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EP Wealth Advisors’s World Kinect Corp WKC Stock Holding History

EP Wealth Advisors’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
Q1 		– Sell
-9,815
Closed -$230K – 1605
2025
Q4 		$230K Buy
+9,815
New +$242K ﹤0.01% 1302
2025
Q2 		$278K Sell
9,805
-478
-5% -$12.7K ﹤0.01% 1064
2025
Q1 		$292K Buy
10,283
+2,679
+35% +$76K ﹤0.01% 923
2024
Q4 		$209K Buy
7,604
+1,104
+17% +$31.7K ﹤0.01% 1054
2024
Q3 		$201K Buy
+6,500
New +$180K ﹤0.01% 1047

Other funds holding WKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EP Wealth Advisors's WKC Position: Q1 2026 in Review

EP Wealth Advisors sold out of World Kinect Corp (WKC) in Q1 2026, closing a stake of 9,815 shares — an estimated $230K sold.

EP Wealth Advisors first reported a position in WKC in Q3 2024 and held it in 5 quarters. The position peaked at $292K in Q1 2025. 255 funds tracked by Wall St. Rank hold WKC as of Q1 2026.

  • EP Wealth Advisors reported no remaining World Kinect Corp position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 9,815 World Kinect Corp shares in Q1 2026, an estimated $230K.
  • EP Wealth Advisors first reported a position in World Kinect Corp in Q3 2024 and held it in 5 quarters.
  • EP Wealth Advisors's World Kinect Corp position peaked at $292K in Q1 2025.
  • 255 funds tracked by Wall St. Rank held World Kinect Corp as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.