DiNuzzo Private Wealth’s Workiva WK Stock Holding History

DiNuzzo 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 Q3	$400	Buy	6 +1	+20%	+$66	﹤0.01%	1168
2026 Q2	$243	Buy	5 +3	+150%	+$155	﹤0.01%	1230
2026 Q1	$120	Sell	2 -4	-67%	-$279	﹤0.01%	1273
2025 Q4	$518	Hold	6	–	–	﹤0.01%	1071
2025 Q3	$494	Buy	6 +3	+100%	+$225	﹤0.01%	1095
2025 Q2	$206	Buy	+3	New	+$206	﹤0.01%	1240

Other funds holding WK

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Lakehouse Capital Sydney NSW, Australia $114M AUM 10.63% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

KFO

Kopp Family Office Bloomington, Minnesota $161M AUM 13.16% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

DiNuzzo Private Wealth's WK Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Workiva (WK) stake by 20% in Q3 2026, buying an estimated $66 and bringing the position to 6 shares worth $400. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

DiNuzzo Private Wealth first reported a position in WK in Q2 2025 and has held it in 6 quarters since. The position peaked at $518 in Q4 2025. 65 funds tracked by Wall St. Rank hold WK as of Q3 2026.

DiNuzzo Private Wealth held 6 shares of Workiva worth $400 as of Q3 2026.
DiNuzzo Private Wealth bought 1 Workiva share in Q3 2026, an estimated $66.
Workiva made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1168 holding.
DiNuzzo Private Wealth first reported a position in Workiva in Q2 2025 and has held it in 6 quarters since.
DiNuzzo Private Wealth's Workiva position peaked at $518 in Q4 2025.
65 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.