Dynamic Wealth Strategies
WDAY icon

Dynamic Wealth Strategies’s Workday WDAY Stock Holding History

Dynamic Wealth Strategies’s Portfolio WDAY Stock Details WDAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-65
Closed -$7.96K – 304
2026
Q2 		$7.96K Hold
65
– – ﹤0.01% 249
2026
Q1 		$8.44K Hold
65
– – ﹤0.01% 236
2025
Q4 		$14K Hold
65
– – 0.01% 191
2025
Q3 		$15.6K Hold
65
– – 0.01% 182
2025
Q2 		$15.6K Hold
65
– – 0.01% 176
2025
Q1 		$15.2K Buy
+65
New +$16.6K 0.01% 180
2024
Q4 		– Sell
-65
Closed -$16K – 222
2024
Q3 		$16K Hold
65
– – 0.01% 180
2024
Q2 		$15K Hold
65
– – 0.01% 180
2024
Q1 		$18K Hold
65
– – 0.02% 170
2023
Q4 		$17.9K Buy
+65
New +$15.5K 0.02% 176

Other funds holding WDAY

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dynamic Wealth Strategies's WDAY Position: Q3 2026 in Review

Dynamic Wealth Strategies sold out of Workday (WDAY) in Q3 2026, closing a stake of 65 shares — an estimated $7.96K sold.

Dynamic Wealth Strategies first reported a position in WDAY in Q4 2023 and held it in 10 quarters. The position peaked at $18K in Q1 2024. 327 funds tracked by Wall St. Rank hold WDAY as of Q3 2026.

  • Dynamic Wealth Strategies reported no remaining Workday position as of Q3 2026 after selling out during the quarter.
  • Dynamic Wealth Strategies sold 65 Workday shares in Q3 2026, an estimated $7.96K.
  • Dynamic Wealth Strategies first reported a position in Workday in Q4 2023 and held it in 10 quarters.
  • Dynamic Wealth Strategies's Workday position peaked at $18K in Q1 2024.
  • 327 funds tracked by Wall St. Rank held Workday as of Q3 2026.

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