WIM
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Westside Investment Management’s Workiva WK Stock Holding History

Westside Investment Management’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
-96
Closed -$5.76K – 1514
2026
Q1 		$5.76K Hold
96
– – ﹤0.01% 1231
2025
Q4 		$7.96K Hold
96
– – ﹤0.01% 1142
2025
Q3 		$8.07K Hold
96
– – ﹤0.01% 1160
2025
Q2 		$6.55K Buy
+96
New +$6.6K ﹤0.01% 1096

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

Westside Investment Management's WK Position: Q2 2026 in Review

Westside Investment Management sold out of Workiva (WK) in Q2 2026, closing a stake of 96 shares — an estimated $5.76K sold.

Westside Investment Management first reported a position in WK in Q2 2025 and held it in 4 quarters. The position peaked at $8.07K in Q3 2025. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Westside Investment Management reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
  • Westside Investment Management sold 96 Workiva shares in Q2 2026, an estimated $5.76K.
  • Westside Investment Management first reported a position in Workiva in Q2 2025 and held it in 4 quarters.
  • Westside Investment Management's Workiva position peaked at $8.07K in Q3 2025.
  • 307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.