Empowered Funds’s Workiva WK Stock Holding History

Empowered Funds’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	$736K	Buy	15,166 +6,066	+67%	+$312K	﹤0.01%	1545
2026 Q1	$543K	Buy	9,100 +2,325	+34%	+$162K	﹤0.01%	1620
2025 Q4	$584K	Buy	6,775 +512	+8%	+$45.3K	0.01%	725
2025 Q3	$539K	Sell	6,263 -1,001	-14%	-$75.2K	0.01%	1380
2025 Q2	$497K	Buy	7,264 +1,712	+31%	+$118K	0.01%	1321
2025 Q1	$421K	Buy	+5,552	New	+$524K	0.01%	1282
2022 Q1	–	Sell	-13,092	Closed	-$1.71M	–	310
2021 Q4	$1.71M	Buy	13,092 +588	+5%	+$82.9K	0.19%	130
2021 Q3	$1.76M	Buy	+12,504	New	+$1.69M	0.23%	95

Other funds holding WK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Empowered Funds's WK Position: Q2 2026 in Review

Empowered Funds increased its Workiva (WK) stake by 67% in Q2 2026, buying an estimated $312K and bringing the position to 15,166 shares worth $736K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

Empowered Funds first reported a position in WK in Q3 2021 and has held it in 8 quarters since. The position peaked at $1.76M in Q3 2021. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Empowered Funds held 15,166 shares of Workiva worth $736K as of Q2 2026.
Empowered Funds bought 6,066 Workiva shares in Q2 2026, an estimated $312K.
Workiva made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1545 holding.
Empowered Funds first reported a position in Workiva in Q3 2021 and has held it in 8 quarters since.
Empowered Funds's Workiva position peaked at $1.76M in Q3 2021.
307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.