Sax Wealth Advisors
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Sax Wealth Advisors’s World Kinect Corp WKC Stock Holding History

Sax Wealth Advisors’s Portfolio WKC Stock Details WKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$398K Buy
+11,306
New +$409K 0.01% 501

Other funds holding WKC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Sax Wealth Advisors's WKC Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in World Kinect Corp (WKC) in Q3 2026: 11,306 shares worth $398K. The stake represents 0.01% of the portfolio and ranks #501 among its holdings.

259 funds tracked by Wall St. Rank hold WKC as of Q3 2026.

  • Sax Wealth Advisors held 11,306 shares of World Kinect Corp worth $398K as of Q3 2026.
  • World Kinect Corp was a new Sax Wealth Advisors position in Q3 2026.
  • World Kinect Corp made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #501 holding.
  • 259 funds tracked by Wall St. Rank held World Kinect Corp as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.