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
Q2 		$1.4M Buy
28,961
+7,250
+33% +$373K ﹤0.01% 1590
2026
Q1 		$1.29M Buy
+21,711
New +$1.51M ﹤0.01% 1494

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

Corient Private Wealth's WK Position: Q2 2026 in Review

Corient Private Wealth increased its Workiva (WK) stake by 33% in Q2 2026, buying an estimated $373K and bringing the position to 28,961 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Corient Private Wealth first reported a position in WK in Q1 2026 and has held it in 2 quarters since. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Corient Private Wealth held 28,961 shares of Workiva worth $1.4M as of Q2 2026.
  • Corient Private Wealth bought 7,250 Workiva shares in Q2 2026, an estimated $373K.
  • Workiva made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1590 holding.
  • Corient Private Wealth first reported a position in Workiva in Q1 2026 and has held it in 2 quarters since.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.