WSFS
WK icon

Wilmington Savings Fund Society’s Workiva WK Stock Holding History

Wilmington Savings Fund Society’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
Q3 		– Sell
-35
Closed -$2.4K – 2066
2025
Q2 		$2.4K Buy
35
+3
+9% +$206 ﹤0.01% 1878
2025
Q1 		$2.43K Buy
32
+4
+14% +$378 ﹤0.01% 1887
2024
Q4 		$3.07K Hold
28
– – ﹤0.01% 1873
2024
Q3 		$2.21K Buy
+28
New +$2.1K ﹤0.01% 1901

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Wilmington Savings Fund Society's WK Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Workiva (WK) in Q3 2025, closing a stake of 35 shares — an estimated $2.4K sold.

Wilmington Savings Fund Society first reported a position in WK in Q3 2024 and held it in 4 quarters. The position peaked at $3.07K in Q4 2024. 313 funds tracked by Wall St. Rank hold WK as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Workiva position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 35 Workiva shares in Q3 2025, an estimated $2.4K.
  • Wilmington Savings Fund Society first reported a position in Workiva in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's Workiva position peaked at $3.07K in Q4 2024.
  • 313 funds tracked by Wall St. Rank held Workiva as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.