Cetera Investment Advisers
WK icon

Cetera Investment Advisers’s Workiva WK Stock Holding History

Cetera Investment Advisers’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
Q1 		– Sell
-18,776
Closed -$1.62M – 4982
2025
Q4 		$1.62M Sell
18,776
-1,252
-6% -$111K ﹤0.01% 2401
2025
Q3 		$1.72M Buy
20,028
+1,980
+11% +$149K ﹤0.01% 2307
2025
Q2 		$1.24M Sell
18,048
-105
-0.6% -$7.22K ﹤0.01% 2196
2025
Q1 		$1.38M Sell
18,153
-56
-0.3% -$5.29K ﹤0.01% 2016
2024
Q4 		$1.99M Sell
18,209
-414
-2% -$38.2K ﹤0.01% 1663
2024
Q3 		$1.47M Sell
18,623
-1,037
-5% -$77.9K ﹤0.01% 1827
2024
Q2 		$1.43M Buy
19,660
+445
+2% +$35K ﹤0.01% 1815
2024
Q1 		$1.63M Buy
+19,215
New +$1.73M ﹤0.01% 1707

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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Cetera Investment Advisers's WK Position: Q1 2026 in Review

Cetera Investment Advisers sold out of Workiva (WK) in Q1 2026, closing a stake of 18,776 shares — an estimated $1.62M sold.

Cetera Investment Advisers first reported a position in WK in Q1 2024 and held it in 8 quarters. The position peaked at $1.99M in Q4 2024. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Cetera Investment Advisers reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 18,776 Workiva shares in Q1 2026, an estimated $1.62M.
  • Cetera Investment Advisers first reported a position in Workiva in Q1 2024 and held it in 8 quarters.
  • Cetera Investment Advisers's Workiva position peaked at $1.99M in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.