RA
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Rise Advisors’s Woodward WWD Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-111
Closed -$28.2K – 1451
2025
Q3 		$28.2K Hold
111
– – 0.01% 405
2025
Q2 		$27.3K Hold
111
– – 0.01% 382
2025
Q1 		$20.3K Sell
111
-46
-29% -$8.51K 0.01% 491
2024
Q4 		$26.1K Hold
157
– – 0.01% 472
2024
Q3 		$26.9K Buy
157
+1
+0.6% +$166 0.01% 470
2024
Q2 		$27.3K Hold
156
– – 0.01% 425
2024
Q1 		$24.1K Buy
+156
New +$22K 0.01% 515

Other funds holding WWD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return