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Wealth Preservation Advisors’s Workiva WK Stock Holding History

Wealth Preservation Advisors’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
-61
Closed -$3.64K – 948
2026
Q1 		$3.64K Buy
+61
New +$4.25K ﹤0.01% 529

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 Preservation Advisors's WK Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Workiva (WK) in Q2 2026, closing a stake of 61 shares — an estimated $3.64K sold.

Wealth Preservation Advisors first reported a position in WK in Q1 2026 and held it in 1 quarter. The position peaked at $3.64K in Q1 2026. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 61 Workiva shares in Q2 2026, an estimated $3.64K.
  • Wealth Preservation Advisors first reported a position in Workiva in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Workiva position peaked at $3.64K in Q1 2026.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.