Sendero Wealth Management
WDAY icon

Sendero Wealth Management’s Workday WDAY Stock Holding History

Sendero Wealth Management’s Portfolio WDAY Stock Details WDAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.64M Sell
8,635
-6,757
-44% -$1.18M 0.16% 92
2026
Q2 		$1.88M Buy
15,392
+5,414
+54% +$686K 0.19% 84
2026
Q1 		$1.3M Buy
9,978
+1,057
+12% +$168K 0.14% 88
2025
Q4 		$1.92M Buy
8,921
+336
+4% +$76.3K 0.21% 70
2025
Q3 		$2.07M Buy
8,585
+2,024
+31% +$468K 0.24% 65
2025
Q2 		$1.57M Buy
6,561
+352
+6% +$85.7K 0.2% 75
2025
Q1 		$1.45M Buy
6,209
+6
+0.1% +$1.53K 0.2% 70
2024
Q4 		$1.6M Buy
6,203
+2,003
+48% +$512K 0.24% 66
2024
Q3 		$1.03M Buy
4,200
+872
+26% +$206K 0.16% 77
2024
Q2 		$744K Buy
+3,328
New +$801K 0.13% 92
2023
Q3 		– Sell
-1,030
Closed -$233K – 158
2023
Q2 		$233K Sell
1,030
-35
-3% -$7.01K 0.05% 143
2023
Q1 		$220K Sell
1,065
-2,910
-73% -$529K 0.07% 96
2022
Q4 		$665K Buy
3,975
+2,045
+106% +$319K 0.24% 67
2022
Q3 		$294K Buy
+1,930
New +$302K 0.12% 76
2022
Q2 		– Sell
-1,185
Closed -$284K – 93
2022
Q1 		$284K Hold
1,185
– – 0.13% 77
2021
Q4 		$324K Buy
+1,185
New +$329K 0.14% 74

Other funds holding WDAY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Sendero Wealth Management's WDAY Position: Q3 2026 in Review

Sendero Wealth Management reduced its Workday (WDAY) stake by 44% in Q3 2026, selling an estimated $1.18M and leaving 8,635 shares worth $1.64M. The position accounts for 0.16% of the portfolio, ranked #92.

Sendero Wealth Management first reported a position in WDAY in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.07M in Q3 2025. 498 funds tracked by Wall St. Rank hold WDAY as of Q3 2026.

  • Sendero Wealth Management held 8,635 shares of Workday worth $1.64M as of Q3 2026.
  • Sendero Wealth Management sold 6,757 Workday shares in Q3 2026, an estimated $1.18M.
  • Workday made up 0.16% of Sendero Wealth Management's portfolio in Q3 2026, its #92 holding.
  • Sendero Wealth Management first reported a position in Workday in Q4 2021 and has held it in 16 quarters since.
  • Sendero Wealth Management's Workday position peaked at $2.07M in Q3 2025.
  • 498 funds tracked by Wall St. Rank held Workday as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.