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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
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
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
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Inlight Wealth Management's WK Position: Q1 2026 in Review

Inlight Wealth Management held its Workiva (WK) position steady in Q1 2026 at 3,607 shares worth $215K. The position accounts for 0.08% of the portfolio, ranked #46.

Inlight Wealth Management first reported a position in WK in Q4 2024 and has held it in 6 quarters since. The position peaked at $395K in Q4 2024. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Inlight Wealth Management held 3,607 shares of Workiva worth $215K as of Q1 2026.
  • Inlight Wealth Management left its Workiva share count unchanged in Q1 2026.
  • Workiva made up 0.08% of Inlight Wealth Management's portfolio in Q1 2026, its #46 holding.
  • Inlight Wealth Management first reported a position in Workiva in Q4 2024 and has held it in 6 quarters since.
  • Inlight Wealth Management's Workiva position peaked at $395K in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Inlight Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.