EWA
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EverSource Wealth Advisors’s Worthington Enterprises WOR Stock Holding History

EverSource Wealth Advisors’s Portfolio WOR Stock Details WOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.3K Sell
341
-186
-35% -$10.4K ﹤0.01% 2500
2026
Q1 		$27.5K Sell
527
-36
-6% -$1.93K ﹤0.01% 2297
2025
Q4 		$29K Buy
563
+15
+3% +$828 ﹤0.01% 2139
2025
Q3 		$30.4K Sell
548
-71
-11% -$4.47K ﹤0.01% 2045
2025
Q2 		$39.4K Buy
619
+541
+694% +$30K ﹤0.01% 1777
2025
Q1 		$3.91K Buy
78
+63
+420% +$2.66K ﹤0.01% 2618
2024
Q4 		$602 Buy
15
+13
+650% +$526 ﹤0.01% 3124
2024
Q3 		$83 Buy
2
+1
+100% +$46 ﹤0.01% 2987
2024
Q2 		$50 Sell
1
-66
-99% -$3.73K ﹤0.01% 3029
2024
Q1 		$3.83K Buy
+67
New +$3.99K ﹤0.01% 2167
2022
Q2 		– Sell
-156
Closed -$5K – 1903
2022
Q1 		$5K Hold
156
– – ﹤0.01% 1299
2021
Q4 		$5K Buy
+156
New +$5.13K ﹤0.01% 1287

Other funds holding WOR

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VIM
VELA Investment Management New Albany, Ohio $468M AUM 18.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

EverSource Wealth Advisors's WOR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Worthington Enterprises (WOR) stake by 35% in Q2 2026, selling an estimated $10.4K and leaving 341 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

EverSource Wealth Advisors first reported a position in WOR in Q4 2021 and has held it in 12 quarters since. The position peaked at $39.4K in Q2 2025. 107 funds tracked by Wall St. Rank hold WOR as of Q2 2026.

  • EverSource Wealth Advisors held 341 shares of Worthington Enterprises worth $18.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 186 Worthington Enterprises shares in Q2 2026, an estimated $10.4K.
  • Worthington Enterprises made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2500 holding.
  • EverSource Wealth Advisors first reported a position in Worthington Enterprises in Q4 2021 and has held it in 12 quarters since.
  • EverSource Wealth Advisors's Worthington Enterprises position peaked at $39.4K in Q2 2025.
  • 107 funds tracked by Wall St. Rank held Worthington Enterprises as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.