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Wealthspire Advisors (New York)’s Workiva WK Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-7
Closed -$603 – 2898
2025
Q3 		$603 Buy
+7
New +$526 ﹤0.01% 2807

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Workiva (WK) in Q4 2025, closing a stake of 7 shares — an estimated $603 sold.

Wealthspire Advisors (New York) first reported a position in WK in Q3 2025 and held it in 1 quarter. The position peaked at $603 in Q3 2025. 348 funds tracked by Wall St. Rank hold WK as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Workiva position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 7 Workiva shares in Q4 2025, an estimated $603.
  • Wealthspire Advisors (New York) first reported a position in Workiva in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Workiva position peaked at $603 in Q3 2025.
  • 348 funds tracked by Wall St. Rank held Workiva as of Q4 2025.

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