Mercer Global Advisors
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Mercer Global Advisors’s Workiva WK Stock Holding History

Mercer Global Advisors’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 		$932K Buy
19,219
+8,623
+81% +$444K ﹤0.01% 1796
2026
Q1 		$632K Sell
10,596
-4,988
-32% -$348K ﹤0.01% 1826
2025
Q4 		$1.34M Buy
15,584
+7,228
+87% +$640K ﹤0.01% 1308
2025
Q3 		$719K Buy
8,356
+2,967
+55% +$223K ﹤0.01% 1536
2025
Q2 		$369K Sell
5,389
-512
-9% -$35.2K ﹤0.01% 1736
2025
Q1 		$448K Buy
5,901
+279
+5% +$26.4K ﹤0.01% 1532
2024
Q4 		$616K Buy
5,622
+10
+0.2% +$922 ﹤0.01% 1335
2024
Q3 		$442K Buy
+5,612
New +$421K ﹤0.01% 1393
2024
Q2 		– Sell
-1,966
Closed -$525K – 2052
2024
Q1 		$525K Sell
1,966
-79
-4% -$7.12K ﹤0.01% 1252
2023
Q4 		$208K Sell
2,045
-80
-4% -$7.71K ﹤0.01% 1824
2023
Q3 		$215K Sell
2,125
-94
-4% -$9.77K ﹤0.01% 1730
2023
Q2 		$226K Sell
2,219
-193
-8% -$18.6K ﹤0.01% 1672
2023
Q1 		$247K Sell
2,412
-557
-19% -$50.5K ﹤0.01% 1621
2022
Q4 		$249K Buy
2,969
+28
+1% +$2.17K ﹤0.01% 1597
2022
Q3 		$229K Buy
+2,941
New +$201K ﹤0.01% 1565
2022
Q2 		– Sell
-2,540
Closed -$300K – 1937
2022
Q1 		$300K Buy
2,540
+232
+10% +$25.6K ﹤0.01% 1509
2021
Q4 		$301K Buy
2,308
+288
+14% +$40.6K ﹤0.01% 1464
2021
Q3 		$285K Sell
2,020
-24
-1% -$3.25K ﹤0.01% 1450
2021
Q2 		$228K Buy
+2,044
New +$198K ﹤0.01% 1510

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

Mercer Global Advisors's WK Position: Q2 2026 in Review

Mercer Global Advisors increased its Workiva (WK) stake by 81% in Q2 2026, buying an estimated $444K and bringing the position to 19,219 shares worth $932K. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

Mercer Global Advisors first reported a position in WK in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.34M in Q4 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Mercer Global Advisors held 19,219 shares of Workiva worth $932K as of Q2 2026.
  • Mercer Global Advisors bought 8,623 Workiva shares in Q2 2026, an estimated $444K.
  • Workiva made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1796 holding.
  • Mercer Global Advisors first reported a position in Workiva in Q2 2021 and has held it in 19 quarters since.
  • Mercer Global Advisors's Workiva position peaked at $1.34M in Q4 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.