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Diversified Trust’s Workiva WK Stock Holding History

Diversified Trust’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
-5,344
Closed -$461K – 1140
2025
Q4 		$461K Hold
5,344
– – 0.01% 685
2025
Q3 		$460K Buy
+5,344
New +$401K 0.01% 664
2024
Q3 		– Sell
-11,508
Closed -$840K – 980
2024
Q2 		$840K Buy
11,508
+98
+0.9% +$7.71K 0.02% 377
2024
Q1 		$968K Buy
11,410
+5,648
+98% +$509K 0.03% 322
2023
Q4 		$585K Buy
5,762
+244
+4% +$23.5K 0.02% 451
2023
Q3 		$559K Sell
5,518
-1,577
-22% -$164K 0.02% 428
2023
Q2 		$721K Sell
7,095
-1,325
-16% -$127K 0.03% 359
2023
Q1 		$862K Sell
8,420
-532
-6% -$48.2K 0.03% 296
2022
Q4 		$752K Sell
8,952
-5,004
-36% -$388K 0.03% 313
2022
Q3 		$1.09M Buy
13,956
+5,556
+66% +$379K 0.05% 198
2022
Q2 		$554K Buy
8,400
+2,025
+32% +$169K 0.02% 359
2022
Q1 		$752K Buy
6,375
+1,840
+41% +$203K 0.03% 326
2021
Q4 		$592K Hold
4,535
– – 0.02% 402
2021
Q3 		$639K Sell
4,535
-465
-9% -$63K 0.02% 326
2021
Q2 		$557K Buy
5,000
+600
+14% +$58.3K 0.02% 366
2021
Q1 		$388K Buy
4,400
+299
+7% +$29.6K 0.02% 460
2020
Q4 		$376K Sell
4,101
-3,297
-45% -$232K 0.02% 437
2020
Q3 		$413K Buy
7,398
+2,225
+43% +$124K 0.02% 351
2020
Q2 		$277K Buy
+5,173
New +$212K 0.01% 421

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 $3.37T AUM 44.26% 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

Diversified Trust's WK Position: Q1 2026 in Review

Diversified Trust sold out of Workiva (WK) in Q1 2026, closing a stake of 5,344 shares — an estimated $461K sold.

Diversified Trust first reported a position in WK in Q2 2020 and held it in 19 quarters. The position peaked at $1.09M in Q3 2022. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Diversified Trust reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Diversified Trust sold 5,344 Workiva shares in Q1 2026, an estimated $461K.
  • Diversified Trust first reported a position in Workiva in Q2 2020 and held it in 19 quarters.
  • Diversified Trust's Workiva position peaked at $1.09M in Q3 2022.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Diversified Trust's 13F filing for Q1 2026, filed 16 Apr 2026.