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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
Q2 		$1.02K Buy
21
+20
+2,000% +$1.03K ﹤0.01% 1370
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 $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

Rialto Wealth Management's WK Position: Q2 2026 in Review

Rialto Wealth Management increased its Workiva (WK) stake by 2,000% in Q2 2026, buying an estimated $1.03K and bringing the position to 21 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Rialto Wealth Management first reported a position in WK in Q2 2025 and has held it in 5 quarters since. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Rialto Wealth Management held 21 shares of Workiva worth $1.02K as of Q2 2026.
  • Rialto Wealth Management bought 20 Workiva shares in Q2 2026, an estimated $1.03K.
  • Workiva made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1370 holding.
  • Rialto Wealth Management first reported a position in Workiva in Q2 2025 and has held it in 5 quarters since.
  • 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.