AWE
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Avidian Wealth Enterprises’s Workday WDAY Stock Holding History

Avidian Wealth Enterprises’s Portfolio WDAY Stock Details WDAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$203K Buy
+1,067
New +$186K 0.01% 721

Other funds holding WDAY

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LC
Lakehouse Capital Sydney NSW, Australia $114M AUM 10.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Avidian Wealth Enterprises's WDAY Position: Q3 2026 in Review

Avidian Wealth Enterprises opened a new position in Workday (WDAY) in Q3 2026: 1,067 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #721 among its holdings.

28 funds tracked by Wall St. Rank hold WDAY as of Q3 2026.

  • Avidian Wealth Enterprises held 1,067 shares of Workday worth $203K as of Q3 2026.
  • Workday was a new Avidian Wealth Enterprises position in Q3 2026.
  • Workday made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #721 holding.
  • 28 funds tracked by Wall St. Rank held Workday as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.