WG
WK icon

Winton Group’s Workiva WK Stock Holding History

Winton Group’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
-11,536
Closed -$790K – 1058
2025
Q2 		$790K Buy
+11,536
New +$793K 0.04% 491
2021
Q2 		– Sell
-3,394
Closed -$300K – 1527
2021
Q1 		$300K Buy
3,394
+970
+40% +$96K 0.02% 1142
2020
Q4 		$222K Sell
2,424
-16,514
-87% -$1.16M 0.02% 1153
2020
Q3 		$1.06M Buy
+18,938
New +$1.05M 0.03% 801
2019
Q1 		– Sell
-7,772
Closed -$279K – 1197
2018
Q4 		$279K Buy
7,772
+2,421
+45% +$85.1K 0.01% 692
2018
Q3 		$211K Sell
5,351
-4,031
-43% -$125K ﹤0.01% 960
2018
Q2 		$229K Buy
+9,382
New +$236K 0.01% 930

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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