MAM
WK icon

Marquette Asset Management’s Workiva WK Stock Holding History

Marquette Asset 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 		$1.17K Sell
24
-10
-29% -$515 ﹤0.01% 702
2026
Q1 		$2.03K Buy
34
+3
+10% +$209 ﹤0.01% 539
2025
Q4 		$2.67K Buy
+31
New +$2.75K ﹤0.01% 432

Other funds holding WK

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Assenagon Asset Management
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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TF
Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Marquette Asset Management's WK Position: Q2 2026 in Review

Marquette Asset Management reduced its Workiva (WK) stake by 29% in Q2 2026, selling an estimated $515 and leaving 24 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Marquette Asset Management first reported a position in WK in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.67K in Q4 2025. 24 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Marquette Asset Management held 24 shares of Workiva worth $1.17K as of Q2 2026.
  • Marquette Asset Management sold 10 Workiva shares in Q2 2026, an estimated $515.
  • Workiva made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #702 holding.
  • Marquette Asset Management first reported a position in Workiva in Q4 2025 and has held it in 3 quarters since.
  • Marquette Asset Management's Workiva position peaked at $2.67K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.