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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
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

Essential Partners's WK Position: Q2 2026 in Review

Essential Partners increased its Workiva (WK) stake by 36% in Q2 2026, buying an estimated $6.23K and bringing the position to 453 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #867.

Essential Partners first reported a position in WK in Q2 2025 and has held it in 5 quarters since. The position peaked at $82.2K in Q4 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Essential Partners held 453 shares of Workiva worth $22K as of Q2 2026.
  • Essential Partners bought 121 Workiva shares in Q2 2026, an estimated $6.23K.
  • Workiva made up 0.01% of Essential Partners's portfolio in Q2 2026, its #867 holding.
  • Essential Partners first reported a position in Workiva in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Workiva position peaked at $82.2K in Q4 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.