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Vermillion Wealth Management’s Workiva WK Stock Holding History

Vermillion 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
Q2 		– Sell
-1
Closed -$60 – 2470
2026
Q1 		$60 Buy
+1
New +$70 ﹤0.01% 1490

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Vermillion Wealth Management's WK Position: Q2 2026 in Review

Vermillion Wealth Management sold out of Workiva (WK) in Q2 2026, closing a stake of 1 share — an estimated $60 sold.

Vermillion Wealth Management first reported a position in WK in Q1 2026 and held it in 1 quarter. The position peaked at $60 in Q1 2026. 24 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Vermillion Wealth Management reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
  • Vermillion Wealth Management sold 1 Workiva share in Q2 2026, an estimated $60.
  • Vermillion Wealth Management first reported a position in Workiva in Q1 2026 and held it in 1 quarter.
  • Vermillion Wealth Management's Workiva position peaked at $60 in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

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