World Investment Advisors’s Workiva WK Stock Holding History

World Investment Advisors’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	$299K	Sell	5,013 -3	-0.1%	-$155	0.01%	1225
2026 Q1	$299K	Sell	5,016 -108	-2%	-$7.53K	﹤0.01%	1258
2025 Q4	$442K	Buy	5,124 +7	+0.1%	+$620	0.01%	980
2025 Q3	$440K	Hold	5,117	–	–	0.01%	833
2025 Q2	$350K	Sell	5,117 -17	-0.3%	-$1.17K	0.01%	862
2025 Q1	$390K	Sell	5,134 -1	-0%	-$94	0.01%	779
2024 Q4	$562K	Buy	5,135 +135	+3%	+$12.4K	0.02%	640
2024 Q3	$396K	Buy	+5,000	New	+$375K	0.01%	650

Other funds holding WK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

World Investment Advisors's WK Position: Q2 2026 in Review

World Investment Advisors reduced its Workiva (WK) stake by 0.06% in Q2 2026, selling an estimated $155 and leaving 5,013 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #1225.

World Investment Advisors first reported a position in WK in Q3 2024 and has held it in 8 quarters since. The position peaked at $562K in Q4 2024. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

World Investment Advisors held 5,013 shares of Workiva worth $299K as of Q2 2026.
World Investment Advisors sold 3 Workiva shares in Q2 2026, an estimated $155.
Workiva made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1225 holding.
World Investment Advisors first reported a position in Workiva in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's Workiva position peaked at $562K in Q4 2024.
306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.