Position in WOR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$140,098
-$65,959 QoQ
Shares Held
2,606
-34.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#197
of 286 holders
Holding Since
Mar 2025
6 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, 2026True Wealth Design, LLC holds $532,745 across 9 Metal Fabrication names. WOR ranks #2 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
|
331 | $204,174 | |
| 2 | WOR |
Worthington Enterprises, Inc.
This page
|
2,606 | $140,098 | |
| 3 | MLI |
Mueller Industries Inc
|
2,576 | $79,166 | |
| 4 | ATI |
Ati Inc
|
332 | $65,437 | |
| 5 | CMC |
COMMERCIAL METALS Co
|
601 | $37,712 | |
| 6 | RYZ |
Ryerson Holding Corp
|
101 | $2,485 | |
| 7 | IIIN |
Insteel Industries Inc
|
77 | $2,325 | |
| 8 | PRLB |
Proto Labs Inc
|
10 | $815 |
All Filings in WOR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,098 | 2,606 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $206,057 | 3,952 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $242,430 | 4,701 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $302,531 | 5,452 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $378,148 | 5,942 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $297,634 | 5,942 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||