Rothwell Investment Advisors, LLC’s Workiva WK Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio WK Stock Details WK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.66K	Buy	+100	New	+$6.58K	﹤0.01%	851

Other funds holding WK

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Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return

Lakehouse Capital Sydney NSW, Australia $114M AUM 10.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return

Rothwell Investment Advisors, LLC's WK Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Workiva (WK) in Q3 2026: 100 shares worth $6.66K. The stake represents ﹤0.01% of the portfolio and ranks #851 among its holdings.

138 funds tracked by Wall St. Rank hold WK as of Q3 2026.

Rothwell Investment Advisors, LLC held 100 shares of Workiva worth $6.66K as of Q3 2026.
Workiva was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Workiva made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #851 holding.
138 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.