EP
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Essential Partners’s Workiva WK Stock Holding History

Essential Partners’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
Q3 		$36.3K Buy
546
+93
+21% +$6.12K 0.02% 714
2026
Q2 		$22K Buy
453
+121
+36% +$6.23K 0.01% 867
2026
Q1 		$19.8K Sell
332
-621
-65% -$43.3K 0.01% 933
2025
Q4 		$82.2K Buy
953
+564
+145% +$49.9K 0.03% 495
2025
Q3 		$33.5K Buy
389
+106
+37% +$7.96K 0.01% 726
2025
Q2 		$19.4K Buy
+283
New +$19.5K 0.01% 683

Other funds holding WK

LC
Lakehouse Capital Sydney NSW, Australia $114M AUM 10.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's WK Position: Q3 2026 in Review

Essential Partners increased its Workiva (WK) stake by 21% in Q3 2026, buying an estimated $6.12K and bringing the position to 546 shares worth $36.3K. The position accounts for 0.02% of the portfolio, ranked #714.

Essential Partners first reported a position in WK in Q2 2025 and has held it in 6 quarters since. The position peaked at $82.2K in Q4 2025. 15 funds tracked by Wall St. Rank hold WK as of Q3 2026.

  • Essential Partners held 546 shares of Workiva worth $36.3K as of Q3 2026.
  • Essential Partners bought 93 Workiva shares in Q3 2026, an estimated $6.12K.
  • Workiva made up 0.02% of Essential Partners's portfolio in Q3 2026, its #714 holding.
  • Essential Partners first reported a position in Workiva in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Workiva position peaked at $82.2K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.