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Rise Advisors’s Workhorse Group WKHS Stock Holding History

Rise Advisors’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
Q2 		– Sell
-22
Closed -$478 – 1650
2025
Q1 		$478 Buy
+22
New +$1.55K ﹤0.01% 1382
2023
Q4 		– Hold
0
– -$21 – 673
2023
Q3 		– Hold
0
– – – 655
2023
Q2 		– Hold
0
– – – 665
2023
Q1 		– Hold
0
– – – 794
2022
Q4 		– Hold
0
– – – 756
2022
Q3 		– Hold
0
– – – 751
2022
Q2 		– Hold
0
– – – 740
2022
Q1 		– Hold
0
– – – 679
2021
Q4 		– Hold
0
– – – 639

Other funds holding WKHS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rise Advisors's WKHS Position: Q2 2025 in Review

Rise Advisors sold out of Workhorse Group (WKHS) in Q2 2025, closing a stake of 22 shares — an estimated $478 sold.

Rise Advisors first reported a position in WKHS in Q1 2025 and held it in 1 quarter. The position peaked at $478 in Q1 2025. 34 funds tracked by Wall St. Rank hold WKHS as of Q2 2025.

  • Rise Advisors reported no remaining Workhorse Group position as of Q2 2025 after selling out during the quarter.
  • Rise Advisors sold 22 Workhorse Group shares in Q2 2025, an estimated $478.
  • Rise Advisors first reported a position in Workhorse Group in Q1 2025 and held it in 1 quarter.
  • Rise Advisors's Workhorse Group position peaked at $478 in Q1 2025.
  • 34 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.