Institute for Wealth Management’s Workday WDAY Stock Holding History

Institute for Wealth Management’s Portfolio WDAY Stock Details WDAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$831K	Hold	6,786	–	–	0.07%	231
2026 Q1	$882K	Buy	+6,786	New	+$1.08M	0.09%	218
2025 Q4	–	Sell	-1,641	Closed	-$395K	–	589
2025 Q3	$395K	Buy	1,641 +158	+11%	+$36.5K	0.04%	382
2025 Q2	$356K	Hold	1,483	–	–	0.04%	387
2025 Q1	$346K	Buy	1,483 +39	+3%	+$9.95K	0.04%	383
2024 Q4	$373K	Buy	1,444 +98	+7%	+$25K	0.05%	354
2024 Q3	$329K	Buy	+1,346	New	+$318K	0.04%	394

Other funds holding WDAY

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Institute for Wealth Management's WDAY Position: Q2 2026 in Review

Institute for Wealth Management held its Workday (WDAY) position steady in Q2 2026 at 6,786 shares worth $831K. The position accounts for 0.07% of the portfolio, ranked #231.

Institute for Wealth Management first reported a position in WDAY in Q3 2024 and has held it in 7 quarters since. The position peaked at $882K in Q1 2026. 910 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

Institute for Wealth Management held 6,786 shares of Workday worth $831K as of Q2 2026.
Institute for Wealth Management left its Workday share count unchanged in Q2 2026.
Workday made up 0.07% of Institute for Wealth Management's portfolio in Q2 2026, its #231 holding.
Institute for Wealth Management first reported a position in Workday in Q3 2024 and has held it in 7 quarters since.
Institute for Wealth Management's Workday position peaked at $882K in Q1 2026.
910 funds tracked by Wall St. Rank held Workday as of Q2 2026.

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