TD Asset Management
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TD Asset Management’s Workiva WK Stock Holding History

TD 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 		– Sell
-10,784
Closed -$930K – 1306
2025
Q4 		$930K Sell
10,784
-13,936
-56% -$1.23M ﹤0.01% 1108
2025
Q3 		$2.13M Sell
24,720
-16,634
-40% -$1.25M ﹤0.01% 953
2025
Q2 		$2.83M Sell
41,354
-4,620
-10% -$318K ﹤0.01% 863
2025
Q1 		$3.49M Sell
45,974
-5,112
-10% -$483K ﹤0.01% 840
2024
Q4 		$5.59M Buy
51,086
+6,786
+15% +$626K ﹤0.01% 777
2024
Q3 		$3.57M Buy
44,300
+4,800
+12% +$360K ﹤0.01% 869
2024
Q2 		$2.88M Hold
39,500
– – ﹤0.01% 887
2024
Q1 		$3.35M Buy
39,500
+3,600
+10% +$324K ﹤0.01% 872
2023
Q4 		$3.64M Hold
35,900
– – ﹤0.01% 826
2023
Q3 		$3.64M Hold
35,900
– – ﹤0.01% 798
2023
Q2 		$3.65M Sell
35,900
-1,600
-4% -$154K ﹤0.01% 803
2023
Q1 		$3.84M Sell
37,500
-5,600
-13% -$507K ﹤0.01% 810
2022
Q4 		$3.62M Buy
43,100
+4,840
+13% +$375K ﹤0.01% 828
2022
Q3 		$2.94M Buy
38,260
+1,694
+5% +$116K ﹤0.01% 884
2022
Q2 		$2.41M Buy
36,566
+9,200
+34% +$766K ﹤0.01% 958
2022
Q1 		$3.23M Sell
27,366
-4,542
-14% -$502K ﹤0.01% 939
2021
Q4 		$4.16M Buy
31,908
+17,935
+128% +$2.53M ﹤0.01% 914
2021
Q3 		$1.97M Sell
13,973
-556
-4% -$75.3K ﹤0.01% 1087
2021
Q2 		$1.89M Sell
14,529
-2,902
-17% -$282K ﹤0.01% 1115
2021
Q1 		$1.54M Buy
17,431
+5,631
+48% +$557K ﹤0.01% 1169
2020
Q4 		$1.08M Buy
+11,800
New +$829K ﹤0.01% 1172

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $4.68T 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 $3.37T AUM 44.26% 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

TD Asset Management's WK Position: Q1 2026 in Review

TD Asset Management sold out of Workiva (WK) in Q1 2026, closing a stake of 10,784 shares — an estimated $930K sold.

TD Asset Management first reported a position in WK in Q4 2020 and held it in 21 quarters. The position peaked at $5.59M in Q4 2024. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • TD Asset Management reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • TD Asset Management sold 10,784 Workiva shares in Q1 2026, an estimated $930K.
  • TD Asset Management first reported a position in Workiva in Q4 2020 and held it in 21 quarters.
  • TD Asset Management's Workiva position peaked at $5.59M in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

Based on TD Asset Management's 13F filing for Q1 2026, filed 11 May 2026.