WWM
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Wolff Wiese Magana’s Workhorse Group WKHS Stock Holding History

Wolff Wiese Magana’s Portfolio WKHS Stock Details WKHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Hold
0
– -$8 – 750
2023
Q4 		– Hold
0
– – – 721
2023
Q3 		– Hold
0
– – – 797
2023
Q2 		– Hold
0
– – – 801
2023
Q1 		– Hold
0
– – – 763
2022
Q4 		– Hold
0
– – – 766
2022
Q3 		– Hold
0
– – – 984
2022
Q2 		– Hold
0
– – – 983
2022
Q1 		– Hold
0
– – – 860
2021
Q4 		– Hold
0
– – – 864
2021
Q3 		– Hold
0
– – – 903
2021
Q2 		– Hold
0
– – – 891
2021
Q1 		– Hold
0
– – – 777
2020
Q4 		– Hold
0
– – – 704

Other funds holding WKHS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return