IFP Advisors
WK icon

IFP Advisors’s Workiva WK Stock Holding History

IFP 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
Q3 		$13.9K Sell
209
-7
-3% -$460 ﹤0.01% 3178
2026
Q2 		$10.5K Buy
216
+52
+32% +$2.68K ﹤0.01% 3368
2026
Q1 		$9.8K Sell
164
-249
-60% -$17.4K ﹤0.01% 3154
2025
Q4 		$35.6K Buy
413
+309
+297% +$27.4K ﹤0.01% 2385
2025
Q3 		$8.95K Buy
104
+68
+189% +$5.11K ﹤0.01% 2961
2025
Q2 		$5.2K Buy
36
+31
+620% +$2.13K ﹤0.01% 3355
2025
Q1 		$380 Hold
5
– – ﹤0.01% 3522
2024
Q4 		$548 Buy
+5
New +$461 ﹤0.01% 3397
2024
Q3 		– Sell
-20
Closed -$1.46K – 3454
2024
Q2 		$1.46K Buy
+20
New +$1.57K ﹤0.01% 2896
2023
Q4 		– Sell
-8
Closed -$811 – 3361
2023
Q3 		$811 Sell
8
-1
-11% -$104 ﹤0.01% 3042
2023
Q2 		$915 Sell
9
-5
-36% -$481 ﹤0.01% 3095
2023
Q1 		$367 Sell
14
-14
-50% -$1.27K ﹤0.01% 3223
2022
Q4 		$4K Buy
28
+2
+8% +$155 ﹤0.01% 3947
2022
Q3 		$3K Buy
26
+18
+225% +$1.23K ﹤0.01% 4274
2022
Q2 		$1K Hold
8
– – ﹤0.01% 4475
2022
Q1 		$1K Buy
8
+2
+33% +$221 ﹤0.01% 4473
2021
Q4 		$1K Buy
+6
New +$846 ﹤0.01% 3144

Other funds holding WK

TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Lakehouse Capital
Lakehouse Capital Sydney NSW, Australia $114M AUM 10.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Summit Creek Advisors
Summit Creek Advisors Minneapolis, Minnesota $250M AUM 18.04% 1-Year Est. Return
Abacus Planning Group
Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return

IFP Advisors's WK Position: Q3 2026 in Review

IFP Advisors reduced its Workiva (WK) stake by 3.2% in Q3 2026, selling an estimated $460 and leaving 209 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3178.

IFP Advisors first reported a position in WK in Q4 2021 and has held it in 17 quarters since. The position peaked at $35.6K in Q4 2025. 106 funds tracked by Wall St. Rank hold WK as of Q3 2026.

  • IFP Advisors held 209 shares of Workiva worth $13.9K as of Q3 2026.
  • IFP Advisors sold 7 Workiva shares in Q3 2026, an estimated $460.
  • Workiva made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3178 holding.
  • IFP Advisors first reported a position in Workiva in Q4 2021 and has held it in 17 quarters since.
  • IFP Advisors's Workiva position peaked at $35.6K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.