WIA
WK icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return