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Rialto Wealth Management’s Workiva WK Stock Holding History

Rialto Wealth 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
Q1 		$60 Sell
1
-1
-50% -$70 ﹤0.01% 1690
2025
Q4 		$173 Buy
2
+1
+100% +$89 ﹤0.01% 1554
2025
Q3 		$87 Hold
1
– – ﹤0.01% 1635
2025
Q2 		$69 Buy
+1
New +$69 ﹤0.01% 1589

Other funds holding WK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Rialto Wealth Management's WK Position: Q1 2026 in Review

Rialto Wealth Management reduced its Workiva (WK) stake by 50% in Q1 2026, selling an estimated $70 and leaving 1 share worth $60. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Rialto Wealth Management first reported a position in WK in Q2 2025 and has held it in 4 quarters since. The position peaked at $173 in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Rialto Wealth Management held 1 share of Workiva worth $60 as of Q1 2026.
  • Rialto Wealth Management sold 1 Workiva share in Q1 2026, an estimated $70.
  • Workiva made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1690 holding.
  • Rialto Wealth Management first reported a position in Workiva in Q2 2025 and has held it in 4 quarters since.
  • Rialto Wealth Management's Workiva position peaked at $173 in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.