CWM
WKC icon

Centricity Wealth Management’s World Kinect Corp WKC Stock Holding History

Centricity Wealth Management’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
2025
Q2 		$76.5K Hold
2,700
– – 0.06% 131
2025
Q1 		$76.6K Hold
2,700
– – 0.07% 128
2024
Q4 		$74.3K Buy
+2,700
New +$77.4K 0.07% 135

Other funds holding WKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Centricity Wealth Management's WKC Position: Q2 2025 in Review

Centricity Wealth Management held its World Kinect Corp (WKC) position steady in Q2 2025 at 2,700 shares worth $76.5K. The position accounts for 0.06% of the portfolio, ranked #131.

Centricity Wealth Management first reported a position in WKC in Q4 2024 and has held it in 3 quarters since. The position peaked at $76.6K in Q1 2025. 278 funds tracked by Wall St. Rank hold WKC as of Q2 2025.

  • Centricity Wealth Management held 2,700 shares of World Kinect Corp worth $76.5K as of Q2 2025.
  • Centricity Wealth Management left its World Kinect Corp share count unchanged in Q2 2025.
  • World Kinect Corp made up 0.06% of Centricity Wealth Management's portfolio in Q2 2025, its #131 holding.
  • Centricity Wealth Management first reported a position in World Kinect Corp in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's World Kinect Corp position peaked at $76.6K in Q1 2025.
  • 278 funds tracked by Wall St. Rank held World Kinect Corp as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.