True Wealth Design, LLC WKC — WORLD KINECT CORPORATION

Ownership history in True Wealth Design, LLC  ·  4 quarters on record

AI Ownership Summary

True Wealth Design, LLC reported WORLD KINECT CORPORATION (WKC) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows WKC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WKC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was True Wealth Design, LLC's position in WORLD KINECT CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

WKC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WKC stock page True Wealth Design, LLC fund profile True Wealth Design, LLC full holdings
How True Wealth Design, LLC held WKC — position size vs. price
% of Fund (quarterly)    WKC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 592 +573 +3015.8% 0.00% $20K 2026-07-16 $36.95
2025 Q4 REDUCED 71.2% -0.7% ✅ 19 -47 -71.2% 0.00% $446 2026-01-08 $26.49
2025 Q3 ADDED — — — 66 +11 +20.0% 0.00% $2K 2025-10-21 $24.91
2025 Q2 INITIATED — — — 55 — — 0.00% $2K 2025-08-06 $24.37

🏢 Other funds also holding WKC

As of 2026 Q2 — sorted by position size

Park Capital Management, LLC / WI 0.14% Investors Research Corp 3Y 7Y 0.04% NJ State Employees Deferred Compensation Plan 3Y 7Y 0.04% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.03% Y-Intercept (Hong Kong) Ltd 3Y 0.03% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.01% GAMMA Investing LLC 0.01% NorthCrest Asset Manangement, LLC 3Y 0.01% OLD NATIONAL BANCORP /IN/ 3Y 7Y 0.0% HHM Wealth Advisors, LLC 3Y 7Y 0.0%

FAQ About True Wealth Design, LLC and WKC

These are the practical questions this page is built to answer before you even open the full history table.

How long has True Wealth Design, LLC reported owning WKC?

True Wealth Design, LLC reported WKC across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported WKC position in True Wealth Design, LLC's portfolio?

The largest reported portfolio weight for WKC was 0.00% in 2026 Q2.

What is the latest reported WKC position on this page?

The most recent filing on this page is 2026 Q2, when True Wealth Design, LLC reported 592 shares, equal to 0.00% of portfolio, with an estimated market value of $20K.

What does the chart on this WKC ownership page compare?

The chart compares True Wealth Design, LLC's quarterly WKC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did True Wealth Design, LLC time their WKC position?

Based on 13F filing dates vs. subsequent WKC price moves, True Wealth Design, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on WKC relative to SPY over the holding period was +28.2%.

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