CIBC Private Wealth Group
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CIBC Private Wealth Group’s Workhorse Group WKHS Stock Holding History

CIBC Private Wealth Group’s Portfolio WKHS Stock Details WKHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$10 Hold
2
– – ﹤0.01% 3383
2025
Q3 		$21 Hold
2
– – ﹤0.01% 3045
2025
Q2 		$21 Buy
+2
New +$26 ﹤0.01% 3033
2025
Q1 		– Hold
0
– – – 3068
2024
Q4 		– Hold
0
– – – 2941
2024
Q3 		– Hold
0
– – – 3078
2024
Q2 		– Hold
0
– -$109 – 3307
2024
Q1 		– Hold
0
– – – 3011
2021
Q2 		– Sell
-50
Closed -$2.07M – 1073
2021
Q1 		$2.07M Buy
50
+7
+16% +$503K 0.01% 538
2020
Q4 		$2.57M Buy
+43
New +$2.8M 0.01% 467
2018
Q3 		– Sell
-1
Closed -$4K – 1739
2018
Q2 		$4K Hold
1
– – ﹤0.01% 1783
2018
Q1 		$6K Hold
1
– – ﹤0.01% 1643
2017
Q4 		$6K Buy
+1
New +$8.12K ﹤0.01% 1662

Other funds holding WKHS

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CIBC Private Wealth Group's WKHS Position: Q4 2025 in Review

CIBC Private Wealth Group held its Workhorse Group (WKHS) position steady in Q4 2025 at 2 shares worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #3383.

CIBC Private Wealth Group first reported a position in WKHS in Q4 2017 and has held it in 8 quarters since. The position peaked at $2.57M in Q4 2020. 70 funds tracked by Wall St. Rank hold WKHS as of Q4 2025.

  • CIBC Private Wealth Group held 2 shares of Workhorse Group worth $10 as of Q4 2025.
  • CIBC Private Wealth Group left its Workhorse Group share count unchanged in Q4 2025.
  • Workhorse Group made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3383 holding.
  • CIBC Private Wealth Group first reported a position in Workhorse Group in Q4 2017 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's Workhorse Group position peaked at $2.57M in Q4 2020.
  • 70 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.