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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 $6.73T AUM 46.02% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Rise Advisors's WK Position: Q4 2025 in Review

Rise Advisors sold out of Workiva (WK) in Q4 2025, closing a stake of 117 shares — an estimated $10.1K sold.

Rise Advisors first reported a position in WK in Q1 2024 and held it in 7 quarters. The position peaked at $16K in Q4 2024. 348 funds tracked by Wall St. Rank hold WK as of Q4 2025.

  • Rise Advisors reported no remaining Workiva position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 117 Workiva shares in Q4 2025, an estimated $10.1K.
  • Rise Advisors first reported a position in Workiva in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Workiva position peaked at $16K in Q4 2024.
  • 348 funds tracked by Wall St. Rank held Workiva as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.