TWM
WK icon

Tradition Wealth Management’s Workiva WK Stock Holding History

Tradition Wealth 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 		$276K Hold
4,632
– – 0.02% 406
2025
Q4 		$400K Buy
4,632
+53
+1% +$4.69K 0.03% 325
2025
Q3 		$394K Buy
4,579
+2
+0% +$150 0.03% 324
2025
Q2 		$313K Buy
4,577
+70
+2% +$4.81K 0.03% 344
2025
Q1 		$342K Hold
4,507
– – 0.03% 316
2024
Q4 		$494K Sell
4,507
-257
-5% -$23.7K 0.04% 245
2024
Q3 		$377K Hold
4,764
– – 0.03% 286
2024
Q2 		$348K Hold
4,764
– – 0.03% 289
2024
Q1 		$404K Hold
4,764
– – 0.04% 251
2023
Q4 		$484K Hold
4,764
– – 0.05% 197
2023
Q3 		$483K Hold
4,764
– – 0.06% 179
2023
Q2 		$484K Hold
4,764
– – 0.06% 182
2023
Q1 		$488K Hold
4,764
– – 0.06% 175
2022
Q4 		$400K Hold
4,764
– – 0.06% 187
2022
Q3 		$371K Buy
4,764
+339
+8% +$23.1K 0.06% 187
2022
Q2 		$292K Buy
+4,425
New +$368K 0.04% 220

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