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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Inlight Wealth Management's WK Position: Q2 2026 in Review

Inlight Wealth Management sold out of Workiva (WK) in Q2 2026, closing a stake of 3,607 shares — an estimated $215K sold.

Inlight Wealth Management first reported a position in WK in Q4 2024 and held it in 6 quarters. The position peaked at $395K in Q4 2024. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Inlight Wealth Management reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
Inlight Wealth Management sold 3,607 Workiva shares in Q2 2026, an estimated $215K.
Inlight Wealth Management first reported a position in Workiva in Q4 2024 and held it in 6 quarters.
Inlight Wealth Management's Workiva position peaked at $395K in Q4 2024.
307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Inlight Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.