DiNuzzo Private Wealth’s World Kinect Corp WKC Stock Holding History

DiNuzzo Private Wealth’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 Q2	$99	Hold	3	–	–	﹤0.01%	1298
2026 Q1	$70	Hold	3	–	–	﹤0.01%	1292
2025 Q4	$71	Sell	3 -6	-67%	-$148	﹤0.01%	1318
2025 Q3	$242	Sell	9 -3	-25%	-$81	﹤0.01%	1244
2025 Q2	$341	Buy	12 +3	+33%	+$80	﹤0.01%	1170
2025 Q1	$256	Sell	9 -3	-25%	-$85	﹤0.01%	1202
2024 Q4	$331	Hold	12	–	–	﹤0.01%	1192
2024 Q3	$371	Buy	12 +4	+50%	+$111	﹤0.01%	1191
2024 Q2	$207	Sell	8 -3	-27%	-$76	﹤0.01%	1267
2024 Q1	$291	Buy	11 +3	+38%	+$71	﹤0.01%	1129
2023 Q4	$183	Buy	+8	New	+$168	﹤0.01%	1240

Other funds holding WKC

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return