Corient Private Wealth
WK icon

Corient Private Wealth’s Workiva WK Stock Holding History

Corient Private Wealth’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 		$1.29M Buy
+21,711
New +$1.51M ﹤0.01% 1494

Other funds holding WK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Corient Private Wealth's WK Position: Q1 2026 in Review

Corient Private Wealth opened a new position in Workiva (WK) in Q1 2026: 21,711 shares worth $1.29M. The stake represents ﹤0.01% of the portfolio and ranks #1494 among its holdings.

315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Corient Private Wealth held 21,711 shares of Workiva worth $1.29M as of Q1 2026.
  • Workiva was a new Corient Private Wealth position in Q1 2026.
  • Workiva made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1494 holding.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.