Mather Group’s Workiva WK Stock Holding History

Mather Group’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 Q3	$3.06K	Hold	46	–	–	﹤0.01%	1948
2026 Q2	$2.23K	Hold	46	–	–	﹤0.01%	1726
2026 Q1	$2.74K	Buy	+46	New	+$3.21K	﹤0.01%	1659
2025 Q4	–	Sell	-46	Closed	-$3.96K	–	1647
2025 Q3	$3.96K	Buy	+46	New	+$3.46K	﹤0.01%	1438
2025 Q2	–	Sell	-176	Closed	-$13.4K	–	1719
2025 Q1	$13.4K	Buy	176 +130	+283%	+$12.3K	﹤0.01%	1186
2024 Q4	$5.04K	Hold	46	–	–	﹤0.01%	1380
2024 Q3	$3.64K	Sell	46 -130	-74%	-$9.8K	﹤0.01%	1360
2024 Q2	$14.9K	Buy	176 +87	+98%	+$6.85K	﹤0.01%	1331
2024 Q1	$9.04K	Buy	+89	New	+$8.02K	﹤0.01%	1223

Other funds holding WK

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Lakehouse Capital Sydney NSW, Australia $114M AUM 10.63% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KFO

Kopp Family Office Bloomington, Minnesota $161M AUM 13.16% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Talbot Financial Bellevue, Washington $1.39B AUM 29.88% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Mather Group's WK Position: Q3 2026 in Review

Mather Group held its Workiva (WK) position steady in Q3 2026 at 46 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

Mather Group first reported a position in WK in Q1 2024 and has held it in 9 quarters since. The position peaked at $14.9K in Q2 2024. 46 funds tracked by Wall St. Rank hold WK as of Q3 2026.

Mather Group held 46 shares of Workiva worth $3.06K as of Q3 2026.
Mather Group left its Workiva share count unchanged in Q3 2026.
Workiva made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1948 holding.
Mather Group first reported a position in Workiva in Q1 2024 and has held it in 9 quarters since.
Mather Group's Workiva position peaked at $14.9K in Q2 2024.
46 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.