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Wealth Alliance’s Workiva WK Stock Holding History

Wealth Alliance’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
-3,536
Closed -$211K – 616
2026
Q1 		$211K Buy
3,536
+168
+5% +$11.7K 0.02% 527
2025
Q4 		$290K Buy
3,368
+100
+3% +$8.85K 0.03% 438
2025
Q3 		$281K Buy
3,268
+146
+5% +$11K 0.03% 437
2025
Q2 		$214K Buy
3,122
+236
+8% +$16.2K 0.02% 509
2025
Q1 		$219K Buy
2,886
+91
+3% +$8.59K 0.03% 480
2024
Q4 		$306K Sell
2,795
-39
-1% -$3.6K 0.04% 380
2024
Q3 		$224K Buy
2,834
+71
+3% +$5.33K 0.03% 474
2024
Q2 		$202K Buy
+2,763
New +$217K 0.03% 488
2024
Q1 		– Sell
-2,620
Closed -$266K – 542
2023
Q4 		$266K Buy
2,620
+121
+5% +$11.7K 0.04% 418
2023
Q3 		$253K Sell
2,499
-18
-0.7% -$1.87K 0.04% 398
2023
Q2 		$256K Buy
2,517
+164
+7% +$15.8K 0.04% 426
2023
Q1 		$241K Sell
2,353
-318
-12% -$28.8K 0.04% 424
2022
Q4 		$224K Buy
+2,671
New +$207K 0.04% 438
2022
Q2 		– Sell
-1,819
Closed -$215K – 502
2022
Q1 		$215K Buy
1,819
+273
+18% +$30.2K 0.04% 415
2021
Q4 		$202K Buy
1,546
+97
+7% +$13.7K 0.04% 429
2021
Q3 		$204K Buy
+1,449
New +$196K 0.05% 405

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

Wealth Alliance's WK Position: Q2 2026 in Review

Wealth Alliance sold out of Workiva (WK) in Q2 2026, closing a stake of 3,536 shares — an estimated $211K sold.

Wealth Alliance first reported a position in WK in Q3 2021 and held it in 16 quarters. The position peaked at $306K in Q4 2024. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Wealth Alliance reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
  • Wealth Alliance sold 3,536 Workiva shares in Q2 2026, an estimated $211K.
  • Wealth Alliance first reported a position in Workiva in Q3 2021 and held it in 16 quarters.
  • Wealth Alliance's Workiva position peaked at $306K in Q4 2024.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.