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CoreCap Advisors’s Workhorse Group WKHS Stock Holding History

CoreCap Advisors’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
2026
Q2 		$6 Hold
2
– – ﹤0.01% 3161
2026
Q1 		$6 Hold
2
– – ﹤0.01% 2924
2025
Q4 		$10 Buy
+2
New +$20 ﹤0.01% 2939
2025
Q3 		– Hold
0
– – – 2779
2025
Q2 		– Hold
0
– – – 2748
2025
Q1 		– Hold
0
– – – 3124
2024
Q4 		– Hold
0
– – – 2814
2024
Q3 		– Hold
0
– – – 2606
2024
Q2 		– Hold
0
– – – 1569
2022
Q4 		– Hold
0
– – – 1957
2022
Q3 		– Hold
0
– -$2K – 2107
2022
Q2 		– Hold
0
– – – 1919
2022
Q1 		– Hold
0
– -$4K – 2108
2021
Q4 		– Hold
0
– – – 1833

Other funds holding WKHS

JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

CoreCap Advisors's WKHS Position: Q2 2026 in Review

CoreCap Advisors held its Workhorse Group (WKHS) position steady in Q2 2026 at 2 shares worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #3161.

CoreCap Advisors first reported a position in WKHS in Q4 2025 and has held it in 3 quarters since. The position peaked at $10 in Q4 2025. 23 funds tracked by Wall St. Rank hold WKHS as of Q2 2026.

  • CoreCap Advisors held 2 shares of Workhorse Group worth $6 as of Q2 2026.
  • CoreCap Advisors left its Workhorse Group share count unchanged in Q2 2026.
  • Workhorse Group made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #3161 holding.
  • CoreCap Advisors first reported a position in Workhorse Group in Q4 2025 and has held it in 3 quarters since.
  • CoreCap Advisors's Workhorse Group position peaked at $10 in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.