Future Financial Wealth Management’s Workhorse Group WKHS Stock Holding History

Future Financial Wealth Management’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	–	Hold	0	–	-$4	–	438
2025 Q3	–	Hold	0	–	–	–	460
2025 Q2	–	Hold	0	–	–	–	451
2025 Q1	–	Hold	0	–	–	–	448
2024 Q4	–	Hold	0	–	–	–	446
2024 Q3	–	Hold	0	–	–	–	465
2024 Q2	–	Hold	0	–	-$235	–	471
2024 Q1	–	Hold	0	–	–	–	487
2022 Q2	–	Sell	-1	Closed	-$10K	–	481
2022 Q1	$10K	Hold	1	–	–	0.01%	427
2021 Q4	$9K	Buy	+1	New	+$18.2K	0.01%	449

Other funds holding WKHS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Future Financial Wealth Management's WKHS Position: Q4 2025 in Review

Future Financial Wealth Management held its Workhorse Group (WKHS) position steady in Q4 2025 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Future Financial Wealth Management first reported a position in WKHS in Q4 2021 and has held it in 2 quarters since. The position peaked at $10K in Q1 2022. 70 funds tracked by Wall St. Rank hold WKHS as of Q4 2025.

Future Financial Wealth Management held 0 shares of Workhorse Group worth $0 as of Q4 2025.
Future Financial Wealth Management left its Workhorse Group share count unchanged in Q4 2025.
Workhorse Group made up ﹤0.01% of Future Financial Wealth Management's portfolio in Q4 2025, its #438 holding.
Future Financial Wealth Management first reported a position in Workhorse Group in Q4 2021 and has held it in 2 quarters since.
Future Financial Wealth Management's Workhorse Group position peaked at $10K in Q1 2022.
70 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.