TI
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Tidal Investments’s Worthington Enterprises WOR Stock Holding History

Tidal Investments’s Portfolio WOR Stock Details WOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,564
Closed -$354K – 2207
2025
Q2 		$354K Buy
+5,564
New +$308K ﹤0.01% 1590
2024
Q3 		– Sell
-8,797
Closed -$416K – 1996
2024
Q2 		$416K Sell
8,797
-198
-2% -$11.2K 0.01% 1393
2024
Q1 		$560K Buy
8,995
+1,515
+20% +$90.2K 0.01% 1140
2023
Q4 		$430K Sell
7,480
-2,737
-27% -$120K 0.01% 1005
2023
Q3 		$389K Sell
10,217
-448
-4% -$19.7K 0.01% 964
2023
Q2 		$457K Buy
+10,665
New +$395K 0.01% 864

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Dimensional Fund Advisors
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State Street
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American Century Companies
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Geode Capital Management
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Morgan Stanley
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Charles Schwab
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Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return