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Smartleaf Asset Management’s Workiva WK Stock Holding History

Smartleaf Asset 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 		$58.6K Hold
1,201
– – ﹤0.01% 1438
2026
Q1 		$70.5K Sell
1,201
-596
-33% -$41.6K ﹤0.01% 1281
2025
Q4 		$155K Buy
1,797
+521
+41% +$46.1K 0.01% 941
2025
Q3 		$109K Buy
1,276
+440
+53% +$33.1K 0.01% 1024
2025
Q2 		$55K Sell
836
-28
-3% -$1.93K ﹤0.01% 1124
2025
Q1 		$68K Sell
864
-36
-4% -$3.4K 0.01% 998
2024
Q4 		$98.8K Sell
900
-31
-3% -$2.86K 0.01% 848
2024
Q3 		$74.9K Buy
931
+77
+9% +$5.78K 0.01% 795
2024
Q2 		$62.8K Buy
854
+72
+9% +$5.67K 0.01% 687
2024
Q1 		$66K Buy
782
+3
+0.4% +$270 0.01% 617
2023
Q4 		$80.5K Buy
+779
New +$75.1K 0.02% 461

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

Smartleaf Asset Management's WK Position: Q2 2026 in Review

Smartleaf Asset Management held its Workiva (WK) position steady in Q2 2026 at 1,201 shares worth $58.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Smartleaf Asset Management first reported a position in WK in Q4 2023 and has held it in 11 quarters since. The position peaked at $155K in Q4 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Smartleaf Asset Management held 1,201 shares of Workiva worth $58.6K as of Q2 2026.
  • Smartleaf Asset Management left its Workiva share count unchanged in Q2 2026.
  • Workiva made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1438 holding.
  • Smartleaf Asset Management first reported a position in Workiva in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Workiva position peaked at $155K in Q4 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.