FAM
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Fulcrum Asset Management’s Workiva WK Stock Holding History

Fulcrum Asset Management’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 		$2.05K Buy
+42
New +$2.16K ﹤0.01% 879
2021
Q4 		– Hold
0
– – – 208

Other funds holding WK

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Vanguard Portfolio Management
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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

Fulcrum Asset Management's WK Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in Workiva (WK) in Q2 2026: 42 shares worth $2.05K. The stake represents ﹤0.01% of the portfolio and ranks #879 among its holdings.

307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Fulcrum Asset Management held 42 shares of Workiva worth $2.05K as of Q2 2026.
  • Workiva was a new Fulcrum Asset Management position in Q2 2026.
  • Workiva made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #879 holding.
  • 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.