TWD
WOR icon

True Wealth Design’s Worthington Enterprises WOR Stock Holding History

True Wealth Design’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
2026
Q2 		$140K Sell
2,606
-1,346
-34% -$75K 0.03% 173
2026
Q1 		$206K Sell
3,952
-749
-16% -$40.1K 0.06% 91
2025
Q4 		$242K Sell
4,701
-751
-14% -$41.5K 0.07% 65
2025
Q3 		$303K Sell
5,452
-490
-8% -$30.9K 0.09% 43
2025
Q2 		$378K Hold
5,942
– – 0.13% 29
2025
Q1 		$298K Buy
+5,942
New +$250K 0.11% 26

Other funds holding WOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

True Wealth Design's WOR Position: Q2 2026 in Review

True Wealth Design reduced its Worthington Enterprises (WOR) stake by 34% in Q2 2026, selling an estimated $75K and leaving 2,606 shares worth $140K. The position accounts for 0.03% of the portfolio, ranked #173.

True Wealth Design first reported a position in WOR in Q1 2025 and has held it in 6 quarters since. The position peaked at $378K in Q2 2025. 287 funds tracked by Wall St. Rank hold WOR as of Q2 2026.

  • True Wealth Design held 2,606 shares of Worthington Enterprises worth $140K as of Q2 2026.
  • True Wealth Design sold 1,346 Worthington Enterprises shares in Q2 2026, an estimated $75K.
  • Worthington Enterprises made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #173 holding.
  • True Wealth Design first reported a position in Worthington Enterprises in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Worthington Enterprises position peaked at $378K in Q2 2025.
  • 287 funds tracked by Wall St. Rank held Worthington Enterprises as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.