International Assets Investment Management’s Workiva WK Stock Holding History

International Assets Investment 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	$5.08K	Buy	100 +8	+9%	+$412	﹤0.01%	1964
2026 Q1	$5.49K	Buy	+92	New	+$6.42K	﹤0.01%	1825
2024 Q4	–	Sell	-9,257	Closed	-$117	–	1968
2024 Q3	$117	Buy	9,257 +9,114	+6,373%	+$684K	﹤0.01%	1613
2024 Q2	$10.4K	Buy	+143	New	+$11.3K	﹤0.01%	1659
2023 Q2	–	Sell	-146	Closed	-$15K	–	1142
2023 Q1	$15K	Buy	+146	New	+$13.2K	﹤0.01%	820
2021 Q2	–	Sell	-172	Closed	-$16K	–	1907
2021 Q1	$16K	Buy	172 +88	+105%	+$8.71K	﹤0.01%	1397
2020 Q4	$8K	Buy	+84	New	+$5.9K	﹤0.01%	1517

Other funds holding WK

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Lakehouse Capital Sydney NSW, Australia $90.5M AUM 26.59% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

KFO

Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

KOCAA

Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return

International Assets Investment Management's WK Position: Q2 2026 in Review

International Assets Investment Management increased its Workiva (WK) stake by 8.7% in Q2 2026, buying an estimated $412 and bringing the position to 100 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

International Assets Investment Management first reported a position in WK in Q4 2020 and has held it in 7 quarters since. The position peaked at $16K in Q1 2021. 64 funds tracked by Wall St. Rank hold WK as of Q2 2026.

International Assets Investment Management held 100 shares of Workiva worth $5.08K as of Q2 2026.
International Assets Investment Management bought 8 Workiva shares in Q2 2026, an estimated $412.
Workiva made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1964 holding.
International Assets Investment Management first reported a position in Workiva in Q4 2020 and has held it in 7 quarters since.
International Assets Investment Management's Workiva position peaked at $16K in Q1 2021.
64 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.