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 $5.7T AUM 30.48% 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 $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $6.91B AUM 19.7% 1-Year Est. Return