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Whalen Wealth Management’s Workday WDAY Stock Holding History

Whalen Wealth Management’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
Q3 		– Sell
-5,443
Closed -$1.31M – 271
2025
Q2 		$1.31M Buy
+5,443
New +$1.33M 0.82% 26
2024
Q1 		– Sell
-1,666
Closed -$460K – 162
2023
Q4 		$460K Buy
+1,666
New +$397K 0.41% 61

Other funds holding WDAY

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Whalen Wealth Management's WDAY Position: Q3 2025 in Review

Whalen Wealth Management sold out of Workday (WDAY) in Q3 2025, closing a stake of 5,443 shares — an estimated $1.31M sold.

Whalen Wealth Management first reported a position in WDAY in Q4 2023 and held it in 2 quarters. The position peaked at $1.31M in Q2 2025. 1,097 funds tracked by Wall St. Rank hold WDAY as of Q3 2025.

  • Whalen Wealth Management reported no remaining Workday position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 5,443 Workday shares in Q3 2025, an estimated $1.31M.
  • Whalen Wealth Management first reported a position in Workday in Q4 2023 and held it in 2 quarters.
  • Whalen Wealth Management's Workday position peaked at $1.31M in Q2 2025.
  • 1,097 funds tracked by Wall St. Rank held Workday as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.