Activest Wealth Management
WK icon

Activest Wealth Management’s Workiva WK Stock Holding History

Activest Wealth Management’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 		$865 Sell
13
-4
-24% -$263 ﹤0.01% 861
2026
Q2 		$825 Buy
+17
New +$876 ﹤0.01% 987
2025
Q2 		– Sell
-5
Closed -$344 – 1198
2025
Q1 		$380 Buy
+5
New +$472 ﹤0.01% 875

Other funds holding WK

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Lakehouse Capital
Lakehouse Capital Sydney NSW, Australia $114M AUM 10.63% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $161M AUM 13.16% 1-Year Est. Return

Activest Wealth Management's WK Position: Q3 2026 in Review

Activest Wealth Management reduced its Workiva (WK) stake by 24% in Q3 2026, selling an estimated $263 and leaving 13 shares worth $865. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Activest Wealth Management first reported a position in WK in Q1 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold WK as of Q3 2026.

  • Activest Wealth Management held 13 shares of Workiva worth $865 as of Q3 2026.
  • Activest Wealth Management sold 4 Workiva shares in Q3 2026, an estimated $263.
  • Workiva made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #861 holding.
  • Activest Wealth Management first reported a position in Workiva in Q1 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.