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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Sendero Wealth Management's WDAY Position: Q1 2026 in Review

Sendero Wealth Management increased its Workday (WDAY) stake by 12% in Q1 2026, buying an estimated $168K and bringing the position to 9,978 shares worth $1.3M. The position accounts for 0.14% of the portfolio, ranked #88.

Sendero Wealth Management first reported a position in WDAY in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.07M in Q3 2025. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

Sendero Wealth Management held 9,978 shares of Workday worth $1.3M as of Q1 2026.
Sendero Wealth Management bought 1,057 Workday shares in Q1 2026, an estimated $168K.
Workday made up 0.14% of Sendero Wealth Management's portfolio in Q1 2026, its #88 holding.
Sendero Wealth Management first reported a position in Workday in Q4 2021 and has held it in 14 quarters since.
Sendero Wealth Management's Workday position peaked at $2.07M in Q3 2025.
935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.