Inlight Wealth Management’s Workiva WK Stock Holding History

Inlight Wealth 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 Q3	$240K	Buy	+3,607	New	+$237K	0.07%	62
2026 Q2	–	Sell	-3,607	Closed	-$215K	–	63
2026 Q1	$215K	Hold	3,607	–	–	0.08%	46
2025 Q4	$311K	Hold	3,607	–	–	0.11%	44
2025 Q3	$310K	Hold	3,607	–	–	0.15%	42
2025 Q2	$247K	Hold	3,607	–	–	0.13%	42
2025 Q1	$274K	Hold	3,607	–	–	0.17%	38
2024 Q4	$395K	Buy	+3,607	New	+$332K	0.26%	33

Other funds holding WK

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Lakehouse Capital Sydney NSW, Australia $114M AUM 10.63% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KFO

Kopp Family Office Bloomington, Minnesota $161M AUM 13.16% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Talbot Financial Bellevue, Washington $1.39B AUM 29.88% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Inlight Wealth Management's WK Position: Q3 2026 in Review

Inlight Wealth Management opened a new position in Workiva (WK) in Q3 2026: 3,607 shares worth $240K. The stake represents 0.07% of the portfolio and ranks #62 among its holdings. This is a return to the name: Inlight Wealth Management previously reported a position in WK as recently as Q1 2026.

Inlight Wealth Management first reported a position in WK in Q4 2024 and has held it in 7 quarters since. The position peaked at $395K in Q4 2024. 46 funds tracked by Wall St. Rank hold WK as of Q3 2026.

Inlight Wealth Management held 3,607 shares of Workiva worth $240K as of Q3 2026.
Workiva was a new Inlight Wealth Management position in Q3 2026.
Workiva made up 0.07% of Inlight Wealth Management's portfolio in Q3 2026, its #62 holding.
Inlight Wealth Management first reported a position in Workiva in Q4 2024 and has held it in 7 quarters since.
Inlight Wealth Management's Workiva position peaked at $395K in Q4 2024.
46 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on Inlight Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.