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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return