Rank hold WNC as of Q2 2026.

Capital Advisors Ltd held 704 shares of Wabash National worth $10K as of Q2 2026.
Capital Advisors Ltd left its Wabash National share count unchanged in Q2 2026.
Wabash National made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #862 holding.
Capital Advisors Ltd first reported a position in Wabash National in Q4 2022 and has held it in 14 quarters since.
Capital Advisors Ltd's Wabash National position peaked at $21K in Q1 2024.
166 funds tracked by Wall St. Rank held Wabash National as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.