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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

True Wealth Design's WK Position: Q2 2026 in Review

True Wealth Design increased its Workiva (WK) stake by 69% in Q2 2026, buying an estimated $6.9K and bringing the position to 327 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

True Wealth Design first reported a position in WK in Q3 2024 and has held it in 8 quarters since. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • True Wealth Design held 327 shares of Workiva worth $15.9K as of Q2 2026.
  • True Wealth Design bought 134 Workiva shares in Q2 2026, an estimated $6.9K.
  • Workiva made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #904 holding.
  • True Wealth Design first reported a position in Workiva in Q3 2024 and has held it in 8 quarters since.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.