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EverSource Wealth Advisors’s Workiva WK Stock Holding History

EverSource Wealth Advisors’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 		$27.3K Buy
563
+493
+704% +$25.4K ﹤0.01% 2211
2026
Q1 		$4.17K Sell
70
-866
-93% -$60.4K ﹤0.01% 3344
2025
Q4 		$80.7K Buy
936
+545
+139% +$48.3K ﹤0.01% 1433
2025
Q3 		$33.7K Buy
391
+268
+218% +$20.1K ﹤0.01% 1986
2025
Q2 		$8.42K Buy
123
+37
+43% +$2.54K ﹤0.01% 2919
2025
Q1 		$6.53K Sell
86
-799
-90% -$75.5K ﹤0.01% 2359
2024
Q4 		$96.9K Buy
885
+879
+14,650% +$81K 0.01% 908
2024
Q3 		$475 Hold
6
– – ﹤0.01% 2884
2024
Q2 		$443 Buy
6
+4
+200% +$315 ﹤0.01% 2921
2024
Q1 		$158 Sell
2
-38
-95% -$3.42K ﹤0.01% 2809
2023
Q4 		$4.06K Buy
40
+21
+111% +$2.02K ﹤0.01% 1938
2023
Q3 		$1.93K Sell
19
-5
-21% -$520 ﹤0.01% 2013
2023
Q2 		$2.44K Hold
24
– – ﹤0.01% 1971
2023
Q1 		$2.46K Buy
24
+14
+140% +$1.27K ﹤0.01% 1876
2022
Q4 		$840 Buy
+10
New +$775 ﹤0.01% 2133
2022
Q3 		– Sell
-810
Closed -$53K – 2159
2022
Q2 		$53K Buy
+810
New +$67.4K 0.01% 615

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

EverSource Wealth Advisors's WK Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Workiva (WK) stake by 704% in Q2 2026, buying an estimated $25.4K and bringing the position to 563 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2211.

EverSource Wealth Advisors first reported a position in WK in Q2 2022 and has held it in 16 quarters since. The position peaked at $96.9K in Q4 2024. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • EverSource Wealth Advisors held 563 shares of Workiva worth $27.3K as of Q2 2026.
  • EverSource Wealth Advisors bought 493 Workiva shares in Q2 2026, an estimated $25.4K.
  • Workiva made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2211 holding.
  • EverSource Wealth Advisors first reported a position in Workiva in Q2 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Workiva position peaked at $96.9K in Q4 2024.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.