Wealth Enhancement Advisory Services
WKC icon

Wealth Enhancement Advisory Services’s World Kinect Corp WKC Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q4 		– Sell
-8,160
Closed -$210K – 3816
2025
Q3 		$210K Buy
8,160
+867
+12% +$23.4K ﹤0.01% 3097
2025
Q2 		$216K Buy
+7,293
New +$193K ﹤0.01% 2923
2016
Q3 		– Sell
-28,965
Closed -$1.38M – 185
2016
Q2 		$1.38M Buy
28,965
+2,811
+11% +$131K 0.25% 71
2016
Q1 		$1.26M Buy
26,154
+3,279
+14% +$141K 0.26% 56
2015
Q4 		$880K Buy
22,875
+4,100
+22% +$168K 0.22% 102
2015
Q3 		$755K Buy
18,775
+3,625
+24% +$151K 0.23% 103
2015
Q2 		$726K Buy
+15,150
New +$793K 0.22% 92

Other funds holding WKC

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return