VELA Investment Management’s Worthington Enterprises WOR Stock Holding History

VELA Investment Management’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	$12.3M	Buy	228,927 +11,818	+5%	+$659K	2.63%	4
2026 Q1	$11.3M	Buy	217,109 +138,803	+177%	+$7.43M	2.6%	4
2025 Q4	$4.04M	Buy	78,306 +39,725	+103%	+$2.19M	0.95%	31
2025 Q3	$2.14M	Buy	38,581 +7,218	+23%	+$455K	0.52%	64
2025 Q2	$2M	Buy	31,363 +213	+0.7%	+$11.8K	0.54%	61
2025 Q1	$1.56M	Buy	31,150 +638	+2%	+$26.9K	0.49%	72
2024 Q4	$1.22M	Buy	+30,512	New	+$1.24M	0.34%	100

Other funds holding WOR

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Gerber LLC Columbus, Ohio $213M AUM 25.63% 1-Year Est. Return

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

VELA Investment Management's WOR Position: Q2 2026 in Review

VELA Investment Management increased its Worthington Enterprises (WOR) stake by 5.4% in Q2 2026, buying an estimated $659K and bringing the position to 228,927 shares worth $12.3M. The position accounts for 2.63% of the portfolio, ranked #4.

VELA Investment Management first reported a position in WOR in Q4 2024 and has held it in 7 quarters since. 74 funds tracked by Wall St. Rank hold WOR as of Q2 2026.

VELA Investment Management held 228,927 shares of Worthington Enterprises worth $12.3M as of Q2 2026.
VELA Investment Management bought 11,818 Worthington Enterprises shares in Q2 2026, an estimated $659K.
Worthington Enterprises made up 2.63% of VELA Investment Management's portfolio in Q2 2026, its #4 holding.
VELA Investment Management first reported a position in Worthington Enterprises in Q4 2024 and has held it in 7 quarters since.
74 funds tracked by Wall St. Rank held Worthington Enterprises as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.