IWC
WK icon

Integrated Wealth Concepts’s Workiva WK Stock Holding History

Integrated Wealth Concepts’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 		$45.5K Buy
+938
New +$48.3K ﹤0.01% 3450

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
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

Integrated Wealth Concepts's WK Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Workiva (WK) in Q2 2026: 938 shares worth $45.5K. The stake represents ﹤0.01% of the portfolio and ranks #3450 among its holdings.

306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Integrated Wealth Concepts held 938 shares of Workiva worth $45.5K as of Q2 2026.
  • Workiva was a new Integrated Wealth Concepts position in Q2 2026.
  • Workiva made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3450 holding.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.