PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s WalkMe Ltd. Ordinary Shares WKME Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio WKME Stock Details WKME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-17,487	Closed	-$150K	–	383
2024 Q1	$150K	Hold	17,487	–	–	0.1%	112
2023 Q4	$187K	Buy	17,487 +990	+6%	+$9.32K	0.12%	93
2023 Q3	$156K	Buy	16,497 +85	+0.5%	+$767	0.11%	97
2023 Q2	$158K	Sell	16,412 -100	-0.6%	-$969	0.12%	101
2023 Q1	$176K	Buy	16,512 +6,587	+66%	+$67.1K	0.14%	88
2022 Q4	$111K	Buy	+9,925	New	+$87.2K	0.1%	109

Other funds holding WKME

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return

Vitruvian Partners London, United Kingdom $112M AUM 2.02% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

EPL

EDBI Pte Ltd Singapore $94.4M AUM 32.71% 1-Year Est. Return

Slotnik Capital Dallas, Texas $342M AUM 105.92% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

SGM

Scalar Gauge Management Dallas, Texas $104M AUM 74.68% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s WKME Position: Q2 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of WalkMe Ltd. Ordinary Shares (WKME) in Q2 2024, closing a stake of 17,487 shares — an estimated $150K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WKME in Q4 2022 and held it in 6 quarters. The position peaked at $187K in Q4 2023. 80 funds tracked by Wall St. Rank hold WKME as of Q2 2024.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining WalkMe Ltd. Ordinary Shares position as of Q2 2024 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 17,487 WalkMe Ltd. Ordinary Shares shares in Q2 2024, an estimated $150K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WalkMe Ltd. Ordinary Shares in Q4 2022 and held it in 6 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s WalkMe Ltd. Ordinary Shares position peaked at $187K in Q4 2023.
80 funds tracked by Wall St. Rank held WalkMe Ltd. Ordinary Shares as of Q2 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2024, filed 7 Aug 2026.