RA
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Rise Advisors’s Workiva WK Stock Holding History

Rise 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
2025
Q4 		– Sell
-117
Closed -$10.1K – 1432
2025
Q3 		$10.1K Hold
117
– – ﹤0.01% 992
2025
Q2 		$8.01K Hold
117
– – ﹤0.01% 1091
2025
Q1 		$8.88K Sell
117
-29
-20% -$2.74K ﹤0.01% 1058
2024
Q4 		$16K Hold
146
– – 0.01% 791
2024
Q3 		$11.6K Hold
146
– – 0.01% 973
2024
Q2 		$10.7K Hold
146
– – 0.01% 992
2024
Q1 		$12.4K Buy
+146
New +$13.2K 0.01% 983

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return