VA
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Vident Advisory’s Workiva WK Stock Holding History

Vident Advisory’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 		$302K Buy
6,230
+808
+15% +$41.6K ﹤0.01% 1599
2026
Q1 		$323K Buy
5,422
+144
+3% +$10K ﹤0.01% 1469
2025
Q4 		$455K Buy
+5,278
New +$467K ﹤0.01% 1214
2025
Q2 		– Sell
-2,796
Closed -$212K – 1708
2025
Q1 		$212K Buy
2,796
+604
+28% +$57K ﹤0.01% 1422
2024
Q4 		$240K Buy
+2,192
New +$202K ﹤0.01% 1255
2024
Q1 		– Sell
-2,881
Closed -$293K – 1442
2023
Q4 		$293K Buy
2,881
+72
+3% +$6.94K 0.01% 1014
2023
Q3 		$285K Buy
+2,809
New +$292K 0.01% 938

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 $3.38T AUM 44.17% 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

Vident Advisory's WK Position: Q2 2026 in Review

Vident Advisory increased its Workiva (WK) stake by 15% in Q2 2026, buying an estimated $41.6K and bringing the position to 6,230 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Vident Advisory first reported a position in WK in Q3 2023 and has held it in 7 quarters since. The position peaked at $455K in Q4 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Vident Advisory held 6,230 shares of Workiva worth $302K as of Q2 2026.
  • Vident Advisory bought 808 Workiva shares in Q2 2026, an estimated $41.6K.
  • Workiva made up ﹤0.01% of Vident Advisory's portfolio in Q2 2026, its #1599 holding.
  • Vident Advisory first reported a position in Workiva in Q3 2023 and has held it in 7 quarters since.
  • Vident Advisory's Workiva position peaked at $455K in Q4 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.