First Trust Advisors
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First Trust Advisors’s Workiva WK Stock Holding History

First Trust 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 		$54.6M Buy
1,126,475
+263,539
+31% +$13.6M 0.03% 586
2026
Q1 		$51.5M Buy
862,936
+121,643
+16% +$8.48M 0.04% 563
2025
Q4 		$63.9M Sell
741,293
-71,467
-9% -$6.33M 0.05% 467
2025
Q3 		$70M Sell
812,760
-151,587
-16% -$11.4M 0.05% 437
2025
Q2 		$66M Buy
964,347
+3,673
+0.4% +$253K 0.05% 446
2025
Q1 		$72.9M Buy
960,674
+136,455
+17% +$12.9M 0.06% 383
2024
Q4 		$90.3M Buy
824,219
+24,172
+3% +$2.23M 0.08% 298
2024
Q3 		$63.3M Sell
800,047
-18,595
-2% -$1.4M 0.06% 402
2024
Q2 		$59.8M Buy
818,642
+52,425
+7% +$4.13M 0.06% 364
2024
Q1 		$65M Buy
766,217
+139,414
+22% +$12.6M 0.07% 381
2023
Q4 		$63.6M Buy
626,803
+47,256
+8% +$4.56M 0.07% 379
2023
Q3 		$58.7M Sell
579,547
-52,364
-8% -$5.44M 0.07% 381
2023
Q2 		$64.2M Buy
631,911
+1,287
+0.2% +$124K 0.07% 384
2023
Q1 		$64.6M Sell
630,624
-80,071
-11% -$7.26M 0.07% 388
2022
Q4 		$59.7M Sell
710,695
-262,835
-27% -$20.4M 0.07% 402
2022
Q3 		$75.7M Buy
973,530
+12,647
+1% +$863K 0.1% 285
2022
Q2 		$63.4M Buy
960,883
+19,109
+2% +$1.59M 0.08% 383
2022
Q1 		$111M Buy
941,774
+17,779
+2% +$1.97M 0.11% 223
2021
Q4 		$121M Sell
923,995
-35,847
-4% -$5.06M 0.12% 207
2021
Q3 		$135M Buy
959,842
+502,378
+110% +$68.1M 0.15% 187
2021
Q2 		$50.9M Sell
457,464
-13,064
-3% -$1.27M 0.06% 460
2021
Q1 		$41.5M Sell
470,528
-101,546
-18% -$10.1M 0.05% 475
2020
Q4 		$52.4M Sell
572,074
-83,842
-13% -$5.89M 0.07% 412
2020
Q3 		$36.6M Sell
655,916
-35,089
-5% -$1.95M 0.06% 411
2020
Q2 		$37M Buy
691,005
+288,206
+72% +$11.8M 0.06% 413
2020
Q1 		$13M Buy
402,799
+9,773
+2% +$406K 0.03% 579
2019
Q4 		$16.5M Sell
393,026
-4,371
-1% -$184K 0.03% 682
2019
Q3 		$17.4M Sell
397,397
-9,359
-2% -$493K 0.03% 638
2019
Q2 		$23.6M Buy
+406,756
New +$21.8M 0.04% 509

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

First Trust Advisors's WK Position: Q2 2026 in Review

First Trust Advisors increased its Workiva (WK) stake by 31% in Q2 2026, buying an estimated $13.6M and bringing the position to 1,126,475 shares worth $54.6M. The position accounts for 0.03% of the portfolio, ranked #586.

First Trust Advisors first reported a position in WK in Q2 2019 and has held it in 29 quarters since. The position peaked at $135M in Q3 2021. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • First Trust Advisors held 1,126,475 shares of Workiva worth $54.6M as of Q2 2026.
  • First Trust Advisors bought 263,539 Workiva shares in Q2 2026, an estimated $13.6M.
  • Workiva made up 0.03% of First Trust Advisors's portfolio in Q2 2026, its #586 holding.
  • First Trust Advisors first reported a position in Workiva in Q2 2019 and has held it in 29 quarters since.
  • First Trust Advisors's Workiva position peaked at $135M in Q3 2021.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.