TWD
WK icon

True Wealth Design’s Workiva WK Stock Holding History

True Wealth Design’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 		$15.9K Buy
327
+134
+69% +$6.9K ﹤0.01% 904
2026
Q1 		$11.5K Buy
193
+71
+58% +$4.95K ﹤0.01% 931
2025
Q4 		$10.5K Buy
122
+96
+369% +$8.5K ﹤0.01% 846
2025
Q3 		$2.24K Sell
26
-17
-40% -$1.28K ﹤0.01% 1414
2025
Q2 		$2.94K Sell
43
-28
-39% -$1.93K ﹤0.01% 1015
2025
Q1 		$5.39K Buy
71
+59
+492% +$5.57K ﹤0.01% 662
2024
Q4 		$1.31K Hold
12
– – ﹤0.01% 850
2024
Q3 		$950 Buy
+12
New +$901 ﹤0.01% 987

Other funds holding WK

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TF
Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return