Creative Planning
WK icon

Creative Planning’s Workiva WK Stock Holding History

Creative 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
2026
Q2 		$1.03M Sell
21,237
-10,768
-34% -$555K ﹤0.01% 2613
2026
Q1 		$1.91M Sell
32,005
-438
-1% -$30.5K ﹤0.01% 1924
2025
Q4 		$2.8M Buy
32,443
+9,827
+43% +$870K ﹤0.01% 1435
2025
Q3 		$1.95M Buy
22,616
+16,714
+283% +$1.26M ﹤0.01% 1569
2025
Q2 		$404K Sell
5,902
-17,511
-75% -$1.2M ﹤0.01% 2646
2025
Q1 		$1.78M Buy
23,413
+2,609
+13% +$246K ﹤0.01% 1261
2024
Q4 		$2.28M Buy
20,804
+8,875
+74% +$818K ﹤0.01% 1051
2024
Q3 		$944K Buy
11,929
+5,053
+73% +$379K ﹤0.01% 1561
2024
Q2 		$502K Buy
6,876
+1,144
+20% +$90K ﹤0.01% 1943
2024
Q1 		$486K Buy
5,732
+1,521
+36% +$137K ﹤0.01% 1869
2023
Q4 		$428K Sell
4,211
-418
-9% -$40.3K ﹤0.01% 1814
2023
Q3 		$469K Buy
4,629
+1,374
+42% +$143K ﹤0.01% 1608
2023
Q2 		$331K Buy
3,255
+173
+6% +$16.6K ﹤0.01% 1837
2023
Q1 		$316K Buy
3,082
+201
+7% +$18.2K ﹤0.01% 1777
2022
Q4 		$242K Buy
+2,881
New +$223K ﹤0.01% 1886
2022
Q2 		– Sell
-6,286
Closed -$742K – 2559
2022
Q1 		$742K Sell
6,286
-2,435
-28% -$269K ﹤0.01% 1121
2021
Q4 		$1.14M Buy
8,721
+547
+7% +$77.1K ﹤0.01% 898
2021
Q3 		$1.15M Hold
8,174
– – ﹤0.01% 883
2021
Q2 		$910K Hold
8,174
– – ﹤0.01% 968
2021
Q1 		$721K Hold
8,174
– – ﹤0.01% 1215
2020
Q4 		$749K Buy
+8,174
New +$574K ﹤0.01% 1095

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

Creative Planning's WK Position: Q2 2026 in Review

Creative Planning reduced its Workiva (WK) stake by 34% in Q2 2026, selling an estimated $555K and leaving 21,237 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2613.

Creative Planning first reported a position in WK in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.8M in Q4 2025. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Creative Planning held 21,237 shares of Workiva worth $1.03M as of Q2 2026.
  • Creative Planning sold 10,768 Workiva shares in Q2 2026, an estimated $555K.
  • Workiva made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2613 holding.
  • Creative Planning first reported a position in Workiva in Q4 2020 and has held it in 21 quarters since.
  • Creative Planning's Workiva position peaked at $2.8M in Q4 2025.
  • 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.