Position in WOR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,253,198
+$138,289 QoQ
Shares Held
23,311
+9.0% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 287 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WOR Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Creative Planning holds $71,795,680 across 11 Metal Fabrication names. WOR ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
|
45,657 | $28,163,062 | |
| 2 | MLI |
Mueller Industries Inc
|
294,244 | $18,085,707 | |
| 3 | CMC |
COMMERCIAL METALS Co
|
172,861 | $10,847,027 | |
| 4 | ATI |
Ati Inc
|
47,399 | $9,342,342 | |
| 5 | ESAB |
ESAB Corp
|
16,219 | $1,599,679 | |
| 6 | WOR |
Worthington Enterprises, Inc.
This page
|
23,311 | $1,253,198 | |
| 7 | PRLB |
Proto Labs Inc
|
12,369 | $1,008,197 | |
| 8 | MEC |
Mayville Engineering Company, Inc.
|
12,159 | $455,475 |
All Filings in WOR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,253,198 | 23,311 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,114,909 | 21,383 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,345,100 | 26,083 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,210,180 | 21,809 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,302,264 | 20,463 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $858,592 | 17,141 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $642,241 | 16,012 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $548,549 | 13,234 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $575,532 | 12,160 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $741,532 | 11,916 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $698,541 | 12,138 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $722,922 | 11,694 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $807,935 | 11,630 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $711,925 | 11,012 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $545,665 | 10,977 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $421,218 | 11,044 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||