BWA
WK icon

Basecamp Wealth Advisors’s Workiva WK Stock Holding History

Basecamp Wealth Advisors’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 		$534 Sell
11
-45
-80% -$2.32K ﹤0.01% 1620
2026
Q1 		$3.34K Sell
56
-5
-8% -$349 ﹤0.01% 1276
2025
Q4 		$5.26K Buy
+61
New +$5.4K ﹤0.01% 1139

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

Basecamp Wealth Advisors's WK Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Workiva (WK) stake by 80% in Q2 2026, selling an estimated $2.32K and leaving 11 shares worth $534. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

Basecamp Wealth Advisors first reported a position in WK in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.26K in Q4 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Basecamp Wealth Advisors held 11 shares of Workiva worth $534 as of Q2 2026.
  • Basecamp Wealth Advisors sold 45 Workiva shares in Q2 2026, an estimated $2.32K.
  • Workiva made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1620 holding.
  • Basecamp Wealth Advisors first reported a position in Workiva in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Workiva position peaked at $5.26K in Q4 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.