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Aequim Alternative Investments’s Workiva WK Stock Holding History

Aequim Alternative Investments’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
Q2 		$2.17M Hold
44,815
– – 0.03% 92
2026
Q1 		$2.67M Hold
44,815
– – 0.05% 84
2025
Q4 		$3.87M Buy
+44,815
New +$3.97M 0.08% 82
2025
Q3 		– Sell
-22,200
Closed -$1.67M – 102
2025
Q2 		$1.52M Hold
22,200
– – 0.05% 85
2025
Q1 		$1.69M Hold
22,200
– – 0.07% 81
2024
Q4 		$2.43M Buy
+22,200
New +$2.05M 0.08% 80

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Aequim Alternative Investments's WK Position: Q2 2026 in Review

Aequim Alternative Investments held its Workiva (WK) position steady in Q2 2026 at 44,815 shares worth $2.17M. The position accounts for 0.03% of the portfolio, ranked #92.

Aequim Alternative Investments first reported a position in WK in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.87M in Q4 2025. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Aequim Alternative Investments held 44,815 shares of Workiva worth $2.17M as of Q2 2026.
  • Aequim Alternative Investments left its Workiva share count unchanged in Q2 2026.
  • Workiva made up 0.03% of Aequim Alternative Investments's portfolio in Q2 2026, its #92 holding.
  • Aequim Alternative Investments first reported a position in Workiva in Q4 2024 and has held it in 6 quarters since.
  • Aequim Alternative Investments's Workiva position peaked at $3.87M in Q4 2025.
  • 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Aequim Alternative Investments's 13F filing for Q2 2026, filed 11 Aug 2026.