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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
Q3 		$25.9K Buy
389
+62
+19% +$4.08K 0.01% 736
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

LC
Lakehouse Capital Sydney NSW, Australia $114M AUM 10.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's WK Position: Q3 2026 in Review

True Wealth Design increased its Workiva (WK) stake by 19% in Q3 2026, buying an estimated $4.08K and bringing the position to 389 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #736.

True Wealth Design first reported a position in WK in Q3 2024 and has held it in 9 quarters since. 15 funds tracked by Wall St. Rank hold WK as of Q3 2026.

  • True Wealth Design held 389 shares of Workiva worth $25.9K as of Q3 2026.
  • True Wealth Design bought 62 Workiva shares in Q3 2026, an estimated $4.08K.
  • Workiva made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #736 holding.
  • True Wealth Design first reported a position in Workiva in Q3 2024 and has held it in 9 quarters since.
  • 15 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.