Ausbil Investment Management’s Workiva WK Stock Holding History

Ausbil Investment 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	$480K	Buy	+7,213	New	+$474K	0.24%	52

Other funds holding WK

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Wealth Enhancement Advisory Services

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Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Ausbil Investment Management's WK Position: Q3 2026 in Review

Ausbil Investment Management opened a new position in Workiva (WK) in Q3 2026: 7,213 shares worth $480K. The stake represents 0.24% of the portfolio and ranks #52 among its holdings.

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

Ausbil Investment Management held 7,213 shares of Workiva worth $480K as of Q3 2026.
Workiva was a new Ausbil Investment Management position in Q3 2026.
Workiva made up 0.24% of Ausbil Investment Management's portfolio in Q3 2026, its #52 holding.
15 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on Ausbil Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.