Wealth Alliance
WK icon

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
Q3 		$223K Buy
+3,357
New +$221K 0.02% 520
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Wealth Alliance's WK Position: Q3 2026 in Review

Wealth Alliance opened a new position in Workiva (WK) in Q3 2026: 3,357 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #520 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in WK as recently as Q1 2026.

Wealth Alliance first reported a position in WK in Q3 2021 and has held it in 17 quarters since. The position peaked at $306K in Q4 2024. 256 funds tracked by Wall St. Rank hold WK as of Q3 2026.

  • Wealth Alliance held 3,357 shares of Workiva worth $223K as of Q3 2026.
  • Workiva was a new Wealth Alliance position in Q3 2026.
  • Workiva made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #520 holding.
  • Wealth Alliance first reported a position in Workiva in Q3 2021 and has held it in 17 quarters since.
  • Wealth Alliance's Workiva position peaked at $306K in Q4 2024.
  • 256 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.