IA
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
Q2 		$10.5K Buy
216
+52
+32% +$2.68K ﹤0.01% 3368
2026
Q1 		$9.78K 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% 3948
2022
Q3 		$3K Buy
26
+18
+225% +$1.23K ﹤0.01% 4275
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

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

IFP Advisors's WK Position: Q2 2026 in Review

IFP Advisors increased its Workiva (WK) stake by 32% in Q2 2026, buying an estimated $2.68K and bringing the position to 216 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3368.

IFP Advisors first reported a position in WK in Q4 2021 and has held it in 16 quarters since. The position peaked at $35.6K in Q4 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • IFP Advisors held 216 shares of Workiva worth $10.5K as of Q2 2026.
  • IFP Advisors bought 52 Workiva shares in Q2 2026, an estimated $2.68K.
  • Workiva made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3368 holding.
  • IFP Advisors first reported a position in Workiva in Q4 2021 and has held it in 16 quarters since.
  • IFP Advisors's Workiva position peaked at $35.6K in Q4 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.