Willner & Heller’s Workday WDAY Stock Holding History

Willner & Heller’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 Q1	–	Sell	-1,024	Closed	-$220K	–	174
2025 Q4	$220K	Sell	1,024 -123	-11%	-$27.9K	0.16%	156
2025 Q3	$276K	Buy	+1,147	New	+$265K	0.21%	137

Other funds holding WDAY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

GIM

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

Willner & Heller's WDAY Position: Q1 2026 in Review

Willner & Heller sold out of Workday (WDAY) in Q1 2026, closing a stake of 1,024 shares — an estimated $220K sold.

Willner & Heller first reported a position in WDAY in Q3 2025 and held it in 2 quarters. The position peaked at $276K in Q3 2025. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

Willner & Heller reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
Willner & Heller sold 1,024 Workday shares in Q1 2026, an estimated $220K.
Willner & Heller first reported a position in Workday in Q3 2025 and held it in 2 quarters.
Willner & Heller's Workday position peaked at $276K in Q3 2025.
935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Willner & Heller's 13F filing for Q1 2026, filed 17 Apr 2026.