Y-Intercept (HK)’s World Kinect Corp WKC Stock Holding History

Y-Intercept (HK)’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
2026 Q2	$1.37M	Sell	41,704 -9,685	-19%	-$270K	0.03%	898
2026 Q1	$1.19M	Buy	51,389 +28,922	+129%	+$734K	0.02%	952
2025 Q4	$526K	Sell	22,467 -120,326	-84%	-$2.97M	0.01%	1219
2025 Q3	$3.71M	Buy	142,793 +15,291	+12%	+$412K	0.09%	319
2025 Q2	$3.61M	Buy	+127,502	New	+$3.38M	0.09%	346
2024 Q1	–	Sell	-10,573	Closed	-$241K	–	1809
2023 Q4	$241K	Buy	+10,573	New	+$222K	0.02%	908
2023 Q3	–	Sell	-16,857	Closed	-$349K	–	1677
2023 Q2	$349K	Sell	16,857 -1,584	-9%	-$37.7K	0.04%	710
2023 Q1	$471K	Sell	18,441 -81	-0.4%	-$2.2K	0.05%	560
2022 Q4	$506K	Buy	18,522 +192	+1%	+$5.16K	0.07%	427
2022 Q3	$430K	Buy	+18,330	New	+$455K	0.04%	588

Other funds holding WKC

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

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return