CWP
WK icon

Capital Wealth Planning’s Workiva WK Stock Holding History

Capital Wealth Planning’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
2025
Q3 		– Sell
-3,000
Closed -$205K – 174
2025
Q2 		$205K Hold
3,000
– – ﹤0.01% 140
2025
Q1 		$228K Hold
3,000
– – ﹤0.01% 135
2024
Q4 		$329K Buy
+3,000
New +$277K ﹤0.01% 113

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Capital Wealth Planning's WK Position: Q3 2025 in Review

Capital Wealth Planning sold out of Workiva (WK) in Q3 2025, closing a stake of 3,000 shares — an estimated $205K sold.

Capital Wealth Planning first reported a position in WK in Q4 2024 and held it in 3 quarters. The position peaked at $329K in Q4 2024. 313 funds tracked by Wall St. Rank hold WK as of Q3 2025.

  • Capital Wealth Planning reported no remaining Workiva position as of Q3 2025 after selling out during the quarter.
  • Capital Wealth Planning sold 3,000 Workiva shares in Q3 2025, an estimated $205K.
  • Capital Wealth Planning first reported a position in Workiva in Q4 2024 and held it in 3 quarters.
  • Capital Wealth Planning's Workiva position peaked at $329K in Q4 2024.
  • 313 funds tracked by Wall St. Rank held Workiva as of Q3 2025.

Based on Capital Wealth Planning's 13F filing for Q3 2025, filed 13 Nov 2025.