TD Private Client Wealth’s Workiva WK Stock Holding History

TD Private Client Wealth’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 Q3	$865	Buy	+13	New	+$855	﹤0.01%	1567
2026 Q1	–	Sell	-7	Closed	-$604	–	1744
2025 Q4	$604	Buy	+7	New	+$620	﹤0.01%	1467
2024 Q1	–	Sell	-52	Closed	-$5.28K	–	1274
2023 Q4	$5.28K	Hold	52	–	–	﹤0.01%	1109
2023 Q3	$5.27K	Hold	52	–	–	﹤0.01%	1113
2023 Q2	$5.29K	Hold	52	–	–	﹤0.01%	1124
2023 Q1	$5.32K	Hold	52	–	–	﹤0.01%	1102
2022 Q4	$4.37K	Sell	52 -110	-68%	-$8.52K	﹤0.01%	1088
2022 Q3	$12.6K	Buy	162 +88	+119%	+$6.01K	﹤0.01%	971
2022 Q2	$4.88K	Hold	74	–	–	﹤0.01%	1068
2022 Q1	$8.73K	Sell	74 -1,418	-95%	-$157K	﹤0.01%	1051
2021 Q4	$195K	Hold	1,492	–	–	0.01%	556
2021 Q3	$210K	Hold	1,492	–	–	0.01%	517
2021 Q2	$166K	Hold	1,492	–	–	0.01%	548
2021 Q1	$132K	Hold	1,492	–	–	0.01%	560
2020 Q4	$137K	Hold	1,492	–	–	0.01%	524
2020 Q3	$83.2K	Buy	+1,492	New	+$83K	﹤0.01%	549

Other funds holding WK

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Lakehouse Capital Sydney NSW, Australia $114M AUM 10.63% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

KFO

Kopp Family Office Bloomington, Minnesota $161M AUM 13.16% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

TD Private Client Wealth's WK Position: Q3 2026 in Review

TD Private Client Wealth opened a new position in Workiva (WK) in Q3 2026: 13 shares worth $865. The stake represents ﹤0.01% of the portfolio and ranks #1567 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in WK as recently as Q4 2025.

TD Private Client Wealth first reported a position in WK in Q3 2020 and has held it in 16 quarters since. The position peaked at $210K in Q3 2021. 65 funds tracked by Wall St. Rank hold WK as of Q3 2026.

TD Private Client Wealth held 13 shares of Workiva worth $865 as of Q3 2026.
Workiva was a new TD Private Client Wealth position in Q3 2026.
Workiva made up ﹤0.01% of TD Private Client Wealth's portfolio in Q3 2026, its #1567 holding.
TD Private Client Wealth first reported a position in Workiva in Q3 2020 and has held it in 16 quarters since.
TD Private Client Wealth's Workiva position peaked at $210K in Q3 2021.
65 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on TD Private Client Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.