BRWA
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B. Riley Wealth Advisors’s Workday WDAY Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-968
Closed -$208K – 1125
2025
Q4 		$208K Sell
968
-262
-21% -$59.5K 0.01% 852
2025
Q3 		$296K Sell
1,230
-95
-7% -$22K 0.01% 735
2025
Q2 		$318K Buy
+1,325
New +$323K 0.01% 691
2024
Q4 		$221K Sell
857
-575
-40% -$147K 0.01% 996
2024
Q3 		$349K Sell
1,432
-443
-24% -$105K 0.01% 881
2024
Q2 		$419K Sell
1,875
-542
-22% -$130K 0.01% 893
2024
Q1 		$519K Buy
2,417
+525
+28% +$149K 0.01% 770
2023
Q4 		$522K Sell
1,892
-525
-22% -$125K 0.01% 786
2023
Q3 		$519K Buy
2,417
+450
+23% +$104K 0.01% 770
2023
Q2 		$441K Buy
1,967
+241
+14% +$48.3K 0.01% 915
2023
Q1 		$354K Buy
+1,726
New +$314K 0.01% 977
2022
Q2 		– Sell
-1,392
Closed -$333K – 1397
2022
Q1 		$333K Buy
+1,392
New +$332K 0.01% 960
2021
Q3 		– Sell
-1,316
Closed -$318K – 1476
2021
Q2 		$318K Sell
1,316
-2,218
-63% -$533K 0.01% 994
2021
Q1 		$876K Buy
3,534
+2,264
+178% +$559K 0.03% 522
2020
Q4 		$305K Buy
+1,270
New +$285K 0.02% 751
2020
Q3 		– Sell
-1,462
Closed -$275K – 983
2020
Q2 		$275K Sell
1,462
-3,594
-71% -$581K 0.02% 663
2020
Q1 		$660K Sell
5,056
-519
-9% -$87.4K 0.06% 319
2019
Q4 		$918K Buy
5,575
+546
+11% +$90.6K 0.08% 255
2019
Q3 		$856K Sell
5,029
-121
-2% -$23.4K 0.08% 247
2019
Q2 		$1.06M Sell
5,150
-7,441
-59% -$1.5M 0.12% 199
2019
Q1 		$2.43M Buy
12,591
+6,925
+122% +$1.26M 0.3% 78
2018
Q4 		$906K Sell
5,666
-1,100
-16% -$156K 0.13% 171
2018
Q3 		$989K Buy
+6,766
New +$940K 0.12% 193
2015
Q1 		– Sell
-3,214
Closed -$2.31K – 1973
2014
Q4 		$2.31K Buy
+3,214
New +$278K 0.05% 510

Other funds holding WDAY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

B. Riley Wealth Advisors's WDAY Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Workday (WDAY) in Q1 2026, closing a stake of 968 shares — an estimated $208K sold.

B. Riley Wealth Advisors first reported a position in WDAY in Q4 2014 and held it in 24 quarters. The position peaked at $2.43M in Q1 2019. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 968 Workday shares in Q1 2026, an estimated $208K.
  • B. Riley Wealth Advisors first reported a position in Workday in Q4 2014 and held it in 24 quarters.
  • B. Riley Wealth Advisors's Workday position peaked at $2.43M in Q1 2019.
  • 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.