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Daily bullish and bearish fund signals, and how past ones played out
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Workiva
WK
Market cap $3.95B

Overview Fund Trends Fund Holders
72.64 USD
+0.14
0.19%
At close Updated Oct 14, 4:00 PM EDT
Pre-market
After hours
72.64
0.00
0%
1 day
0.19%
5 days
0.92%
1 month
-4.28%
3 months
35.3%
6 months
31.79%
Year to date
-12.45%
1 year
-16.96%
5 years
-47.96%
10 years
332.38%
2026 Q2 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
# Name Holding Trade Value Shares
Change
Change in
Stake
351
SPIA
351
Steward Partners Investment Advisory
New York
– -$10.2K -100 Closed
352
CTWM
352
Cherry Tree Wealth Management
Minnetonka, Minnesota
– -$5.38K -53 Closed
353
TPCW
353
TD Private Client Wealth
New York
– -$5.28K -52 Closed
354
BTI
354
Blue Trust Inc
Alpharetta, Georgia
– -$2K -17 Closed
355
GWS
355
Glassman Wealth Services
Vienna, Virginia
– -$711 -7 Closed
356
JWA
356
JFS Wealth Advisors
Hermitage, Pennsylvania
– -$508 -5 Closed
357
SIC
357
SJS Investment Consulting
Sylvania, Ohio
– -$204 -2 Closed
1
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15
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Block Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover trades at least twice the size of a fund's median trade that quarter Fund Signals Daily bullish and bearish fund signals, and how past ones played out Fund Manager Portfolios Gain insights from the world’s largest funds and super investors Fund Flows Report Our quarterly report on what the world’s largest funds bought and sold Thematic Trends Track which investment themes funds are piling into or pulling out of
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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