Wealth Enhancement Advisory Services
WK icon

Wealth Enhancement Advisory Services’s Workiva WK Stock Holding History

Wealth Enhancement Advisory Services’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 		$773K Buy
14,815
+9,018
+156% +$464K ﹤0.01% 2288
2026
Q1 		$348K Sell
5,797
-6,791
-54% -$474K ﹤0.01% 2633
2025
Q4 		$1.09M Buy
12,588
+8,106
+181% +$718K ﹤0.01% 1904
2025
Q3 		$384K Buy
+4,482
New +$337K ﹤0.01% 2577

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
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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealth Enhancement Advisory Services's WK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Workiva (WK) stake by 156% in Q2 2026, buying an estimated $464K and bringing the position to 14,815 shares worth $773K. The position accounts for ﹤0.01% of the portfolio, ranked #2288.

Wealth Enhancement Advisory Services first reported a position in WK in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.09M in Q4 2025. 24 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 14,815 shares of Workiva worth $773K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 9,018 Workiva shares in Q2 2026, an estimated $464K.
  • Workiva made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2288 holding.
  • Wealth Enhancement Advisory Services first reported a position in Workiva in Q3 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's Workiva position peaked at $1.09M in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.