Envestnet Portfolio Solutions
WK icon

Envestnet Portfolio Solutions’s Workiva WK Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q3 		– Sell
-3,497
Closed -$239K – 1587
2025
Q2 		$239K Sell
3,497
-1,136
-25% -$78.1K ﹤0.01% 1437
2025
Q1 		$352K Sell
4,633
-1,543
-25% -$146K ﹤0.01% 1215
2024
Q4 		$676K Sell
6,176
-346
-5% -$31.9K ﹤0.01% 1093
2024
Q3 		$516K Sell
6,522
-645
-9% -$48.4K ﹤0.01% 1188
2024
Q2 		$523K Sell
7,167
-1,811
-20% -$143K ﹤0.01% 1116
2024
Q1 		$761K Sell
8,978
-211
-2% -$19K ﹤0.01% 946
2023
Q4 		$933K Sell
9,189
-343
-4% -$33.1K ﹤0.01% 808
2023
Q3 		$966K Buy
+9,532
New +$991K ﹤0.01% 756

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Envestnet Portfolio Solutions's WK Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of Workiva (WK) in Q3 2025, closing a stake of 3,497 shares — an estimated $239K sold.

Envestnet Portfolio Solutions first reported a position in WK in Q3 2023 and held it in 8 quarters. The position peaked at $966K in Q3 2023. 313 funds tracked by Wall St. Rank hold WK as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining Workiva position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,497 Workiva shares in Q3 2025, an estimated $239K.
  • Envestnet Portfolio Solutions first reported a position in Workiva in Q3 2023 and held it in 8 quarters.
  • Envestnet Portfolio Solutions's Workiva position peaked at $966K in Q3 2023.
  • 313 funds tracked by Wall St. Rank held Workiva as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.