Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
HWM
HighMark Wealth Management’s
Workday
WDAY
Stock Holding History
HighMark Wealth Management’s Portfolio
WDAY Stock Details
WDAY Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-459
Closed
-$110K
–
676
2025
Q2
$110K
Hold
459
–
–
0.05%
108
2025
Q1
$107K
Hold
459
–
–
0.06%
84
2024
Q4
$118K
Hold
459
–
–
0.07%
80
2024
Q3
$112K
Hold
459
–
–
0.06%
94
2024
Q2
$103K
Hold
459
–
–
0.06%
95
2024
Q1
$125K
Hold
459
–
–
0.08%
87
2023
Q4
$127K
Hold
459
–
–
0.09%
82
2023
Q3
$98.6K
Hold
459
–
–
0.08%
81
2023
Q2
$104K
Hold
459
–
–
0.08%
80
2023
Q1
$94.8K
Hold
459
–
–
0.07%
100
2022
Q4
$76.8K
Hold
459
–
–
0.06%
85
2022
Q3
$70K
Hold
459
–
–
0.06%
82
2022
Q2
$64K
Hold
459
–
–
0.05%
90
2022
Q1
$110K
Hold
459
–
–
0.07%
71
2021
Q4
$125K
Hold
459
–
–
0.08%
71
2021
Q3
$115K
Hold
459
–
–
0.08%
71
2021
Q2
$110K
Hold
459
–
–
0.08%
72
2021
Q1
$114K
Hold
459
–
–
0.09%
66
2020
Q4
$110K
Hold
459
–
–
0.09%
64
2020
Q3
$99K
Hold
459
–
–
0.09%
67
2020
Q2
$86K
Hold
459
–
–
0.09%
58
2020
Q1
$59K
Sell
459
-23
-5%
-$3.88K
0.07%
60
2019
Q4
$79K
Buy
+482
New
+$80K
0.08%
58
Other funds holding WDAY
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Eagle Capital Management (New York)
New York
$29.8B AUM
12.13%
1-Year Est. Return
Hotchkis & Wiley Capital Management
Los Angeles, California
$32.4B AUM
17.21%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
UBS AM
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Fidelity International
Hamilton, Bermuda
$129B AUM
30.83%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close