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Wellspring Financial Advisors’s Workday WDAY Stock Holding History

Wellspring Financial Advisors’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
2026
Q2 		$259K Sell
2,112
-203
-9% -$25.7K 0.02% 237
2026
Q1 		$301K Buy
+2,315
New +$367K 0.02% 216

Other funds holding WDAY

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wellspring Financial Advisors's WDAY Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Workday (WDAY) stake by 8.8% in Q2 2026, selling an estimated $25.7K and leaving 2,112 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #237.

Wellspring Financial Advisors first reported a position in WDAY in Q1 2026 and has held it in 2 quarters since. The position peaked at $301K in Q1 2026. 203 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Wellspring Financial Advisors held 2,112 shares of Workday worth $259K as of Q2 2026.
  • Wellspring Financial Advisors sold 203 Workday shares in Q2 2026, an estimated $25.7K.
  • Workday made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #237 holding.
  • Wellspring Financial Advisors first reported a position in Workday in Q1 2026 and has held it in 2 quarters since.
  • Wellspring Financial Advisors's Workday position peaked at $301K in Q1 2026.
  • 203 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.