KF
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Krilogy Financial’s Woodward WWD Stock Holding History

Krilogy Financial’s Portfolio WWD Stock Details WWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$569K Sell
1,338
-637
-32% -$242K 0.02% 588
2026
Q1 		$740K Sell
1,975
-844
-30% -$304K 0.02% 454
2025
Q4 		$934K Buy
2,819
+1,725
+158% +$475K 0.03% 363
2025
Q3 		$287K Buy
+1,094
New +$272K 0.01% 698

Other funds holding WWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Krilogy Financial's WWD Position: Q2 2026 in Review

Krilogy Financial reduced its Woodward (WWD) stake by 32% in Q2 2026, selling an estimated $242K and leaving 1,338 shares worth $569K. The position accounts for 0.02% of the portfolio, ranked #588.

Krilogy Financial first reported a position in WWD in Q3 2025 and has held it in 4 quarters since. The position peaked at $934K in Q4 2025. 755 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Krilogy Financial held 1,338 shares of Woodward worth $569K as of Q2 2026.
  • Krilogy Financial sold 637 Woodward shares in Q2 2026, an estimated $242K.
  • Woodward made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #588 holding.
  • Krilogy Financial first reported a position in Woodward in Q3 2025 and has held it in 4 quarters since.
  • Krilogy Financial's Woodward position peaked at $934K in Q4 2025.
  • 755 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.