SAM
WK icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return