Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Worthington Enterprises Inc (WOR)

277 + Investors. Track Smart Money conviction in WOR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
2Q ▼
Buyers last Q
48%

Smart Money Signals — WOR

Based on 278 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their WOR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
278 hedge funds hold WOR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 3 quarters from the low — a sharp move.
🟠

More sellers than buyers — 48% buying

123 buying132 selling
Last quarter: 132 funds reduced or exited vs 123 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~40 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 51 → 40 → 44 → 40. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 18% medium ■ 17% new
180 out of 278 hedge funds have held WOR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~40 new funds/quarter

54 → 51 → 40 → 44 → 40 new funds/Q
New funds entering each quarter: 51 → 40 → 44 → 40. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Of 288 current holders: 196 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
50 of 278 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in WOR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WOR

In 2026 Q1, 123 hedge funds were net buyers of WOR (40 opened a new position, 83 added to an existing one), while 132 reduced or exited (91 trimmed, 41 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 41% of total institutional value in WOR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 278.

Hedge Fund Ownership: WOR

How many hedge funds hold WOR — quarterly history vs. share price
Quarterly hedge fund ownership of WOR vs. share price

Market Analysis: WOR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WOR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Worthington Enterprises Inc (WOR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WOR has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
WOR
+14.9%
XLI
+10.5%

WOR outperformed XLI by +4.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
WOR
+12.2%
XLI
+4.2%

Since the filing became public, WOR outperformed XLI by +8.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 1 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: WOR
277 + Investors

Track Smart Money conviction in WOR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 277 279 -0.72%
13F Shares 26M 25M 1.9%
Total Value $1.30B $1.30B 0.62%
New Positions 39 44 -5
Increased Positions 83 85 -2
Closed Positions 41 46 -5
Reduced Positions 88 97 -9
Total Calls 7 4 75.0%
Total Puts 5 1 400.0%
PUT/CALL Ratio 0.71 0.25 Neutral

Statistics: WOR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

277 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WOR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 WOR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Windsor Advisory Group, LLC 20.03% 459,633 $24.0M
2 VELA Investment Management, LLC 2.60% 217,109 $11.3M
3 IFG Advisory, LLC 1.79% 12,000 $626K
4 Amplify Investments, LLC 1.68% 1,802 $94K
5 Gerber, LLC 0.93% 32,108 $1.7M
6 VARCOV Co. 0.80% 41,280 $2.2M
7 De Lisle Partners LLP 0.55% 88,339 $4.6M
8 Frazier Financial Advisors, LLC 0.47% 16,439 $857K
9 Riverwater Partners LLC 0.44% 25,136 $1.3M
10 Verity Asset Management, Inc. 0.39% 17,968 $937K
11 Aster Capital Management (DIFC) Ltd 0.37% 22,620 $1.1M
12 Cardinal Capital Management 0.21% 30,964 $1.6M
13 Nfj Investment Group, LLC 0.19% 95,893 $5.0M
14 SHUTTLEWORTH & Co 0.19% 3,990 $208K
15 Hillsdale Investment Management Inc. 0.17% 121,520 $6.3M
16 G2 Capital Management, LLC / Oh 0.15% 11,810 $616K
17 Fort Washington Investment Advisors Inc /Oh/ 0.13% 456,925 $23.8M
18 Dark Forest Capital Management LP 0.09% 19,602 $1.0M
19 Beacon Financial Advisory LLC 0.08% 6,839 $357K
20 Wedge Capital Management L L P/Nc 0.07% 77,755 $4.1M
21 AlphaQuest LLC 0.07% 25,122 $1.3M
22 Occudo Quantitative Strategies LP 0.07% 23,743 $1.3M
23 Lone Peak Global Investors LLC 0.07% 7,907 $412K
24 Aigen Investment Management, LP 0.06% 4,566 $238K
25 Nomura Asset Management International INC. 0.06% 680,799 $35.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Worthington Enterprises Inc (WOR)

What does the Smart Money Trend signal show for WOR?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their WOR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for WOR?

More sellers than buyers — 48% buying: Last quarter: 132 funds reduced or exited vs 123 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for WOR holders?

Elite ownership — 41% AUM from top-100 funds: 50 of 278 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in WOR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WOR?

65% of holders stayed for 2+ years: 180 out of 278 hedge funds have held WOR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Worthington Enterprises Inc (WOR) following the 2026 Q1 hedge fund 13F filings?

As of today, WOR has moved +12.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.2% for the XLI sector ETF — an outperformance of +8.0%. Since the quarter end (March 31, 2026), WOR has gained +14.9% vs +10.5% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →