Wealthspire Advisors (New York)’s Workday WDAY Stock Holding History

Wealthspire Advisors (New York)’s Portfolio WDAY Stock Details WDAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-267	Closed	-$64.3K	–	2882
2025 Q3	$64.3K	Sell	267 -783	-75%	-$181K	﹤0.01%	1146
2025 Q2	$252K	Sell	1,050 -406	-28%	-$98.9K	﹤0.01%	715
2025 Q1	$340K	Buy	1,456 +510	+54%	+$130K	﹤0.01%	610
2024 Q4	$244K	Buy	+946	New	+$242K	﹤0.01%	693
2021 Q4	–	Sell	-1,856	Closed	-$464K	–	633
2021 Q3	$464K	Buy	+1,856	New	+$460K	0.01%	371
2021 Q2	–	Sell	-893	Closed	-$222K	–	668
2021 Q1	$222K	Buy	+893	New	+$221K	0.01%	643

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Wealthspire Advisors (New York)'s WDAY Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Workday (WDAY) in Q4 2025, closing a stake of 267 shares — an estimated $64.3K sold.

Wealthspire Advisors (New York) first reported a position in WDAY in Q1 2021 and held it in 6 quarters. The position peaked at $464K in Q3 2021. 1,095 funds tracked by Wall St. Rank hold WDAY as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Workday position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 267 Workday shares in Q4 2025, an estimated $64.3K.
Wealthspire Advisors (New York) first reported a position in Workday in Q1 2021 and held it in 6 quarters.
Wealthspire Advisors (New York)'s Workday position peaked at $464K in Q3 2021.
1,095 funds tracked by Wall St. Rank held Workday as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.